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Portfolio (Quarterly) Guide ↗

Frec Markets, Inc.

· CIK 0002111359
13F Portfolio $587.2B AUM 644 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 316 New 310 Added 15 Reduced 15 Exited
Page 1 of 16  ·  316 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BLOCK INC 34,793.0 $2.1M 0.36% NEW $60.18
2 TECHNIPFMC PLC 17,782.0 $1.2M 0.21% NEW $69.13
3 EIX EDISON INTL Utilities 14,453.0 $1.1M 0.18% NEW $73.18 -3.3%
4 PAYX PAYCHEX INC Industrials 11,430.0 $1.1M 0.18% NEW $92.12 -3.6%
5 FIX COMFORT SYS USA INC Industrials 756.0 $1.0M 0.18% NEW $1378.99 +48.1%
6 AZN ASTRAZENECA PLC Healthcare 5,261.0 $1.0M 0.18% NEW $197.22 -7.9%
7 CIEN CIENA CORP Technology 2,613.0 $1.0M 0.17% NEW $388.23 +42.8%
8 BWA BORGWARNER INC Consumer Cyclical 16,562.0 $899K 0.15% NEW $54.26 +16.5%
9 EOG EOG RES INC Energy 6,133.0 $887K 0.15% NEW $144.57 -5.9%
10 JBHT HUNT J B TRANS SVCS INC Industrials 4,036.0 $855K 0.15% NEW $211.90 +20.2%
11 JHG JANUS HENDERSON GROUP PLC Financial Services 15,182.0 $780K 0.13% NEW $51.37 +0.6%
12 PYPL PAYPAL HLDGS INC Financial Services 16,955.0 $767K 0.13% NEW $45.23 -0.4%
13 SANDISK CORP 1,201.0 $763K 0.13% NEW $635.34
14 MET METLIFE INC Financial Services 10,206.0 $722K 0.12% NEW $70.72 +12.0%
15 FIS FIDELITY NATL INFORMATION SV Technology 15,354.0 $720K 0.12% NEW $46.91 -10.9%
16 GDDY GODADDY INC Technology 8,590.0 $710K 0.12% NEW $82.67 +2.8%
17 OWL BLUE OWL CAPITAL INC Financial Services 76,263.0 $696K 0.12% NEW $9.13 +7.4%
18 AKAM AKAMAI TECHNOLOGIES INC Technology 5,746.0 $660K 0.11% NEW $114.85 +31.4%
19 NWSA NEWS CORP NEW Communication Services 26,312.0 $656K 0.11% NEW $24.93 +5.3%
20 VRT VERTIV HOLDINGS CO Industrials 2,551.0 $639K 0.11% NEW $250.58 +50.1%
Page 1 of 16  ·  316 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 37.5%
Financial Services 12.3%
Consumer Cyclical 8.4%
Communication Services 8.1%
Industrials 8.0%
Healthcare 8.0%
Consumer Defensive 5.0%
Energy 4.2%
Utilities 3.4%
Real Estate 2.9%