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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 29 of 44  ·  867 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 AMLX AMYLYX PHARMACEUTICALS INC Healthcare 35,409.0 $428K 0.07% NEW $12.08 +29.7%
562 TCOM TRIP COM GROUP LTD Consumer Cyclical 5,920.0 $426K 0.07% NEW $71.91 -37.3%
563 ARW ARROW ELECTRS INC Technology 3,862.0 $426K 0.07% NEW $110.18 +111.2%
564 HHH HOWARD HUGHES HOLDINGS INC Real Estate 5,327.0 $425K 0.07% NEW $79.77 -16.2%
565 AMRX AMNEAL PHARMACEUTICALS INC Healthcare 33,724.0 $425K 0.07% NEW $12.60 +28.7%
566 EHAB ENHABIT INC Healthcare 46,059.0 $425K 0.07% NEW $9.22 +49.7%
567 WDC WESTERN DIGITAL CORP Technology 2,453.0 $423K 0.07% NEW $172.27 +333.2%
568 WBS WEBSTER FINL CORP Financial Services 6,712.0 $422K 0.07% NEW $62.94 +20.1%
569 CCK CROWN HLDGS INC Consumer Cyclical 4,094.0 $422K 0.07% NEW $102.97 -1.4%
570 CMPS COMPASS PATHWAYS PLC Healthcare 60,823.0 $420K 0.07% NEW $6.90 +81.6%
571 CPA COPA HOLDINGS SA Industrials 3,478.0 $419K 0.07% NEW $120.61 +25.2%
572 SRE SEMPRA Utilities 4,751.0 $419K 0.07% NEW $88.29 +2.7%
573 FHN FIRST HORIZON CORPORATION Financial Services 17,481.0 $418K 0.06% NEW $23.90 +3.8%
574 GREAT LAKES DREDGE & DOCK CO 31,750.0 $417K 0.06% NEW $13.12
575 AEIS ADVANCED ENERGY INDS Industrials 1,986.0 $416K 0.06% NEW $209.37 +78.0%
576 MPWR MONOLITHIC PWR SYS INC Technology 458.0 $415K 0.06% NEW $906.36 +72.5%
577 BOOT BOOT BARN HLDGS INC Consumer Cyclical 2,347.0 $414K 0.06% NEW $176.47 -1.3%
578 BIRKENSTOCK HOLDING PLC 10,055.0 $411K 0.06% NEW $40.90
579 MIND MEDICINE MINDMED INC 30,708.0 $411K 0.06% NEW $13.39
580 PMT PENNYMAC MTG INVT TR Real Estate 32,754.0 $411K 0.06% NEW $12.55 -18.3%
Page 29 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%