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Portfolio (Quarterly) Guide ↗

Frec Markets, Inc.

· CIK 0002111359
13F Portfolio $342M AUM Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 343 New
Page 17 of 18  ·  343 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 EBAY EBAY INC. Consumer Cyclical 2,387.0 $208K 0.06% NEW $87.10 +33.3%
322 CBOE CBOE GLOBAL MKTS INC Financial Services 827.0 $208K 0.06% NEW $251.21 +45.8%
323 CCL CARNIVAL CORP Consumer Cyclical 6,782.0 $207K 0.06% NEW $30.54 -18.4%
324 WEC WEC ENERGY GROUP INC Utilities 1,948.0 $205K 0.06% NEW $105.46 +3.5%
325 KVUE KENVUE INC Consumer Defensive 11,821.0 $204K 0.06% NEW $17.25 -0.8%
326 CMS CMS ENERGY CORP Utilities 2,910.0 $204K 0.06% NEW $69.95 +3.1%
327 MFG MIZUHO FINANCIAL GROUP INC Financial Services 27,481.0 $201K 0.06% NEW $7.32 +18.7%
328 AWK AMERICAN WTR WKS CO INC NEW Utilities 1,535.0 $200K 0.06% NEW $130.51 -4.4%
329 VALE VALE S A Basic Materials 14,447.0 $188K 0.06% NEW $13.03 +25.2%
330 PCG PG&E CORP Utilities 11,578.0 $186K 0.05% NEW $16.07 +0.4%
331 HST HOST HOTELS & RESORTS INC Real Estate 10,444.0 $185K 0.05% NEW $17.73 +20.6%
332 VTRS VIATRIS INC Healthcare 12,962.0 $161K 0.05% NEW $12.45 +32.4%
333 ERIC TELEFONAKTIEBOLAGET LM ERICS Technology 15,891.0 $153K 0.04% NEW $9.65 +29.5%
334 ITUB ITAU UNIBANCO HLDG S A Financial Services 20,135.0 $144K 0.04% NEW $7.16 +9.5%
335 NOK NOKIA CORP Technology 20,663.0 $134K 0.04% NEW $6.47 +115.6%
336 HLN HALEON PLC Healthcare 11,983.0 $121K 0.04% NEW $10.11 -11.4%
337 PK PARK HOTELS & RESORTS INC Real Estate 10,931.0 $114K 0.03% NEW $10.46 +2.9%
338 AMCOR PLC 11,371.0 $95K 0.03% NEW $8.34
339 NMR NOMURA HLDGS INC Financial Services 10,550.0 $89K 0.03% NEW $8.39 -4.7%
340 BBD BANCO BRADESCO S A Financial Services 20,504.0 $68K 0.02% NEW $3.33 +5.4%
Page 17 of 18  ·  343 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 46.1%
Financial Services 11.3%
Communication Services 8.9%
Consumer Cyclical 8.7%
Healthcare 8.1%
Industrials 5.7%
Consumer Defensive 4.1%
Energy 2.6%
Utilities 2.2%
Basic Materials 1.2%