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Portfolio (Quarterly) Guide ↗

FOX RUN MANAGEMENT, L.L.C.

· CIK 0001533457
13F Portfolio $648M AUM Filed Feb 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 867 New
Page 15 of 44  ·  867 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 ATO ATMOS ENERGY CORP Utilities 5,009.0 $840K 0.13% NEW $167.63 +1.5%
282 UTI UNIVERSAL TECHNICAL INST INC Consumer Defensive 32,100.0 $839K 0.13% NEW $26.13 +54.4%
283 ONON ON HLDG AG Consumer Cyclical 17,977.0 $836K 0.13% NEW $46.48 -16.4%
284 TJX TJX COS INC NEW Consumer Cyclical 5,438.0 $835K 0.13% NEW $153.61 +6.6%
285 TYL TYLER TECHNOLOGIES INC Technology 1,840.0 $835K 0.13% NEW $453.95 -38.6%
286 HAL HALLIBURTON CO Energy 29,473.0 $833K 0.13% NEW $28.26 +23.6%
287 AVT AVNET INC Technology 17,257.0 $830K 0.13% NEW $48.08 +90.2%
288 AAL AMERICAN AIRLS GROUP INC Industrials 54,107.0 $829K 0.13% NEW $15.33 +4.3%
289 TDS TELEPHONE & DATA SYS INC Communication Services 20,205.0 $828K 0.13% NEW $41.00 -3.4%
290 FTDR FRONTDOOR INC Consumer Cyclical 14,309.0 $825K 0.13% NEW $57.69 +24.0%
291 KOD KODIAK SCIENCES INC Healthcare 29,419.0 $823K 0.13% NEW $27.96 +29.3%
292 TPC TUTOR PERINI CORP Industrials 12,272.0 $822K 0.13% NEW $67.02 +16.4%
293 AHR AMERICAN HEALTHCARE REIT INC Real Estate 17,446.0 $821K 0.13% NEW $47.06 -1.1%
294 TRUP TRUPANION INC Financial Services 21,828.0 $816K 0.13% NEW $37.37 -37.0%
295 HRMY HARMONY BIOSCIENCES HLDGS IN Healthcare 21,738.0 $813K 0.13% NEW $37.42 -11.1%
296 CX CEMEX SAB DE CV Basic Materials 70,769.0 $813K 0.13% NEW $11.49 +10.8%
297 MRVL MARVELL TECHNOLOGY INC Technology 9,549.0 $811K 0.12% NEW $84.98 +265.5%
298 BKE BUCKLE INC Consumer Cyclical 15,186.0 $811K 0.12% NEW $53.42 -15.4%
299 MSGS MADISON SQUARE GRDN SPRT COR Communication Services 3,133.0 $810K 0.12% NEW $258.65 +43.1%
300 FCFS FIRSTCASH HOLDINGS INC Financial Services 5,078.0 $809K 0.12% NEW $159.38 +42.5%
Page 15 of 44  ·  867 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 20.9%
Healthcare 14.6%
Industrials 13.4%
Financial Services 12.8%
Consumer Cyclical 12.1%
Energy 5.8%
Real Estate 5.5%
Consumer Defensive 4.9%
Basic Materials 3.9%
Utilities 3.3%