Roxbury Financial LLC - Portfolio Stock Holdings
Roxbury Financial LLC disclosed 434 stock positions in a recent SEC 13F filing. $126,472,821 of stock holdings were filed, with the largest holdings including GOOGL, MSFT, and FBCG. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $180,467,000 and has 3 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
434Est. Stock Holding Value:
$126,472,821Top Stock Holdings By Sector
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Portfolio Stock Holdings - Roxbury Financial LLC
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Stock
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% of Portfolio
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