Cox Capital Mgt LLC
All 13F Filings
- Location
- Andover, MA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 178,513
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/7/2026 | 74 | 178,513 | 13F-HR | Cox Capital Mgt LLC |
| Q2 2026 | 7/14/2026 | 81 | 179,655 | 13F-HR | Cox Capital Mgt LLC |
| Q1 2026 | 4/14/2026 | 73 | 150,524 | 13F-HR | Cox Capital Mgt LLC |
| Q4 2025 | 1/14/2026 | 62 | 160,817 | 13F-HR | Cox Capital Mgt LLC |
| Q3 2025 | 10/8/2025 | 62 | 153,095 | 13F-HR | Cox Capital Mgt LLC |
| Q2 2025 | 7/16/2025 | 61 | 146,641 | 13F-HR | Cox Capital Mgt LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 163.6 K | 91.6% | 1.998 K | 0 | 1.998 K |
| ETFs | 14.94 K | 8.4% | 0 | 3.14 K | -3.14 K |
Swipe for more columns
Fund Snapshot
Q3 2026
Latest filed
10/7/2026
Total value ($000)
178,513
Holdings
74
QoQ value change ($000)
-1,142
(-0.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.