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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 21 of 23  ·  442 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 PLAY DAVE & BUSTERS ENTMT INC Communication Services 16,577.0 $166K 0.03% NEW $10.04 +19.0%
402 GOOD GLADSTONE COMMERCIAL CORP Real Estate 14,582.0 $165K 0.03% NEW $11.32 +6.6%
403 VYX NCR VOYIX CORPORATION Technology 26,024.0 $162K 0.03% NEW $6.24 +20.0%
404 BUR BURFORD CAPITAL LIMITED Financial Services 39,964.0 $161K 0.03% NEW $4.03 +12.4%
405 FLNC FLUENCE ENERGY INC Utilities 11,953.0 $155K 0.03% NEW $13.00 +90.8%
406 NIO NIO INC Consumer Cyclical 28,168.0 $155K 0.03% NEW $5.51 -8.9%
407 ABR ARBOR REALTY TRUST INC Real Estate 21,105.0 $155K 0.03% NEW $7.35 -29.3%
408 GILT GILAT SATELLITE NETWORKS LTD Technology 10,565.0 $151K 0.03% NEW $14.27 -7.6%
409 MITK MITEK SYS INC Technology 11,372.0 $150K 0.03% NEW $13.22 +30.6%
410 S SENTINELONE INC Technology 11,922.0 $150K 0.03% NEW $12.61 +19.1%
411 CTMX CYTOMX THERAPEUTICS INC. Healthcare 33,920.0 $150K 0.03% NEW $4.41 -33.1%
412 CAL CALERES INC Consumer Cyclical 14,035.0 $146K 0.03% NEW $10.37 +26.7%
413 RPC RIDGEPOST CAP INC Financial Services 19,564.0 $140K 0.02% NEW $7.15 +14.0%
414 QTRX QUANTERIX CORP Healthcare 39,592.0 $136K 0.02% NEW $3.43 -1.2%
415 NAGE NIAGEN BIOSCIENCE INC Healthcare 31,608.0 $135K 0.02% NEW $4.28 -18.2%
416 KURA KURA ONCOLOGY INC Healthcare 17,316.0 $134K 0.02% NEW $7.73 +28.5%
417 TH TARGET HOSPITALITY CORP Industrials 14,265.0 $132K 0.02% NEW $9.25 +117.9%
418 RDW REDWIRE CORPORATION Industrials 16,685.0 $129K 0.02% NEW $7.71 +86.1%
419 ASPI ASP ISOTOPES INC Basic Materials 30,410.0 $128K 0.02% NEW $4.22 +70.1%
420 VERX VERTEX INC Technology 10,851.0 $127K 0.02% NEW $11.67 -4.7%
Page 21 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%