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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 8 of 43  ·  856 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 CHWY CHEWY INC Consumer Cyclical 43,562.0 $1.1M 0.20% NEW $25.88 -29.6%
142 CGNX COGNEX CORP Technology 24,379.0 $1.1M 0.20% -32K -56.7% $45.94 +43.9%
143 BAP CREDICORP LTD Financial Services 3,495.0 $1.1M 0.20% NEW $319.43 +19.8%
144 ATI ATI INC Industrials 8,195.0 $1.1M 0.19% +6K +320.3% $135.50 +48.6%
145 DKNG DRAFTKINGS INC NEW Consumer Cyclical 52,928.0 $1.1M 0.19% NEW $20.93 +26.1%
146 DELL DELL TECHNOLOGIES INC Technology 6,696.0 $1.1M 0.19% NEW $164.66 +148.7%
147 META META PLATFORMS INC Communication Services 2,038.0 $1.1M 0.19% +418.0 +25.8% $536.38 +7.6%
148 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 15,387.0 $1.1M 0.19% -8K -33.2% $70.96 +8.1%
149 FIX COMFORT SYS USA INC Industrials 855.0 $1.1M 0.19% +339.0 +65.7% $1273.18 +54.5%
150 RSI RUSH STREET INTERACTIVE INC Consumer Cyclical 52,395.0 $1.1M 0.19% -11K -17.5% $20.70 +40.5%
151 BA BOEING CO Industrials 5,708.0 $1.1M 0.19% NEW $189.21 +17.7%
152 DXCM DEXCOM INC Healthcare 17,443.0 $1.1M 0.19% +8K +80.6% $61.90 +17.1%
153 AVY AVERY DENNISON CORP Industrials 6,385.0 $1.1M 0.19% -2K -21.7% $168.15 -5.6%
154 EBAY EBAY INC. Consumer Cyclical 12,139.0 $1.1M 0.19% NEW $88.01 +23.0%
155 GDDY GODADDY INC Technology 13,000.0 $1.1M 0.19% -7K -33.9% $81.74 -5.7%
156 BKR BAKER HUGHES COMPANY Energy 17,474.0 $1.1M 0.18% NEW $60.68 -3.7%
157 FE FIRSTENERGY CORP Utilities 21,018.0 $1.1M 0.18% +5K +33.0% $50.42 -7.9%
158 FLUTTER ENTMT PLC 10,603.0 $1.1M 0.18% +8K +322.8% $99.50
159 AEO AMERICAN EAGLE OUTFITTERS IN Consumer Cyclical 65,454.0 $1.1M 0.18% +55K +516.1% $16.09 +10.7%
160 RKT ROCKET COS INC Financial Services 78,055.0 $1.1M 0.18% NEW $13.49 +6.9%
Page 8 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%