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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 46 of 46  ·  905 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 BBDO BANCO BRADESCO S A Financial Services 12,286.0 $37K 0.00% +1K +9.3% $3.00 -1.0%
902 FURY FURY GOLD MINES LIMITED Basic Materials 33,404.0 $18K 0.00% $0.54 +19.5%
903 IQ IQIYI INC Communication Services 15,538.0 $16K 0.00% NEW $1.04 +7.7%
904 LUFAX HOLDING LTD 10,537.0 $14K 0.00% NEW $1.32
905 BYND BEYOND MEAT INC Consumer Defensive 17,596.0 $13K 0.00% -12K -41.0% $0.75 +1713.3%
Page 46 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 37.3%
Financial Services 13.2%
Industrials 9.5%
Healthcare 8.1%
Consumer Cyclical 7.7%
Communication Services 6.7%
Consumer Defensive 4.6%
Real Estate 4.3%
Utilities 3.8%
Energy 2.7%