Fund Holdings

Roxbury Financial LLC

Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
ALPHABET INC CAP STK CL A(GOOG)17,88418,086+2025,142,7546,463,2575.11%+1,320,503
NATERA INC COM(NTRA)9005,024+4,124179,9911,363,7651.08%+1,183,774
CATERPILLAR INC COM(CAT)3,1943,167-272,262,7533,372,2172.67%+1,109,464
FIDELITY BLUE CHIP GROWTH ETF81,32082,001+6814,075,7685,093,0944.03%+1,017,326
FIDELITY NASDAQ COMPOSITE INDEX ETF40,21241,555+1,3433,414,4124,289,2753.39%+874,863
AMAZON COM INC COM(AMZN)14,13615,941+1,8052,944,0633,799,3303.00%+855,267
MERCADOLIBRE INC(MELI)0451+4510765,5230.61%+765,523
VISA INC COM CL A(V)10,34411,108+7643,126,4273,810,9253.01%+684,498
BERKSHIRE HATHAWAY INC DEL CL B NEW8962,147+1,251429,3631,074,3370.85%+644,974
ISHARES CORE S&P 500 ETF5,4905,630+1403,586,2994,215,8843.33%+629,585
CAL MAINE FOODS INC COM NEW(CALM)07,153+7,1530576,2460.46%+576,246
APPLE INC COM(AAPL)13,10613,138+323,326,2053,801,7033.01%+475,498
INVESCO S&P 500 LOW VOLATILITY ETF21,92934,067+12,138446,574815,9940.65%+369,420
OSCAR HEALTH INC CL A(OSCR)18,60218,802+200213,365536,2330.42%+322,868
JPMORGAN CHASE & CO COM(JPM)8,3178,385+682,446,5692,744,5052.17%+297,936
INTERNATIONAL BUSINESS MACHS COM(IBM)8,2048,087-1171,988,5652,274,1901.80%+285,625
ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF3,1215,808+2,687249,836526,1950.42%+276,359
MICRON TECHNOLOGY(MU)331334+3111,842385,7070.30%+273,865
ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF14,49716,195+1,698843,4531,101,4280.87%+257,975
FIDELITY SMALL-MID MULTIFACTOR ETF22,39023,776+1,3861,001,2751,256,5470.99%+255,272
NVIDIA CORPORATION COM(NVDA)8,4718,463-81,477,2811,693,3941.34%+216,113
FIDELITY MSCI INDUSTRIAL INDEX ETF14,42714,605+1781,248,2581,454,7681.15%+206,510
ISHARES U.S. AEROSPACE & DEFENSE ETF4,4644,839+375976,5351,173,1560.93%+196,621
PALO ALTO NETWORKS INC COM(PANW)850950+100136,272323,9690.26%+187,697
FIDELITY MSCI HEALTH CARE INDEX ETF24,58024,541-391,729,4811,895,7831.50%+166,302
MICROSOFT CORP COM(MSFT)13,67214,002+3305,060,9875,223,1094.13%+162,122
ABBVIE INC COM(ABBV)3,9143,915+1851,169985,2360.78%+134,067
CORNING INC(GLW)0489+4890124,8320.10%+124,832
TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS(TSM)829831+2280,259396,6750.31%+116,416
VANGUARD DIVIDEND APPRECIATION ETF5,0235,029+61,080,1591,189,9800.94%+109,821
LAM RESEARCH CORP COM NEW(LRCX)507502-5108,294217,6560.17%+109,362
CHUBB LIMITED COM5,4835,561+781,787,0731,895,0021.50%+107,929
ISHARES RUSSELL 1000 VALUE ETF3,7743,748-26806,412908,7320.72%+102,320
WELLS FARGO & CO COM(WFC)28,79428,926+1322,292,2842,390,4361.89%+98,152
L3HARRIS TECHNOLOGIES INC COM(LHX)134489+35546,342142,1650.11%+95,823
VANGUARD VALUE ETF3,8673,903+36758,694850,5060.67%+91,812
FIDELITY LOW VOLATILITY FACTOR ETF14,73715,230+493951,8931,040,7720.82%+88,879
ISHARES SEMICONDUCTOR ETF305295-10100,262189,0930.15%+88,831
FIRST TRUST EUROPE ALPHADEX FUND1,8353,307+1,472100,198188,6370.15%+88,439
F/M US TREASURY 3 MONTH BILL FUND5,2677,030+1,763262,629350,5360.28%+87,907
STATE STREET SPDR S&P 500 ETF(SPY)870872+2565,483650,9730.51%+85,490
DATADOG INC CL A COM(DDOG)585590+569,059153,6120.12%+84,553
ANALOG DEVICES INC COM(ADI)1,1901,161-29378,644461,2360.36%+82,592
CANADIAN PACIFIC KANSAS CITY COM(CP)4661,340+87436,670116,0970.09%+79,427
ELI LILLY & CO COM(LLY)267268+1245,478321,7290.25%+76,251
JOHNSON & JOHNSON COM(JNJ)4,6524,762+1101,137,1101,209,3470.96%+72,237
PUBLIC SVC ENTERPRISE GROUP COM(PEG)2231,090+86718,04088,4510.07%+70,411
ISHARES CORE DIVIDEND GROWTH ETF11,92811,944+16837,083905,2190.72%+68,136
FIDELITY ENHANCED LARGE CAP VALUE ETF11,00411,275+271384,165452,0050.36%+67,840
COCA COLA CO COM(KO)14,19114,085-1061,079,2081,144,6970.91%+65,489
BANK OF AMER CORP COM1,8542,695+84190,373153,5860.12%+63,213
AFLAC INC COM(AFL)7,9637,987+24873,566936,4550.74%+62,889
RELIANCE INC COM(RS)50204+15415,28176,0650.06%+60,784
NETFLIX INC. COM(NFLX)3,8786,047+2,169372,870431,7560.34%+58,886
FIDELITY MSCI FINANCIALS INDEX ETF8,1798,254+75574,179631,9310.50%+57,752
ISHARES FLEXIBLE INCOME ACTIVE ETF8,6689,682+1,014450,144506,7370.40%+56,593
JETBLUE AIRWAYS CORP COM(JBLU)52,77750,415-2,362233,274288,8780.23%+55,604
PRUDENTIAL FINL INC COM(PFH)12,22211,569-6531,193,9321,248,6610.99%+54,729
STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF845846+1112,346161,1870.13%+48,841
METLIFE INC COM(MET)3,3983,399+1240,280287,6260.23%+47,346
BROADCOM INC COM(AVGO)681682+1210,830257,4650.20%+46,635
PNC FINL SVCS GROUP INC COM(PNC)1,1991,201+2249,420295,5950.23%+46,175
VANGUARD GROWTH ETF4082,593+2,185178,138223,3670.18%+45,229
REDDIT INC CL A(RDDT)9801,015+35131,957176,1840.14%+44,227
ELEVANCE HEALTH INC FORMERLY A COM(ELV)450452+2131,877174,8050.14%+42,928
MERCK & CO INC COM(MRK)5,9285,883-45713,079755,9430.60%+42,864
FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND6281,536+90831,89874,7290.06%+42,831
GOLDMAN SACHS GROUP INC COM(GS)278274-4235,602277,3620.22%+41,760
GE AEROSPACE COM NEW(GE)305343+3886,519128,2710.10%+41,752
AMERICAN EXPRESS CO COM(AXP)144251+10743,54785,0340.07%+41,487
ISHARES PREFERRED & INCOME SECURITIES ETF481,408+1,3601,45542,9160.03%+41,461
VANGUARD INFORMATION TECHNOLOGY ETF1601,281+1,121111,695153,0890.12%+41,394
VANGUARD TOTAL STOCK MARKET ETF825826+1264,823305,5820.24%+40,759
AVERY DENNISON CORP COM0248+248040,1850.03%+40,185
COLUMBIA FINL INC COM(CLBK)15,90015,000-900278,409318,3000.25%+39,891
VANGUARD LARGE-CAP ETF8558550255,465294,0530.23%+38,588
SELECTIVE INS GROUP INC COM(SIGI)1,7601,7600132,686170,7380.13%+38,052
TRUIST FINL CORP COM(TFC)8,8508,916+66406,832444,1920.35%+37,360
EMERSON ELEC CO COM(EMR)3,2543,231-23426,295462,5710.37%+36,276
FIRST TRUST SENIOR LOAN FUND1,7492,554+80578,356114,2840.09%+35,928
ISHARES LARGE CAP VALUE ACTIVE ETF6,4346,493+59232,375268,2150.21%+35,840
PATTERN GROUP INC COM SER A(PTRN)3,1992,999-20039,76475,5450.06%+35,781
GE VERNOVA INC COM(GEV)2245+2319,22452,9070.04%+33,683
VANGUARD RUSSELL 1000 GROWTH ETF1,8061,808+2198,115231,1340.18%+33,019
ALPHABET INC CAP STK CL C(GOOG)489490+1140,410173,0210.14%+32,611
CSX CORP COM(CSX)4,9524,960+8203,273235,7610.19%+32,488
PHILIP MORRIS INTL INC COM(PM)1,8891,900+11312,382343,6970.27%+31,315
FIDELITY ENHANCED LARGE CAP CORE ETF5,3575,360+3194,280224,6350.18%+30,355
TEXAS INSTRS INC COM(TXN)289290+156,15686,4560.07%+30,300
VANGUARD S&P 500 ETF291295+4173,763202,4980.16%+28,735
ASTRAZENECA PLC ORD(AZN)0151+151028,6330.02%+28,633
VANECK RARE EARTH AND STRATEGIC METALS ETF1,3261,633+307116,705144,5380.11%+27,833
GENERAL DYNAMICS CORP COM(GD)1,2631,302+39433,455461,2120.36%+27,757
ALTRIA GROUP INC COM(MO)5,8235,723-100384,287411,7610.33%+27,474
TESLA INC COM(TSLA)5555550206,321233,4330.18%+27,112
FIDELITY HEDGED EQUITY ETF6,9667,046+80204,936232,0280.18%+27,092
PARKER-HANNIFIN CORP COM(PH)230238+8205,785232,4590.18%+26,674
FREEPORT MCMORAN INC CL B(FCX)200593+39311,75637,2940.03%+25,538
NOVARTIS AG SPONSORED ADR(NVS)3,7263,782+56569,182592,7510.47%+23,569
INVESCO QQQ TRUST SERIES I7691+1543,87067,0180.05%+23,148
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