Stock Taper 
COX CAPITAL MGT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Zscaler, Inc. | ZS | 5.77K | $814.72K |
 Union Pacific Corporation | UNP | 5.21K | $1.42M |
 Eli Lilly and Company | LLY | 5.09K | $6.11M |
 Cheniere Energy, Inc. | LNG | 5.08K | $1.21M |
 ASML Holding N.V. | ASML | 5.07K | $10.08M |
 Ferguson plc | FERG | 5.03K | $1.19M |
 Honeywell International Inc. | HON | 4.81K | $1.08M |
 UnitedHealth Group Incorporated | UNH | 4.59K | $1.91M |
 Broadcom Inc. | AVGO | 4.17K | $1.58M |
 Mastercard Incorporated | MA | 3.96K | $2.03M |
 McDonald's Corporation | MCD | 3.51K | $949.91K |
 Equinix, Inc. | EQIX | 2.88K | $3M |
 3M Company | MMM | 2.7K | $437.48K |
 Corteva, Inc. | CTVA | 2.44K | $206.73K |
 Churchill Downs Incorporated | CHDN | 2.3K | $206.17K |
 PepsiCo, Inc. | PEP | 2.07K | $280.01K |
 Watsco, Inc. | WSO | 1.93K | $802.21K |
 Vishay Precision Group, Inc. | VPG | 1.74K | $261.44K |
 Northrop Grumman Corporation | NOC | 1.74K | $887.22K |
 Johnson & Johnson | JNJ | 1K | $254.48K |