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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 34 of 43  ·  856 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 UI UBIQUITI INC Technology 357.0 $263K 0.05% -226.0 -38.8% $736.95 -20.0%
662 ZURA BIO LTD 46,062.0 $262K 0.05% NEW $5.68
663 XHR XENIA HOTELS & RESORTS INC Real Estate 17,780.0 $261K 0.05% -10K -36.9% $14.66 +36.6%
664 CC CHEMOURS CO Basic Materials 12,271.0 $260K 0.05% NEW $21.20 +2.7%
665 CBZ CBIZ INC Industrials 9,581.0 $259K 0.04% -3K -21.9% $27.01 +15.1%
666 KEYS KEYSIGHT TECHNOLOGIES INC Technology 960.0 $259K 0.04% -9K -90.7% $269.41 +35.0%
667 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,256.0 $258K 0.04% NEW $205.47 +6.3%
668 FRO FRONTLINE PLC Energy 7,705.0 $257K 0.04% -60K -88.7% $33.39 +22.6%
669 FRPT FRESHPET INC Consumer Defensive 4,512.0 $255K 0.04% NEW $56.60 -2.8%
670 TRU TRANSUNION Industrials 3,840.0 $255K 0.04% NEW $66.49 -2.8%
671 DFTX DEFINIUM THERAPEUTICS INC Healthcare 14,557.0 $255K 0.04% NEW $17.50 +39.9%
672 IDA IDACORP INC Utilities 1,791.0 $255K 0.04% -8K -81.6% $142.12 +0.2%
673 ALLT ALLOT LTD Technology 40,572.0 $254K 0.04% -5K -11.4% $6.27 +14.5%
674 MAMA MAMAS CREATIONS INC Consumer Defensive 16,781.0 $254K 0.04% NEW $15.15 +17.3%
675 WMG WARNER MUSIC GROUP CORP Communication Services 10,541.0 $254K 0.04% -17K -62.3% $24.10 +16.9%
676 PAC GRUPO AEROPORTUNARIO DEL PAC Industrials 1,052.0 $254K 0.04% NEW $241.22 +5.4%
677 DPZ DOMINOS PIZZA INC Consumer Cyclical 717.0 $253K 0.04% NEW $352.94 -11.5%
678 UGP ULTRAPAR PARTICIPACOES SA Energy 47,386.0 $253K 0.04% NEW $5.34 -10.1%
679 MAGN MAGNERA CORP Industrials 28,190.0 $253K 0.04% NEW $8.96 +36.0%
680 EGBN EAGLE BANCORPORATION INC Financial Services 10,287.0 $252K 0.04% NEW $24.54 +12.5%
Page 34 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%