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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 28 of 43  ·  856 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 CRY ARTIVION INC 11,008.0 $390K 0.07% NEW $35.41 -49.5%
542 SWBI SMITH & WESSON BRANDS INC Industrials 27,066.0 $389K 0.07% +7K +33.3% $14.39 +11.7%
543 AI C3 AI INC Technology 49,916.0 $389K 0.07% NEW $7.79 +32.2%
544 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 6,096.0 $388K 0.07% -1K -15.8% $63.69 +50.7%
545 PRAXIS PRECISION MEDICINES I 1,393.0 $385K 0.07% NEW $276.44
546 BEACON FINANCIAL CORP. 13,153.0 $385K 0.07% -40K -75.5% $29.26
547 ROKU ROKU INC Communication Services 4,337.0 $383K 0.07% -9K -68.0% $88.23 +56.5%
548 CDNS CADENCE DESIGN SYSTEM INC Technology 1,411.0 $382K 0.07% NEW $270.88 +43.0%
549 BRX BRIXMOR PPTY GROUP INC Real Estate 13,265.0 $381K 0.07% -24K -64.7% $28.70 +7.7%
550 BHP BHP BILLITON LIMITED Basic Materials 5,500.0 $380K 0.07% -1K -18.4% $69.02 +27.3%
551 KLIC KULICKE & SOFFA INDS INC Technology 6,142.0 $380K 0.07% -8K -57.4% $61.79 +97.2%
552 TWI TITAN INTL INC ILL Industrials 57,167.0 $379K 0.07% NEW $6.63 +14.2%
553 PUBM PUBMATIC INC Technology 46,673.0 $379K 0.07% -15K -24.1% $8.12 +39.2%
554 CBRE CBRE GROUP INC Real Estate 2,842.0 $378K 0.07% -11K -79.6% $133.14 -1.2%
555 FPI FARMLAND PARTNERS INC Real Estate 34,125.0 $378K 0.07% +19K +127.6% $11.08 -11.9%
556 INDV INDIVIOR PHARMACEUTICALS INC Healthcare 13,115.0 $377K 0.07% NEW $28.78 +33.1%
557 ESNT ESSENT GROUP LTD Financial Services 6,482.0 $377K 0.07% -16K -71.6% $58.20 +0.4%
558 PACS PACS GROUP INC Financial Services 12,332.0 $375K 0.07% NEW $30.38 +20.4%
559 HLX HELIX ENERGY SOLUTIONS GRP I Energy 38,333.0 $374K 0.07% -47K -55.3% $9.75 -10.9%
560 INSW INTERNATIONAL SEAWAYS INC Energy 5,247.0 $372K 0.07% NEW $70.93 +19.1%
Page 28 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%