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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 15 of 28  ·  550 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 CNP CENTERPOINT ENERGY INC Utilities 19,119.0 $842K 0.08% +11K +139.9% $44.04 -12.0%
282 ECL ECOLAB INC Basic Materials 3,015.0 $840K 0.07% +1K +92.0% $278.61 +1.1%
283 SAN BANCO SANTANDER SA Financial Services 59,936.0 $827K 0.07% +3K +4.8% $13.80 +5.7%
284 ZTS ZOETIS INC Healthcare 11,483.0 $825K 0.07% +9K +456.1% $71.86 +8.2%
285 COHR COHERENT CORP Technology 2,089.0 $824K 0.07% +1K +120.1% $394.47 -26.6%
286 LEN LENNAR CORP Consumer Cyclical 9,086.0 $822K 0.07% +7K +281.4% $90.49 -3.8%
287 TKR TIMKEN CO Industrials 5,655.0 $822K 0.07% +3K +131.8% $145.32 -13.9%
288 ELS EQUITY LIFESTYLE PROPERTIES Real Estate 12,737.0 $821K 0.07% +9K +203.8% $64.45 +1.6%
289 SRE SEMPRA Utilities 8,776.0 $814K 0.07% +2K +25.6% $92.71 -10.6%
290 VMI VALMONT INDS INC Industrials 1,406.0 $812K 0.07% +880.0 +167.3% $577.60 -15.9%
291 SHEL SHELL PLC Energy 10,469.0 $812K 0.07% +1K +13.1% $77.54 +20.4%
292 F FORD MTR CO Consumer Cyclical 58,209.0 $809K 0.07% +25K +77.3% $13.90 +3.7%
293 BR BROADRIDGE FINL SOLUTIONS IN Technology 5,887.0 $806K 0.07% +5K +331.3% $136.95 +33.0%
294 CMCSA COMCAST CORP NEW Communication Services 32,566.0 $799K 0.07% +1K +4.0% $24.55 +9.4%
295 TFSL TFS FINL CORP Financial Services 45,116.0 $799K 0.07% +28K +156.3% $17.72 -0.5%
296 EQIX EQUINIX INC Real Estate 764.0 $796K 0.07% +197.0 +34.7% $1042.39 +2.2%
297 VRSK VERISK ANALYTICS INC Industrials 4,435.0 $796K 0.07% +3K +238.3% $179.53 +4.4%
298 XEL XCEL ENERGY INC Utilities 9,915.0 $796K 0.07% +5K +100.6% $80.30 -5.0%
299 KR KROGER CO Consumer Defensive 14,264.0 $792K 0.07% +6K +66.6% $55.53 +4.3%
300 PK PARK HOTELS & RESORTS INC Real Estate 55,561.0 $792K 0.07% +32K +134.8% $14.25 +10.7%
Page 15 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%