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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 7 of 43  ·  856 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 LFUS LITTELFUSE INC Technology 3,786.0 $1.2M 0.21% NEW $320.31 +49.8%
122 TPR TAPESTRY INC Consumer Cyclical 8,834.0 $1.2M 0.21% +4K +84.9% $136.92 +4.8%
123 FIS FIDELITY NATL INFORMATION SV Technology 25,479.0 $1.2M 0.21% +3K +11.9% $47.45 -19.5%
124 LEA LEAR CORP Consumer Cyclical 10,363.0 $1.2M 0.21% +5K +108.3% $116.45 +20.0%
125 RRX REGAL REXNORD CORPORATION Industrials 6,749.0 $1.2M 0.21% NEW $178.19 +27.3%
126 XLF SELECT SECTOR SPDR TR 24,800.0 $1.2M 0.21% -147K -85.5% $48.36 +10.8%
127 MORN MORNINGSTAR INC Financial Services 7,278.0 $1.2M 0.21% +3K +62.8% $164.67 -6.7%
128 PAAS PAN AMERN SILVER CORP Basic Materials 23,407.0 $1.2M 0.21% NEW $51.16 -4.2%
129 BIRKENSTOCK HOLDING PLC 35,096.0 $1.2M 0.21% +25K +249.0% $34.07
130 STRL STERLING INFRASTRUCTURE INC Industrials 3,101.0 $1.2M 0.21% NEW $382.55 +125.3%
131 MOS MOSAIC CO Basic Materials 47,388.0 $1.2M 0.21% +5K +12.0% $25.00 -8.4%
132 VRT VERTIV HOLDINGS CO Industrials 5,058.0 $1.2M 0.21% +1K +25.1% $234.22 +42.2%
133 TDY TELEDYNE TECHNOLOGIES INC Technology 2,024.0 $1.2M 0.21% +1K +108.4% $584.07 +6.1%
134 CAH CARDINAL HEALTH INC Healthcare 5,716.0 $1.2M 0.21% +4K +265.2% $206.31 +7.5%
135 BVN COMPANIA DE MINAS BUENAVENTU Basic Materials 34,358.0 $1.2M 0.20% NEW $33.96 -4.1%
136 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 16,130.0 $1.2M 0.20% +9K +115.7% $71.32 +28.1%
137 EVEREST GROUP LTD 3,555.0 $1.1M 0.20% +1K +66.0% $323.33
138 TENB TENABLE HLDGS INC Technology 66,778.0 $1.1M 0.20% NEW $17.06 +57.5%
139 CFG CITIZENS FINL GROUP INC Financial Services 19,802.0 $1.1M 0.20% +13K +185.2% $57.45 +16.8%
140 ALC ALCON AG Healthcare 15,380.0 $1.1M 0.20% +7K +76.7% $73.67 -12.2%
Page 7 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%