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Portfolio (Quarterly) Guide ↗

Frec Markets, Inc.

· CIK 0002111359
13F Portfolio $587.2B AUM 644 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 316 New 310 Added 15 Reduced 15 Exited
Page 15 of 33  ·  644 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 HII HUNTINGTON INGALLS INDS INC Industrials 1,213.0 $461K 0.08% NEW $379.90 -14.4%
282 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 1,670.0 $460K 0.08% +183.0 +12.3% $275.18 -9.7%
283 CEG CONSTELLATION ENERGY CORP Utilities 1,641.0 $458K 0.08% -57.0 -3.4% $279.25 -7.3%
284 NOC NORTHROP GRUMMAN CORP Industrials 671.0 $458K 0.08% +118.0 +21.3% $682.24 -18.9%
285 NYT NEW YORK TIMES CO MTN BE Communication Services 5,454.0 $457K 0.08% NEW $83.73 -10.1%
286 TSN TYSON FOODS INC Consumer Defensive 7,086.0 $454K 0.08% NEW $64.07 +3.1%
287 WEN WENDYS CO Consumer Cyclical 65,042.0 $452K 0.08% NEW $6.95 +16.5%
288 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 2,871.0 $452K 0.08% +735.0 +34.4% $157.28 -0.6%
289 ASX ASE TECHNOLOGY HLDG CO LTD Technology 20,720.0 $449K 0.08% +955.0 +4.8% $21.68 +43.5%
290 PCAR PACCAR INC Industrials 3,878.0 $448K 0.08% +2K +65.2% $115.50 -4.4%
291 EXPE EXPEDIA GROUP INC Consumer Cyclical 1,938.0 $447K 0.08% +1K +126.9% $230.89 -7.0%
292 CRH PLC 4,229.0 $445K 0.08% NEW $105.12
293 BDX BECTON DICKINSON & CO Healthcare 2,826.0 $444K 0.08% +1K +87.4% $157.23 -7.1%
294 DDOG DATADOG INC Technology 3,760.0 $444K 0.08% +2K +99.0% $118.05 +78.3%
295 CBSH COMMERCE BANCSHARES INC Financial Services 8,994.0 $443K 0.07% NEW $49.20 +5.4%
296 EMR EMERSON ELEC CO Industrials 3,345.0 $438K 0.07% +352.0 +11.8% $131.02 +1.2%
297 RIO RIO TINTO PLC Basic Materials 4,694.0 $438K 0.07% +759.0 +19.3% $93.29 +8.8%
298 SPOT SPOTIFY TECHNOLOGY S A Communication Services 902.0 $437K 0.07% NEW $484.91 -10.0%
299 VST VISTRA CORP Utilities 2,901.0 $436K 0.07% +1K +53.1% $150.33 -9.7%
300 BKNG BOOKING HOLDINGS INC Consumer Cyclical 103.0 $434K 0.07% -83.0 -44.6% $4210.32 -96.3%
Page 15 of 33  ·  644 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 37.5%
Financial Services 12.3%
Consumer Cyclical 8.4%
Communication Services 8.1%
Industrials 8.0%
Healthcare 8.0%
Consumer Defensive 5.0%
Energy 4.2%
Utilities 3.4%
Real Estate 2.9%