ROXBURY FINANCIAL LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | WFC | 29K | $2.45M |
 | WMT | 21K | $2.16M |
 | GOOGL | 18K | $4.38M |
 | CLBK | 16K | $240.16K |
 | KO | 14K | $933.79K |
 | AMZN | 14K | $3.07M |
 | AAPL | 14K | $3.51M |
 | MSFT | 13K | $6.99M |
 | PRU | 13K | $1.35M |
 | DUK | 10K | $1.29M |
 | V | 10K | $3.55M |
 | SGU | 10K | $115.87K |
 | TFC | 9K | $431.12K |
 | ENB | 9K | $450.72K |
 | PG | 9K | $1.34M |
 | NVDA | 9K | $1.59M |
 | RTX | 8K | $1.38M |
 | IBM | 8K | $2.31M |
 | AFL | 8K | $892.03K |
 | JPM | 8K | $2.52M |
Wells Fargo & Company
WFC
Shares Held
29K
Value
$2.45M
Walmart Inc.
WMT
Shares Held
21K
Value
$2.16M
Alphabet Inc.
GOOGL
Shares Held
18K
Value
$4.38M
Columbia Financial, Inc.
CLBK
Shares Held
16K
Value
$240.16K
The Coca-Cola Company
KO
Shares Held
14K
Value
$933.79K
Amazon.com, Inc.
AMZN
Shares Held
14K
Value
$3.07M
Apple Inc.
AAPL
Shares Held
14K
Value
$3.51M
Microsoft Corporation
MSFT
Shares Held
13K
Value
$6.99M
Prudential Financial, Inc.
PRU
Shares Held
13K
Value
$1.35M
Duke Energy Corporation
DUK
Shares Held
10K
Value
$1.29M
Visa Inc.
V
Shares Held
10K
Value
$3.55M
Star Group, L.P.
SGU
Shares Held
10K
Value
$115.87K
Truist Financial Corporation
TFC
Shares Held
9K
Value
$431.12K
Enbridge Inc.
ENB
Shares Held
9K
Value
$450.72K
The Procter & Gamble Company
PG
Shares Held
9K
Value
$1.34M
NVIDIA Corporation
NVDA
Shares Held
9K
Value
$1.59M
RTX Corporation
RTX
Shares Held
8K
Value
$1.38M
International Business Machines Corporation
IBM
Shares Held
8K
Value
$2.31M
Aflac Incorporated
AFL
Shares Held
8K
Value
$892.03K
JPMorgan Chase & Co.
JPM
Shares Held
8K
Value
$2.52M