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Home > Institutional Investor > Roxbury Financial Llc > Profile

Instuitional Investor - Roxbury Financial Llc

Fund Profile
Filing Period:
Fund Name: Roxbury Financial Llc
Portfolio Value $102,649,912
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 13,501 $6,715,551 6.54%
2.
Fidelity Covington Trust
 90,514 $4,366,392 4.25%
3.
Visa Inc.
 V 10,478 $3,720,096 3.62%
4.
Alphabet Inc.
 GOOGL 18,170 $3,202,017 3.12%
5.
Ishares Trust
 IEF 5,150 $3,197,547 3.12%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)