COX CAPITAL MGT LLC

PrivateCIK: 1748728
Location

ANDOVER, MA

81
Positions
$179.66M
Total AUM (reported)
2.73M
Total Shares

Allocation by class

TOTAL AUM$179.66M81 positions
STOCK$131.88M73.4%
ADR$21.47M11.9%
ETF$18.08M10.1%
REIT$8.24M4.6%

Portfolio Concentration

Top 317.6%4–1024.4%11–2528.0%Rest30.0%TOP 1042.0%0%100%
Top 3$31.60M17.6%
4–10$43.85M24.4%
11–25$50.34M28.0%
Rest$53.86M30.0%

Top 3 weight

17.6%

Top 10 weight

42.0%

Voting Authority Distribution

Total shares with voting rights: 2.73M

Sole

Full voting authority

2.73M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole81
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings81
Rows:

ALPHABET INC CAP STK CL A

SOLE
Stock
Shares36.61K
TypeSH
Market value$13.08M
7.28%
Sole
36.61K
Shared
0.00
None
0.00

ASML HLDG NV N Y REGISTRY SHS

SOLE
ADR
Shares5.07K
TypeSH
Market value$10.08M
5.61%
Sole
5.07K
Shared
0.00
None
0.00

MICROSOFT CORP COM

SOLE
Stock
Shares22.61K
TypeSH
Market value$8.43M
4.69%
Sole
22.61K
Shared
0.00
None
0.00

AMAZON COM INC COM

SOLE
Stock
Shares32.35K
TypeSH
Market value$7.71M
4.29%
Sole
32.35K
Shared
0.00
None
0.00

ADVANCED MICRO DEVICES INC COM

SOLE
Stock
Shares12.85K
TypeSH
Market value$7.47M
4.16%
Sole
12.85K
Shared
0.00
None
0.00

ELI LILLY & CO COM

SOLE
Stock
Shares5.09K
TypeSH
Market value$6.11M
3.40%
Sole
5.09K
Shared
0.00
None
0.00

AMPHENOL CORP CL A

SOLE
Stock
Shares34.01K
TypeSH
Market value$6.00M
3.34%
Sole
34.01K
Shared
0.00
None
0.00

APPLE INC COM

SOLE
Stock
Shares20.59K
TypeSH
Market value$5.96M
3.32%
Sole
20.59K
Shared
0.00
None
0.00

NVIDIA CORPORATION COM

SOLE
Stock
Shares27.60K
TypeSH
Market value$5.52M
3.07%
Sole
27.60K
Shared
0.00
None
0.00

JANUS HENDERSON AAA CLO ETF

SOLE
ETF
Shares100.86K
TypeSH
Market value$5.09M
2.83%
Sole
100.86K
Shared
0.00
None
0.00

TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS

SOLE
ADR
Shares10.06K
TypeSH
Market value$4.80M
2.67%
Sole
10.06K
Shared
0.00
None
0.00

UBER TECHNOLOGIES INC COM

SOLE
Stock
Shares60.60K
TypeSH
Market value$4.37M
2.43%
Sole
60.60K
Shared
0.00
None
0.00

VERSABANK NEW COM

SOLE
Stock
Shares181.52K
TypeSH
Market value$4.21M
2.35%
Sole
181.52K
Shared
0.00
None
0.00

BRIXMOR PPTY GROUP INC COM

SOLE
REIT
Shares131.86K
TypeSH
Market value$4.16M
2.31%
Sole
131.86K
Shared
0.00
None
0.00

ASTRAZENECA PLC ORD

SOLE
ADR
Shares21.55K
TypeSH
Market value$4.09M
2.27%
Sole
21.55K
Shared
0.00
None
0.00

FIRST SOLAR INC COM

SOLE
Stock
Shares13.93K
TypeSH
Market value$3.29M
1.83%
Sole
13.93K
Shared
0.00
None
0.00

ESQUIRE FINL HLDGS INC COM

SOLE
Stock
Shares27.07K
TypeSH
Market value$3.22M
1.79%
Sole
27.07K
Shared
0.00
None
0.00

ABBVIE INC COM

SOLE
Stock
Shares12.64K
TypeSH
Market value$3.18M
1.77%
Sole
12.64K
Shared
0.00
None
0.00

EQUINIX INC COM

SOLE
REIT
Shares2.88K
TypeSH
Market value$3.00M
1.67%
Sole
2.88K
Shared
0.00
None
0.00

VISA INC COM CL A

SOLE
Stock
Shares8.43K
TypeSH
Market value$2.89M
1.61%
Sole
8.43K
Shared
0.00
None
0.00

EOG RES INC COM

SOLE
Stock
Shares21.71K
TypeSH
Market value$2.82M
1.57%
Sole
21.71K
Shared
0.00
None
0.00

FEDERATED HERMES MDT LARGE CAP CORE ETF

SOLE
ETF
Shares79.89K
TypeSH
Market value$2.81M
1.56%
Sole
79.89K
Shared
0.00
None
0.00

CRH PLC ORD

SOLE
Stock
Shares25.20K
TypeSH
Market value$2.70M
1.50%
Sole
25.20K
Shared
0.00
None
0.00

CARLISLE COS INC COM

SOLE
Stock
Shares6.64K
TypeSH
Market value$2.41M
1.34%
Sole
6.64K
Shared
0.00
None
0.00

CHESAPEAKE UTILS CORP COM

SOLE
Stock
Shares19.54K
TypeSH
Market value$2.39M
1.33%
Sole
19.54K
Shared
0.00
None
0.00
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