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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 17 of 44  ·  867 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 FMX FOMENTO ECONOMICO MEXICANO S Consumer Defensive 7,569.0 $765K 0.12% NEW $101.07 +25.1%
322 BDC BELDEN INC Technology 6,517.0 $760K 0.12% NEW $116.55 +5.8%
323 PHG KONINKLIJKE PHILIPS N V Healthcare 27,870.0 $755K 0.12% NEW $27.08 -1.1%
324 LPG DORIAN LPG LTD Energy 31,001.0 $755K 0.12% NEW $24.34 +62.5%
325 MBX MBX BIOSCIENCES INC Healthcare 23,820.0 $751K 0.12% NEW $31.54 +36.4%
326 FXI ISHARES TR 19,600.0 $750K 0.12% NEW $38.29 -13.0%
327 MNDY MONDAY COM LTD Technology 5,073.0 $749K 0.12% NEW $147.56 -51.5%
328 BKH BLACK HILLS CORP Utilities 10,777.0 $748K 0.12% NEW $69.42 +4.8%
329 AER AERCAP HOLDINGS NV Industrials 5,197.0 $747K 0.12% NEW $143.76 +0.9%
330 NDAQ NASDAQ INC Financial Services 7,683.0 $746K 0.12% NEW $97.13 -15.3%
331 AES AES CORP Utilities 51,923.0 $745K 0.12% NEW $14.34 +2.0%
332 NOV NOV INC Energy 47,431.0 $741K 0.11% NEW $15.63 +19.4%
333 WSM WILLIAMS SONOMA INC Consumer Cyclical 4,151.0 $741K 0.11% NEW $178.59 +27.1%
334 MGY MAGNOLIA OIL & GAS CORP Energy 33,844.0 $741K 0.11% NEW $21.89 +20.6%
335 SHEL SHELL PLC Energy 10,055.0 $739K 0.11% NEW $73.48 +7.3%
336 VOD VODAFONE GROUP PLC NEW Communication Services 55,457.0 $733K 0.11% NEW $13.21 +8.3%
337 PH PARKER-HANNIFIN CORP Industrials 831.0 $730K 0.11% NEW $878.96 +8.5%
338 BP BP PLC Energy 20,966.0 $728K 0.11% NEW $34.73 +12.6%
339 EVEREST GROUP LTD 2,142.0 $727K 0.11% NEW $339.35
340 NWSA NEWS CORP NEW Communication Services 27,804.0 $726K 0.11% NEW $26.12 -3.2%
Page 17 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%