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Portfolio (Quarterly) Guide ↗

FOX RUN MANAGEMENT, L.L.C.

· CIK 0001533457
13F Portfolio $648M AUM Filed Feb 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 867 New
Page 4 of 44  ·  867 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 EXTR EXTREME NETWORKS Technology 95,884.0 $1.6M 0.25% NEW $16.65 +88.5%
62 LAD LITHIA MTRS INC Consumer Cyclical 4,778.0 $1.6M 0.24% NEW $332.33 -11.3%
63 IOT SAMSARA INC Technology 44,714.0 $1.6M 0.24% NEW $35.45 -10.6%
64 VEEV VEEVA SYS INC Healthcare 7,079.0 $1.6M 0.24% NEW $223.23 -31.3%
65 FN FABRINET Technology 3,441.0 $1.6M 0.24% NEW $455.28 +26.0%
66 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 23,031.0 $1.6M 0.24% NEW $67.39 +13.8%
67 LOPE GRAND CANYON ED INC Consumer Defensive 9,315.0 $1.5M 0.24% NEW $166.31 -14.9%
68 CHRD CHORD ENERGY CORPORATION Energy 16,689.0 $1.5M 0.24% NEW $92.70 +32.8%
69 LNG CHENIERE ENERGY INC Energy 7,944.0 $1.5M 0.24% NEW $194.39 +16.8%
70 PM PHILIP MORRIS INTL INC Consumer Defensive 9,590.0 $1.5M 0.24% NEW $160.40 +11.2%
71 CRUS CIRRUS LOGIC INC Technology 12,859.0 $1.5M 0.23% NEW $118.50 +39.5%
72 HCC WARRIOR MET COAL INC Energy 17,206.0 $1.5M 0.23% NEW $88.17 +2.7%
73 VISN COMMSCOPE HLDG CO INC Technology 83,615.0 $1.5M 0.23% NEW $18.13 -30.2%
74 KMPR KEMPER CORP Financial Services 37,334.0 $1.5M 0.23% NEW $40.54 -38.3%
75 FIS FIDELITY NATL INFORMATION SV Technology 22,761.0 $1.5M 0.23% NEW $66.46 -42.5%
76 MAN MANPOWERGROUP INC WIS Industrials 50,754.0 $1.5M 0.23% NEW $29.73 +12.8%
77 LCII LCI INDS Consumer Cyclical 12,283.0 $1.5M 0.23% NEW $121.34 -24.2%
78 TER TERADYNE INC Technology 7,694.0 $1.5M 0.23% NEW $193.56 +126.2%
79 FRO FRONTLINE PLC Energy 68,194.0 $1.5M 0.23% NEW $21.82 +87.6%
80 DECK DECKERS OUTDOOR CORP Consumer Cyclical 14,348.0 $1.5M 0.23% NEW $103.67 +5.2%
Page 4 of 44  ·  867 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 20.9%
Healthcare 14.6%
Industrials 13.4%
Financial Services 12.8%
Consumer Cyclical 12.1%
Energy 5.8%
Real Estate 5.5%
Consumer Defensive 4.9%
Basic Materials 3.9%
Utilities 3.3%