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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 27 of 33  ·  644 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 KEY KEYCORP Financial Services 11,930.0 $239K 0.04% NEW $20.05 +4.9%
522 BROOKFIELD ASSET MANAGMT LTD 5,367.0 $239K 0.04% NEW $44.45
523 BRX BRIXMOR PPTY GROUP INC Real Estate 8,249.0 $238K 0.04% NEW $28.80 +4.2%
524 HSY HERSHEY CO Consumer Defensive 1,142.0 $237K 0.04% NEW $207.89 -10.1%
525 DERM JOURNEY MED CORP Healthcare 50,500.0 $237K 0.04% NEW $4.69 +33.3%
526 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 814.0 $236K 0.04% NEW $290.49 +1.0%
527 FIRST HAWAIIAN INC 9,585.0 $236K 0.04% NEW $24.64
528 MORN MORNINGSTAR INC Financial Services 1,389.0 $235K 0.04% NEW $169.05 +0.6%
529 MTD METTLER TOLEDO INTERNATIONAL Healthcare 186.0 $235K 0.04% $1261.20 -18.2%
530 LECO LINCOLN ELEC HLDGS INC Industrials 939.0 $234K 0.04% NEW $249.08 +4.8%
531 AXS AXIS CAP HLDGS LTD Financial Services 2,304.0 $234K 0.04% NEW $101.41 -0.8%
532 MAS MASCO CORP Industrials 3,868.0 $234K 0.04% NEW $60.37 +7.9%
533 CBRE CBRE GROUP INC Real Estate 1,720.0 $233K 0.04% +45.0 +2.7% $135.46 -3.7%
534 GL GLOBE LIFE INC Financial Services 1,658.0 $231K 0.04% NEW $139.17 +11.4%
535 HUBS HUBSPOT INC Technology 945.0 $231K 0.04% NEW $244.10 -18.7%
536 PINS PINTEREST INC Communication Services 12,562.0 $230K 0.04% NEW $18.34 +6.2%
537 GPN GLOBAL PMTS INC Industrials 3,414.0 $230K 0.04% NEW $67.30 +0.4%
538 LNG CHENIERE ENERGY INC Energy 806.0 $229K 0.04% NEW $283.76 -14.8%
539 CPRT COPART INC Industrials 6,884.0 $229K 0.04% NEW $33.20 -2.7%
540 PETROLEO BRASILEIRO S A 12,122.0 $227K 0.04% NEW $18.75
Page 27 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%