Stock Taper 
COX CAPITAL MGT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 CMS Energy Corporation | CMS | 17.29K | $1.32M |
 Ares Management Corporation | ARES | 17.07K | $1.9M |
 Abbott Laboratories | ABT | 16.55K | $1.5M |
 American International Group, Inc. | AIG | 14.57K | $1.09M |
 VAALCO Energy, Inc. | EGY | 14.42K | $73.25K |
 Newmont Corporation | NEM | 14.12K | $1.32M |
 First Solar, Inc. | FSLR | 13.93K | $3.29M |
 ON Semiconductor Corporation | ON | 13.17K | $1.25M |
 Advanced Micro Devices, Inc. | AMD | 12.85K | $7.47M |
 AbbVie Inc. | ABBV | 12.64K | $3.18M |
 Netflix, Inc. | NFLX | 12.03K | $859.23K |
 The Walt Disney Company | DIS | 10.85K | $1.04M |
 SAP SE | SAP | 10.75K | $1.66M |
 Aquestive Therapeutics, Inc. | AQST | 10.5K | $43.68K |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 10.06K | $4.8M |
 Visa Inc. | V | 8.43K | $2.89M |
 Blackstone Inc. | BX | 8.17K | $961.54K |
 Barrett Business Services, Inc. | BBSI | 8.04K | $285.58K |
 Merck & Co., Inc. | MRK | 6.7K | $860.69K |
 Carlisle Companies Incorporated | CSL | 6.64K | $2.41M |