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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 28 of 28  ·  550 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 VLYPN VALLEY NATL BANCORP Financial Services 11,974.0 $175K 0.02% +1K +10.2% $14.65 +75.4%
542 ABEV AMBEV SA Consumer Defensive 33,695.0 $106K 0.01% +8K +29.2% $3.14 -9.1%
543 UA UNDER ARMOUR INC Consumer Cyclical 16,934.0 $105K 0.01% +5K +43.7% $6.22 -17.6%
544 WIT WIPRO LTD Technology 45,456.0 $102K 0.01% +15K +48.3% $2.25 -15.8%
545 NWL NEWELL BRANDS INC Consumer Defensive 16,617.0 $102K 0.01% +3K +24.0% $6.14 -4.2%
546 CDXS CODEXIS INC Healthcare 37,269.0 $84K 0.01% +1K +2.8% $2.26 -29.9%
547 AMC ENTMT HLDGS INC 42,954.0 $82K 0.01% +26K +158.3% $1.90
548 NIO NIO INC Consumer Cyclical 11,769.0 $60K 0.01% +1K +13.7% $5.06 -9.8%
549 SABR SABRE CORP Consumer Cyclical 18,984.0 $40K 0.00% +453.0 +2.4% $2.09 -1.2%
550 BBDO BANCO BRADESCO S A Financial Services 12,286.0 $37K 0.00% +1K +9.3% $3.00 +1.7%
Page 28 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 37.3%
Financial Services 13.2%
Industrials 9.5%
Healthcare 8.1%
Consumer Cyclical 7.7%
Communication Services 6.7%
Consumer Defensive 4.6%
Real Estate 4.3%
Utilities 3.8%
Energy 2.7%