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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 $108,297,750
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 13,494 $6,989,401 6.45%
2.
Fidelity Covington Trust
 85,284 $4,576,323 4.23%
3.
Alphabet Inc.
 GOOGL 18,020 $4,380,655 4.05%
4.
Visa Inc.
 V 10,405 $3,552,015 3.28%
5.
Fidelity Nasdaq Composite Index Etf - ETF
 39,654 $3,534,337 3.26%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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