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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 10 of 33  ·  644 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 HST HOST HOTELS & RESORTS INC Real Estate 34,804.0 $667K 0.11% +24K +233.2% $19.16 +11.6%
182 MCK MCKESSON CORP Healthcare 766.0 $663K 0.11% +116.0 +17.9% $865.36 -12.1%
183 HAL HALLIBURTON CO Energy 16,977.0 $662K 0.11% +7K +78.3% $38.99 +7.1%
184 PH PARKER-HANNIFIN CORP Industrials 739.0 $662K 0.11% +35.0 +5.0% $895.24 -3.6%
185 AKAM AKAMAI TECHNOLOGIES INC Technology 5,746.0 $660K 0.11% NEW $114.85 +31.3%
186 SYK STRYKER CORPORATION Healthcare 2,000.0 $657K 0.11% +751.0 +60.1% $328.59 -6.6%
187 NWSA NEWS CORP NEW Communication Services 26,312.0 $656K 0.11% NEW $24.93 +4.0%
188 MCHP MICROCHIP TECHNOLOGY INC. Technology 10,128.0 $654K 0.11% +1K +11.0% $64.61 +45.3%
189 PWR QUANTA SVCS INC Industrials 1,178.0 $647K 0.11% +8.0 +0.7% $549.02 +40.2%
190 SAN BANCO SANTANDER SA Financial Services 57,200.0 $645K 0.11% +14K +31.8% $11.28 +4.1%
191 MUFG MITSUBISHI UFJ FINANCIAL GRO Financial Services 37,904.0 $643K 0.11% +10K +37.4% $16.97 +11.0%
192 VRT VERTIV HOLDINGS CO Industrials 2,551.0 $639K 0.11% NEW $250.58 +48.0%
193 VLO VALERO ENERGY CORP Energy 2,586.0 $639K 0.11% +483.0 +23.0% $247.08 +1.5%
194 BSX BOSTON SCIENTIFIC CORP Healthcare 10,162.0 $638K 0.11% +4K +66.6% $62.75 -10.9%
195 TT TRANE TECHNOLOGIES PLC Industrials 1,528.0 $637K 0.11% +673.0 +78.7% $416.74 +12.0%
196 DVN DEVON ENERGY CORP NEW Energy 12,643.0 $636K 0.11% +4K +41.3% $50.32 -1.6%
197 AVB AVALONBAY CMNTYS INC Real Estate 3,859.0 $630K 0.11% NEW $163.35 +10.7%
198 GIS GENERAL MILLS INC Consumer Defensive 16,838.0 $627K 0.11% +11K +188.0% $37.22 -11.4%
199 TPL TEXAS PACIFIC LAND CORPORATI Energy 1,316.0 $625K 0.11% NEW $474.56 -18.8%
200 ALL ALLSTATE CORP Financial Services 3,012.0 $625K 0.11% +2K +119.2% $207.34 +4.8%
Page 10 of 33  ·  644 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%