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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 25 of 43  ·  856 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 HTGC HERCULES CAPITAL INC Financial Services 31,986.0 $454K 0.08% +8K +31.3% $14.20 +9.1%
482 CATY CATHAY GEN BANCORP Financial Services 9,280.0 $454K 0.08% NEW $48.89 +20.9%
483 GM GENERAL MTRS CO Consumer Cyclical 6,223.0 $453K 0.08% -7K -52.7% $72.76 +9.0%
484 BBY BEST BUY INC Consumer Cyclical 7,083.0 $453K 0.08% NEW $63.91 +16.9%
485 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 5,701.0 $450K 0.08% +95.0 +1.7% $78.95 -15.9%
486 CTRA COTERRA ENERGY INC Energy 12,507.0 $449K 0.08% -15K -54.1% $35.91 -9.3%
487 CSCO CISCO SYS INC Technology 5,829.0 $449K 0.08% NEW $77.04 +55.2%
488 NKTR NEKTAR THERAPEUTICS Healthcare 6,871.0 $448K 0.08% -20K -74.1% $65.25 -6.5%
489 NVCR NOVOCURE LTD Healthcare 42,989.0 $445K 0.08% -56K -56.8% $10.36 +37.8%
490 TFX TELEFLEX INCORPORATED Healthcare 3,863.0 $444K 0.08% NEW $114.93 +10.5%
491 OLED UNIVERSAL DISPLAY CORP Technology 4,980.0 $444K 0.08% NEW $89.13 -0.2%
492 FSLY FASTLY INC Technology 17,327.0 $442K 0.08% NEW $25.52 -29.9%
493 GPRE GREEN PLAINS INC Basic Materials 26,737.0 $442K 0.08% NEW $16.53 -10.3%
494 THO THOR INDS INC Consumer Cyclical 5,618.0 $439K 0.08% NEW $78.23 -7.5%
495 DRH DIAMONDROCK HOSPITALITY CO Real Estate 46,745.0 $439K 0.08% NEW $9.39 +31.1%
496 KVYO KLAVIYO INC Technology 23,138.0 $439K 0.08% NEW $18.97 -30.2%
497 BAC BANK AMERICA CORP Financial Services 9,288.0 $439K 0.08% NEW $47.23 +19.0%
498 WDFC WD 40 CO Basic Materials 2,154.0 $439K 0.08% NEW $203.58 +11.6%
499 BCC BOISE CASCADE CO DEL Basic Materials 5,839.0 $438K 0.08% NEW $74.95 -0.4%
500 RLJ RLJ LODGING TR Real Estate 58,034.0 $436K 0.08% +37K +175.2% $7.52 +52.0%
Page 25 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%