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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 30 of 43  ·  856 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 RHI ROBERT HALF INC. Industrials 13,577.0 $350K 0.06% NEW $25.76 +22.6%
582 HIMS HIMS & HERS HEALTH INC Healthcare 18,600.0 $349K 0.06% NEW $18.78 +88.9%
583 LEVI LEVI STRAUSS & CO NEW Consumer Cyclical 19,213.0 $349K 0.06% -47K -71.0% $18.16 +30.5%
584 MAX MEDIAALPHA INC Communication Services 36,955.0 $349K 0.06% +11K +41.9% $9.44 +7.3%
585 DIN DINE BRANDS GLOBAL INC Consumer Cyclical 13,385.0 $348K 0.06% +6K +73.3% $26.00 +31.4%
586 RYTM RHYTHM PHARMACEUTICALS INC Healthcare 4,499.0 $348K 0.06% NEW $77.25 +25.3%
587 SFBS SERVISFIRST BANCSHARES INC Financial Services 4,751.0 $343K 0.06% NEW $72.15 +11.5%
588 CRUS CIRRUS LOGIC INC Technology 2,414.0 $334K 0.06% -10K -81.2% $138.33 +19.5%
589 QIAGEN NV 8,492.0 $334K 0.06% NEW $39.32
590 UCB UNITED CMNTY BKS BLAIRSVLE G Financial Services 10,824.0 $334K 0.06% -7K -39.6% $30.84 +6.5%
591 TXT TEXTRON INC Industrials 3,868.0 $332K 0.06% -5K -57.8% $85.95 +4.1%
592 ABCB AMERIS BANCORP Financial Services 4,334.0 $332K 0.06% -12K -73.1% $76.53 +14.5%
593 BAX BAXTER INTL INC Healthcare 20,906.0 $330K 0.06% NEW $15.80 +25.9%
594 INGR INGREDION INC Consumer Defensive 2,933.0 $330K 0.06% NEW $112.45 -12.9%
595 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 1,040.0 $329K 0.06% NEW $316.50 +46.0%
596 HUBB HUBBELL INC Industrials 696.0 $329K 0.06% NEW $472.07 +10.9%
597 FG F&G ANNUITIES & LIFE INC Financial Services 13,119.0 $326K 0.06% NEW $24.83 +10.7%
598 MLKN MILLERKNOLL INC Consumer Cyclical 23,082.0 $325K 0.06% +8K +53.4% $14.09 +17.1%
599 PRTA PROTHENA CORP PLC Healthcare 35,052.0 $324K 0.06% +25K +248.9% $9.25 -3.5%
600 AZN ASTRAZENECA PLC Healthcare 1,663.0 $322K 0.06% NEW $193.88 -9.8%
Page 30 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%