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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 9 of 46  ·  905 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 WDAY WORKDAY INC Technology 10,858.0 $1.3M 0.12% +8K +330.0% $122.42 +60.7%
162 VLO VALERO ENERGY CORP Energy 5,101.0 $1.3M 0.12% +3K +97.2% $260.44 +33.0%
163 WAB WABTEC Industrials 4,883.0 $1.3M 0.12% +2K +74.6% $269.60 +9.5%
164 FDX FEDEX CORP Industrials 4,194.0 $1.3M 0.12% +463.0 +12.4% $313.13 +5.1%
165 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 3,964.0 $1.3M 0.12% +2K +65.0% $330.46 +0.1%
166 AME AMETEK INC Industrials 5,370.0 $1.3M 0.12% +2K +54.4% $241.94 -0.6%
167 CTAS CINTAS CORP Industrials 7,638.0 $1.3M 0.12% +5K +210.5% $170.08 +19.6%
168 ITW ILLINOIS TOOL WKS INC Industrials 4,790.0 $1.3M 0.12% +1K +44.8% $270.47 +4.8%
169 MCHP MICROCHIP TECHNOLOGY INC. Technology 14,151.0 $1.3M 0.12% +4K +39.7% $91.20 -16.4%
170 TT TRANE TECHNOLOGIES PLC Industrials 2,618.0 $1.3M 0.12% +1K +71.3% $491.16 -7.2%
171 LMT LOCKHEED MARTIN CORP Industrials 2,516.0 $1.3M 0.12% +318.0 +14.5% $509.46 +11.8%
172 CPB THE CAMPBELLS COMPANY Consumer Defensive 57,438.0 $1.3M 0.12% NEW $22.27 +6.1%
173 PWR QUANTA SVCS INC Industrials 1,769.0 $1.3M 0.11% +591.0 +50.2% $720.04 -8.6%
174 RSG REPUBLIC SVCS INC Industrials 5,943.0 $1.3M 0.11% +3K +115.6% $213.08 +3.1%
175 PSX PHILLIPS 66 Energy 7,423.0 $1.3M 0.11% +2K +37.9% $169.05 +43.9%
176 INVH INVITATION HOMES INC Real Estate 41,416.0 $1.3M 0.11% NEW $30.21 +0.0%
177 TECHNIPFMC PLC 18,767.0 $1.2M 0.11% +985.0 +5.5% $66.30
178 TROW PRICE T ROWE GROUP INC Financial Services 10,920.0 $1.2M 0.11% +7K +196.2% $113.69 -0.1%
179 TRV TRAVELERS COMPANIES INC Financial Services 3,702.0 $1.2M 0.11% +1K +41.6% $330.12 +11.1%
180 DE DEERE & CO Industrials 1,919.0 $1.2M 0.11% +695.0 +56.8% $634.33 -1.8%
Page 9 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%