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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 2 of 3  ·  48 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 NYT NEW YORK TIMES CO MTN BE Communication Services 4,595.0 $322K 0.03% -859.0 -15.8% $69.98 -6.7%
22 FISV FISERV INC Technology 6,393.0 $314K 0.03% -920.0 -12.6% $49.05 +4.8%
23 SUI SUN CMNTYS INC Real Estate 2,534.0 $304K 0.03% -522.0 -17.1% $119.91 +2.0%
24 TRMB TRIMBLE INC Technology 5,679.0 $291K 0.03% -2K -28.4% $51.18 +16.6%
25 ADSK AUTODESK INC Technology 1,488.0 $289K 0.03% -1K -40.5% $194.42 +29.1%
26 TSN TYSON FOODS INC Consumer Defensive 4,938.0 $283K 0.03% -2K -30.3% $57.25 +2.0%
27 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 5,238.0 $276K 0.03% -2K -25.7% $52.65 +29.3%
28 DKS DICKS SPORTING GOODS INC Consumer Cyclical 1,187.0 $269K 0.02% -71.0 -5.6% $226.81 -20.9%
29 IT GARTNER INC Technology 1,970.0 $255K 0.02% -2K -48.4% $129.62 +49.4%
30 ITT ITT INC Industrials 1,291.0 $255K 0.02% -236.0 -15.5% $197.76 +5.3%
31 THC TENET HEALTHCARE CORP Healthcare 1,282.0 $240K 0.02% -312.0 -19.6% $187.08 +45.7%
32 ADC AGREE RLTY CORP Real Estate 3,080.0 $233K 0.02% -123.0 -3.8% $75.74 -1.7%
33 LECO LINCOLN ELEC HLDGS INC Industrials 862.0 $229K 0.02% -77.0 -8.2% $265.51 +4.3%
34 PDD PDD HOLDINGS INC Consumer Cyclical 2,956.0 $225K 0.02% -1K -26.8% $76.28 +17.4%
35 ALSN ALLISON TRANSMISSION HLDGS I Consumer Cyclical 1,997.0 $225K 0.02% -221.0 -10.0% $112.74 +14.5%
36 QSR RESTAURANT BRANDS INTL INC Consumer Cyclical 2,791.0 $202K 0.02% -3K -48.4% $72.51 +9.7%
37 TOST TOAST INC Technology 7,215.0 $201K 0.02% -1K -14.9% $27.82 +27.0%
38 SDGR SCHRODINGER INC Healthcare 11,140.0 $181K 0.02% -5K -33.0% $16.25 +20.5%
39 WEN WENDYS CO Consumer Cyclical 20,393.0 $169K 0.01% -45K -68.7% $8.29 +6.3%
40 CYRX CRYOPORT INC Industrials 10,073.0 $158K 0.01% -2K -13.6% $15.70 +6.4%
Page 2 of 3  ·  48 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 37.3%
Financial Services 13.2%
Industrials 9.5%
Healthcare 8.1%
Consumer Cyclical 7.7%
Communication Services 6.7%
Consumer Defensive 4.6%
Real Estate 4.3%
Utilities 3.8%
Energy 2.7%