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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 16 of 23  ·  442 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 RDDT REDDIT INC Communication Services 2,532.0 $314K 0.06% NEW $124.13 +40.9%
302 BE BLOOM ENERGY CORP Industrials 2,625.0 $314K 0.06% NEW $119.51 +175.2%
303 DAR DARLING INGREDIENTS INC Consumer Defensive 5,121.0 $309K 0.05% NEW $60.37 -11.1%
304 GENI GENIUS SPORTS LIMITED Communication Services 72,530.0 $308K 0.05% NEW $4.24 +43.9%
305 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 3,703.0 $305K 0.05% NEW $82.38 -27.1%
306 PFS PROVIDENT FINL SVCS INC Financial Services 14,652.0 $305K 0.05% NEW $20.80 +9.2%
307 XRAY DENTSPLY SIRONA INC Healthcare 26,522.0 $297K 0.05% NEW $11.20 -7.8%
308 CVS CVS HEALTH CORP Healthcare 4,219.0 $296K 0.05% NEW $70.14 +40.2%
309 TSLA TESLA INC Consumer Cyclical 827.0 $294K 0.05% NEW $355.28 +12.7%
310 BMO BANK MONTREAL MEDIUM Financial Services 2,220.0 $292K 0.05% NEW $131.56 +29.8%
311 EWBC EAST WEST BANCORP INC Financial Services 2,800.0 $291K 0.05% NEW $103.81 +22.2%
312 OMF ONEMAIN HLDGS INC Financial Services 5,502.0 $287K 0.05% NEW $52.22 +11.4%
313 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 1,567.0 $287K 0.05% NEW $183.15 +22.7%
314 CRK COMSTOCK RES INC Energy 13,090.0 $286K 0.05% NEW $21.88 -40.1%
315 PLPC PREFORMED LINE PRODS CO Industrials 1,077.0 $284K 0.05% NEW $263.77 +45.7%
316 CART MAPLEBEAR INC Consumer Cyclical 7,612.0 $283K 0.05% NEW $37.19 +19.8%
317 NYT NEW YORK TIMES CO MTN BE Communication Services 3,392.0 $282K 0.05% NEW $83.25 -12.2%
318 COUR COURSERA INC Consumer Defensive 49,258.0 $282K 0.05% NEW $5.73 -6.6%
319 TTI TETRA TECHNOLOGIES INC DEL Energy 33,372.0 $280K 0.05% NEW $8.39 +22.1%
320 CURB CURBLINE PPTYS CORP Real Estate 10,580.0 $271K 0.05% NEW $25.62 +16.5%
Page 16 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%