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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 9 of 43  ·  856 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 GOOG ALPHABET INC Communication Services 3,850.0 $1.1M 0.18% NEW $273.14 +34.5%
162 PSTG EVERPURE INC Technology 18,414.0 $1.0M 0.18% +15K +478.0% $56.99 +31.1%
163 EAT BRINKER INTL INC Consumer Cyclical 7,667.0 $1.0M 0.18% +4K +84.7% $136.69 +20.6%
164 AKAM AKAMAI TECHNOLOGIES INC Technology 9,467.0 $1.0M 0.18% -5K -35.5% $110.22 +13.3%
165 LINC LINCOLN EDL SVCS CORP Consumer Defensive 25,938.0 $1.0M 0.18% NEW $40.19 +20.5%
166 TPC TUTOR PERINI CORP Industrials 14,258.0 $1.0M 0.18% +2K +16.2% $72.83 +7.1%
167 IEX IDEX CORP Industrials 5,590.0 $1.0M 0.18% +3K +149.1% $183.49 +22.6%
168 DB DEUTSCHE BK AG Financial Services 35,994.0 $1.0M 0.18% NEW $28.39 +24.2%
169 MGNI MAGNITE INC Communication Services 88,103.0 $1.0M 0.18% NEW $11.57 +54.6%
170 SPOT SPOTIFY TECHNOLOGY S A Communication Services 2,141.0 $1.0M 0.18% NEW $475.00 -1.5%
171 OLLI OLLIES BARGAIN OUTLET HLDGS Consumer Defensive 11,233.0 $1.0M 0.18% NEW $90.34 -14.9%
172 BSX BOSTON SCIENTIFIC CORP Healthcare 16,055.0 $1.0M 0.18% +632.0 +4.1% $62.93 -28.0%
173 UBS UBS GROUP AG Financial Services 27,520.0 $1.0M 0.18% NEW $36.67 +38.5%
174 UNM UNUM GROUP Financial Services 13,661.0 $997K 0.17% -8K -36.6% $72.99 +23.3%
175 NI NISOURCE INC Utilities 21,436.0 $997K 0.17% NEW $46.50 +1.6%
176 REZI RESIDEO TECHNOLOGIES INC Industrials 30,519.0 $996K 0.17% +7K +27.5% $32.63 -2.2%
177 ROST ROSS STORES INC Consumer Cyclical 4,743.0 $990K 0.17% +1K +44.8% $208.79 +11.5%
178 GE GE AEROSPACE Industrials 3,621.0 $989K 0.17% +1K +61.6% $273.25 +30.9%
179 EXR EXTRA SPACE STORAGE INC Real Estate 7,704.0 $988K 0.17% NEW $128.28 +13.3%
180 AXS AXIS CAP HLDGS LTD Financial Services 9,808.0 $988K 0.17% -633.0 -6.1% $100.70 +0.3%
Page 9 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%