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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 5 of 43  ·  856 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 HPE HEWLETT PACKARD ENTERPRISE C Technology 61,208.0 $1.4M 0.24% NEW $22.61 +109.7%
82 ANET ARISTA NETWORKS INC Technology 11,904.0 $1.4M 0.24% NEW $116.13 +46.1%
83 PCTY PAYLOCITY HLDG CORP Technology 12,704.0 $1.4M 0.24% +7K +140.7% $108.63 -7.0%
84 EXPAND ENERGY CORPORATION 12,365.0 $1.4M 0.24% $111.45
85 SEADRILL LTD 30,434.0 $1.4M 0.24% NEW $44.95
86 CUBE CUBESMART Real Estate 38,057.0 $1.4M 0.24% NEW $35.90 +13.1%
87 FTDR FRONTDOOR INC Consumer Cyclical 26,292.0 $1.4M 0.24% +12K +83.7% $51.95 +37.7%
88 CPRI CAPRI HOLDINGS LIMITED Consumer Cyclical 80,955.0 $1.4M 0.24% $16.79 +21.0%
89 FSS FEDERAL SIGNAL CORP Industrials 12,971.0 $1.4M 0.24% NEW $104.77 +13.1%
90 MSCI MSCI INC Financial Services 2,555.0 $1.4M 0.24% -2K -37.9% $531.88 +9.3%
91 OHI OMEGA HEALTHCARE INVS INC Real Estate 30,792.0 $1.4M 0.24% -708.0 -2.2% $44.10 +1.0%
92 DEO DIAGEO PLC Consumer Defensive 18,363.0 $1.3M 0.24% NEW $73.45 +9.5%
93 LOPE GRAND CANYON ED INC Consumer Defensive 8,018.0 $1.3M 0.24% -1K -13.9% $168.00 -15.7%
94 AXON AXON ENTERPRISE INC Industrials 3,245.0 $1.3M 0.24% NEW $415.07 +2.0%
95 HWM HOWMET AEROSPACE INC Industrials 6,037.0 $1.3M 0.24% +4K +153.2% $222.99 +24.5%
96 ITW ILLINOIS TOOL WKS INC Industrials 5,236.0 $1.3M 0.23% +733.0 +16.3% $256.19 +3.1%
97 NCLH NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 75,900.0 $1.3M 0.23% NEW $17.65 +15.8%
98 ECL ECOLAB INC Basic Materials 5,099.0 $1.3M 0.23% +3K +127.8% $262.49 +2.5%
99 HRB BLOCK H & R INC Consumer Cyclical 42,105.0 $1.3M 0.23% NEW $31.64 +8.7%
100 NXST NEXSTAR MEDIA GROUP INC Communication Services 7,179.0 $1.3M 0.23% NEW $185.18 -11.4%
Page 5 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%