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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 20 of 44  ·  867 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 LZ LEGALZOOM COM INC Industrials 66,643.0 $662K 0.10% NEW $9.93 -44.6%
382 KLIC KULICKE & SOFFA INDS INC Technology 14,401.0 $656K 0.10% NEW $45.56 +167.5%
383 VRT VERTIV HOLDINGS CO Industrials 4,042.0 $655K 0.10% NEW $162.01 +105.6%
384 SIMO SILICON MOTION TECHNOLOGY CO Technology 7,047.0 $653K 0.10% NEW $92.70 +247.0%
385 BC BRUNSWICK CORP Consumer Cyclical 8,783.0 $652K 0.10% NEW $74.24 +12.6%
386 NJR NEW JERSEY RES CORP Utilities 14,086.0 $650K 0.10% NEW $46.12 +19.5%
387 LSTR LANDSTAR SYS INC Industrials 4,514.0 $649K 0.10% NEW $143.70 +44.3%
388 SBLK STAR BULK CARRIERS CORP. Industrials 33,727.0 $648K 0.10% NEW $19.22 +34.3%
389 POOL POOL CORP Industrials 2,830.0 $647K 0.10% NEW $228.75 -13.0%
390 TAC TRANSALTA CORP Utilities 51,078.0 $646K 0.10% NEW $12.64 +8.7%
391 JBT MAREL CORPORATION 4,283.0 $645K 0.10% NEW $150.67
392 OCUL OCULAR THERAPEUTIX INC Healthcare 53,092.0 $645K 0.10% NEW $12.14 -22.3%
393 SR SPIRE INC Utilities 7,786.0 $644K 0.10% NEW $82.70 -6.8%
394 SLM SLM CORP Financial Services 23,776.0 $643K 0.10% NEW $27.06 -14.9%
395 DXCM DEXCOM INC Healthcare 9,658.0 $641K 0.10% NEW $66.37 +9.2%
396 VRNS VARONIS SYS INC Technology 19,414.0 $637K 0.10% NEW $32.80 +1.8%
397 VRE VERIS RESIDENTIAL INC Real Estate 42,487.0 $632K 0.10% NEW $14.88 +27.6%
398 DOLE DOLE PLC Consumer Defensive 42,134.0 $632K 0.10% NEW $14.99 -6.6%
399 FORTINET INC 7,952.0 $631K 0.10% NEW $79.41
400 CROX CROCS INC Consumer Cyclical 7,283.0 $623K 0.10% NEW $85.52 +46.2%
Page 20 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%