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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 3 of 3  ·  48 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 WEAV WEAVE COMMUNICATIONS INC Technology 24,605.0 $147K 0.01% -4K -14.6% $5.99 +21.7%
42 NMR NOMURA HLDGS INC Financial Services 14,970.0 $131K 0.01% -646.0 -4.1% $8.78 +7.6%
43 WU WESTERN UN CO Financial Services 14,062.0 $108K 0.01% -411.0 -2.8% $7.70 -5.3%
44 CLVT CLARIVATE PLC Technology 46,735.0 $101K 0.01% -30K -39.1% $2.16 -4.2%
45 MPT MEDICAL PROPERTIES TRUST INC Financial Services 17,734.0 $82K 0.01% -3K -12.5% $4.62 -11.7%
46 BBD BANCO BRADESCO S A Financial Services 21,736.0 $75K 0.01% -232.0 -1.1% $3.47 -14.1%
47 PODCASTONE INC 15,876.0 $71K 0.01% -730.0 -4.4% $4.47
48 BYND BEYOND MEAT INC Consumer Defensive 17,596.0 $13K 0.00% -12K -41.0% $0.75 +1830.7%
Page 3 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%