Current Market Value 146,640,802
Current Holdings 61
Most Recent File Date 2025-07-16
Total Filings on Record 29
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Cox Capital Mgt LLC . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-16 2025-06-30 13F-HR 61 146,641
2025-04-09 2025-03-31 13F-HR 58 136,981
2025-01-14 2024-12-31 13F-HR 67 155,749
2024-10-10 2024-09-30 13F-HR 66 167,192
2024-07-16 2024-06-30 13F-HR 70 165,475
2024-04-10 2024-03-31 13F-HR 70 162,247
2024-01-12 2023-12-31 13F-HR 85 153,219
2023-10-10 2023-09-30 13F-HR 90 142,187
2023-07-10 2023-06-30 13F-HR 71 135,643
2023-04-11 2023-03-31 13F-HR 74 138,339
2023-01-11 2022-12-31 13F-HR 85 153,675
2022-10-11 2022-09-30 13F-HR 69 137,655
2022-07-08 2022-06-30 13F-HR 68 146,603
2022-04-05 2022-03-31 13F-HR 70 158,991
2022-01-21 2021-12-31 13F-HR 78 169,065
2021-10-06 2021-09-30 13F-HR 77 148,456
2021-07-02 2021-06-30 13F-HR 79 149,171
2021-04-01 2021-03-31 13F-HR 82 144,278
2021-01-13 2020-12-31 13F-HR 85 131,214
2020-10-02 2020-09-30 13F-HR 80 113,315
2020-07-01 2020-06-30 13F-HR 77 101,447
2020-04-01 2020-03-31 13F-HR 185 114,698
2020-01-02 2019-12-31 13F-HR 71 109,952
2019-10-01 2019-09-30 13F-HR 70 102,477
2019-07-01 2019-06-30 13F-HR 69 98,475
2019-04-03 2019-03-31 13F-HR 67 92,565
2019-01-25 2018-12-31 13F-HR 64 85,337
2018-10-29 2018-09-30 13F-HR 64 94,014
2018-08-10 2018-06-30 13F-HR 63 82,936