Institutions / Cox Capital Mgt LLC

Cox Capital Mgt LLC

CIK 1748728 · Institution · as of Dec 31, 2025
Portfolio value
$160.82M
Positions
62
As of
Dec 31, 2025

Top holdings

Dec 31, 2025View all 62 →
CompanyClassValueShares% of portfolio
Alphabet Inc.$11.97M35,6257.4%
Microsoft Corp$8.99M19,1115.6%
Amazon.com Inc$7.68M31,6504.8%
Newmont Corp$7.26M63,3724.5%
Taiwan Semiconductor Manufacturing Co LtdTSMADR$6.62M19,9764.1%
Asml Holding N V N Y Registry Shs$6.42M5,0524.0%
Advanced Micro Devices Inc$6.22M28,1393.9%
Astrazeneca PLC Sponsored Adr$5.55M58,6893.4%
Sap SE Spon Adr$5.48M22,1773.4%
ELI LILLY & Co$5.39M5,0053.4%
Coastal Financial Corp$5.27M47,7753.3%
Apple Inc.$5.15M19,7433.2%
Uber Technologies, Inc$5.09M59,5583.2%
Janus Henderson Aaa Clo ETF$4.95M97,8023.1%
Amphenol Corp /De$4.90M32,9033.0%
Esquire Financial Holdings Inc$3.99M38,1802.5%
Abbott Laboratories$3.46M27,8272.2%
First Solar Inc$3.31M13,7332.1%
Crh Public Ltd Co$3.17M24,9002.0%
Versabank New Com$2.78M179,7491.7%
Visa Inc$2.75M8,3791.7%
Federated Hermes Mdt Large Cap Core ETF$2.59M78,8591.6%
Brixmor Property Group Inc.$2.37M92,0171.5%
Eog Resources Inc$2.31M21,3661.4%
Equinix Inc$2.27M2,8291.4%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.