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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 6 of 23  ·  453 positions
# Ticker Company Sector Shares Value ↓ % Port Status
101 FVRR FIVERR INTL LTD Communication Services 49,468 $977K 0.15% SOLD
102 ONESTREAM INC 52,813 $971K 0.15% SOLD
103 EFX EQUIFAX INC Industrials 4,471 $970K 0.15% SOLD
104 SMCI SUPER MICRO COMPUTER INC Technology 32,995 $966K 0.15% SOLD
105 WIX WIX COM LTD Technology 9,288 $965K 0.15% SOLD
106 ASCENDIS PHARMA A/S 4,496 $959K 0.15% SOLD
107 LECO LINCOLN ELEC HLDGS INC Industrials 3,970 $951K 0.15% SOLD
108 AEP AMERICAN ELEC PWR CO INC Utilities 8,229 $949K 0.15% SOLD
109 DTM DT MIDSTREAM INC Energy 7,892 $945K 0.15% SOLD
110 PRMB PRIMO BRANDS CORPORATION Consumer Defensive 57,535 $941K 0.14% SOLD
111 EL LAUDER ESTEE COS INC Consumer Defensive 8,979 $940K 0.14% SOLD
112 OGS ONE GAS INC Utilities 12,112 $936K 0.14% SOLD
113 LIVN LIVANOVA PLC Healthcare 15,191 $935K 0.14% SOLD
114 AMH AMERICAN HOMES 4 RENT Real Estate 28,470 $914K 0.14% SOLD
115 NEE NEXTERA ENERGY INC Utilities 11,364 $912K 0.14% SOLD
116 MKL MARKEL GROUP INC Financial Services 423 $909K 0.14% SOLD
117 WWD WOODWARD INC Industrials 3,001 $907K 0.14% SOLD
118 MCY MERCURY GENL CORP NEW Financial Services 9,628 $906K 0.14% SOLD
119 SAP SAP SE Technology 3,722 $904K 0.14% SOLD
120 DDOG DATADOG INC Technology 6,632 $902K 0.14% SOLD
Page 6 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%