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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 30 of 44  ·  867 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 SKT TANGER INC Real Estate 12,291.0 $410K 0.06% NEW $33.37 +17.3%
582 ALL ALLSTATE CORP Financial Services 1,970.0 $410K 0.06% NEW $208.15 +6.3%
583 FMC FMC CORP Basic Materials 29,491.0 $409K 0.06% NEW $13.87 -16.7%
584 NET CLOUDFLARE INC Technology 2,070.0 $408K 0.06% NEW $197.15 +13.6%
585 SIBN SI-BONE INC Healthcare 20,653.0 $407K 0.06% NEW $19.72 -19.7%
586 BHP BHP GROUP LTD Basic Materials 6,739.0 $407K 0.06% NEW $60.37 +45.6%
587 NXT NEXTPOWER INC Technology 4,661.0 $406K 0.06% NEW $87.11 +44.5%
588 CFG CITIZENS FINL GROUP INC Financial Services 6,942.0 $405K 0.06% NEW $58.41 +14.8%
589 CVCO CAVCO INDS INC DEL Consumer Cyclical 684.0 $404K 0.06% NEW $590.74 +1.8%
590 WING WINGSTOP INC Consumer Cyclical 1,691.0 $403K 0.06% NEW $238.49 -32.2%
591 SBS COMPANHIA DE SANEAMENTO BASI Utilities 16,890.0 $403K 0.06% NEW $23.85 -78.0%
592 DNOW DNOW INC Energy 30,296.0 $401K 0.06% NEW $13.25 +1.9%
593 EOG EOG RES INC Energy 3,822.0 $401K 0.06% NEW $105.01 +23.8%
594 QTWO Q2 HLDGS INC Technology 5,551.0 $401K 0.06% NEW $72.16 -40.6%
595 ASC ARDMORE SHIPPING CORP Industrials 37,755.0 $400K 0.06% NEW $10.59 +61.2%
596 IEX IDEX CORP Industrials 2,244.0 $399K 0.06% NEW $177.94 +26.4%
597 KLAC KLA CORP Technology 328.0 $399K 0.06% NEW $1215.08 -78.6%
598 XHR XENIA HOTELS & RESORTS INC Real Estate 28,177.0 $398K 0.06% NEW $14.14 +41.6%
599 DRI DARDEN RESTAURANTS INC Consumer Cyclical 2,158.0 $397K 0.06% NEW $184.02 +16.0%
600 CHH CHOICE HOTELS INTL INC Consumer Cyclical 4,162.0 $396K 0.06% NEW $95.26 +20.7%
Page 30 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%