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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 17 of 23  ·  442 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 ITRI ITRON INC Technology 3,229.0 $271K 0.05% NEW $83.88 -3.7%
322 OPCH OPTION CARE HEALTH INC Healthcare 9,991.0 $270K 0.05% NEW $27.00 -18.6%
323 MADISON SQUARE GARDEN ENTMT 4,748.0 $269K 0.05% NEW $56.65
324 BV BRIGHTVIEW HLDGS INC Industrials 22,980.0 $266K 0.05% NEW $11.58 +12.7%
325 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 1,692.0 $266K 0.05% NEW $156.94 -14.7%
326 CNM CORE & MAIN INC Industrials 5,559.0 $265K 0.05% NEW $47.75 +1.7%
327 URI UNITED RENTALS INC Industrials 369.0 $263K 0.05% NEW $713.86 +50.8%
328 ZURA BIO LTD 46,062.0 $262K 0.05% NEW $5.68
329 CC CHEMOURS CO Basic Materials 12,271.0 $260K 0.05% NEW $21.20 +2.7%
330 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,256.0 $258K 0.04% NEW $205.47 +6.3%
331 FRPT FRESHPET INC Consumer Defensive 4,512.0 $255K 0.04% NEW $56.60 -2.8%
332 TRU TRANSUNION Industrials 3,840.0 $255K 0.04% NEW $66.49 -2.8%
333 DFTX DEFINIUM THERAPEUTICS INC Healthcare 14,557.0 $255K 0.04% NEW $17.50 +39.9%
334 MAMA MAMAS CREATIONS INC Consumer Defensive 16,781.0 $254K 0.04% NEW $15.15 +17.3%
335 PAC GRUPO AEROPORTUNARIO DEL PAC Industrials 1,052.0 $254K 0.04% NEW $241.22 +5.4%
336 DPZ DOMINOS PIZZA INC Consumer Cyclical 717.0 $253K 0.04% NEW $352.94 -11.5%
337 UGP ULTRAPAR PARTICIPACOES SA Energy 47,386.0 $253K 0.04% NEW $5.34 -10.1%
338 MAGN MAGNERA CORP Industrials 28,190.0 $253K 0.04% NEW $8.96 +36.0%
339 EGBN EAGLE BANCORPORATION INC Financial Services 10,287.0 $252K 0.04% NEW $24.54 +12.5%
340 BUD ANHEUSER BUSCH INBEV SA NV Consumer Defensive 3,690.0 $252K 0.04% NEW $68.23 +18.3%
Page 17 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%