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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 7 of 11  ·  209 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 LEVI LEVI STRAUSS & CO NEW Consumer Cyclical 19,213.0 $349K 0.06% -47K -71.0% $18.16 +30.5%
122 CRUS CIRRUS LOGIC INC Technology 2,414.0 $334K 0.06% -10K -81.2% $138.33 +19.5%
123 UCB UNITED CMNTY BKS BLAIRSVLE G Financial Services 10,824.0 $334K 0.06% -7K -39.6% $30.84 +6.5%
124 TXT TEXTRON INC Industrials 3,868.0 $332K 0.06% -5K -57.8% $85.95 +4.1%
125 ABCB AMERIS BANCORP Financial Services 4,334.0 $332K 0.06% -12K -73.1% $76.53 +14.5%
126 PBF PBF ENERGY INC Energy 6,276.0 $316K 0.06% -6K -50.6% $50.29 -25.9%
127 TARS TARSUS PHARMACEUTICALS INC Healthcare 4,687.0 $314K 0.06% -7K -59.6% $66.92 -5.6%
128 XPLR INFRASTRUCTURE LP 30,594.0 $310K 0.05% -8K -21.6% $10.12
129 AUPH AURINIA PHARMACEUTICALS INC Healthcare 22,121.0 $309K 0.05% -11K -33.9% $13.98 +17.7%
130 NMIH NMI HLDGS INC Financial Services 8,177.0 $306K 0.05% -7K -44.9% $37.45 +0.1%
131 NAVI NAVIENT CORPORATION Financial Services 37,431.0 $303K 0.05% -1K -3.5% $8.10 -0.1%
132 MLYS MINERALYS THERAPEUTICS INC Healthcare 12,670.0 $298K 0.05% -2K -12.8% $23.51 +4.8%
133 CTRI CENTURI HOLDINGS INC Utilities 10,618.0 $295K 0.05% -37K -77.8% $27.80 +7.1%
134 SXT SENSIENT TECHNOLOGIES CORP Basic Materials 3,372.0 $294K 0.05% -7K -67.1% $87.19 +30.2%
135 AMAT APPLIED MATLS INC Technology 903.0 $292K 0.05% -2K -66.0% $323.12 +91.0%
136 SCCO SOUTHERN COPPER CORP Basic Materials 1,785.0 $284K 0.05% -3K -58.9% $159.28 +21.1%
137 CROX CROCS INC Consumer Cyclical 3,518.0 $281K 0.05% -4K -51.7% $80.00 +56.3%
138 MLTX MOONLAKE IMMUNOTHERAPEUTICS Healthcare 16,518.0 $280K 0.05% -55K -77.0% $16.93 +13.5%
139 FN FABRINET Technology 563.0 $277K 0.05% -3K -83.6% $491.88 +16.6%
140 VISN VISTANCE NETWORKS INC Technology 15,660.0 $276K 0.05% -68K -81.3% $17.61 -28.1%
Page 7 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%