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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 35 of 43  ·  856 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 BUD ANHEUSER BUSCH INBEV SA NV Consumer Defensive 3,690.0 $252K 0.04% NEW $68.23 +18.3%
682 LUMN LUMEN TECHNOLOGIES INC Communication Services 39,248.0 $251K 0.04% -9K -18.4% $6.39 +28.3%
683 SKYW SKYWEST INC Industrials 2,836.0 $251K 0.04% NEW $88.37 +4.8%
684 ABX ABACUS GLOBAL MGMT INC Financial Services 31,399.0 $250K 0.04% NEW $7.96 +16.2%
685 ENTA ENANTA PHARMACEUTICALS INC Healthcare 20,501.0 $250K 0.04% +10K +101.3% $12.18 +3.9%
686 FCN FTI CONSULTING INC Industrials 1,432.0 $249K 0.04% NEW $173.86 -16.3%
687 SXC SUNCOKE ENERGY INC Energy 37,829.0 $249K 0.04% NEW $6.58 +31.3%
688 BURL BURLINGTON STORES INC Consumer Cyclical 791.0 $247K 0.04% NEW $312.50 +7.8%
689 SU SUNCOR ENERGY INC NEW Energy 3,737.0 $247K 0.04% NEW $65.98 -16.1%
690 ADT ADT INC DEL Industrials 38,023.0 $246K 0.04% NEW $6.47 +1.7%
691 MEOH METHANEX CORP Basic Materials 3,916.0 $245K 0.04% NEW $62.47 -14.9%
692 SBUX STARBUCKS CORP Consumer Cyclical 2,812.0 $244K 0.04% -9K -75.9% $86.72 +16.1%
693 KROS KEROS THERAPEUTICS INC Healthcare 22,790.0 $243K 0.04% -3K -11.2% $10.68 -0.3%
694 CTOS CUSTOM TRUCK ONE SOURCE INC Industrials 38,523.0 $243K 0.04% NEW $6.31 +78.6%
695 IVZ INVESCO LTD Financial Services 10,437.0 $243K 0.04% NEW $23.29 +20.8%
696 ZBIO ZENAS BIOPHARMA INC Healthcare 13,331.0 $243K 0.04% NEW $18.22 +8.5%
697 ARES ARES MANAGEMENT CORPORATION Financial Services 2,252.0 $242K 0.04% NEW $107.66 +20.1%
698 ZION ZIONS BANCORPORATION NATL AS Financial Services 4,346.0 $242K 0.04% NEW $55.59 +19.0%
699 EWTX EDGEWISE THERAPEUTICS INC Healthcare 7,976.0 $242K 0.04% -4K -35.5% $30.28 +21.6%
700 VRDN VIRIDIAN THERAPEUTICS INC Healthcare 12,980.0 $241K 0.04% NEW $18.53 -10.3%
Page 35 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%