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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 12 of 46  ·  905 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 ADBE ADOBE INC Technology 5,156.0 $1.1M 0.10% +2K +80.8% $205.02 +34.3%
222 BA BOEING CO Industrials 4,859.0 $1.1M 0.09% +1K +29.9% $216.47 -1.0%
223 PNW PINNACLE WEST CAP CORP Utilities 9,805.0 $1.0M 0.09% +6K +170.6% $107.00 -9.0%
224 BSX BOSTON SCIENTIFIC CORP Healthcare 24,559.0 $1.0M 0.09% +14K +141.7% $42.68 +18.0%
225 VTR VENTAS INC Real Estate 11,766.0 $1.0M 0.09% +3K +29.9% $88.80 +4.8%
226 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 13,104.0 $1.0M 0.09% +7K +121.7% $79.22 +6.4%
227 ACN ACCENTURE PLC IRELAND Technology 8,303.0 $1.0M 0.09% +4K +97.5% $124.44 +48.9%
228 LNT ALLIANT ENERGY CORP Utilities 13,541.0 $1.0M 0.09% +8K +146.5% $76.29 -11.0%
229 CHD CHURCH & DWIGHT CO INC Consumer Defensive 10,632.0 $1.0M 0.09% +5K +86.0% $96.88 +2.0%
230 REGCO REGENCY CTRS CORP 12,907.0 $1.0M 0.09% +6K +87.5% $79.74
231 ON ON SEMICONDUCTOR CORP Technology 10,871.0 $1.0M 0.09% +2K +17.9% $94.54 -21.5%
232 AMH AMERICAN HOMES 4 RENT Real Estate 30,491.0 $1.0M 0.09% NEW $33.52 +2.5%
233 TXT TEXTRON INC Industrials 11,070.0 $1.0M 0.09% +5K +85.4% $91.73 -9.6%
234 PFE PFIZER INC Healthcare 42,012.0 $1.0M 0.09% -14K -25.2% $24.08 +16.6%
235 SBUX STARBUCKS CORP Consumer Cyclical 9,881.0 $1.0M 0.09% +2K +31.4% $102.19 +4.8%
236 COF CAPITAL ONE FINL CORP Financial Services 4,998.0 $1.0M 0.09% -156.0 -3.0% $200.62 +8.6%
237 OXY OCCIDENTAL PETE CORP Energy 20,630.0 $1.0M 0.09% +8K +64.3% $48.57 +26.2%
238 PODD INSULET CORP Healthcare 6,568.0 $1000K 0.09% NEW $152.25 -2.7%
239 BPOP POPULAR INC Financial Services 6,090.0 $1000K 0.09% +3K +120.4% $164.18 +3.0%
240 AEE AMEREN CORP Utilities 8,836.0 $999K 0.09% +6K +221.4% $113.04 -6.1%
Page 12 of 46  ·  905 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%