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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 40 of 43  ·  856 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 SOLID BIOSCIENCES INC 27,228.0 $177K 0.03% +2K +8.9% $6.49
782 TARA PROTARA THERAPEUTICS INC Healthcare 35,965.0 $174K 0.03% NEW $4.85 -17.9%
783 BIOA BIOAGE LABS INC Healthcare 10,850.0 $172K 0.03% -7K -39.8% $15.83 +31.2%
784 PRTH PRIORITY TECHNOLOGY HLDGS IN Technology 35,776.0 $168K 0.03% NEW $4.70 +52.6%
785 MFA MFA FINL INC Real Estate 17,297.0 $167K 0.03% NEW $9.64 -1.1%
786 PLAY DAVE & BUSTERS ENTMT INC Communication Services 16,577.0 $166K 0.03% NEW $10.04 +19.0%
787 GOOD GLADSTONE COMMERCIAL CORP Real Estate 14,582.0 $165K 0.03% NEW $11.32 +6.6%
788 GCMG GCM GROSVENOR INC Financial Services 16,996.0 $165K 0.03% -7K -29.3% $9.68 +24.5%
789 VYX NCR VOYIX CORPORATION Technology 26,024.0 $162K 0.03% NEW $6.24 +20.0%
790 BUR BURFORD CAPITAL LIMITED Financial Services 39,964.0 $161K 0.03% NEW $4.03 +12.4%
791 ARCO ARCOS DORADOS HLDGS INC Consumer Cyclical 20,047.0 $159K 0.03% -53K -72.5% $7.93 +7.8%
792 AVPT AVEPOINT INC Technology 16,959.0 $159K 0.03% -22K -56.0% $9.37 +11.1%
793 IMTX IMMATICS N.V Healthcare 16,957.0 $158K 0.03% +5K +37.8% $9.30 +5.2%
794 FLNC FLUENCE ENERGY INC Utilities 11,953.0 $155K 0.03% NEW $13.00 +90.8%
795 NIO NIO INC Consumer Cyclical 28,168.0 $155K 0.03% NEW $5.51 -8.9%
796 ABR ARBOR REALTY TRUST INC Real Estate 21,105.0 $155K 0.03% NEW $7.35 -29.3%
797 ALDX ALDEYRA THERAPEUTICS INC Healthcare 90,964.0 $153K 0.03% +70K +333.5% $1.68 +16.7%
798 GILT GILAT SATELLITE NETWORKS LTD Technology 10,565.0 $151K 0.03% NEW $14.27 -7.6%
799 UMH UMH PPTYS INC Real Estate 10,444.0 $150K 0.03% -9K -47.1% $14.40 +4.6%
800 MITK MITEK SYS INC Technology 11,372.0 $150K 0.03% NEW $13.22 +30.6%
Page 40 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%