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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 16 of 44  ·  867 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 PCTY PAYLOCITY HLDG CORP Technology 5,279.0 $805K 0.12% NEW $152.50 -33.7%
302 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 373.0 $801K 0.12% NEW $2146.18 -3.5%
303 TXT TEXTRON INC Industrials 9,160.0 $798K 0.12% NEW $87.17 +2.6%
304 RACE FERRARI N V Consumer Cyclical 2,153.0 $796K 0.12% NEW $369.56 -2.0%
305 SFM SPROUTS FMRS MKT INC Consumer Defensive 9,983.0 $795K 0.12% NEW $79.67 +1.0%
306 CNX CNX RES CORP Energy 21,627.0 $795K 0.12% NEW $36.77 -11.2%
307 FTRE FORTREA HLDGS INC Healthcare 45,754.0 $789K 0.12% NEW $17.25 -11.2%
308 NVR NVR INC Consumer Cyclical 108.0 $788K 0.12% NEW $7292.77 -11.0%
309 IRTC IRHYTHM TECHNOLOGIES INC Healthcare 4,433.0 $787K 0.12% NEW $177.44 -41.0%
310 BLCO BAUSCH PLUS LOMB CORP Healthcare 46,053.0 $787K 0.12% NEW $17.08 -12.9%
311 ACM AECOM Industrials 8,196.0 $781K 0.12% NEW $95.33 -27.8%
312 PGNY PROGYNY INC Healthcare 30,375.0 $780K 0.12% NEW $25.68 +1.6%
313 TXG 10X GENOMICS INC Healthcare 47,643.0 $777K 0.12% NEW $16.31 +113.1%
314 SONO SONOS INC Technology 44,151.0 $775K 0.12% NEW $17.56 -16.4%
315 SSNC SS&C TECHNOLOGIES HLDGS INC Technology 8,829.0 $772K 0.12% NEW $87.42 -25.2%
316 EQH EQUITABLE HLDGS INC Financial Services 16,119.0 $768K 0.12% NEW $47.65 -5.0%
317 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 15,350.0 $768K 0.12% NEW $50.02 -15.2%
318 PBI PITNEY BOWES INC Industrials 72,621.0 $768K 0.12% NEW $10.57 +65.6%
319 GLPI GAMING & LEISURE PPTYS INC Real Estate 17,138.0 $766K 0.12% NEW $44.69 -0.2%
320 NTST NETSTREIT CORP Real Estate 43,379.0 $765K 0.12% NEW $17.64 +8.8%
Page 16 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%