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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 41 of 44  ·  867 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 TOL TOLL BROTHERS INC Consumer Cyclical 1,510.0 $204K 0.03% NEW $135.22 +15.1%
802 VRTX VERTEX PHARMACEUTICALS INC Healthcare 449.0 $204K 0.03% NEW $453.36 -0.4%
803 WGS GENEDX HOLDINGS CORP Healthcare 1,547.0 $201K 0.03% NEW $130.06 -54.6%
804 BWA BORGWARNER INC Consumer Cyclical 4,451.0 $201K 0.03% NEW $45.06 +59.4%
805 SWBI SMITH & WESSON BRANDS INC Industrials 20,308.0 $200K 0.03% NEW $9.87 +62.9%
806 MTZ MASTEC INC Industrials 921.0 $200K 0.03% NEW $217.37 +74.7%
807 PUMP PROPETRO HLDG CORP Energy 21,022.0 $200K 0.03% NEW $9.51 +55.1%
808 BLMN BLOOMIN BRANDS INC Consumer Cyclical 32,265.0 $199K 0.03% NEW $6.17 +30.6%
809 NWBI NORTHWEST BANCSHARES INC MD Financial Services 16,473.0 $198K 0.03% NEW $12.00 +20.7%
810 TIGR UP FINTECH HLDG LTD Financial Services 20,555.0 $197K 0.03% NEW $9.56 -50.7%
811 DXC DXC TECHNOLOGY CO Technology 13,254.0 $194K 0.03% NEW $14.65 -41.3%
812 PERI PERION NETWORK LTD Communication Services 20,246.0 $194K 0.03% NEW $9.58 -11.2%
813 ELVN ENLIVEN THERAPEUTICS INC Healthcare 12,432.0 $191K 0.03% NEW $15.40 +192.9%
814 HST HOST HOTELS & RESORTS INC Real Estate 10,671.0 $189K 0.03% NEW $17.73 +41.1%
815 OFIX ORTHOFIX MED INC Healthcare 12,084.0 $183K 0.03% NEW $15.16 -37.7%
816 MGTX MEIRAGTX HLDGS PLC Healthcare 22,493.0 $179K 0.03% NEW $7.95 +42.4%
817 TLS TELOS CORP MD Technology 34,777.0 $177K 0.03% NEW $5.10 -11.4%
818 BYRN BYRNA TECHNOLOGIES INC Industrials 10,518.0 $177K 0.03% NEW $16.79 -64.9%
819 CIM CHIMERA INVT CORP Real Estate 13,944.0 $173K 0.03% NEW $12.43 +6.8%
820 ARDX ARDELYX INC Healthcare 29,362.0 $171K 0.03% NEW $5.83 +3.8%
Page 41 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%