StockDriftsStockDriftsTop 50 Roxbury Financial LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP COM | 5.57% | 14.1K | $7.2M | +0.85%(+119) | $424.66(+25.63%) | 2026-09-30 | |
| GOOGL | ALPHABET INC CAP STK CL A | 4.81% | 18.2K | $6.3M | +0.56%(+102) | $182.03(+89.08%) | 2026-09-30 | |
| FBCG | FIDELITY BLUE CHIP GROWTH ETF | 3.98% | 82.0K | $5.2M | -0.01%(-12) | $44.51(+37.03%) | 2026-09-30 | |
| ONEQ | FIDELITY NASDAQ COMPOSITE INDEX ETF | 3.46% | 42.6K | $4.5M | +2.49%(+1.03K) | $75.45(+37.99%) | 2026-09-30 | |
| AAPL | APPLE INC COM | 3.42% | 13.4K | $4.5M | +1.77%(+232) | $233.81(+46.68%) | 2026-09-30 | |
| IVV | ISHARES CORE S&P 500 ETF | 3.41% | 5.8K | $4.4M | +2.74%(+154) | $596.03(+29.19%) | 2026-09-30 | |
| V | VISA INC COM CL A | 3.23% | 11.7K | $4.2M | +5.16%(+573) | $299.98(+34.32%) | 2026-09-30 | |
| AMZN | AMAZON COM INC COM | 3.08% | 16.1K | $4.0M | +0.86%(+137) | $206.53(+27.07%) | 2026-09-30 | |
| FSTA | FIDELITY MSCI CONSUMER STAPLES INDEX ETF | 2.31% | 59.1K | $3.0M | +4.10%(+2.33K) | $50.30(+9.63%) | 2026-09-30 | |
| JPM | JPMORGAN CHASE & CO COM | 2.17% | 8.5K | $2.8M | +1.82%(+153) | $231.35(+44.17%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (7 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +25.30% |
| Top 20 Holdings Unweighted | — | — | — | — | +24.43% |
Roxbury Financial LLC reports $130.36M in US-listed equity holdings across 416 positions in its most recent 13F filing. Its largest disclosed positions are MSFT (5.6%), GOOGL (4.8%) and FBCG (4.0%). The top 20 holdings account for 51.09% of reported assets. Its disclosed equity book has returned +25.30% cumulatively over 7 quarters. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Roxbury Financial LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2054149). View Roxbury Financial LLC’s 13F filings on SEC