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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 13 of 46  ·  905 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 JHG JANUS HENDERSON GROUP PLC Financial Services 19,191.0 $997K 0.09% +4K +26.4% $51.95 +0.0%
242 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 3,985.0 $996K 0.09% NEW $249.98 -4.1%
243 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 2,570.0 $994K 0.09% +2K +181.8% $386.73 +3.6%
244 TMUS T-MOBILE US INC Communication Services 5,905.0 $990K 0.09% +2K +36.7% $167.73 +9.1%
245 APP APPLOVIN CORP Technology 1,918.0 $988K 0.09% +655.0 +51.9% $515.23 -40.7%
246 LOW LOWES COS INC Consumer Cyclical 4,473.0 $986K 0.09% +612.0 +15.8% $220.49 -2.0%
247 EA ELECTRONIC ARTS INC Communication Services 4,773.0 $979K 0.09% +3K +140.7% $205.04 +2.3%
248 FAST FASTENAL CO Industrials 20,327.0 $976K 0.09% +8K +60.5% $48.03 +6.7%
249 NTAP NETAPP INC Technology 6,304.0 $976K 0.09% +1K +29.2% $154.76 +24.2%
250 ASX ASE TECHNOLOGY HLDG CO LTD Technology 21,495.0 $970K 0.09% +775.0 +3.7% $45.12 -19.1%
251 BLDR BUILDERS FIRSTSOURCE INC Industrials 10,802.0 $967K 0.09% NEW $89.48 -21.5%
252 O REALTY INCOME CORP Real Estate 15,588.0 $966K 0.09% +3K +20.2% $61.96 +1.0%
253 AIZ ASSURANT INC Financial Services 3,588.0 $963K 0.09% NEW $268.53 +5.8%
254 HOOD ROBINHOOD MKTS INC Financial Services 9,601.0 $963K 0.09% +5K +114.9% $100.28 +7.8%
255 EQH EQUITABLE HLDGS INC Financial Services 21,917.0 $962K 0.09% +14K +180.2% $43.88 +11.4%
256 KMI KINDER MORGAN INC DEL Energy 30,067.0 $961K 0.09% +14K +82.0% $31.97 -3.1%
257 FIRST HAWAIIAN INC 32,771.0 $960K 0.09% +23K +241.9% $29.30
258 CI THE CIGNA GROUP Healthcare 3,472.0 $957K 0.09% +2K +95.6% $275.68 +0.7%
259 GWW WW GRAINGER INC Industrials 703.0 $956K 0.09% +348.0 +98.0% $1360.40 -3.5%
260 PRI PRIMERICA INC Financial Services 3,350.0 $952K 0.09% +2K +191.6% $284.20 +4.1%
Page 13 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%