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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 11  ·  209 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 UTI UNIVERSAL TECHNICAL INST INC Consumer Defensive 17,097.0 $633K 0.11% -15K -46.7% $37.01 +9.0%
62 VALE VALE S A Basic Materials 41,084.0 $620K 0.11% -13K -23.4% $15.10 +2.1%
63 FROG JFROG LTD Technology 14,402.0 $616K 0.11% -25K -63.5% $42.76 +93.5%
64 SHEL SHELL PLC Energy 6,616.0 $614K 0.11% -3K -34.2% $92.74 -15.0%
65 SOLENO THERAPEUTICS INC 19,934.0 $607K 0.11% -2K -8.5% $30.44
66 PBR PETROLEO BRASILEIRO S A Energy 28,810.0 $600K 0.10% -18K -38.5% $20.81 -19.5%
67 APG API GROUP CORP Industrials 15,199.0 $594K 0.10% -2K -13.4% $39.11 +8.8%
68 INVA INNOVIVA INC Healthcare 25,798.0 $591K 0.10% -36K -58.2% $22.91 -1.8%
69 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 6,277.0 $572K 0.10% -9K -60.2% $91.13 +6.4%
70 RELY REMITLY GLOBAL INC Technology 36,494.0 $559K 0.10% -863.0 -2.3% $15.32 +37.7%
71 HAS HASBRO INC Consumer Cyclical 6,144.0 $549K 0.10% -14K -69.3% $89.39 -5.2%
72 ETN EATON CORP PLC Industrials 1,588.0 $546K 0.10% -4K -69.5% $343.53 +22.8%
73 COHR COHERENT CORP Technology 2,430.0 $534K 0.09% -2K -50.0% $219.65 +77.4%
74 VKTX VIKING THERAPEUTICS INC Healthcare 17,558.0 $525K 0.09% -13K -41.7% $29.92 +1.5%
75 CX CEMEX SA EURO MTN BE 144A Basic Materials 48,698.0 $522K 0.09% -22K -31.2% $10.71 +18.9%
76 EVTC EVERTEC INC Technology 18,509.0 $517K 0.09% -16K -45.6% $27.92 -7.9%
77 NDSN NORDSON CORP Industrials 2,015.0 $516K 0.09% -4K -65.4% $256.16 +15.5%
78 ONON ON HLDG AG Consumer Cyclical 16,177.0 $516K 0.09% -2K -10.0% $31.88 +22.0%
79 EPRT ESSENTIAL PPTYS RLTY TR INC Real Estate 16,430.0 $506K 0.09% -38K -69.8% $30.77 -4.6%
80 HAL HALLIBURTON CO Energy 12,816.0 $503K 0.09% -17K -56.5% $39.26 -11.0%
Page 4 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%