FCHI8,141.92-0.19%
GDAXI24,083.53-0.19%
DJI49,193.48-0.08%
XLE56.74-0.22%
STOXX50E5,860.32-0.39%
XLF51.790.73%
FTSE10,321.09-0.56%
IXIC24,870.930.14%
RUT2,785.73-0.05%
GSPC7,173.900.12%
Temp29.3°C
UV12.5
Feels33.3°C
Humidity66%
Wind13.7 km/h
Air QualityAQI 1
Cloud Cover25%
Rain0%
Sunrise06:00 AM
Sunset06:47 PM
Time12:25 PM

Institutional Manager · CIK 0001533457

FOX RUN MANAGEMENT, L.L.C.

GREENWICH, CT · File #028-17069

Latest AUM
$647.9M
Positions
867
Top-10 Concentration
33.9%
Filings
9

Portfolio Value Over Time

2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12

Biggest QoQ Changes

Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.

ActionIssuerTicker / CUSIPΔ SharesFlow ($)Price Effect
NEWSPDR S&P 500 ETF TRSPY+9,807+$6.7M$0
NEWISHARES TR464287655+27,048+$6.7M$0
ADDSELECT SECTOR SPDR TR81369Y605+91,600+$5.0M+$72,000
EXITEDISHARES TR464287739-40,100-$3.9M$0
REDUCESELECT SECTOR SPDR TR81369Y506-73,700-$3.3M-$3.9M
NEWBLACKROCK INCBLK+2,699+$2.9M$0
NEWWABTEC929740108+12,432+$2.7M$0
EXITEDREGENERON PHARMACEUTICALS75886F107-4,413-$2.5M$0
NEWROCKWELL AUTOMATION INCROK+6,368+$2.5M$0
ADDROBLOX CORPRBLX+29,982+$2.4M-$169,768

Sector Allocation

Technology
16.2%$104.7M
Healthcare
12.1%$78.7M
Industrials
9.6%$62.4M
Financials
5.4%$34.9M
Energy
3.8%$24.3M
Materials
2.5%$16.6M
Real Estate
2.3%$15.0M
Utilities
2.0%$13.0M

Filing History

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1SELECT SECTOR SPDR TR81369Y605171,600$9.4M7.62%
2SPDR S&P 500 ETF TRSPY9,807$6.7M5.43%
3ISHARES TR46428765527,048$6.7M5.40%
4ZEBRA TECHNOLOGIES CORPORATIZBRA12,412$3.0M2.44%
5BLACKROCK INCBLK2,699$2.9M2.34%
6RALPH LAUREN CORPRL7,800$2.8M2.24%
7ROBLOX CORPRBLX32,935$2.7M2.16%
8WABTEC92974010812,432$2.7M2.15%
9HUBSPOT INCHUBS6,435$2.6M2.09%
10GARMIN LTDGRMN12,259$2.5M2.02%
11ROCKWELL AUTOMATION INCROK6,368$2.5M2.01%
12JFROG LTDFROG39,488$2.5M2.00%
13GODADDY INCGDDY19,673$2.4M1.98%
14NORTHROP GRUMMAN CORPNOC4,209$2.4M1.95%
15MSCI INCMSCI4,112$2.4M1.91%
16ALIGN TECHNOLOGY INCALGN14,966$2.3M1.90%
17INTERNATIONAL BUSINESS MACHSINTR7,853$2.3M1.89%
18DYNATRACE INCDT53,422$2.3M1.88%
19INGERSOLL RAND INCIR28,870$2.3M1.86%
20BRISTOL-MYERS SQUIBB COCELG-RI42,032$2.3M1.84%