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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 15 of 23  ·  453 positions
# Ticker Company Sector Shares Value ↓ % Port Status
281 MIND MEDICINE MINDMED INC 30,708 $411K 0.06% SOLD
282 ALL ALLSTATE CORP Financial Services 1,970 $410K 0.06% SOLD
283 FMC FMC CORP Basic Materials 29,491 $409K 0.06% SOLD
284 SIBN SI-BONE INC Healthcare 20,653 $407K 0.06% SOLD
285 NXT NEXTPOWER INC Technology 4,661 $406K 0.06% SOLD
286 WING WINGSTOP INC Consumer Cyclical 1,691 $403K 0.06% SOLD
287 SBS COMPANHIA DE SANEAMENTO BASI Utilities 16,890 $403K 0.06% SOLD
288 EOG EOG RES INC Energy 3,822 $401K 0.06% SOLD
289 KLAC KLA CORP Technology 328 $399K 0.06% SOLD
290 DRI DARDEN RESTAURANTS INC Consumer Cyclical 2,158 $397K 0.06% SOLD
291 CHH CHOICE HOTELS INTL INC Consumer Cyclical 4,162 $396K 0.06% SOLD
292 PLAB PHOTRONICS INC Technology 12,360 $396K 0.06% SOLD
293 TRVI TREVI THERAPEUTICS INC Healthcare 31,346 $392K 0.06% SOLD
294 ABM ABM INDS INC Industrials 9,254 $391K 0.06% SOLD
295 FBP FIRST BANCORP P R Financial Services 18,864 $391K 0.06% SOLD
296 REV GROUP INC 6,418 $390K 0.06% SOLD
297 AMZN AMAZON COM INC Consumer Cyclical 1,684 $389K 0.06% SOLD
298 MDB MONGODB INC Technology 925 $388K 0.06% SOLD
299 ENTERGY CORP NEW 4,165 $385K 0.06% SOLD
300 FLYW FLYWIRE CORPORATION Technology 27,154 $385K 0.06% SOLD
Page 15 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%