Fox Financial, Inc - Portfolio Stock Holdings
Fox Financial, Inc disclosed 12 stock positions in a recent SEC 13F filing. $143,589,384 of stock holdings were filed, with the largest holdings including DLN, SPTM, and SMLF. This filing represented positions held on June 30, 2026, and was filed today.We estimate the fund has a total AUM of $271,808,136 and has 6 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from individuals.
Report Period:
June 30, 2026No. of Stocks:
12Est. Stock Holding Value:
$143,589,384Top Stock Holdings By Sector
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Portfolio Stock Holdings - Fox Financial, Inc
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