Fund Holdings

FOX RUN MANAGEMENT, L.L.C.

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
SELECT SECTOR SPDR TR
ST STR ENERG ETF
12,600151,400+138,800563,3469,380,7441.64%+8,817,398
CITIGROUP INC(C)024,304+24,30402,607,0900.46%+2,607,090
SMUCKER J M CO(SJM)2,13627,583+25,447208,9222,625,0740.46%+2,416,152
GENERAC HLDGS INC(GNRC)012,951+12,95102,402,4110.42%+2,402,411
CUMMINS INC(CMI)6675,151+4,484340,4702,635,7670.46%+2,295,297
SYSCO CORP(SYY)032,548+32,54802,255,5760.39%+2,255,576
NRG ENERGY INC(NRG)015,621+15,62102,206,1540.39%+2,206,154
ENCOMPASS HEALTH CORP(EHC)022,493+22,49302,193,5170.38%+2,193,517
VISTRA CORP(VST)014,729+14,72902,173,1170.38%+2,173,117
PERMIAN RESOURCES CORP(PR)099,195+99,19502,131,7010.37%+2,131,701
GATES INDL CORP PLC
ORD SHS
0100,033+100,03302,104,6940.37%+2,104,694
NXP SEMICONDUCTORS N V
COM
010,617+10,61701,989,5200.35%+1,989,520
COMMVAULT SYS INC(CVLT)026,347+26,34701,980,7670.35%+1,980,767
SCORPIO TANKERS INC(STNG)025,784+25,78401,899,2500.33%+1,899,250
TECHNIPFMC PLC(FTI)11,30134,592+23,291503,5732,338,0730.41%+1,834,500
AMKOR TECHNOLOGY INC12,00455,908+43,904473,9182,306,2050.40%+1,832,287
JOHNSON CONTROLS INTERNATION
SHS
014,376+14,37601,819,7140.32%+1,819,714
EQT CORP(EQT)028,121+28,12101,812,1170.32%+1,812,117
AIRBNB INC014,431+14,43101,776,4560.31%+1,776,456
OVINTIV INC(OVV)028,980+28,98001,757,6370.31%+1,757,637
UGI CORP NEW(UGI)047,128+47,12801,729,1260.30%+1,729,126
FREEPORT MCMORAN INC(FCX)031,420+31,42001,717,1030.30%+1,717,103
ABBOTT LABORATORIES016,852+16,85201,716,8820.30%+1,716,882
BALL CORP9,41637,970+28,554498,7662,203,3990.39%+1,704,633
FLEXTRONICS INTL LTD(FLEX)028,118+28,11801,703,1070.30%+1,703,107
HUNTINGTON INGALLS INDS INC(HII)04,613+4,61301,702,5660.30%+1,702,566
GENERAL DYNAMICS CORP(GD)1,0956,022+4,927368,6432,052,2370.36%+1,683,594
MICROSOFT CORP(MSFT)04,662+4,66201,673,4710.29%+1,673,471
CLOUDFLARE INC(NET)2,07010,382+8,312408,1002,020,6490.35%+1,612,549
ARCELORMITTAL SA LUXEMBOURG(MT)032,750+32,75001,588,0480.28%+1,588,048
ATMUS FILTRATION TECHNOLOGIE(ATMU)028,935+28,93501,586,2170.28%+1,586,217
MATTEL INC(MAT)0111,858+111,85801,583,9090.28%+1,583,909
ARMSTRONG WORLD INDS INC NEW(AWI)09,741+9,74101,555,9300.27%+1,555,930
SHARKNINJA INC(SN)015,892+15,89201,551,3770.27%+1,551,377
ALEXANDRIA REAL ESTATE EQ IN033,443+33,44301,548,0770.27%+1,548,077
CORNING INC(GLW)011,798+11,79801,516,6330.27%+1,516,633
CENCORA INC04,835+4,83501,498,5120.26%+1,498,512
CHURCH & DWIGHT CO INC(CHD)015,863+15,86301,489,6940.26%+1,489,694
BCE INC(BCE)058,552+58,55201,477,2670.26%+1,477,267
TPG INC(TPG)037,061+37,06101,472,4340.26%+1,472,434
IRON MTN INC DEL(IRM)014,738+14,73801,438,4290.25%+1,438,429
XP INC(XP)079,627+79,62701,411,7870.25%+1,411,787
GE VERNOVA INC(GEV)01,727+1,72701,411,5630.25%+1,411,563
HEWLETT PACKARD ENTERPRISE C(HPE)061,208+61,20801,383,9130.24%+1,383,913
ARISTA NETWORKS INC(ANET)011,904+11,90401,382,4110.24%+1,382,411
SEADRILL LTD(SDRL)030,434+30,43401,368,0080.24%+1,368,008
CUBESMART(CUBE)038,057+38,05701,366,2460.24%+1,366,246
CROWN HLDGS INC(CCK)4,09418,196+14,102421,5591,787,2110.31%+1,365,652
FEDERAL SIGNAL CORP(FSS)012,971+12,97101,358,9720.24%+1,358,972
DIAGEO PLC(DEO)018,363+18,36301,348,7620.24%+1,348,762
AXON ENTERPRISE INC(AXON)03,245+3,24501,346,9020.24%+1,346,902
NORWEGIAN CRUISE LINE HLDGS
SHS
075,900+75,90001,339,6350.23%+1,339,635
BLOCK H & R INC042,105+42,10501,332,2020.23%+1,332,202
NEXSTAR MEDIA GROUP INC(NXST)07,179+7,17901,329,4070.23%+1,329,407
HERSHEY CO(HSY)06,147+6,14701,312,6920.23%+1,312,692
TORM PLC(TRMD)18,04959,425+41,376353,3991,627,0560.28%+1,273,657
LAM RESEARCH CORP(LRCX)06,340+6,34001,267,5560.22%+1,267,556
GLOBAL E ONLINE LTD
SHS
27,02281,203+54,1811,062,2352,325,6540.41%+1,263,419
BANK NOVA SCOTIA B C018,643+18,64301,256,3520.22%+1,256,352
DOW HLDGS INC(DOW)11,87636,105+24,229277,6611,511,7160.26%+1,234,055
RENAISSANCERE HLDGS LTD(RNR)1,8185,894+4,076511,1491,742,2070.30%+1,231,058
ROGERS COMMUNICATIONS INC(RCI)032,164+32,16401,221,2670.21%+1,221,267
INSIGHT ENTERPRISES INC(NSIT)018,938+18,93801,220,1750.21%+1,220,175
LITTELFUSE INC(LFUS)03,786+3,78601,212,6940.21%+1,212,694
BOOT BARN HLDGS INC2,34711,575+9,228414,1751,619,8060.28%+1,205,631
REGAL REXNORD CORPORATION(RRX)06,749+6,74901,202,6040.21%+1,202,604
PAN AMERN SILVER CORP(PAAS)023,407+23,40701,197,5020.21%+1,197,502
STERLING INFRASTRUCTURE INC(STRL)03,101+3,10101,186,2880.21%+1,186,288
WEST PHARMACEUTICAL SVSC INC(WST)3,7949,055+5,2611,043,8812,219,7430.39%+1,175,862
COMPANIA DE MINAS BUENAVENTU(BVN)034,358+34,35801,166,7980.20%+1,166,798
TENABLE HLDGS INC(TENB)066,778+66,77801,139,2330.20%+1,139,233
CHEWY INC(CHWY)043,562+43,56201,127,3850.20%+1,127,385
CREDICORP LTD(BAP)03,495+3,49501,116,4080.20%+1,116,408
DRAFTKINGS INC NEW(DKNG)052,928+52,92801,107,7830.19%+1,107,783
DELL TECHNOLOGIES INC(DELL)06,696+6,69601,102,5630.19%+1,102,563
MILLICOM INTL CELLULAR S A
COM STK
15,71426,796+11,082871,1841,959,5910.34%+1,088,407
BOEING CO(BA)05,708+5,70801,080,0110.19%+1,080,011
EBAY INC.(EBAY)012,139+12,13901,068,3530.19%+1,068,353
BAKER HUGHES COMPANY(BKR)017,474+17,47401,060,3220.19%+1,060,322
ROCKET COS INC(RKT)078,055+78,05501,052,9620.18%+1,052,962
ALPHABET INC(GOOG)03,850+3,85001,051,5890.18%+1,051,589
LINCOLN EDL SVCS CORP(LINC)025,938+25,93801,042,4480.18%+1,042,448
DEUTSCHE BK AG
NAMEN AKT
035,994+35,99401,021,8700.18%+1,021,870
MAGNITE INC(MGNI)088,103+88,10301,019,3520.18%+1,019,352
SPOTIFY TECHNOLOGY S A(SPOT)02,141+2,14101,016,9750.18%+1,016,975
OLLIES BARGAIN OUTLET HLDGS(OLLI)011,233+11,23301,014,7890.18%+1,014,789
UBS GROUP AG(UBS)027,520+27,52001,009,1580.18%+1,009,158
NISOURCE INC(NI)021,436+21,4360996,7740.17%+996,774
EXTRA SPACE STORAGE INC(EXR)07,704+7,7040988,2690.17%+988,269
NIKE INC(NKE)019,225+19,2250985,0890.17%+985,089
WHEATON PRECIOUS METALS CORP(WPM)4,79712,468+7,671563,7431,542,2920.27%+978,549
CORECIVIC INC(CXW)051,309+51,3090978,4630.17%+978,463
DILLARDS INC(DDS)01,759+1,7590976,8960.17%+976,896
F N B CORP(FNB)060,318+60,3180975,3420.17%+975,342
LATTICE SEMICONDUCTOR CORP(LSCC)011,400+11,4000972,6480.17%+972,648
MERCK & CO INC(MRK)5,58413,212+7,628587,7721,560,3370.27%+972,565
WORKIVA INC(WK)3,13721,157+18,020270,5661,241,9160.22%+971,350
INVENTRUST PPTYS CORP(IVT)031,570+31,5700970,7780.17%+970,778
URBAN EDGE PPTYS(UE)047,500+47,5000952,3750.17%+952,375
WEYERHAEUSER CO(WY)039,165+39,1650950,9260.17%+950,926
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