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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  ·  442 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 HCI HCI GROUP INC Financial Services 2,279.0 $354K 0.06% NEW $155.21 +5.4%
282 BSY BENTLEY SYS INC Technology 10,139.0 $351K 0.06% NEW $34.58 -15.0%
283 KNF KNIFE RIVER CORP Basic Materials 4,429.0 $350K 0.06% NEW $79.01 +9.2%
284 RHI ROBERT HALF INC. Industrials 13,577.0 $350K 0.06% NEW $25.76 +22.6%
285 HIMS HIMS & HERS HEALTH INC Healthcare 18,600.0 $349K 0.06% NEW $18.78 +88.9%
286 RYTM RHYTHM PHARMACEUTICALS INC Healthcare 4,499.0 $348K 0.06% NEW $77.25 +25.3%
287 SFBS SERVISFIRST BANCSHARES INC Financial Services 4,751.0 $343K 0.06% NEW $72.15 +11.5%
288 QIAGEN NV 8,492.0 $334K 0.06% NEW $39.32
289 BAX BAXTER INTL INC Healthcare 20,906.0 $330K 0.06% NEW $15.80 +25.9%
290 INGR INGREDION INC Consumer Defensive 2,933.0 $330K 0.06% NEW $112.45 -12.9%
291 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 1,040.0 $329K 0.06% NEW $316.50 +46.0%
292 HUBB HUBBELL INC Industrials 696.0 $329K 0.06% NEW $472.07 +10.9%
293 FG F&G ANNUITIES & LIFE INC Financial Services 13,119.0 $326K 0.06% NEW $24.83 +10.7%
294 AZN ASTRAZENECA PLC Healthcare 1,663.0 $322K 0.06% NEW $193.88 -9.8%
295 AHCO ADAPTHEALTH CORP Healthcare 28,173.0 $318K 0.06% NEW $11.29 -14.5%
296 CGNT COGNYTE SOFTWARE LTD Technology 39,936.0 $317K 0.06% NEW $7.93 +4.9%
297 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 1,110.0 $316K 0.06% NEW $284.79 +36.4%
298 U UNITY SOFTWARE INC Technology 15,375.0 $316K 0.06% NEW $20.54 +33.8%
299 EZPW EZCORP INC Financial Services 12,574.0 $315K 0.06% NEW $25.05 +26.6%
300 BNL BROADSTONE NET LEASE INC Real Estate 16,940.0 $315K 0.06% NEW $18.58 +10.8%
Page 15 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%