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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 11 of 11  ·  209 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 ARVN ARVINAS INC Healthcare 10,639.0 $108K 0.02% -71K -87.0% $10.18 -24.7%
202 LZ LEGALZOOM COM INC Industrials 18,345.0 $104K 0.02% -48K -72.5% $5.69 -3.3%
203 AHRT AH RLTY TR INC Financial Services 19,032.0 $100K 0.02% -4K -17.8% $5.27 +26.6%
204 ZEVRA THERAPEUTICS INC 10,884.0 $96K 0.02% -14K -56.0% $8.78
205 LFST LIFESTANCE HEALTH GROUP INC Healthcare 13,249.0 $83K 0.01% -17K -55.6% $6.24 +43.9%
206 OCUL OCULAR THERAPEUTIX INC Healthcare 10,955.0 $81K 0.01% -42K -79.4% $7.40 +27.4%
207 MLCO MELCO RESORTS AND ENTMNT LTD Consumer Cyclical 13,458.0 $75K 0.01% -33K -70.9% $5.56 -0.5%
208 CMPS COMPASS PATHWAYS PLC Healthcare 13,058.0 $68K 0.01% -48K -78.5% $5.24 +139.1%
209 TMC TMC THE METALS COMPANY INC Basic Materials 11,858.0 $49K 0.01% -23K -66.3% $4.10 +25.1%
Page 11 of 11  ·  209 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%