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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Cox Capital Management LLC
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| CRD # | 117593 |
| SEC # | 801-78915 |
| CIK # | 0001748728 |
| AUM | $328.7 M (2025-03-07) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 978-475-3325 |
| Address | 10 New England Business Center Drive Andover, MA 01810 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 9.2 | ||
| SAP SE | 8.2 | ||
| Amazon Com Inc | 6.8 | ||
| Alphabet Inc | 6.2 | ||
| ASML Holding NV | 5.8 | ||
| VISA Inc | 5.5 | ||
| Uber Technologies Inc | 5.5 | ||
| Abbott Laboratories | 4.9 | ||
| Coastal Financial Corp | 4.6 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 4.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 133 | 71.6 |
| (b) Individuals (high net worth individuals) | 68 | 226.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 11 | 28.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 2.2 |
| (n) Other | 0 | 0.0 |
| Total | 542 | 328.7 |
| By Discretionary | ||
| Discretionary | 542 | 328.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 542 | 328.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.4 | |
| United States Persons | 326.3 | |
| Total | 542 | 328.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001748728] |
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