Roxbury Financial LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2054149
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$126.5M
Holdings
410
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Roxbury Financial LLC disclosed 410 positions worth $126.5M in its Form 13F-HR for Q2 2026, led by $GOOG (Alphabet Inc.) at 5.1% of the equity portfolio, followed by $MSFT. During the quarter the fund opened 42 new positions and exited 24 — including a new stake in $MELI and a full exit from $HON. The portfolio is most concentrated in Other (32.7% of disclosed assets). All figures are sourced directly from Roxbury Financial LLC’s Form 13F-HR filing with the SEC under CIK 2054149.
AI Fund Analysis
Concentrating
$GOOG5.1% weight
Held 7 quarters
$MSFT4.1% weight
Held 7 quarters
FIDELITY BLUE CHIP GROWTH
4.0% weight
Held 7 quarters
FIDELITY NASDAQ COMPOSITE
3.4% weight
Held 7 quarters
ISHARES CORE S&P 500 ETF -
3.3% weight
Held 7 quarters
ISHARES U.S. EQUITY FACTOR
6 quarters accumulating
FIDELITY LOW VOLATILITY FA
6 quarters accumulating
VANGUARD VALUE ETF - ETF
6 quarters accumulating
FIDELITY MSCI FINANCIALS I
6 quarters accumulating
$LLY6 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsIndustrialsConsumer DiscretionaryHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 78.2#57
Quality
$6.5M18,086 sh - 79.8#31
Quality
$5.2M14,002 sh FIDELITY BLUE CHIP GROWTH ETF - ETF
—Quality
$5.1M82,001 shFIDELITY NASDAQ COMPOSITE INDEX ETF - ETF
—Quality
$4.3M41,555 shISHARES CORE S&P 500 ETF - ETF
—Quality
$4.2M5,630 sh- 82.9
Quality
$3.8M11,108 sh - 76.4
Quality
$3.8M13,138 sh - 68.7
Quality
$3.8M15,941 sh - 66.5
Quality
$3.4M3,167 sh FIDELITY MSCI CONSUMER STAPLES INDEX ETF - ETF
—Quality
$3.0M56,809 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Alphabet Inc.$GOOG | 78.2#57 | $6.5M | 18,086 |
| MICROSOFT CORP$MSFT | 79.8#31 | $5.2M | 14,002 |
| FIDELITY BLUE CHIP GROWTH ETF - ETF | — | $5.1M | 82,001 |
| FIDELITY NASDAQ COMPOSITE INDEX ETF - ETF | — | $4.3M | 41,555 |
| ISHARES CORE S&P 500 ETF - ETF | — | $4.2M | 5,630 |
 VISA INC.$V | 82.9 | $3.8M | 11,108 |
 Apple Inc.$AAPL | 76.4 | $3.8M | 13,138 |
 AMAZON COM INC$AMZN | 68.7 | $3.8M | 15,941 |
 CATERPILLAR INC$CAT | 66.5 | $3.4M | 3,167 |
| FIDELITY MSCI CONSUMER STAPLES INDEX ETF - ETF | — | $3.0M | 56,809 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Roxbury Financial LLC's 410 positions.
Showing top 10 of 410 holdings.
Sector Allocation
Other
$41.3M
Technology
$23.1M
Financials
$18.3M
Industrials
$11.9M
Consumer Discretionary
$11.8M
Healthcare
$7.3M
Consumer Staples
$5.7M
Energy
$3.3M
Top Holdings — Roxbury Financial LLC (Q2 2026)
Top 150 of 410 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $GOOG | Alphabet Inc. | $6.5M | 5.1% | +1% | 78.2 |
| 2 | $MSFT | MICROSOFT CORP | $5.2M | 4.1% | +2% | 79.8 |
| 3 | — | FIDELITY BLUE CHIP GROWTH ETF - ETF | $5.1M | 4.0% | +1% | — |
| 4 | — | FIDELITY NASDAQ COMPOSITE INDEX ETF - ETF | $4.3M | 3.4% | +3% | — |
| 5 | — | ISHARES CORE S&P 500 ETF - ETF | $4.2M | 3.3% | +3% | — |
| 6 | $V | VISA INC. | $3.8M | 3.0% | +7% | 82.9 |
| 7 | $AAPL | Apple Inc. | $3.8M | 3.0% | +0% | 76.4 |
| 8 | $AMZN | AMAZON COM INC | $3.8M | 3.0% | +13% | 68.7 |
| 9 | $CAT | CATERPILLAR INC | $3.4M | 2.7% | -1% | 66.5 |
| 10 | — | FIDELITY MSCI CONSUMER STAPLES INDEX ETF - ETF | $3.0M | 2.4% | +0% | — |
| 11 |  $JPM | JPMORGAN CHASE & CO | $2.7M | 2.2% | +1% | 70.7 |
| 12 |  $WMT | Walmart Inc. | $2.5M | 1.9% | +0% | 60.2 |
| 13 |  $WFC | WELLS FARGO & COMPANY/MN | $2.4M | 1.9% | +0% | 61.8 |
| 14 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $2.3M | 1.8% | -1% | 70 |
| 15 | — | FIDELITY MSCI HEALTH CARE INDEX ETF - ETF | $1.9M | 1.5% | -0% | — |
| 16 |  $CB | Chubb Ltd | $1.9M | 1.5% | +1% | — |
| 17 |  $MCK | MCKESSON CORP | $1.8M | 1.4% | -0% | 63.4 |
| 18 |  $NVDA | NVIDIA CORP | $1.7M | 1.3% | -0% | 85.9 |
| 19 |  $LMT | LOCKHEED MARTIN CORP | $1.6M | 1.3% | +0% | 65.6 |
| 20 |  $RTX | RTX Corp | $1.6M | 1.2% | +0% | 73.2 |
| 21 | — | FIDELITY MSCI INDUSTRIAL INDEX ETF - ETF | $1.5M | 1.1% | +1% | — |
| 22 |  $LOW | LOWES COMPANIES INC | $1.4M | 1.1% | +1% | 60.8 |
| 23 |  $NTRA | Natera, Inc. | $1.4M | 1.1% | +458% | 53.5 |
| 24 |  $DUK | Duke Energy CORP | $1.4M | 1.1% | +1% | 56.4 |
| 25 | — | FIDELITY SMALL-MID MULTIFACTOR ETF - ETF | $1.3M | 1.0% | +6% | — |
| 26 |  $PFH | PRUDENTIAL FINANCIAL INC | $1.2M | 1.0% | -5% | 58.7 |
| 27 |  $JNJ | JOHNSON & JOHNSON | $1.2M | 1.0% | +2% | 69 |
| 28 | — | VANGUARD DIVIDEND APPRECIATION ETF - ETF | $1.2M | 0.9% | +0% | — |
| 29 | — | ISHARES U.S. AEROSPACE & DEFENSE ETF - ETF | $1.2M | 0.9% | +8% | — |
| 30 |  $PG | PROCTER & GAMBLE Co | $1.2M | 0.9% | -7% | 64.6 |
| 31 |  $MCD | MCDONALDS CORP | $1.2M | 0.9% | +17% | 69 |
| 32 |  $KO | COCA COLA CO | $1.1M | 0.9% | -1% | 69.5 |
| 33 | — | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF - ETF | $1.1M | 0.9% | +12% | — |
| 34 |  $COST | COSTCO WHOLESALE CORP /NEW | $1.1M | 0.9% | -0% | 66.2 |
| 35 |  $CVX | CHEVRON CORP | $1.1M | 0.8% | -0% | 62.8 |
| 36 |  $BRK.B | BERKSHIRE HATHAWAY INC | $1.1M | 0.8% | +140% | 73.8 |
| 37 | — | FIDELITY LOW VOLATILITY FACTOR ETF - ETF | $1.0M | 0.8% | +3% | — |
| 38 |  $ABBV | AbbVie Inc. | $985,236 | 0.8% | +0% | 72.6 |
| 39 |  $AFL | AFLAC INC | $936,455 | 0.7% | +0% | 61.3 |
| 40 | — | ISHARES RUSSELL 1000 VALUE ETF - ETF | $908,732 | 0.7% | -1% | — |
| 41 | — | ISHARES CORE DIVIDEND GROWTH ETF - ETF | $905,219 | 0.7% | +0% | — |
| 42 | — | VANGUARD VALUE ETF - ETF | $850,506 | 0.7% | +1% | — |
| 43 |  $ADP | AUTOMATIC DATA PROCESSING INC | $803,771 | 0.6% | -26% | 69.8 |
| 44 |  $MELI | MERCADOLIBRE INC | $765,523 | 0.6% | NEW | 80.2 |
| 45 |  $MRK | Merck & Co., Inc. | $755,943 | 0.6% | -1% | 59.9 |
| 46 |  $BLK | BlackRock, Inc. | $734,183 | 0.6% | +2% | 70 |
| 47 |  $AMGN | AMGEN INC | $705,334 | 0.6% | +0% | 79.2 |
| 48 |  $SPY | SPDR S&P 500 ETF TRUST | $650,973 | 0.5% | +0% | — |
| 49 | — | FIDELITY MSCI ENERGY INDEX ETF - ETF | $647,357 | 0.5% | -5% | — |
| 50 | — | FIDELITY MSCI FINANCIALS INDEX ETF - ETF | $631,931 | 0.5% | +1% | — |
| 51 |  $CRM | Salesforce, Inc. | $618,589 | 0.5% | +18% | 77 |
| 52 |  $NVS | NOVARTIS AG | $592,751 | 0.5% | +2% | — |
| 53 |  $CALM | CAL-MAINE FOODS INC | $576,246 | 0.5% | NEW | 64.2 |
| 54 |  $ITW | ILLINOIS TOOL WORKS INC | $571,555 | 0.5% | -1% | 63.6 |
| 55 |  $OSCR | Oscar Health, Inc. | $536,233 | 0.4% | +1% | 83.1 |
| 56 |  $HD | HOME DEPOT, INC. | $536,091 | 0.4% | -10% | 60.3 |
| 57 | — | ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF - ETF | $526,195 | 0.4% | +86% | — |
| 58 | — | FIRST TRUST WCM INTERNATIONAL EQUITY ETF - ETF | $525,725 | 0.4% | +53% | — |
| 59 | — | STATE STREET ENERGY SELECT SECTOR SPDR ETF - ETF | $511,876 | 0.4% | -2% | — |
| 60 | — | ISHARES FLEXIBLE INCOME ACTIVE ETF - ETF | $506,737 | 0.4% | +12% | — |
| 61 |  $ENB | ENBRIDGE INC | $480,674 | 0.4% | -1% | 66.7 |
| 62 |  $EMR | EMERSON ELECTRIC CO | $462,571 | 0.4% | -1% | 65.3 |
| 63 |  $ADI | ANALOG DEVICES INC | $461,236 | 0.4% | -2% | 79.2 |
| 64 |  $GD | GENERAL DYNAMICS CORP | $461,212 | 0.4% | +3% | 68.7 |
| 65 | — | FIDELITY ENHANCED LARGE CAP VALUE ETF - ETF | $452,005 | 0.4% | +2% | — |
| 66 |  $TFC | TRUIST FINANCIAL CORP | $444,192 | 0.3% | +1% | 76.4 |
| 67 | — | ISHARES MSCI USA MIN VOL FACTOR ETF - ETF | $438,560 | 0.3% | +0% | — |
| 68 |  $NFLX | NETFLIX INC | $431,756 | 0.3% | +56% | 78.8 |
| 69 |  $MO | ALTRIA GROUP, INC. | $411,761 | 0.3% | -2% | 67.4 |
| 70 |  $SU | SUNCOR ENERGY INC | $403,447 | 0.3% | +0% | — |
| 71 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $396,675 | 0.3% | +0% | — |
| 72 |  $MU | MICRON TECHNOLOGY INC | $385,707 | 0.3% | +1% | 86.2 |
| 73 |  $TRP | TC ENERGY CORP | $384,381 | 0.3% | -4% | — |
| 74 |  $EQIX | EQUINIX INC | $354,486 | 0.3% | +0% | 59 |
| 75 |  $META | Meta Platforms, Inc. | $353,769 | 0.3% | +0% | 79.6 |
| 76 | — | F/M US TREASURY 3 MONTH BILL FUND - ETF | $350,536 | 0.3% | +33% | — |
| 77 |  $PM | Philip Morris International Inc. | $343,697 | 0.3% | +1% | 75.9 |
| 78 |  $PANW | Palo Alto Networks Inc | $323,969 | 0.3% | +12% | 65.5 |
| 79 | $LLY | ELI LILLY & Co | $321,729 | 0.3% | +0% | 87.5 |
| 80 |  $CLBK.R1723596 | Columbia Financial, Inc. | $318,300 | 0.3% | -6% | 56.1 |
| 81 | — | ISHARES CORE S&P US VALUE ETF - ETF | $306,628 | 0.2% | +0% | — |
| 82 | — | VANGUARD TOTAL STOCK MARKET ETF - ETF | $305,582 | 0.2% | +0% | — |
| 83 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $295,595 | 0.2% | +0% | 73.7 |
| 84 | — | VANGUARD LARGE-CAP ETF - ETF | $294,053 | 0.2% | +0% | — |
| 85 |  $JBLU | JETBLUE AIRWAYS CORP | $288,878 | 0.2% | -4% | 33.5 |
| 86 |  $MET | METLIFE INC | $287,626 | 0.2% | +0% | 56.2 |
| 87 |  $GS | GOLDMAN SACHS GROUP INC | $277,362 | 0.2% | -1% | 73.5 |
| 88 | — | ISHARES LARGE CAP VALUE ACTIVE ETF - ETF | $268,215 | 0.2% | +1% | — |
| 89 |  $AVGO | Broadcom Inc. | $257,465 | 0.2% | +0% | 84.5 |
| 90 |  $ROP | ROPER TECHNOLOGIES INC | $253,153 | 0.2% | -46% | 71.9 |
| 91 |  $CSX | CSX CORP | $235,761 | 0.2% | +0% | 65.2 |
| 92 |  $TSLA | Tesla, Inc. | $233,433 | 0.2% | +0% | 53.9 |
| 93 |  $PH | Parker-Hannifin Corp | $232,459 | 0.2% | +3% | 65.8 |
| 94 | — | FIDELITY HEDGED EQUITY ETF - ETF | $232,028 | 0.2% | +1% | — |
| 95 | — | VANGUARD RUSSELL 1000 GROWTH ETF - ETF | $231,134 | 0.2% | +0% | — |
| 96 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $227,692 | 0.2% | +14% | 61.4 |
| 97 |  $TTE | TotalEnergies SE | $226,748 | 0.2% | +0% | 50.6 |
| 98 | — | FIDELITY ENHANCED LARGE CAP CORE ETF - ETF | $224,635 | 0.2% | +0% | — |
| 99 | — | VANGUARD GROWTH ETF - ETF | $223,367 | 0.2% | +536% | — |
| 100 |  $LRCX | LAM RESEARCH CORP | $217,656 | 0.2% | -1% | 79.4 |
| 101 |  $COF | CAPITAL ONE FINANCIAL CORP | $205,306 | 0.2% | +0% | 62.4 |
| 102 | — | VANGUARD S&P 500 ETF - ETF | $202,498 | 0.2% | +1% | — |
| 103 | — | FIDELITY TOTAL BOND ETF - ETF | $200,943 | 0.2% | +1% | — |
| 104 | — | ALERIAN MLP ETF - ETF | $195,243 | 0.1% | +0% | — |
| 105 | — | ISHARES SEMICONDUCTOR ETF - ETF | $189,093 | 0.1% | -3% | — |
| 106 | — | FIRST TRUST EUROPE ALPHADEX FUND - ETF | $188,637 | 0.1% | +80% | — |
| 107 |  $ORCL | ORACLE CORP | $181,553 | 0.1% | +13% | 66.2 |
| 108 |  $RDDT | Reddit, Inc. | $176,184 | 0.1% | +4% | 79.8 |
| 109 |  $ELV | Elevance Health, Inc. | $174,805 | 0.1% | +0% | 59 |
| 110 |  $GOOGL | Alphabet Inc. | $173,021 | 0.1% | +0% | 78.2 |
| 111 |  $SIGI | SELECTIVE INSURANCE GROUP INC | $170,738 | 0.1% | +0% | 68.7 |
| 112 |  $GRBK | Green Brick Partners, Inc. | $168,564 | 0.1% | -53% | 52.2 |
| 113 | — | FIDELITY BLUE CHIP VALUE ETF - ETF | $168,241 | 0.1% | +0% | — |
| 114 | — | TEMA ONCOLOGY ETF - ETF | $162,486 | 0.1% | +326% | — |
| 115 | — | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF - ETF | $161,187 | 0.1% | +0% | — |
| 116 |  $GLD | SPDR GOLD TRUST | $159,140 | 0.1% | +13% | — |
| 117 |  $FE | FIRSTENERGY CORP | $153,967 | 0.1% | +0% | 61.5 |
| 118 |  $DDOG | Datadog, Inc. | $153,612 | 0.1% | +1% | 71.4 |
| 119 |  $BAC | BANK OF AMERICA CORP /DE/ | $153,586 | 0.1% | +45% | 67.6 |
| 120 | — | VANGUARD INFORMATION TECHNOLOGY ETF - ETF | $153,089 | 0.1% | +701% | — |
| 121 | — | MFS ACTIVE GROWTH ETF - ETF | $151,135 | 0.1% | -2% | — |
| 122 | — | VANECK RARE EARTH AND STRATEGIC METALS ETF - ETF | $144,538 | 0.1% | +23% | — |
| 123 | — | ISHARES RUSSELL 1000 ETF - ETF | $144,454 | 0.1% | +4% | — |
| 124 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $142,165 | 0.1% | +265% | 64.4 |
| 125 | — | ISHARES RUSSELL 2000 ETF - ETF | $142,095 | 0.1% | -5% | — |
| 126 |  $VZ | VERIZON COMMUNICATIONS INC | $137,505 | 0.1% | -2% | 65.8 |
| 127 |  $MTB | M&T BANK CORP | $135,498 | 0.1% | +0% | 58.6 |
| 128 |  $SWK | STANLEY BLACK & DECKER, INC. | $129,990 | 0.1% | -22% | 58.7 |
| 129 |  $GE | GENERAL ELECTRIC CO | $128,271 | 0.1% | +12% | 73.8 |
| 130 |  $SGU | STAR GROUP, L.P. | $128,148 | 0.1% | +1% | 50.3 |
| 131 |  $GLW | CORNING INC /NY | $124,832 | 0.1% | NEW | 73.7 |
| 132 |  $GILD | GILEAD SCIENCES, INC. | $119,710 | 0.1% | -4% | 57.4 |
| 133 |  $LIN | LINDE PLC | $118,093 | 0.1% | +0% | — |
| 134 |  $DE | DEERE & CO | $116,837 | 0.1% | +0% | 55.4 |
| 135 |  $CP | CANADIAN PACIFIC KANSAS CITY LTD/CN | $116,097 | 0.1% | +188% | 69.7 |
| 136 | — | FIRST TRUST SENIOR LOAN FUND - ETF | $114,284 | 0.1% | +46% | — |
| 137 |  $ABT | ABBOTT LABORATORIES | $113,663 | 0.1% | -34% | 65.5 |
| 138 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $106,652 | 0.1% | +0% | 65.1 |
| 139 | — | FIDELITY LIMITED TERM BOND ETF - ETF | $106,226 | 0.1% | +1% | — |
| 140 |  $XOM.R34088 | EXXON MOBIL CORP | $105,027 | 0.1% | -0% | 57.9 |
| 141 |  $USL | United States 12 Month Oil Fund, LP | $104,715 | 0.1% | -40% | — |
| 142 |  $MDT | Medtronic plc | $103,225 | 0.1% | -55% | 68.7 |
| 143 | — | ISHARES RUSSELL MIDCAP ETF - ETF | $98,559 | 0.1% | +12% | — |
| 144 |  $PEP | PEPSICO INC | $97,392 | 0.1% | -15% | 63.4 |
| 145 |  $NEE | NEXTERA ENERGY INC | $96,505 | 0.1% | +6% | 64.6 |
| 146 |  $VTR | Ventas, Inc. | $96,130 | 0.1% | +0% | 62.5 |
| 147 | — | FIDELITY MSCI UTILITIES INDEX ETF - ETF | $94,412 | 0.1% | +9% | — |
| 148 |  $OKE | ONEOK INC /NEW/ | $92,206 | 0.1% | -0% | 71.7 |
| 149 |  $MDLZ | Mondelez International, Inc. | $91,970 | 0.1% | +1% | 56.4 |
| 150 |  $RY | ROYAL BANK OF CANADA | $91,930 | 0.1% | +0% | 74.8 |
New Positions (42)
$MELI MERCADOLIBRE INC$765,523$CALM CAL-MAINE FOODS INC$576,246$GLW CORNING INC /NY$124,832 TEMA SPACE INNOVATORS ETF - ETF$79,596
$AVY Avery Dennison Corp$40,185
$AZN ASTRAZENECA PLC$28,633
$RVMD Revolution Medicines, Inc.$21,724
$C CITIGROUP INC$20,814
$B BARRICK MINING CORP$19,240
$CLS CELESTICA INC$18,240
$TT Trane Technologies plc$18,173
$AMP AMERIPRISE FINANCIAL INC$16,578
$IR Ingersoll Rand Inc.$16,403
$ARM ARM HOLDINGS PLC /UK$16,310 FIDELITY MUNICIPAL BOND OPPORTUNITIES ETF - ETF$15,421
Exited Positions (24)
$HON HONEYWELL INTERNATIONAL INC
$DBO Invesco DB Oil Fund TEMA INTERNATIONAL DEFENSE ETF
$BRCB Black Rock Coffee Bar, Inc.
$ALL ALLSTATE CORP
$NVO NOVO NORDISK A S
$O REALTY INCOME CORP
$ASND Ascendis Pharma A/S
$CPNG Coupang, Inc.
$CRTO Criteo S.A.
$AVAV AeroVironment Inc
$SAP SAP SE
$KTOS KRATOS DEFENSE & SECURITY SOLUTIONS, INC.
$MICC Magnum Ice Cream Co N.V.
$RDW Redwire CorpBrowse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
Berkshire HathawayBridgewater AssociatesCitadel AdvisorsRenaissance TechnologiesTwo Sigma InvestmentsDE Shaw & CoMillennium ManagementAQR Capital ManagementPoint72 Asset ManagementTiger Global ManagementVanguard GroupBlackRock
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for Roxbury Financial LLC including:
Full 13F portfolio with all holdings
Quarter-over-quarter position changes
Accumulation & distribution patterns
Sector allocation breakdown
Historical portfolio evolution
New positions & complete exits
Concentration analysis
Peer comparison with similar funds
AI-powered portfolio insights
Track Roxbury Financial LLC's Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for Roxbury Financial LLC and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
Passwordless sign-in · Payments by Stripe · Auth by Clerk
AI-Powered Hedge Fund Analysis: Roxbury Financial LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Roxbury Financial LLC (SEC CIK: 2054149), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Roxbury Financial LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.