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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 8 of 44  ·  867 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 IT GARTNER INC Technology 4,717.0 $1.2M 0.18% NEW $252.28 -49.5%
142 PNR PENTAIR PLC Industrials 11,380.0 $1.2M 0.18% NEW $104.14 -28.6%
143 WAT WATERS CORP Healthcare 3,116.0 $1.2M 0.18% NEW $379.83 -6.4%
144 CI THE CIGNA GROUP Healthcare 4,280.0 $1.2M 0.18% NEW $275.23 +1.5%
145 CORPAY INC 3,895.0 $1.2M 0.18% NEW $300.93
146 ENSG ENSIGN GROUP INC Healthcare 6,726.0 $1.2M 0.18% NEW $174.20 -11.8%
147 AMR ALPHA METALLURGICAL RESOUR I Energy 5,860.0 $1.2M 0.18% NEW $199.88 -7.1%
148 PEP PEPSICO INC Consumer Defensive 8,132.0 $1.2M 0.18% NEW $143.52 -1.0%
149 TREX TREX CO INC Industrials 33,224.0 $1.2M 0.18% NEW $35.08 +34.4%
150 AMER SPORTS INC 31,165.0 $1.2M 0.18% NEW $37.35
151 FTAI AVIATION LTD 5,890.0 $1.2M 0.18% NEW $196.85
152 EVRG EVERGY INC Utilities 15,884.0 $1.2M 0.18% NEW $72.49 +13.8%
153 UNH UNITEDHEALTH GROUP INC Healthcare 3,479.0 $1.1M 0.18% NEW $330.11 +21.5%
154 MATX MATSON INC Industrials 9,292.0 $1.1M 0.18% NEW $123.55 +54.8%
155 KINIKSA PHARMACEUTICALS INTL 27,804.0 $1.1M 0.18% NEW $41.25
156 AMP AMERIPRISE FINL INC Financial Services 2,331.0 $1.1M 0.18% NEW $490.34 -4.7%
157 AME AMETEK INC Industrials 5,543.0 $1.1M 0.18% NEW $205.31 +15.6%
158 SBAC SBA COMMUNICATIONS CORP NEW Real Estate 5,860.0 $1.1M 0.17% NEW $193.43 -3.4%
159 FIVN FIVE9 INC Technology 56,469.0 $1.1M 0.17% NEW $20.05 -3.2%
160 AMERICA MOVIL SAB DE CV 54,639.0 $1.1M 0.17% NEW $20.67
Page 8 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%