Fox Financial, Inc reported 3 positions worth $947.70K for the quarter ended Sep 30, 2026. Its largest holding is Microsoft Corp at 45.2% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | MSFT Microsoft Corp | Technology | 835 | $428.27K | 45.19% | – | – | – | 0% |
| 2 | MRK Merck & Co., Inc. | Healthcare | 1,826 | $265.34K | 28% | – | – | – | 0% |
| 3 | AAPL Apple Inc. | Technology | 763 | $254.09K | 26.81% | – | – | – | 0% |
Tip. Select a row to see that position’s full history at Fox Financial.
As of its Q3 2026 13F filing, Fox Financial, Inc’s five largest positions were Microsoft Corp (MSFT) at 45.2%, Merck & Co., Inc. (MRK) at 28.0%, Apple Inc. (AAPL) at 26.8% of the reported portfolio.
Fox Financial, Inc reported a 13F portfolio worth $947.70K across 3 positions for Q3 2026.
From the Form 13F-HR reports Fox Financial, Inc files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.