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Portfolio (Quarterly) Guide ↗

FOX RUN MANAGEMENT, L.L.C.

· CIK 0001533457
13F Portfolio $572M AUM 856 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 442 New 201 Added 209 Reduced 453 Exited
Page 8 of 11  ·  201 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 EGO ELDORADO GOLD CORP NEW Basic Materials 17,008.0 $551K 0.10% +9K +125.7% $32.39 +2.0%
142 HRL HORMEL FOODS CORP Consumer Defensive 23,879.0 $550K 0.10% +4K +22.7% $23.02 +5.0%
143 KBR KBR INC Industrials 15,121.0 $541K 0.10% +9K +142.2% $35.81 -8.3%
144 VSTS VESTIS CORPORATION Industrials 68,679.0 $537K 0.09% +44K +183.1% $7.82 +64.7%
145 OMCL OMNICELL COM Healthcare 16,309.0 $528K 0.09% +10K +159.0% $32.35 +20.7%
146 CNC CENTENE CORP DEL Healthcare 16,472.0 $524K 0.09% +11K +230.6% $31.80 +91.9%
147 HLF HERBALIFE LTD Consumer Defensive 36,281.0 $523K 0.09% +2K +6.2% $14.41 -17.4%
148 DOCS DOXIMITY INC Healthcare 21,508.0 $510K 0.09% +2K +10.6% $23.73 -13.8%
149 OI O-I GLASS INC Consumer Cyclical 50,070.0 $510K 0.09% +25K +98.6% $10.19 -9.4%
150 DXC DXC TECHNOLOGY CO Technology 40,656.0 $486K 0.09% +27K +206.8% $11.95 -28.0%
151 CVCO CAVCO INDS INC DEL Consumer Cyclical 1,035.0 $483K 0.08% +351.0 +51.3% $466.19 +29.0%
152 GDOT GREEN DOT CORP Financial Services 43,191.0 $482K 0.08% +421.0 +1.0% $11.17 +14.1%
153 SKT TANGER INC Real Estate 14,052.0 $478K 0.08% +2K +14.3% $34.02 +15.0%
154 WLDN WILLDAN GROUP INC Industrials 6,341.0 $478K 0.08% +4K +147.9% $75.33 +18.1%
155 WMS ADVANCED DRAIN SYS INC DEL Industrials 3,621.0 $476K 0.08% +1K +66.4% $131.46 +11.9%
156 KSS KOHLS CORP Consumer Cyclical 38,870.0 $474K 0.08% +20K +106.2% $12.20 +41.4%
157 LXU LSB INDS INC Basic Materials 29,487.0 $465K 0.08% +14K +86.3% $15.78 -27.9%
158 ACAD ACADIA PHARMACEUTICALS INC Healthcare 21,666.0 $457K 0.08% +11K +105.3% $21.07 +2.6%
159 IONQ IONQ INC Technology 17,106.0 $455K 0.08% +10K +127.2% $26.59 +112.7%
160 HTGC HERCULES CAPITAL INC Financial Services 31,986.0 $454K 0.08% +8K +31.3% $14.20 +9.1%
Page 8 of 11  ·  201 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 19.2%
Industrials 15.0%
Consumer Cyclical 13.3%
Financial Services 12.5%
Healthcare 11.1%
Energy 6.0%
Consumer Defensive 6.0%
Basic Materials 5.4%
Real Estate 5.4%
Communication Services 3.4%