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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 10 of 23  ·  453 positions
# Ticker Company Sector Shares Value ↓ % Port Status
181 EEFT EURONET WORLDWIDE INC Technology 8,960 $682K 0.10% SOLD
182 NTGR NETGEAR INC Technology 27,570 $676K 0.10% SOLD
183 MMM 3M CO Industrials 4,214 $675K 0.10% SOLD
184 USFD US FOODS HLDG CORP Consumer Defensive 8,920 $672K 0.10% SOLD
185 VRSN VERISIGN INC Technology 2,726 $662K 0.10% SOLD
186 SIMO SILICON MOTION TECHNOLOGY CO Technology 7,047 $653K 0.10% SOLD
187 BC BRUNSWICK CORP Consumer Cyclical 8,783 $652K 0.10% SOLD
188 NJR NEW JERSEY RES CORP Utilities 14,086 $650K 0.10% SOLD
189 POOL POOL CORP Industrials 2,830 $647K 0.10% SOLD
190 SLM SLM CORP Financial Services 23,776 $643K 0.10% SOLD
191 RITM RITHM CAPITAL CORP Real Estate 56,793 $619K 0.10% SOLD
192 VRRM VERRA MOBILITY CORP Technology 27,227 $610K 0.09% SOLD
193 PRCT PROCEPT BIOROBOTICS CORP Healthcare 19,310 $607K 0.09% SOLD
194 LC LENDINGCLUB CORP Financial Services 31,998 $606K 0.09% SOLD
195 BROWN FORMAN CORP 23,056 $601K 0.09% SOLD
196 GRUPO CIBEST SA 9,399 $598K 0.09% SOLD
197 DUOL DUOLINGO INC Technology 3,391 $595K 0.09% SOLD
198 AMPX AMPRIUS TECHNOLOGIES INC Industrials 74,774 $590K 0.09% SOLD
199 CPRX CATALYST PHARMACEUTICALS INC Healthcare 25,170 $587K 0.09% SOLD
200 WLY WILEY JOHN & SONS INC Communication Services 19,145 $586K 0.09% SOLD
Page 10 of 23  ·  453 positions
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%