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Portfolio (Quarterly) Guide ↗

Frec Markets, Inc.

· CIK 0002111359
13F Portfolio $587M AUM 644 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 316 New 310 Added 15 Reduced 15 Exited
Page 16 of 33  ·  644 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 5,912.0 $429K 0.07% NEW $72.55 -0.8%
302 GRMN GARMIN LTD Technology 1,847.0 $429K 0.07% NEW $232.01 -0.9%
303 EFX EQUIFAX INC Industrials 2,368.0 $426K 0.07% NEW $180.07 -10.4%
304 MMM 3M CO Industrials 2,925.0 $425K 0.07% +1K +57.7% $145.23 +3.1%
305 FITB FIFTH THIRD BANCORP Financial Services 9,122.0 $424K 0.07% +5K +101.4% $46.46 +2.9%
306 CAH CARDINAL HEALTH INC Healthcare 2,004.0 $423K 0.07% +465.0 +30.2% $211.31 -3.9%
307 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 4,573.0 $422K 0.07% +756.0 +19.8% $92.31 -0.1%
308 CENCORA INC 1,341.0 $421K 0.07% -72.0 -5.1% $314.14
309 ECL ECOLAB INC Basic Materials 1,570.0 $418K 0.07% +307.0 +24.3% $266.02 -7.6%
310 CTAS CINTAS CORP Industrials 2,460.0 $416K 0.07% +42.0 +1.7% $169.14 +2.8%
311 NNN NNN REIT INC Real Estate 9,863.0 $415K 0.07% NEW $42.03 +6.6%
312 NXPI NXP SEMICONDUCTORS N V Technology 2,101.0 $414K 0.07% -273.0 -11.5% $196.86 +50.2%
313 PDD PDD HOLDINGS INC Consumer Cyclical 4,037.0 $413K 0.07% +1K +37.7% $102.18 -5.2%
314 FISV FISERV INC Technology 7,313.0 $408K 0.07% NEW $55.80 +0.3%
315 HDB HDFC BANK LTD Financial Services 16,394.0 $408K 0.07% +947.0 +6.1% $24.88 -2.8%
316 UDR UDR INC Real Estate 12,031.0 $406K 0.07% +4K +59.4% $33.78 +11.2%
317 SMFG SUMITOMO MITSUI FIN GRP INC Financial Services 20,515.0 $405K 0.07% +7K +47.1% $19.75 +14.1%
318 BBY BEST BUY INC Consumer Cyclical 6,302.0 $405K 0.07% NEW $64.20 -7.8%
319 EA ELECTRONIC ARTS INC Communication Services 1,983.0 $404K 0.07% +127.0 +6.8% $203.87 -1.2%
320 DOCU DOCUSIGN INC Technology 8,497.0 $403K 0.07% NEW $47.41 +3.5%
Page 16 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%