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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 34 of 44  ·  867 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 PLYMOUTH INDL REIT INC 15,263.0 $334K 0.05% NEW $21.88
662 SANM SANMINA CORPORATION Technology 2,225.0 $334K 0.05% NEW $150.07 +60.9%
663 OSG OCTAVE SPECIALTY GROUP INC Financial Services 42,354.0 $330K 0.05% NEW $7.78 -26.0%
664 AAPL APPLE INC Technology 1,207.0 $328K 0.05% NEW $271.86 +9.6%
665 MYE MYERS INDS INC Consumer Cyclical 17,452.0 $327K 0.05% NEW $18.72 +46.4%
666 ARCC ARES CAPITAL CORP Financial Services 16,132.0 $326K 0.05% NEW $20.23 -10.9%
667 IHS IHS HOLDING LIMITED Communication Services 43,698.0 $326K 0.05% NEW $7.46 +9.1%
668 APTIV PLC 4,282.0 $326K 0.05% NEW $76.09
669 PANW PALO ALTO NETWORKS INC Technology 1,755.0 $323K 0.05% NEW $184.20 +56.2%
670 UI UBIQUITI INC Technology 583.0 $323K 0.05% NEW $553.35 +6.5%
671 PSMT PRICESMART INC Consumer Defensive 2,625.0 $322K 0.05% NEW $122.67 +48.4%
672 SOMNIGROUP INTERNATIONAL INC 3,604.0 $322K 0.05% NEW $89.28
673 DYN DYNE THERAPEUTICS INC Healthcare 16,450.0 $322K 0.05% NEW $19.56 +1.2%
674 CAH CARDINAL HEALTH INC Healthcare 1,565.0 $322K 0.05% NEW $205.50 +7.9%
675 ASH ASHLAND INC Basic Materials 5,463.0 $321K 0.05% NEW $58.67 +15.8%
676 CR CRANE COMPANY Industrials 1,727.0 $319K 0.05% NEW $184.43 +16.5%
677 NATL NCR ATLEOS CORPORATION Technology 8,352.0 $318K 0.05% NEW $38.11 +14.5%
678 WRB BERKLEY W R CORP Financial Services 4,537.0 $318K 0.05% NEW $70.12 -4.2%
679 JOBY JOBY AVIATION INC Industrials 24,068.0 $318K 0.05% NEW $13.20 -24.2%
680 SLP SIMULATIONS PLUS INC Healthcare 17,414.0 $317K 0.05% NEW $18.23 +0.1%
Page 34 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%