Roxbury Financial LLC: 13F holdings
CIK 20541492026Q2
| Positions | 410 |
|---|---|
| Reported value | $126.5m |
| Filed | 2026-07-01 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| GOOGL ALPHABET INC CAP STK CL A | 18,086 | $6.5m | 5.1% |
| MSFT MICROSOFT CORP COM | 14,002 | $5.2m | 4.1% |
| FBCG FIDELITY BLUE CHIP GROWTH ETF | 82,001 | $5.1m | 4.0% |
| ONEQ FIDELITY NASDAQ COMPOSITE INDEX ETF | 41,555 | $4.3m | 3.4% |
| IVV ISHARES CORE S&P 500 ETF | 5,630 | $4.2m | 3.3% |
| V VISA INC COM CL A | 11,108 | $3.8m | 3.0% |
| AAPL APPLE INC COM | 13,138 | $3.8m | 3.0% |
| AMZN AMAZON COM INC COM | 15,941 | $3.8m | 3.0% |
| CAT CATERPILLAR INC COM | 3,167 | $3.4m | 2.7% |
| FSTA FIDELITY MSCI CONSUMER STAPLES INDEX ETF | 56,809 | $3.0m | 2.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2054149")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.