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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 4 of 23  ·  442 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BA BOEING CO Industrials 5,708.0 $1.1M 0.19% NEW $189.21 +17.7%
62 EBAY EBAY INC. Consumer Cyclical 12,139.0 $1.1M 0.19% NEW $88.01 +23.0%
63 BKR BAKER HUGHES COMPANY Energy 17,474.0 $1.1M 0.18% NEW $60.68 -3.7%
64 RKT ROCKET COS INC Financial Services 78,055.0 $1.1M 0.18% NEW $13.49 +6.9%
65 GOOG ALPHABET INC Communication Services 3,850.0 $1.1M 0.18% NEW $273.14 +34.5%
66 LINC LINCOLN EDL SVCS CORP Consumer Defensive 25,938.0 $1.0M 0.18% NEW $40.19 +20.5%
67 DB DEUTSCHE BK AG Financial Services 35,994.0 $1.0M 0.18% NEW $28.39 +24.2%
68 MGNI MAGNITE INC Communication Services 88,103.0 $1.0M 0.18% NEW $11.57 +54.6%
69 SPOT SPOTIFY TECHNOLOGY S A Communication Services 2,141.0 $1.0M 0.18% NEW $475.00 -1.5%
70 OLLI OLLIES BARGAIN OUTLET HLDGS Consumer Defensive 11,233.0 $1.0M 0.18% NEW $90.34 -14.9%
71 UBS UBS GROUP AG Financial Services 27,520.0 $1.0M 0.18% NEW $36.67 +38.5%
72 NI NISOURCE INC Utilities 21,436.0 $997K 0.17% NEW $46.50 +1.6%
73 EXR EXTRA SPACE STORAGE INC Real Estate 7,704.0 $988K 0.17% NEW $128.28 +13.3%
74 NKE NIKE INC Consumer Cyclical 19,225.0 $985K 0.17% NEW $51.24 -11.8%
75 CXW CORECIVIC INC Real Estate 51,309.0 $978K 0.17% NEW $19.07 +51.5%
76 DDS DILLARDS INC Consumer Cyclical 1,759.0 $977K 0.17% NEW $555.37 -0.1%
77 FNB F N B CORP Financial Services 60,318.0 $975K 0.17% NEW $16.17 +12.7%
78 LSCC LATTICE SEMICONDUCTOR CORP Technology 11,400.0 $973K 0.17% NEW $85.32 +80.2%
79 IVT INVENTRUST PPTYS CORP Real Estate 31,570.0 $971K 0.17% NEW $30.75 +11.6%
80 UE URBAN EDGE PPTYS Real Estate 47,500.0 $952K 0.17% NEW $20.05 +11.1%
Page 4 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%