SEC Form 13F

Roxbury Financial LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-02
Reported value$126,472,952
Positions410

Largest disclosed positions

IssuerTickerClassReported valueReported amount
ALPHABET INC CAP STK CL AGOOGLStock$6,463,25718,086
MICROSOFT CORP COMMSFTStock$5,223,10914,002
FIDELITY BLUE CHIP GROWTH ETFFBCGETF$5,093,09482,001
FIDELITY NASDAQ COMPOSITE INDEX ETFONEQETF$4,289,27541,555
ISHARES CORE S&P 500 ETFIVVETF$4,215,8845,630
VISA INC COM CL AVStock$3,810,92511,108
APPLE INC COMAAPLStock$3,801,70313,138
AMAZON COM INC COMAMZNStock$3,799,33015,941
CATERPILLAR INC COMCATStock$3,372,2173,167
FIDELITY MSCI CONSUMER STAPLES INDEX ETFFSTAETF$2,984,74056,809

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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