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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 6 of 28  ·  550 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 MMM 3M CO Industrials 10,245.0 $1.7M 0.15% +7K +250.3% $161.91 +10.5%
102 UBER UBER TECHNOLOGIES INC Technology 22,901.0 $1.7M 0.15% +7K +41.1% $72.16 +9.2%
103 BX BLACKSTONE INC Financial Services 14,016.0 $1.6M 0.15% +5K +49.5% $117.67 +21.8%
104 CPT CAMDEN PPTY TR Real Estate 14,385.0 $1.6M 0.15% +10K +198.0% $114.49 -6.0%
105 L LOEWS CORP Financial Services 14,355.0 $1.6M 0.15% +7K +84.7% $113.21 -3.0%
106 HST HOST HOTELS & RESORTS INC Real Estate 68,143.0 $1.6M 0.14% +33K +95.8% $23.71 -2.1%
107 AVB AVALONBAY CMNTYS INC Real Estate 8,552.0 $1.6M 0.14% +5K +121.6% $188.69 -2.5%
108 PLD PROLOGIS INC. Real Estate 11,898.0 $1.6M 0.14% +4K +48.1% $135.47 +4.7%
109 AEP AMERICAN ELEC PWR CO INC Utilities 11,648.0 $1.6M 0.14% +5K +84.6% $136.81 -11.6%
110 CFG CITIZENS FINL GROUP INC Financial Services 22,739.0 $1.6M 0.14% +11K +95.4% $70.07 -0.3%
111 HWM HOWMET AEROSPACE INC Industrials 5,888.0 $1.6M 0.14% +2K +65.6% $268.86 +1.0%
112 BKNG BOOKING HOLDINGS INC Consumer Cyclical 8,824.0 $1.6M 0.14% +9K +8467.0% $178.24 +17.6%
113 SYK STRYKER CORPORATION Healthcare 4,990.0 $1.6M 0.14% +3K +149.5% $314.84 +4.6%
114 JBHT HUNT J B TRANS SVCS INC Industrials 5,420.0 $1.6M 0.14% +1K +34.3% $289.43 -4.8%
115 SCHW SCHWAB CHARLES CORP Financial Services 16,999.0 $1.6M 0.14% +6K +61.2% $92.27 +21.7%
116 STT STATE STR CORP Financial Services 9,100.0 $1.5M 0.14% +5K +109.2% $169.60 +10.3%
117 ISRG INTUITIVE SURGICAL INC Healthcare 3,877.0 $1.5M 0.14% +249.0 +6.9% $397.68 -4.7%
118 CNC CENTENE CORP DEL Healthcare 23,831.0 $1.5M 0.14% +6K +35.5% $64.19 +1.3%
119 COP CONOCOPHILLIPS Energy 14,706.0 $1.5M 0.14% +6K +75.9% $103.96 +29.7%
120 FIX COMFORT SYS USA INC Industrials 768.0 $1.5M 0.14% +12.0 +1.6% $1981.95 -16.5%
Page 6 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%