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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 22 of 23  ·  442 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 JACK JACK IN THE BOX INC Consumer Cyclical 13,467.0 $127K 0.02% NEW $9.39 +36.2%
422 CLIMB BIO INC 19,287.0 $126K 0.02% NEW $6.54
423 HPK HIGHPEAK ENERGY INC Energy 16,400.0 $125K 0.02% NEW $7.61 -5.7%
424 GRNT GRANITE RIDGE RESOURCES INC Energy 20,846.0 $124K 0.02% NEW $5.97 -21.4%
425 JBLU JETBLUE AIRWAYS CORP Industrials 28,521.0 $118K 0.02% NEW $4.12 +37.9%
426 ARHS ARHAUS INC Consumer Cyclical 17,068.0 $111K 0.02% NEW $6.51 +11.5%
427 ARKO ARKO CORP Consumer Cyclical 19,213.0 $105K 0.02% NEW $5.48 +36.7%
428 RPD RAPID7 INC Technology 18,760.0 $102K 0.02% NEW $5.45 +23.5%
429 TROX TRONOX HOLDINGS PLC Basic Materials 11,049.0 $102K 0.02% NEW $9.19 -19.5%
430 SB SAFE BULKERS INC Industrials 16,370.0 $100K 0.02% NEW $6.10 +9.8%
431 ASLE AERSALE CORPORATION Industrials 16,393.0 $99K 0.02% NEW $6.04 +5.1%
432 ESRT EMPIRE ST RLTY TR INC Real Estate 18,316.0 $93K 0.02% NEW $5.10 +2.7%
433 RERE ATRENEW INC Consumer Cyclical 19,825.0 $93K 0.02% NEW $4.69 -16.4%
434 CCC CCC INTELLIGENT SOLUTIONS HL Technology 15,743.0 $92K 0.02% NEW $5.83 -24.4%
435 ANNX ANNEXON INC Healthcare 17,678.0 $88K 0.01% NEW $4.96 -1.2%
436 NMR NOMURA HLDGS INC Financial Services 11,354.0 $87K 0.01% NEW $7.62 +17.7%
437 KYTX KYVERNA THERAPEUTICS INC Healthcare 11,089.0 $84K 0.01% NEW $7.58 +6.5%
438 CDZI CADIZ INC Utilities 16,404.0 $80K 0.01% NEW $4.87 -16.4%
439 MBI MBIA INC Financial Services 13,020.0 $74K 0.01% NEW $5.71 +6.5%
440 TDOC TELADOC HEALTH INC Healthcare 14,182.0 $73K 0.01% NEW $5.14 +57.0%
Page 22 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%