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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 9 of 23  ·  442 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 FIVE FIVE BELOW INC Consumer Cyclical 2,750.0 $605K 0.11% NEW $219.82 -11.7%
162 KRMN KARMAN HLDGS INC Industrials 8,012.0 $599K 0.10% NEW $74.82 -32.7%
163 EXPD EXPEDITORS INTL WASH INC Industrials 4,233.0 $599K 0.10% NEW $141.48 +14.0%
164 BKSY BLACKSKY TECHNOLOGY INC Technology 27,288.0 $598K 0.10% NEW $21.91 +32.3%
165 MYRG MYR GROUP INC Industrials 2,238.0 $598K 0.10% NEW $267.10 +72.6%
166 TME TENCENT MUSIC ENTMT GROUP Communication Services 63,304.0 $589K 0.10% NEW $9.31 -6.2%
167 MIDD MIDDLEBY CORP Industrials 4,620.0 $588K 0.10% NEW $127.19 +35.4%
168 SYNA SYNAPTICS INC Technology 9,013.0 $587K 0.10% NEW $65.08 +116.5%
169 INTR INTER & CO INC Financial Services 74,906.0 $573K 0.10% NEW $7.65 -28.9%
170 EME EMCOR GROUP INC Industrials 816.0 $572K 0.10% NEW $701.10 +19.3%
171 SHO SUNSTONE HOTEL INVS INC NEW Real Estate 62,636.0 $563K 0.10% NEW $8.99 +32.5%
172 LINE LINEAGE INC Real Estate 17,684.0 $563K 0.10% NEW $31.84 +30.0%
173 TRMB TRIMBLE INC Technology 8,882.0 $555K 0.10% NEW $62.54 -21.4%
174 SE SEA LTD Consumer Cyclical 7,072.0 $554K 0.10% NEW $78.31 +16.6%
175 GLOB GLOBANT S A Technology 12,101.0 $553K 0.10% NEW $45.68 -32.7%
176 BEKE KE HLDGS INC Real Estate 36,704.0 $551K 0.10% NEW $15.01 -0.7%
177 ICUI ICU MED INC Healthcare 4,362.0 $547K 0.10% NEW $125.38 +12.0%
178 LQDA LIQUIDIA CORPORATION Healthcare 15,427.0 $543K 0.10% NEW $35.18 +102.0%
179 RUSHA RUSH ENTERPRISES INC Consumer Cyclical 8,347.0 $542K 0.10% NEW $64.97 +7.9%
180 STEP STEPSTONE GROUP INC Financial Services 11,630.0 $541K 0.10% NEW $46.51 -2.8%
Page 9 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%