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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 40 of 44  ·  867 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 COHU COHU INC Technology 9,415.0 $219K 0.03% NEW $23.27 +198.2%
782 CXM SPRINKLR INC Technology 28,115.0 $219K 0.03% NEW $7.78 -35.2%
783 TMC TMC THE METALS COMPANY INC Basic Materials 35,209.0 $217K 0.03% NEW $6.17 -16.9%
784 EOLS EVOLUS INC Healthcare 32,664.0 $217K 0.03% NEW $6.65 -0.3%
785 THG HANOVER INS GROUP INC Financial Services 1,184.0 $216K 0.03% NEW $182.77 +8.3%
786 PSTG PURE STORAGE INC Technology 3,186.0 $213K 0.03% NEW $67.01 +11.5%
787 XPRO EXPRO GROUP HOLDINGS NV Energy 15,936.0 $213K 0.03% NEW $13.35 +3.5%
788 GFF GRIFFON CORP Industrials 2,888.0 $213K 0.03% NEW $73.65 +23.7%
789 MWA MUELLER WTR PRODS INC Industrials 8,863.0 $211K 0.03% NEW $23.82 +9.7%
790 KRYS KRYSTAL BIOTECH INC Healthcare 856.0 $211K 0.03% NEW $246.54 +41.2%
791 LFST LIFESTANCE HEALTH GROUP INC Healthcare 29,874.0 $210K 0.03% NEW $7.04 +27.6%
792 AMTM AMENTUM HOLDINGS INC Industrials 7,248.0 $210K 0.03% NEW $29.00 -25.3%
793 NMFC NEW MTN FIN CORP Financial Services 22,800.0 $210K 0.03% NEW $9.21 -22.3%
794 MDXG MIMEDX GROUP INC Healthcare 30,959.0 $210K 0.03% NEW $6.77 -45.8%
795 NVO NOVO-NORDISK A S Healthcare 4,118.0 $210K 0.03% NEW $50.88 -15.1%
796 SJM SMUCKER J M CO Consumer Defensive 2,136.0 $209K 0.03% NEW $97.81 +13.3%
797 TDUP THREDUP INC Consumer Cyclical 32,648.0 $209K 0.03% NEW $6.39 -5.9%
798 CNMD CONMED CORP Healthcare 5,085.0 $206K 0.03% NEW $40.60 -19.8%
799 XERS XERIS BIOPHARMA HOLDINGS INC Healthcare 26,174.0 $205K 0.03% NEW $7.85 -11.5%
800 CNC CENTENE CORP DEL Healthcare 4,982.0 $205K 0.03% NEW $41.15 +48.3%
Page 40 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%