Cox Capital Mgt LLC 13F Portfolio

EntityCategoryQoQ AUM ChangeAUM (13F)# of HoldingsPerformance RankEquities Trend
CC
Cox Capital Mgt LLC
Institutional Filer 6.40%$150.5M73

Current Portfolio Holdings

Showing all 73 reported positions by value

#StockCompany NameSectorShares HeldMarket Value% of Portfolio
1GOOGLAlphabet Inc.Technology37K$10.5M6.99%
2MSFTMicrosoft CorporationTechnology20K$7.4M4.90%
3AMZNAmazon.com, Inc.Consumer Cyclical32K$6.7M4.46%
4ASMLASML Holding N.V.Technology5K$6.7M4.44%
5AMDAdvanced Micro Devices, Inc.Technology28K$5.8M3.85%
6AAPLApple Inc.Technology21K$5.2M3.48%
7JAAAJANUS HENDERSON AAA CLO ETF102K$5.1M3.42%
8LLYEli Lilly and CompanyHealthcare5K$4.7M3.11%
9UBERUber Technologies, Inc.Technology61K$4.4M2.90%
10NVDANVIDIA CorporationTechnology25K$4.3M2.85%
11APHAmphenol CorporationTechnology34K$4.3M2.84%
12AZNAstraZeneca PLCHealthcare22K$4.3M2.83%
13TSMTaiwan Semiconductor Manufacturing Company LimitedTechnology10K$3.4M2.26%
14EOGEOG Resources, Inc.Energy22K$3.1M2.07%
15ESQEsquire Financial Holdings, Inc.Financial Services27K$2.9M1.94%
Showing 1 to 15 of 73 holdings