Long-term investor
Roxbury Financial LLC @roxburyfinancialllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002054149).
Record
- Tracked since 2025-06-30 (446 days), 54 trades recorded
- Returns: week n/a · month n/a · 90 days +8.3% · 6 months n/a · 1 year +14.6% · all +14.6%
- Max drawdown n/a · win rate 18% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 02079K305 · 5.1% · long · since 2025-06-30
- MSFT · 4.1% · long · since 2025-06-30
- 316092352 · 4.0% · long · since 2025-06-30
- 315912808 · 3.4% · long · since 2025-06-30
- 464287200 · 3.3% · long · since 2025-06-30
- V · 3.0% · long · since 2025-06-30
- AAPL · 3.0% · long · since 2025-06-30
- AMZN · 3.0% · long · since 2025-06-30
- CAT · 2.7% · long · since 2025-06-30
- 316092303 · 2.4% · long · since 2025-06-30
- JPM · 2.2% · long · since 2025-06-30
- WMT · 1.9% · long · since 2025-06-30