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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 24 of 46  ·  905 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 NVT NVENT ELEC PLC Industrials 3,311.0 $562K 0.05% +1K +82.2% $169.61 -10.4%
462 ODFL OLD DOMINION FREIGHT LINE IN Industrials 2,592.0 $561K 0.05% +660.0 +34.2% $216.60 -4.7%
463 SAIC SCIENCE APPLICATIONS INTL CO Technology 5,077.0 $561K 0.05% NEW $110.41 +16.0%
464 VRSN VERISIGN INC Technology 2,219.0 $558K 0.05% +257.0 +13.1% $251.56 +12.0%
465 AOS SMITH A O CORP Industrials 8,883.0 $557K 0.05% +4K +72.3% $62.72 +0.6%
466 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 7,289.0 $557K 0.05% +3K +56.4% $76.40 +5.1%
467 SOUTHSTATE BK CORP 5,572.0 $557K 0.05% NEW $99.90
468 SPGI S&P GLOBAL INC Financial Services 1,366.0 $556K 0.05% -32.0 -2.3% $407.26 +5.9%
469 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 11,603.0 $555K 0.05% +4K +51.4% $47.81 -8.5%
470 COOPER COS INC 7,723.0 $554K 0.05% +4K +130.8% $71.71
471 WBD WARNER BROS DISCOVERY INC Communication Services 20,642.0 $550K 0.05% +3K +19.8% $26.66 +7.1%
472 ESI ELEMENT SOLUTIONS INC Basic Materials 11,501.0 $549K 0.05% +3K +41.7% $47.75 -26.1%
473 AFG AMERICAN FINANCIAL GROUP INC Financial Services 3,922.0 $549K 0.05% NEW $139.94 +2.7%
474 MRSH MARSH & MCLENNAN COS INC Financial Services 3,292.0 $549K 0.05% +1K +45.0% $166.67 +15.2%
475 GNTX GENTEX CORP Consumer Cyclical 21,587.0 $546K 0.05% NEW $25.27 -6.5%
476 NDSN NORDSON CORP Industrials 1,805.0 $545K 0.05% +1K +136.3% $301.69 +10.1%
477 DGX QUEST DIAGNOSTICS INC Healthcare 2,558.0 $542K 0.05% NEW $211.95 +15.3%
478 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 260.0 $541K 0.05% NEW $2080.79 +4.9%
479 CINF CINCINNATI FINL CORP Financial Services 2,920.0 $541K 0.05% +2K +129.0% $185.14 -9.1%
480 EXR EXTRA SPACE STORAGE INC Real Estate 3,710.0 $539K 0.05% +2K +89.3% $145.30 +1.0%
Page 24 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%