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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 16 of 16  ·  316 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 NIO NIO INC Consumer Cyclical 10,349.0 $62K 0.01% NEW $6.03 +3.6%
302 CNDT CONDUENT INC Technology 47,127.0 $60K 0.01% NEW $1.28 +8.6%
303 CDXS CODEXIS INC Healthcare 36,253.0 $59K 0.01% NEW $1.63 +50.9%
304 IVA INVENTIVA SA Healthcare 10,000.0 $56K 0.01% NEW $5.55 +0.0%
305 OBIO ORCHESTRA BIOMED HLDGS INC Healthcare 13,048.0 $55K 0.01% NEW $4.25 -3.3%
306 NWL NEWELL BRANDS INC Consumer Defensive 13,398.0 $46K 0.01% NEW $3.43 +15.2%
307 BBDO BANCO BRADESCO S A Financial Services 11,243.0 $37K 0.01% NEW $3.29 -5.2%
308 PODCASTONE INC 16,606.0 $34K 0.01% NEW $2.04
309 SABR SABRE CORP Consumer Cyclical 18,531.0 $27K 0.01% NEW $1.45 +9.0%
310 MIRA MIRA PHARMACEUTICALS INC Healthcare 22,000.0 $24K 0.00% NEW $1.07 -10.0%
311 BYND BEYOND MEAT INC Consumer Defensive 29,832.0 $21K 0.00% NEW $0.70 +14.6%
312 FURY FURY GOLD MINES LIMITED Basic Materials 33,404.0 $20K 0.00% NEW $0.61 -2.9%
313 ALIT ALIGHT INC Technology 33,817.0 $20K 0.00% NEW $0.58 +34.9%
314 AMC ENTMT HLDGS INC 16,632.0 $16K 0.00% NEW $0.98
315 ZTEK ZENTEK LTD Healthcare 30,097.0 $16K 0.00% NEW $0.53 +30.7%
316 OPK OPKO HEALTH INC Healthcare 10,542.0 $12K 0.00% NEW $1.14 -3.5%
Page 16 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%