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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 5 of 11  ·  209 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 PRDO PERDOCEO ED CORP Consumer Defensive 13,531.0 $503K 0.09% -6K -30.7% $37.18 -13.9%
82 ARM ARM HOLDINGS PLC Technology 3,663.0 $502K 0.09% -3K -42.6% $136.96 +220.9%
83 TRP TC ENERGY CORP Energy 7,935.0 $500K 0.09% -28K -78.1% $63.02 +7.4%
84 OKE ONEOK INC NEW Energy 5,368.0 $499K 0.09% -8K -59.8% $92.96 -8.5%
85 IAG IAMGOLD CORP Basic Materials 28,454.0 $498K 0.09% -15K -34.8% $17.50 -3.5%
86 WCN WASTE CONNECTIONS INC Industrials 3,055.0 $494K 0.09% -237.0 -7.2% $161.86 -4.9%
87 SNDX SYNDAX PHARMACEUTICALS INC Healthcare 21,993.0 $494K 0.09% -18K -45.4% $22.48 -15.5%
88 ADNT ADIENT PLC Consumer Cyclical 25,471.0 $489K 0.09% -21K -45.4% $19.21 +8.0%
89 NVR NVR INC Consumer Cyclical 75.0 $487K 0.09% -33.0 -30.6% $6499.33 -0.1%
90 DOV DOVER CORP Industrials 2,352.0 $477K 0.08% -3K -58.3% $202.81 +10.2%
91 FORTINET INC 6,015.0 $475K 0.08% -2K -24.4% $79.05
92 CALX CALIX INC Technology 9,584.0 $473K 0.08% -17K -63.5% $49.40 -23.2%
93 AAT AMERICAN ASSETS TR INC Real Estate 24,971.0 $459K 0.08% -202.0 -0.8% $18.37 +30.9%
94 BMA BANCO MACRO S A Financial Services 6,494.0 $455K 0.08% -202.0 -3.0% $70.05 +45.2%
95 GM GENERAL MTRS CO Consumer Cyclical 6,223.0 $453K 0.08% -7K -52.7% $72.76 +9.0%
96 CTRA COTERRA ENERGY INC Energy 12,507.0 $449K 0.08% -15K -54.1% $35.91 -9.3%
97 NKTR NEKTAR THERAPEUTICS Healthcare 6,871.0 $448K 0.08% -20K -74.1% $65.25 -6.5%
98 NVCR NOVOCURE LTD Healthcare 42,989.0 $445K 0.08% -56K -56.8% $10.36 +37.8%
99 MKTX MARKETAXESS HLDGS INC Financial Services 2,620.0 $432K 0.08% -1K -31.3% $164.77 -27.0%
100 VICI VICI PPTYS INC Real Estate 15,640.0 $424K 0.07% -21K -57.8% $27.11 -3.1%
Page 5 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%