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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 7 of 16  ·  316 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 HOLOGIC INC 4,131.0 $312K 0.05% NEW $75.59
122 SFM SPROUTS FMRS MKT INC Consumer Defensive 4,048.0 $312K 0.05% NEW $77.13 +10.9%
123 SM SM ENERGY COMPANY Energy 9,966.0 $311K 0.05% NEW $31.18 +4.5%
124 CRCL CIRCLE INTERNET GROUP INC Financial Services 3,254.0 $310K 0.05% NEW $95.41 +19.5%
125 JEF JEFFERIES FINANCIAL GROUP IN Financial Services 7,515.0 $310K 0.05% NEW $41.27 +26.6%
126 FLS FLOWSERVE CORP Industrials 4,215.0 $310K 0.05% NEW $73.51 -11.5%
127 OZK BANK OZK LITTLE ROCK ARK Financial Services 6,750.0 $310K 0.05% NEW $45.89 +1.8%
128 HOOD ROBINHOOD MKTS INC Financial Services 4,467.0 $310K 0.05% NEW $69.30 +11.3%
129 ARMK ARAMARK Industrials 7,634.0 $309K 0.05% NEW $40.54 +30.6%
130 GLPI GAMING & LEISURE P Real Estate 6,963.0 $309K 0.05% NEW $44.37 +4.5%
131 ORI OLD REP INTL CORP Financial Services 7,698.0 $307K 0.05% NEW $39.90 -1.5%
132 EMN EASTMAN CHEM CO Basic Materials 3,986.0 $304K 0.05% NEW $76.32 -6.2%
133 IVZ INVESCO LTD Financial Services 12,507.0 $304K 0.05% NEW $24.29 +11.7%
134 AEE AMEREN CORP Utilities 2,749.0 $302K 0.05% NEW $109.92 -2.3%
135 THC TENET HEALTHCARE CORP Healthcare 1,594.0 $301K 0.05% NEW $188.71 +4.2%
136 Q QNITY ELECTRONICS INC Technology 2,601.0 $300K 0.05% NEW $115.38 +36.3%
137 DTE DTE ENERGY CO Utilities 2,048.0 $299K 0.05% NEW $146.22 -4.4%
138 EME EMCOR GROUP INC Industrials 403.0 $298K 0.05% NEW $738.31 +23.7%
139 XYL XYLEM INC Industrials 2,465.0 $295K 0.05% NEW $119.50 -9.5%
140 EVEREST GROUP LTD 891.0 $291K 0.05% NEW $326.85
Page 7 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%