Cox Capital Co LLC
RIA/Wealth
Cox Capital Co LLC is a RIA/Wealth based in Andover, MA led by William John Cox, reporting $328.7M in AUM as of Q3 2025 with MSFT as the largest holding (6% allocation).
PresidentWilliam John Cox
- Portfolio Value
- $153.1M
- Positions
- 62
- Top Holding
- MSFT at 6.35%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Cox Capital Co LLC's portfolio (42.2% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Software - Infrastructure Technology | $9.7M | 6.35% | +$91.7K Bought | 0.00% 18.8K shares | |
Internet Content & Information Communication Services | $8.6M | 5.61% | -$27.2K Sold | 0.00% 35.3K shares | |
Unknown Unknown | $7.0M | 4.54% | +$6.8K Bought | — 7.2K shares | |
Specialty Retail Consumer Cyclical | $6.8M | 4.47% | +$20.4K Bought | 0.00% 31.2K shares | |
Unknown Unknown | $5.8M | 3.81% | -$1.4M Sold | — 21.8K shares | |
Software - Application Technology | $5.7M | 3.74% | +$979.7 Bought | 0.00% 58.5K shares | |
Semiconductors Technology | $5.5M | 3.62% | -$5.6K Sold | — 19.8K shares | |
Gold Basic Materials | $5.3M | 3.44% | +$70.7K Bought | 0.01% 62.4K shares | |
Banks - Regional Financial Services | $5.1M | 3.33% | -$6.1K Sold | 0.31% 47.1K shares | |
Consumer Electronics Technology | $5.0M | 3.28% | +$1.2M Bought | 0.00% 19.7K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Cox Capital Co LLC's latest filing
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Analytics
Portfolio insights and performance metrics for Cox Capital Co LLC
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