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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 35 of 46  ·  905 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 GTLB GITLAB INC Technology 11,067.0 $338K 0.03% NEW $30.53 +36.5%
682 FLS FLOWSERVE CORP Industrials 4,535.0 $336K 0.03% +320.0 +7.6% $74.16 +7.1%
683 LBRDK LIBERTY BROADBAND CORP Communication Services 10,050.0 $334K 0.03% NEW $33.26 +8.3%
684 NEU NEWMARKET CORP Basic Materials 421.0 $333K 0.03% NEW $791.24 +18.5%
685 PNR PENTAIR PLC Industrials 4,342.0 $333K 0.03% NEW $76.66 -16.0%
686 PTC PTC INC Technology 2,929.0 $333K 0.03% NEW $113.61 +36.1%
687 ATO ATMOS ENERGY CORP Utilities 1,919.0 $331K 0.03% +301.0 +18.6% $172.27 -3.1%
688 ROIV ROIVANT SCIENCES LTD Healthcare 9,322.0 $330K 0.03% NEW $35.39 +2.6%
689 EGP EASTGROUP PPTYS INC Real Estate 1,628.0 $330K 0.03% +444.0 +37.5% $202.53 -0.8%
690 KEX KIRBY CORP Industrials 2,424.0 $330K 0.03% NEW $135.97 +2.9%
691 RITM RITHM CAPITAL CORP Real Estate 35,086.0 $329K 0.03% +23K +201.7% $9.39 +8.5%
692 NRG NRG ENERGY INC Utilities 2,254.0 $329K 0.03% NEW $146.06 -22.6%
693 AXTA AXALTA COATING SYS LTD Basic Materials 9,616.0 $329K 0.03% NEW $34.22 +5.8%
694 TPG TPG INC Financial Services 8,098.0 $328K 0.03% NEW $40.55 +29.2%
695 WKC WORLD KINECT CORPORATION Energy 9,962.0 $328K 0.03% +992.0 +11.1% $32.94 +9.1%
696 CR CRANE COMPANY Industrials 1,468.0 $327K 0.03% NEW $223.07 -6.6%
697 LULU LULULEMON ATHLETICA INC Consumer Cyclical 2,841.0 $324K 0.03% NEW $114.18 +6.0%
698 LAZ LAZARD INC Financial Services 7,721.0 $324K 0.03% NEW $41.94 +5.3%
699 SOLV SOLVENTUM CORP Healthcare 4,180.0 $322K 0.03% NEW $77.15 +16.1%
700 NTNX NUTANIX INC Technology 6,320.0 $322K 0.03% -4K -37.9% $50.96 +32.7%
Page 35 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%