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Portfolio (Quarterly) Guide ↗

FOX RUN MANAGEMENT, L.L.C.

· CIK 0001533457
13F Portfolio $648M AUM Filed Feb 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 867 New
Page 19 of 44  ·  867 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 MKTX MARKETAXESS HLDGS INC Financial Services 3,816.0 $692K 0.11% NEW $181.25 -33.6%
362 SWKS SKYWORKS SOLUTIONS INC Technology 10,891.0 $691K 0.11% NEW $63.41 +14.3%
363 MAREX GROUP PLC 17,995.0 $690K 0.11% NEW $38.36
364 GE GE AEROSPACE Industrials 2,240.0 $690K 0.11% NEW $308.03 +16.1%
365 INSTALLED BLDG PRODS INC 2,657.0 $689K 0.11% NEW $259.39
366 FRSH FRESHWORKS INC Technology 56,216.0 $689K 0.11% NEW $12.25 -27.7%
367 BRZE BRAZE INC Technology 20,019.0 $686K 0.11% NEW $34.29 -41.5%
368 ALC ALCON AG Healthcare 8,705.0 $686K 0.11% NEW $78.81 -17.9%
369 ZIM ZIM INTEGRATED SHIPPING SERV Industrials 32,255.0 $685K 0.11% NEW $21.23 +14.6%
370 AMAT APPLIED MATLS INC Technology 2,657.0 $683K 0.10% NEW $256.99 +140.1%
371 EEFT EURONET WORLDWIDE INC Technology 8,960.0 $682K 0.10% NEW $76.11 -13.5%
372 NTGR NETGEAR INC Technology 27,570.0 $676K 0.10% NEW $24.53 -6.0%
373 DEI DOUGLAS EMMETT INC Real Estate 61,445.0 $675K 0.10% NEW $10.99 +6.6%
374 MMM 3M CO Industrials 4,214.0 $675K 0.10% NEW $160.10 +0.3%
375 RHP RYMAN HOSPITALITY PPTYS INC Real Estate 7,115.0 $673K 0.10% NEW $94.62 +32.3%
376 USFD US FOODS HLDG CORP Consumer Defensive 8,920.0 $672K 0.10% NEW $75.32 +22.0%
377 APG API GROUP CORP Industrials 17,559.0 $672K 0.10% NEW $38.26 +11.2%
378 RMBS RAMBUS INC DEL Technology 7,303.0 $671K 0.10% NEW $91.89 +53.6%
379 NFG NATIONAL FUEL GAS CO Energy 8,332.0 $667K 0.10% NEW $80.06 -5.2%
380 VRSN VERISIGN INC Technology 2,726.0 $662K 0.10% NEW $242.95 +8.9%
Page 19 of 44  ·  867 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 20.9%
Healthcare 14.6%
Industrials 13.4%
Financial Services 12.8%
Consumer Cyclical 12.1%
Energy 5.8%
Real Estate 5.5%
Consumer Defensive 4.9%
Basic Materials 3.9%
Utilities 3.3%