Roxbury Financial LLC - Portfolio overview

Roxbury Financial LLC has 416 reported holdings in this dataset, with the latest filing dated 2026-04-17.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. GOOGL - ALPHABET INC CAP STK CL A, 4.60%
2. MSFT - MICROSOFT CORP COM, 4.52%
3. FBCG - FIDELITY BLUE CHIP GROWTH ETF, 3.64%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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