Cox Capital Mgt LLC
All 13F Filings
- Location
- Andover, MA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 150,524
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| 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 |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 134 K | 89.0% | 0 | 13.1 K | -13.1 K |
| ETFs | 16.49 K | 11.0% | 2.804 K | 0 | 2.804 K |
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Fund Snapshot
Q1 2026
Latest filed
4/14/2026
Total value ($000)
150,524
Holdings
73
QoQ value change ($000)
-10,293
(-6.4%)
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.