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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 22 of 43  ·  856 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 LYV LIVE NATION ENTERTAINMENT IN Communication Services 3,469.0 $516K 0.09% NEW $148.69 +15.2%
422 ONON ON HLDG AG Consumer Cyclical 16,177.0 $516K 0.09% -2K -10.0% $31.88 +22.0%
423 CANADIAN PACIFIC KANSAS CITY 6,625.0 $514K 0.09% NEW $77.52
424 GCT GIGACLOUD TECHNOLOGY INC Technology 12,328.0 $512K 0.09% NEW $41.55 -18.2%
425 ISSC INNOVATIVE SOLUTIONS & SUPPO Industrials 26,170.0 $511K 0.09% NEW $19.54 -11.9%
426 PSA PUBLIC STORAGE OPER CO Real Estate 1,928.0 $511K 0.09% NEW $265.13 +20.0%
427 DOCS DOXIMITY INC Healthcare 21,508.0 $510K 0.09% +2K +10.6% $23.73 -13.8%
428 OI O-I GLASS INC Consumer Cyclical 50,070.0 $510K 0.09% +25K +98.6% $10.19 -9.4%
429 OGN ORGANON & CO Healthcare 89,236.0 $509K 0.09% NEW $5.70 +135.6%
430 GPRK GEOPARK LTD Energy 52,344.0 $508K 0.09% $9.71 +4.4%
431 BCO BRINKS CO Industrials 5,055.0 $508K 0.09% NEW $100.50 -2.8%
432 EPRT ESSENTIAL PPTYS RLTY TR INC Real Estate 16,430.0 $506K 0.09% -38K -69.8% $30.77 -4.6%
433 NTRA NATERA INC Healthcare 2,705.0 $505K 0.09% NEW $186.84 +23.9%
434 SHOP SHOPIFY INC Technology 4,512.0 $504K 0.09% NEW $111.77 -2.6%
435 HAL HALLIBURTON CO Energy 12,816.0 $503K 0.09% -17K -56.5% $39.26 -11.0%
436 PRDO PERDOCEO ED CORP Consumer Defensive 13,531.0 $503K 0.09% -6K -30.7% $37.18 -13.9%
437 ARM ARM HOLDINGS PLC Technology 3,663.0 $502K 0.09% -3K -42.6% $136.96 +220.9%
438 CZR CAESARS ENTERTAINMENT INC NE Consumer Cyclical 19,656.0 $501K 0.09% NEW $25.50 +14.6%
439 TRP TC ENERGY CORP Energy 7,935.0 $500K 0.09% -28K -78.1% $63.02 +7.4%
440 OKE ONEOK INC NEW Energy 5,368.0 $499K 0.09% -8K -59.8% $92.96 -8.5%
Page 22 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%