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Roxbury Financial - Q2 2026 13F Filings

RO

Roxbury Financial LLC

CIK: 0002054149
Address: New Jersey Mount Arlington 200 Valley Road Suite 205
$126.47 M
Portfolio Value
410
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 10/01/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
+$1.12 M
+$765,523
+$430,198.27
+$262,112.59

Top Sells

Q2 2026

Asset Allocation

Stocks/ETFs
+13.16%
$124.91 M 98.77%
Options
$0 0.00%
Debt
$0 0.00%
Other
+89.37%
$1.56 M 1.23%

Sector Allocation (Stocks)

Roxbury Financial Q2 2026 Filing Summary

Roxbury Financial LLC filed its 13F report for Q2 2026 on July 01, 2026. The portfolio totaled 126.47 M reflecting a +13.72% change from the prior quarter, spanning 410 assets. The top 10 holdings comprised 34.5% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 41 new positions and 23 complete exits.

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Issuer Name Class Value Shares Option Type

FAQs for Roxbury Financial’s Q2 2026 Filing

Roxbury Financial submitted their Form 13F-HR for the Q2 2026 period on 07/01/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Roxbury Financial reported a managed portfolio value of 126.47 M, consisting of 410 individual positions.

This page displays the raw filing documents. To see which stocks Roxbury Financial bought or sold during Q2 2026, please visit Roxbury Financial's Portfolio Analysis page.