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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 38 of 43  ·  856 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 VZ VERIZON COMMUNICATIONS INC Communication Services 4,259.0 $214K 0.04% -7K -63.4% $50.30 -9.8%
742 WSBC WESBANCO INC Financial Services 6,350.0 $214K 0.04% NEW $33.73 +7.6%
743 TNL TRAVEL PLUS LEISURE CO Consumer Cyclical 3,182.0 $214K 0.04% NEW $67.26 +14.1%
744 BBW BUILD-A-BEAR WORKSHOP INC Consumer Cyclical 5,798.0 $214K 0.04% NEW $36.87 -12.2%
745 DLX DELUXE CORP MEDIUM TERM NTS Communication Services 7,805.0 $214K 0.04% NEW $27.36 -16.2%
746 MOOG INC 752.0 $213K 0.04% -5K -86.2% $283.82
747 GLOBUS MED INC 2,548.0 $213K 0.04% NEW $83.51
748 NRIX NURIX THERAPEUTICS INC Healthcare 14,489.0 $213K 0.04% NEW $14.67 +19.6%
749 BBIO BRIDGEBIO PHARMA INC Healthcare 3,053.0 $212K 0.04% -11K -77.8% $69.36 -4.5%
750 PLXS PLEXUS CORP Technology 1,097.0 $212K 0.04% NEW $192.97 +55.4%
751 CGON CG ONCOLOGY INC Healthcare 3,296.0 $211K 0.04% NEW $63.96 -4.5%
752 MS MORGAN STANLEY Financial Services 1,329.0 $210K 0.04% -11K -88.8% $158.37 +40.9%
753 BLUE OWL CAPITAL CORPORATION 19,238.0 $210K 0.04% NEW $10.89
754 GOOS CANADA GOOSE HLDGS INC Consumer Cyclical 20,053.0 $209K 0.04% -22K -52.5% $10.41 -6.0%
755 NEM NEWMONT CORP Basic Materials 2,019.0 $208K 0.04% -8K -78.9% $103.12 +0.6%
756 ERII ENERGY RECOVERY INC Industrials 21,067.0 $207K 0.04% NEW $9.81 -4.0%
757 WKC WORLD KINECT CORPORATION Energy 8,961.0 $207K 0.04% NEW $23.06 +35.0%
758 ARMK ARAMARK Industrials 5,114.0 $206K 0.04% -14K -73.0% $40.26 +32.5%
759 SG SWEETGREEN INC Consumer Cyclical 42,907.0 $206K 0.04% +27K +162.9% $4.79 +87.3%
760 COGT COGENT BIOSCIENCES INC Healthcare 5,798.0 $205K 0.04% NEW $35.39 -2.4%
Page 38 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%