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Portfolio (Quarterly) Guide ↗

Cox Capital Mgt LLC

· CIK 0001748728
13F Portfolio $180M AUM 81 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 11 New 15 Added 18 Reduced 3 Exited
Page 5 of 5  ·  81 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 AQST AQUESTIVE THERAPEUTICS INC COM Healthcare 10,500.0 $44K 0.02% $4.16 +20.7%
Page 5 of 5  ·  81 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 37.4%
Financial Services 13.7%
Healthcare 12.0%
Communication Services 9.7%
Energy 5.8%
Consumer Cyclical 5.7%
Industrials 5.6%
Real Estate 5.3%
Utilities 2.4%
Consumer Defensive 1.7%