COX CAPITAL MGT LLC

PrivateCIK: 1748728
Location

ANDOVER, MA

73
Positions
$150.52M
Total AUM (reported)
2.72M
Total Shares

Allocation by class

TOTAL AUM$150.52M73 positions
STOCK$109.47M72.7%
ADR$17.91M11.9%
ETF$16.49M11.0%
REIT$6.65M4.4%

Portfolio Concentration

Top 316.4%4–1024.0%11–2529.6%Rest30.0%TOP 1040.4%0%100%
Top 3$24.62M16.4%
4–10$36.20M24.0%
11–25$44.54M29.6%
Rest$45.17M30.0%

Top 3 weight

16.4%

Top 10 weight

40.4%

Voting Authority Distribution

Total shares with voting rights: 2.72M

Sole

Full voting authority

2.72M

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)

Sole73
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings73
Rows:

ALPHABET INC CAP STK CL A

SOLE
Stock
Shares36.57K
TypeSH
Market value$10.52M
6.99%
Sole
36.57K
Shared
0.00
None
0.00

MICROSOFT CORP COM

SOLE
Stock
Shares19.94K
TypeSH
Market value$7.38M
4.90%
Sole
19.94K
Shared
0.00
None
0.00

AMAZON COM INC COM

SOLE
Stock
Shares32.26K
TypeSH
Market value$6.72M
4.46%
Sole
32.26K
Shared
0.00
None
0.00

ASML HLDG NV N Y REGISTRY SHS

SOLE
ADR
Shares5.06K
TypeSH
Market value$6.69M
4.44%
Sole
5.06K
Shared
0.00
None
0.00

ADVANCED MICRO DEVICES INC COM

SOLE
Stock
Shares28.48K
TypeSH
Market value$5.79M
3.85%
Sole
28.48K
Shared
0.00
None
0.00

APPLE INC COM

SOLE
Stock
Shares20.64K
TypeSH
Market value$5.24M
3.48%
Sole
20.64K
Shared
0.00
None
0.00

JANUS HENDERSON AAA CLO ETF

SOLE
ETF
Shares102.10K
TypeSH
Market value$5.14M
3.42%
Sole
102.10K
Shared
0.00
None
0.00

ELI LILLY & CO COM

SOLE
Stock
Shares5.09K
TypeSH
Market value$4.68M
3.11%
Sole
5.09K
Shared
0.00
None
0.00

UBER TECHNOLOGIES INC COM

SOLE
Stock
Shares60.64K
TypeSH
Market value$4.36M
2.90%
Sole
60.64K
Shared
0.00
None
0.00

NVIDIA CORPORATION COM

SOLE
Stock
Shares24.62K
TypeSH
Market value$4.29M
2.85%
Sole
24.62K
Shared
0.00
None
0.00

AMPHENOL CORP CL A

SOLE
Stock
Shares33.87K
TypeSH
Market value$4.28M
2.84%
Sole
33.87K
Shared
0.00
None
0.00

ASTRAZENECA PLC ORD

SOLE
ADR
Shares21.59K
TypeSH
Market value$4.26M
2.83%
Sole
21.59K
Shared
0.00
None
0.00

TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS

SOLE
ADR
Shares10.08K
TypeSH
Market value$3.41M
2.26%
Sole
10.08K
Shared
0.00
None
0.00

EOG RES INC COM

SOLE
Stock
Shares21.58K
TypeSH
Market value$3.12M
2.07%
Sole
21.58K
Shared
0.00
None
0.00

ESQUIRE FINL HLDGS INC COM

SOLE
Stock
Shares27.13K
TypeSH
Market value$2.92M
1.94%
Sole
27.13K
Shared
0.00
None
0.00

ABBOTT LABORATORIES COM

SOLE
Stock
Shares28.25K
TypeSH
Market value$2.90M
1.93%
Sole
28.25K
Shared
0.00
None
0.00

EQUINIX INC COM

SOLE
REIT
Shares2.87K
TypeSH
Market value$2.82M
1.87%
Sole
2.87K
Shared
0.00
None
0.00

FIRST SOLAR INC COM

SOLE
Stock
Shares13.97K
TypeSH
Market value$2.76M
1.83%
Sole
13.97K
Shared
0.00
None
0.00

BRIXMOR PPTY GROUP INC COM

SOLE
REIT
Shares93.05K
TypeSH
Market value$2.68M
1.78%
Sole
93.05K
Shared
0.00
None
0.00

BJS WHSL CLUB HLDGS INC COM

SOLE
Stock
Shares27.07K
TypeSH
Market value$2.66M
1.77%
Sole
27.07K
Shared
0.00
None
0.00

CRH PLC ORD

SOLE
Stock
Shares25.29K
TypeSH
Market value$2.66M
1.77%
Sole
25.29K
Shared
0.00
None
0.00

VERSABANK NEW COM

SOLE
Stock
Shares181.19K
TypeSH
Market value$2.57M
1.71%
Sole
181.19K
Shared
0.00
None
0.00

VISA INC COM CL A

SOLE
Stock
Shares8.45K
TypeSH
Market value$2.55M
1.70%
Sole
8.45K
Shared
0.00
None
0.00

FEDERATED HERMES MDT LARGE CAP CORE ETF

SOLE
ETF
Shares80.99K
TypeSH
Market value$2.50M
1.66%
Sole
80.99K
Shared
0.00
None
0.00

CHESAPEAKE UTILS CORP COM

SOLE
Stock
Shares19.46K
TypeSH
Market value$2.46M
1.63%
Sole
19.46K
Shared
0.00
None
0.00
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