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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 15 of 16  ·  316 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 ADT ADT INC DEL Industrials 20,581.0 $135K 0.02% NEW $6.57 +4.6%
282 VLYPN VALLEY NATL BANCORP Financial Services 10,871.0 $133K 0.02% NEW $12.28 +111.3%
283 WEAV WEAVE COMMUNICATIONS INC Technology 28,807.0 $133K 0.02% NEW $4.62 +15.6%
284 ZIP ZIPRECRUITER INC Industrials 69,544.0 $128K 0.02% NEW $1.84 +92.7%
285 WU WESTERN UN CO Financial Services 14,473.0 $126K 0.02% NEW $8.73 -5.0%
286 LIBERTY GLOBAL LTD 10,456.0 $123K 0.02% NEW $11.73
287 NNOX NANO X IMAGING LTD Healthcare 51,540.0 $117K 0.02% NEW $2.27 -24.2%
288 RITM RITHM CAPITAL CORP Real Estate 11,630.0 $110K 0.02% NEW $9.48 -3.4%
289 AUR AURORA INNOVATION INC Technology 25,714.0 $106K 0.02% NEW $4.12 +80.3%
290 GTM ZOOMINFO TECHNOLOGIES INC Technology 17,620.0 $105K 0.02% NEW $5.98 -34.7%
291 UMC UNITED MICROELECTRONICS CORP Technology 11,124.0 $100K 0.02% NEW $8.98 +97.4%
292 CYRX CRYOPORT INC Industrials 11,658.0 $97K 0.02% NEW $8.28 +59.4%
293 MPT MEDICAL PROPERTIES TRUST INC Financial Services 20,274.0 $94K 0.02% NEW $4.63 +9.2%
294 ACVA ACV AUCTIONS INC Consumer Cyclical 21,991.0 $93K 0.02% NEW $4.24 +43.4%
295 UWMC UWM HOLDINGS CORPORATION Financial Services 24,059.0 $87K 0.01% NEW $3.62 -15.6%
296 AMPL AMPLITUDE INC Technology 12,470.0 $85K 0.01% NEW $6.82 -9.4%
297 FRSH FRESHWORKS INC Technology 10,221.0 $82K 0.01% NEW $8.03 +11.1%
298 ASM AVINO SILVER & GOLD MINES LT Basic Materials 12,000.0 $76K 0.01% NEW $6.32 +12.7%
299 UA UNDER ARMOUR INC Consumer Cyclical 11,785.0 $68K 0.01% NEW $5.79 -15.2%
300 RCKT ROCKET PHARMACEUTICALS INC Healthcare 18,176.0 $65K 0.01% NEW $3.58 -8.5%
Page 15 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%