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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 10 of 43  ·  856 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 NKE NIKE INC Consumer Cyclical 19,225.0 $985K 0.17% NEW $51.24 -11.8%
182 CXW CORECIVIC INC Real Estate 51,309.0 $978K 0.17% NEW $19.07 +51.5%
183 DDS DILLARDS INC Consumer Cyclical 1,759.0 $977K 0.17% NEW $555.37 -0.1%
184 FNB F N B CORP Financial Services 60,318.0 $975K 0.17% NEW $16.17 +12.7%
185 LSCC LATTICE SEMICONDUCTOR CORP Technology 11,400.0 $973K 0.17% NEW $85.32 +80.2%
186 IVT INVENTRUST PPTYS CORP Real Estate 31,570.0 $971K 0.17% NEW $30.75 +11.6%
187 ECG EVERUS CONSTR GROUP Industrials 8,651.0 $963K 0.17% -7K -44.9% $111.33 +41.7%
188 PFSI PENNYMAC FINL SVCS INC NEW Financial Services 11,316.0 $961K 0.17% +7K +157.1% $84.90 -3.0%
189 WAB WABTEC Industrials 4,032.0 $957K 0.17% -8K -67.6% $237.37 +15.4%
190 SOLV SOLVENTUM CORP Healthcare 15,057.0 $955K 0.17% -4K -19.2% $63.45 +18.9%
191 BLDR BUILDERS FIRSTSOURCE INC Industrials 12,092.0 $953K 0.17% +8K +178.2% $78.85 +2.2%
192 UE URBAN EDGE PPTYS Real Estate 47,500.0 $952K 0.17% NEW $20.05 +11.1%
193 MTZ MASTEC INC Industrials 3,110.0 $951K 0.17% +2K +237.7% $305.80 +24.2%
194 WY WEYERHAEUSER CO Real Estate 39,165.0 $951K 0.17% NEW $24.28 +0.2%
195 ASC ARDMORE SHIPPING CORP Industrials 63,231.0 $948K 0.17% +25K +67.5% $14.99 +13.9%
196 IDXX IDEXX LABS INC Healthcare 1,698.0 $946K 0.17% +851.0 +100.5% $557.09 +0.9%
197 GEN GEN DIGITAL INC Technology 51,604.0 $945K 0.17% NEW $18.32 +32.0%
198 EE EXCELERATE ENERGY INC Utilities 28,368.0 $945K 0.17% NEW $33.31 +3.8%
199 SBAC SBA COMMUNICATIONS CORP Real Estate 5,561.0 $944K 0.17% -299.0 -5.1% $169.83 +10.0%
200 SYK STRYKER CORPORATION Healthcare 2,888.0 $942K 0.17% NEW $326.10 -5.6%
Page 10 of 43  ·  856 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%