Holdings
Roxbury Financial LLC
As of Sep 30, 2026, Roxbury Financial LLC reported 251 positions worth US$84.5M. Largest: Microsoft Corp., Alphabet Inc (google) Class C and Apple Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Microsoft Corp. | 14,121 | US$7.24M | +119 | Sep 30, 2026 |
| Alphabet Inc (google) Class C | 18,678 | US$6.43M | +108 | Sep 30, 2026 |
| Apple Inc | 13,370 | US$4.45M | +232 | Sep 30, 2026 |
| Visa Inc. | 11,681 | US$4.2M | +573 | Sep 30, 2026 |
| Amazon.com, Inc. | 16,078 | US$4.01M | +137 | Sep 30, 2026 |
| Jp Morgan Chase & Co. | 8,538 | US$2.82M | +153 | Sep 30, 2026 |
| Caterpillar, Inc. | 3,162 | US$2.56M | −5 | Sep 30, 2026 |
| Wells Fargo & Company | 28,976 | US$2.32M | +50 | Sep 30, 2026 |
| Walmart Inc. | 22,226 | US$2.31M | +510 | Sep 30, 2026 |
| Natera, Inc. | 4,979 | US$2.06M | −45 | Sep 30, 2026 |