Fund HoldingsFOX RUN MANAGEMENT, L.L.C.

Total Portfolio Value
$337.89M
Total Bought
$239.10M
Total Sold
$254.70M
Net Transaction
-$15.59M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
SELECT SECTOR SPDR TR
ST STR FINL ETF
0138,800+138,80004,6041.36%+4,604
LAS VEGAS SANDS CORP(LVS)036,959+36,95901,6940.50%+1,694
AMERICAN WTR WKS CO INC NEW012,297+12,29701,5230.45%+1,523
FIRSTENERGY CORP(FE)044,077+44,07701,5070.45%+1,507
SPDR S&P 500 ETF TR(SPY)03,458+3,45801,4780.44%+1,478
LENNAR CORP(LEN)012,511+12,51101,4040.42%+1,404
INGERSOLL RAND INC(IR)021,885+21,88501,3950.41%+1,395
MATADOR RES CO(MTDR)023,194+23,19401,3800.41%+1,380
ALLEGRO MICROSYSTEMS INC(ALGM)042,418+42,41801,3550.40%+1,355
VALVOLINE INC(VVV)041,995+41,99501,3540.40%+1,354
MCDONALDS CORP(MCD)05,134+5,13401,3530.40%+1,353
GENERAL MTRS CO(GM)040,941+40,94101,3500.40%+1,350
STATE STR CORP(STT)020,079+20,07901,3440.40%+1,344
HEXCEL CORP NEW(HXL)020,565+20,56501,3400.40%+1,340
GENERAL ELECTRIC CO(GE)011,908+11,90801,3160.39%+1,316
VISA INC(V)05,691+5,69101,3090.39%+1,309
TECHNIPFMC PLC(FTI)064,042+64,04201,3030.39%+1,303
DECKERS OUTDOOR CORP(DECK)02,432+2,43201,2500.37%+1,250
TAPESTRY INC(TPR)043,049+43,04901,2380.37%+1,238
ALIGN TECHNOLOGY INC03,978+3,97801,2150.36%+1,215
HALLIBURTON CO(HAL)029,912+29,91201,2110.36%+1,211
GXO LOGISTICS INCORPORATED(GXO)020,575+20,57501,2070.36%+1,207
RESTAURANT BRANDS INTL INC(QSR)018,108+18,10801,2060.36%+1,206
OPTION CARE HEALTH INC(OPCH)037,200+37,20001,2030.36%+1,203
LAMB WESTON HLDGS INC(LW)012,885+12,88501,1910.35%+1,191
DEVON ENERGY CORP NEW(DVN)036,116+36,11601,7230.51%+1,723
BALL CORP023,853+23,85301,1870.35%+1,187
LEIDOS HOLDINGS INC(LDOS)012,835+12,83501,1830.35%+1,183
HARTFORD FINL SVCS GROUP INC(HIG)016,521+16,52101,1720.35%+1,172
WILEY JOHN & SONS INC(WLY)031,346+31,34601,1650.34%+1,165
WALMART INC(WMT)07,151+7,15101,1440.34%+1,144
SEALED AIR CORP NEW034,388+34,38801,1300.33%+1,130
HOME DEPOT INC(HD)03,685+3,68501,1130.33%+1,113
ELEVANCE HEALTH INC(ELV)02,515+2,51501,0950.32%+1,095
AMERICOLD REALTY TRUST INC(COLD)035,817+35,81701,0890.32%+1,089
EURONET WORLDWIDE INC(EEFT)013,632+13,63201,0820.32%+1,082
VORNADO RLTY TR(VNO)047,332+47,33201,0730.32%+1,073
UNIVERSAL DISPLAY CORP(OLED)06,686+6,68601,0500.31%+1,050
ON HLDG AG(ONON)036,980+36,98001,0290.30%+1,029
RALPH LAUREN CORP(RL)08,668+8,66801,0060.30%+1,006
TEXAS CAP BANCSHARES INC(TCBI)017,043+17,04301,0040.30%+1,004
DAVITA INC(DVA)010,550+10,55009970.30%+997
NETFLIX INC(NFLX)02,604+2,60409830.29%+983
ENTERGY CORP NEW(ETR)010,593+10,59309800.29%+980
TENABLE HLDGS INC(TENB)021,830+21,83009780.29%+978
ORGANON & CO(OGN)056,113+56,11309740.29%+974
EQUITABLE HLDGS INC034,125+34,12509690.29%+969
DOVER CORP(DOV)08,505+8,50501,1870.35%+1,187
ON SEMICONDUCTOR CORP(ON)010,231+10,23109510.28%+951
HASHICORP INC051,382+51,38201,1730.35%+1,173
CANADIAN PACIFIC KANSAS CITY(CP)012,659+12,65909420.28%+942
FIRST INDL RLTY TR INC(FR)019,780+19,78009410.28%+941
ROCKWELL AUTOMATION INC(ROK)03,251+3,25109290.28%+929
WEST PHARMACEUTICAL SVSC INC(WST)02,470+2,47009270.27%+927
EAST WEST BANCORP INC(EWBC)017,492+17,49209220.27%+922
CVS HEALTH CORP(CVS)013,076+13,07609130.27%+913
TRIP COM GROUP LTD(TCOM)025,558+25,55808940.26%+894
BROWN & BROWN INC(BRO)012,702+12,70208870.26%+887
ASGN INC(EFOR)010,786+10,78608810.26%+881
KITE RLTY GROUP TR(KRG)041,128+41,12808810.26%+881
BARRICK GOLD CORP060,448+60,44808800.26%+880
SKECHERS U S A INC024,707+24,70701,2090.36%+1,209
PERFORMANCE FOOD GROUP CO(PFGC)014,826+14,82608730.26%+873
HONEYWELL INTL INC(HON)04,699+4,69908680.26%+868
IQVIA HLDGS INC(IQV)04,400+4,40008660.26%+866
METLIFE INC(MET)019,232+19,23201,2100.36%+1,210
LINCOLN NATL CORP IND(LNC)034,912+34,91208620.26%+862
APTARGROUP INC06,887+6,88708610.25%+861
BIONTECH SE(BNTX)07,921+7,92108610.25%+861
HF SINCLAIR CORP(DINO)015,075+15,07508580.25%+858
AON PLC(AON)03,688+3,68801,1960.35%+1,196
AMEREN CORP(AEE)011,352+11,35208490.25%+849
TE CONNECTIVITY LTD(TEL)06,814+6,81408420.25%+842
WASTE MGMT INC DEL(WM)05,499+5,49908380.25%+838
HP INC(HPQ)032,524+32,52408360.25%+836
CINCINNATI FINL CORP(CINF)014,539+14,53901,4870.44%+1,487
TREX CO INC(TREX)017,075+17,07501,0520.31%+1,052
REPUBLIC SVCS INC(RSG)05,766+5,76608220.24%+822
ABBOTT LABS08,423+8,42308160.24%+816
JFROG LTD(FROG)032,002+32,00208120.24%+812
CUBESMART(CUBE)021,283+21,28308120.24%+812
SMUCKER J M CO(SJM)06,494+6,49407980.24%+798
JOHNSON & JOHNSON(JNJ)05,064+5,06407890.23%+789
DARLING INGREDIENTS INC(DAR)015,100+15,10007880.23%+788
PRINCIPAL FINANCIAL GROUP IN(PFG)010,932+10,93207880.23%+788
WOODWARD INC(WWD)010,986+10,98601,3650.40%+1,365
DILLARDS INC(DDS)02,347+2,34707760.23%+776
GRAND CANYON ED INC(LOPE)06,603+6,60307720.23%+772
DELEK US HLDGS INC NEW(DK)026,955+26,95507660.23%+766
EVEREST GROUP LTD(EG)02,039+2,03907580.22%+758
COUPANG INC(CPNG)044,551+44,55107570.22%+757
LEAR CORP(LEA)07,937+7,93701,0650.32%+1,065
GEN DIGITAL INC(GEN)042,545+42,54507520.22%+752
NETAPP INC(NTAP)09,708+9,70807370.22%+737
AMERICAN EXPRESS CO(AXP)04,880+4,88007280.22%+728
VOYA FINANCIAL INC(VOYA)010,928+10,92807260.21%+726
HOWMET AEROSPACE INC(HWM)024,954+24,95401,1540.34%+1,154
PPL CORP(PPL)030,226+30,22607120.21%+712
BERRY GLOBAL GROUP INC011,467+11,46707100.21%+710
SILICON LABORATORIES INC(SLAB)06,093+6,09307060.21%+706
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