Cox Capital Mgt LLC
All 13F Filings
- Location
- Andover, MA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 179,655
- 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 |
|---|---|---|---|---|---|
| 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 |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 161.6 K | 89.9% | 27.54 K | 0 | 27.54 K |
| ETFs | 18.08 K | 10.1% | 1.584 K | 0 | 1.584 K |
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Fund Snapshot
Q2 2026
Latest filed
7/14/2026
Total value ($000)
179,655
Holdings
81
QoQ value change ($000)
29,131
(19.4%)
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.