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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 8 of 15  ·  297 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 CRS CARPENTER TECHNOLOGY CORP Industrials 585.0 $361K 0.03% NEW $616.84 -20.2%
142 NTES NETEASE COM INC Technology 2,816.0 $361K 0.03% NEW $128.14 +0.0%
143 LFUS LITTELFUSE INC Technology 790.0 $360K 0.03% NEW $455.33 -9.5%
144 LNC LINCOLN NATL CORP IND Financial Services 10,106.0 $357K 0.03% NEW $35.35 +19.2%
145 MRNA MODERNA INC Healthcare 5,100.0 $357K 0.03% NEW $70.03 +107.2%
146 EL LAUDER ESTEE COS INC Consumer Defensive 4,518.0 $357K 0.03% NEW $78.95 +29.1%
147 LSTR LANDSTAR SYS INC Industrials 1,721.0 $356K 0.03% NEW $206.81 -9.8%
148 OLED UNIVERSAL DISPLAY CORP Technology 4,091.0 $354K 0.03% NEW $86.59 -0.9%
149 CUZ COUSINS PPTYS INC Real Estate 11,727.0 $352K 0.03% NEW $29.98 -1.0%
150 SMCI SUPER MICRO COMPUTER INC Technology 11,765.0 $345K 0.03% NEW $29.33 +27.0%
151 GNRC GENERAC HLDGS INC Industrials 1,176.0 $344K 0.03% NEW $292.81 -29.7%
152 LINE LINEAGE INC Real Estate 7,921.0 $343K 0.03% NEW $43.25 -3.8%
153 RDDT REDDIT INC Communication Services 1,968.0 $342K 0.03% NEW $173.58 -11.7%
154 ARM ARM HOLDINGS PLC Technology 955.0 $339K 0.03% NEW $354.57 -31.4%
155 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 1,403.0 $338K 0.03% NEW $240.97 +5.5%
156 GTLB GITLAB INC Technology 11,067.0 $338K 0.03% NEW $30.53 +36.5%
157 LBRDK LIBERTY BROADBAND CORP Communication Services 10,050.0 $334K 0.03% NEW $33.26 +8.3%
158 NEU NEWMARKET CORP Basic Materials 421.0 $333K 0.03% NEW $791.24 +18.5%
159 PNR PENTAIR PLC Industrials 4,342.0 $333K 0.03% NEW $76.66 -16.0%
160 PTC PTC INC Technology 2,929.0 $333K 0.03% NEW $113.61 +36.1%
Page 8 of 15  ·  297 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%