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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 13 of 23  ·  442 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 QBTS D-WAVE QUANTUM INC Technology 33,535.0 $435K 0.08% NEW $12.98 +90.2%
242 OSPN ONESPAN INC Technology 42,748.0 $435K 0.08% NEW $10.17 +32.7%
243 RRR RED ROCK RESORTS INC Consumer Cyclical 8,302.0 $433K 0.08% NEW $52.19 +17.5%
244 MDT MEDTRONIC PLC Healthcare 5,033.0 $432K 0.07% NEW $85.74 -7.5%
245 MOH MOLINA HEALTHCARE INC Healthcare 3,258.0 $428K 0.07% NEW $131.47 +48.6%
246 HR HEALTHCARE RLTY TR Real Estate 25,480.0 $428K 0.07% NEW $16.81 +17.7%
247 STT STATE STR CORP Financial Services 3,464.0 $428K 0.07% NEW $123.42 +36.4%
248 PPL PPL CORP Utilities 11,127.0 $423K 0.07% NEW $38.02 -6.9%
249 TAL TAL ED GROUP Consumer Defensive 37,773.0 $416K 0.07% NEW $11.01 -16.5%
250 COKE COCA COLA CONS INC Consumer Defensive 2,232.0 $415K 0.07% NEW $185.79 -2.3%
251 KKR KKR & CO INC Financial Services 4,584.0 $414K 0.07% NEW $90.36 +7.4%
252 CBRL CRACKER BARREL OLD CTRY STOR Consumer Cyclical 14,906.0 $414K 0.07% NEW $27.76 +70.5%
253 DINO HF SINCLAIR CORP Energy 6,539.0 $412K 0.07% NEW $63.05 +2.3%
254 CNTA CENTESSA PHARMACEUTICALS PLC Healthcare 14,913.0 $411K 0.07% NEW $27.58 +45.1%
255 JAMES HARDIE INDS PLC 23,241.0 $409K 0.07% NEW $17.58
256 KR KROGER CO Consumer Defensive 5,454.0 $402K 0.07% NEW $73.72 -23.2%
257 HLIO HELIOS TECHNOLOGIES INC Industrials 6,353.0 $399K 0.07% NEW $62.74 +44.2%
258 ASR GRUPO AEROPORTUARIO DEL SURE Industrials 1,221.0 $397K 0.07% NEW $324.75 -5.1%
259 EC ECOPETROL S A Energy 26,431.0 $396K 0.07% NEW $14.98 +10.7%
260 LW LAMB WESTON HLDGS INC Consumer Defensive 9,667.0 $396K 0.07% NEW $40.95 +10.0%
Page 13 of 23  ·  442 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%