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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 23 of 44  ·  867 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 CHDN CHURCHILL DOWNS INC Consumer Cyclical 5,039.0 $573K 0.09% NEW $113.78 -22.4%
442 IDXX IDEXX LABS INC Healthcare 847.0 $573K 0.09% NEW $676.53 -16.9%
443 PRDO PERDOCEO ED CORP Consumer Defensive 19,532.0 $573K 0.09% NEW $29.33 +9.2%
444 R RYDER SYS INC Industrials 2,991.0 $572K 0.09% NEW $191.39 +37.6%
445 LEA LEAR CORP Consumer Cyclical 4,974.0 $570K 0.09% NEW $114.60 +21.9%
446 CUZ COUSINS PPTYS INC Real Estate 21,967.0 $566K 0.09% NEW $25.78 +9.7%
447 SPT SPROUT SOCIAL INC Technology 50,209.0 $566K 0.09% NEW $11.27 -41.9%
448 OLN OLIN CORP Basic Materials 27,132.0 $565K 0.09% NEW $20.83 +5.7%
449 WPM WHEATON PRECIOUS METALS CORP Basic Materials 4,797.0 $564K 0.09% NEW $117.52 +4.3%
450 XLE SELECT SECTOR SPDR TR 12,600.0 $563K 0.09% NEW $44.71 +20.3%
451 ATRC ATRICURE INC Healthcare 14,225.0 $563K 0.09% NEW $39.56 -27.2%
452 VSAT VIASAT INC Technology 16,294.0 $561K 0.09% NEW $34.46 +86.1%
453 GGAL GRUPO FINANCIERO GALICIA S.A Financial Services 10,395.0 $561K 0.09% NEW $53.94 +4.5%
454 AIG AMERICAN INTL GROUP INC Financial Services 6,547.0 $560K 0.09% NEW $85.55 -13.5%
455 UCB UNITED CMNTY BKS BLAIRSVLE G Financial Services 17,935.0 $560K 0.09% NEW $31.22 +5.2%
456 CHKP CHECK POINT SOFTWARE TECH LT Technology 3,016.0 $560K 0.09% NEW $185.56 -34.1%
457 GGG GRACO INC Industrials 6,826.0 $560K 0.09% NEW $81.97 -7.2%
458 AMN AMN HEALTHCARE SVCS INC Healthcare 35,412.0 $558K 0.09% NEW $15.76 +96.6%
459 ING ING GROEP N.V. Financial Services 19,913.0 $558K 0.09% NEW $28.00 +12.0%
460 UAL UNITED AIRLS HLDGS INC Industrials 4,967.0 $555K 0.09% NEW $111.82 +5.8%
Page 23 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%