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Portfolio (Quarterly) Guide ↗

Frec Markets, Inc.

· CIK 0002111359
13F Portfolio $1.1B AUM 905 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 297 New 550 Added 48 Reduced 36 Exited
Page 10 of 28  ·  550 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 INTU INTUIT Technology 4,550.0 $1.2M 0.11% +2K +60.7% $261.00 +40.6%
182 HPE HEWLETT PACKARD ENTERPRISE C Technology 26,238.0 $1.2M 0.11% +5K +24.6% $45.11 +18.5%
183 VRT VERTIV HOLDINGS CO Industrials 3,527.0 $1.2M 0.11% +976.0 +38.3% $334.82 -21.8%
184 NTRS NORTHERN TR CORP Financial Services 6,770.0 $1.2M 0.11% +3K +83.0% $173.84 +5.8%
185 KEYS KEYSIGHT TECHNOLOGIES INC Technology 3,361.0 $1.2M 0.11% +421.0 +14.3% $350.07 -9.7%
186 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 20,555.0 $1.2M 0.11% +16K +334.4% $57.22 +16.6%
187 OWL BLUE OWL CAPITAL INC Financial Services 133,777.0 $1.2M 0.10% +58K +75.4% $8.75 +33.4%
188 AZN ASTRAZENECA PLC Healthcare 6,171.0 $1.2M 0.10% +910.0 +17.3% $189.62 -12.5%
189 NWSA NEWS CORP NEW Communication Services 47,104.0 $1.2M 0.10% +21K +79.0% $24.83 +22.4%
190 WY WEYERHAEUSER CO Real Estate 48,456.0 $1.2M 0.10% +24K +98.8% $23.94 +2.0%
191 WMB WILLIAMS COS INC Energy 15,599.0 $1.2M 0.10% +5K +53.8% $74.34 -5.2%
192 UNM UNUM GROUP Financial Services 12,901.0 $1.2M 0.10% +8K +190.3% $89.40 -1.8%
193 OTIS OTIS WORLDWIDE CORP Industrials 16,021.0 $1.1M 0.10% +12K +274.1% $71.60 -0.2%
194 JCI JOHNSON CONTROLS INTERNATION Industrials 7,812.0 $1.1M 0.10% +2K +38.6% $146.11 -2.1%
195 SNOW SNOWFLAKE INC Technology 4,449.0 $1.1M 0.10% +3K +168.5% $254.50 +30.8%
196 PPL PPL CORP Utilities 31,099.0 $1.1M 0.10% +18K +139.6% $36.35 -5.4%
197 NVS NOVARTIS AG Healthcare 7,133.0 $1.1M 0.10% +871.0 +13.9% $156.72 +1.4%
198 GL GLOBE LIFE INC Financial Services 6,256.0 $1.1M 0.10% +5K +277.3% $178.68 -4.3%
199 HIG HARTFORD INSURANCE GROUP INC Financial Services 8,359.0 $1.1M 0.10% +4K +97.9% $132.52 +2.7%
200 THG HANOVER INS GROUP INC Financial Services 5,131.0 $1.1M 0.10% +3K +184.6% $214.12 +4.2%
Page 10 of 28  ·  550 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 38.1%
Financial Services 13.3%
Industrials 9.7%
Healthcare 8.3%
Consumer Cyclical 7.9%
Communication Services 4.9%
Consumer Defensive 4.7%
Real Estate 4.3%
Utilities 3.9%
Energy 2.8%