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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 41 of 43  ·  856 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 S SENTINELONE INC Technology 11,922.0 $150K 0.03% NEW $12.61 +19.1%
802 CTMX CYTOMX THERAPEUTICS INC. Healthcare 33,920.0 $150K 0.03% NEW $4.41 -33.1%
803 ILPT INDUSTRIAL LOGISTICS PPTYS T Real Estate 25,815.0 $149K 0.03% -4K -12.9% $5.78 +40.1%
804 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 15,662.0 $147K 0.03% +635.0 +4.2% $9.41 +13.8%
805 CFFN CAPITOL FED FINL INC Financial Services 20,931.0 $147K 0.03% -46K -68.7% $7.00 +15.4%
806 TIGR UP FINTECH HLDG LTD Financial Services 23,988.0 $146K 0.03% +3K +16.7% $6.08 -22.5%
807 CAL CALERES INC Consumer Cyclical 14,035.0 $146K 0.03% NEW $10.37 +26.7%
808 RLAY RELAY THERAPEUTICS INC Healthcare 15,284.0 $143K 0.03% -45K -74.6% $9.35 +69.8%
809 PMT PENNYMAC MTG INVT TR Real Estate 12,463.0 $141K 0.03% -20K -62.0% $11.35 -9.7%
810 RPC RIDGEPOST CAP INC Financial Services 19,564.0 $140K 0.02% NEW $7.15 +14.0%
811 LADR LADDER CAP CORP Real Estate 14,034.0 $138K 0.02% -30K -68.2% $9.85 +3.6%
812 QTRX QUANTERIX CORP Healthcare 39,592.0 $136K 0.02% NEW $3.43 -1.2%
813 NAGE NIAGEN BIOSCIENCE INC Healthcare 31,608.0 $135K 0.02% NEW $4.28 -18.2%
814 KURA KURA ONCOLOGY INC Healthcare 17,316.0 $134K 0.02% NEW $7.73 +28.5%
815 TH TARGET HOSPITALITY CORP Industrials 14,265.0 $132K 0.02% NEW $9.25 +117.9%
816 KD KYNDRYL HLDGS INC Technology 10,289.0 $129K 0.02% -38K -78.7% $12.55 -12.4%
817 FRSH FRESHWORKS INC Technology 16,056.0 $129K 0.02% -40K -71.4% $8.04 +10.2%
818 RDW REDWIRE CORPORATION Industrials 16,685.0 $129K 0.02% NEW $7.71 +86.1%
819 ASPI ASP ISOTOPES INC Basic Materials 30,410.0 $128K 0.02% NEW $4.22 +70.1%
820 VERX VERTEX INC Technology 10,851.0 $127K 0.02% NEW $11.67 -4.7%
Page 41 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%