Freedom-Investment-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
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]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-14
Total Holdings: 838
Total Value: 1191419735
Accession Number: 0001062993-25-009373
Form Type: 13F-HR
CIK: freedom-investment-management
Manager Name: Freedom-Investment-Management

Data Enrichment

69% identified

577 identified261 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

838 positions • $1.2B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 13 of 37

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46138J643

Shares:48.9K

Value:$994.6K

% of Portfolio:0.1% ($994.6K/$1.2B)

MARRIOTT INTERNATIONAL INC /MD/

MAR|571903202

Shares:4.2K

Value:$994.5K

% of Portfolio:0.1% ($994.5K/$1.2B)

DARDEN RESTAURANTS INC

DRI|237194105

Shares:4.7K

Value:$986.7K

% of Portfolio:0.1% ($986.7K/$1.2B)

464286210

Shares:19.8K

Value:$974.8K

% of Portfolio:0.1% ($974.8K/$1.2B)

Fabrinet

FN|G3323L100

Shares:4.9K

Value:$973.3K

% of Portfolio:0.1% ($973.3K/$1.2B)

RALPH LAUREN CORP

RL|751212101

Shares:4.4K

Value:$972.5K

% of Portfolio:0.1% ($972.5K/$1.2B)

464288687

Shares:31.3K

Value:$962.6K

% of Portfolio:0.1% ($962.6K/$1.2B)

MUELLER INDUSTRIES INC

MLI|624756102

Shares:12.6K

Value:$962.2K

% of Portfolio:0.1% ($962.2K/$1.2B)

37954Y715

Shares:33.8K

Value:$961.0K

% of Portfolio:0.1% ($961.0K/$1.2B)

46137V621

Shares:66.9K

Value:$955.0K

% of Portfolio:0.1% ($955.0K/$1.2B)

HARTFORD INSURANCE GROUP, INC.

HIG|416515104

Shares:7.7K

Value:$954.6K

% of Portfolio:0.1% ($954.6K/$1.2B)

Sprouts Farmers Market, Inc.

SFM|85208M102

Shares:6.2K

Value:$945.8K

% of Portfolio:0.1% ($945.8K/$1.2B)

ABBOTT LABORATORIES

ABT|002824100

Shares:7.1K

Value:$943.6K

% of Portfolio:0.1% ($943.6K/$1.2B)

46428Q109

Shares:30.4K

Value:$942.2K

% of Portfolio:0.1% ($942.2K/$1.2B)

ASTRAZENECA PLC

AZN|046353108

Shares:12.8K

Value:$939.5K

% of Portfolio:0.1% ($939.5K/$1.2B)

45783Y731

Shares:28.8K

Value:$931.0K

% of Portfolio:0.1% ($931.0K/$1.2B)

BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:15.2K

Value:$929.7K

% of Portfolio:0.1% ($929.7K/$1.2B)

Verisk Analytics, Inc.

VRSK|92345Y106

Shares:3.1K

Value:$929.6K

% of Portfolio:0.1% ($929.6K/$1.2B)

TE Connectivity plc

TEL|G87052109

Shares:6.6K

Value:$928.6K

% of Portfolio:0.1% ($928.6K/$1.2B)

Zoetis Inc.

ZTS|98978V103

Shares:5.6K

Value:$927.0K

% of Portfolio:0.1% ($927.0K/$1.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46138J643)✕	48.9K	QoQ +244.20% (+34.7K) YoY +351.68% (+38.1K)	All Managers (Combined)	$994.6K	0.1% ($994.6K/$1.2B)	QoQ +247.96% (+$708.8K) YoY +358.00% (+$777.5K)
MARRIOTT INTERNATIONAL INC /MD/(MARcusip571903202)	4.2K	QoQ +11.30% (-424) YoY +8.92% (+342)	All Managers (Combined)	$994.5K	0.1% ($994.5K/$1.2B)	QoQ -4.94% (-$51.8K) YoY +2.82% (+$27.3K)
DARDEN RESTAURANTS INC(DRIcusip237194105)	4.7K	QoQ -15.24% (-854) YoY -23.18% (-1.4K)	All Managers (Combined)	$986.7K	0.1% ($986.7K/$1.2B)	QoQ -5.66% (-$59.3K) YoY -4.51% (-$46.6K)
(cusip464286210)✕	19.8K	QoQ -0.34% (-68) YoY NEW(+19.8K)	All Managers (Combined)	$974.8K	0.1% ($974.8K/$1.2B)	QoQ +4.36% (-$40.7K) YoY NEW(+$974.8K)
Fabrinet(FNcusipG3323L100)	4.9K	QoQ +1.90% (-92) YoY +101.38% (+2.5K)	All Managers (Combined)	$973.3K	0.1% ($973.3K/$1.2B)	QoQ -8.44% (-$89.8K) YoY +110.41% (+$510.7K)
RALPH LAUREN CORP(RLcusip751212101)	4.4K	QoQ -15.15% (-787) YoY -31.33% (-2.0K)	All Managers (Combined)	$972.5K	0.1% ($972.5K/$1.2B)	QoQ -18.91% (-$226.9K) YoY -19.25% (-$231.9K)
(cusip464288687)✕	31.3K	QoQ -3.65% (-1.2K) YoY -37.39% (-18.7K)	All Managers (Combined)	$962.6K	0.1% ($962.6K/$1.2B)	QoQ -5.82% (-$59.6K) YoY -40.30% (-$650.0K)
MUELLER INDUSTRIES INC(MLIcusip624756102)	12.6K	QoQ -27.19% (-4.7K) YoY -40.06% (-8.4K)	All Managers (Combined)	$962.2K	0.1% ($962.2K/$1.2B)	QoQ -30.14% (-$415.3K) YoY -15.38% (-$175.0K)
(cusip37954Y715)✕	33.8K	QoQ +4.21% (-1.4K) YoY +32.35% (+8.3K)	All Managers (Combined)	$961.0K	0.1% ($961.0K/$1.2B)	QoQ -7.16% (-$74.2K) YoY +18.41% (+$149.5K)
(cusip46137V621)✕	66.9K	QoQ +0.36% (-246) YoY -36.06% (-37.7K)	All Managers (Combined)	$955.0K	0.1% ($955.0K/$1.2B)	QoQ -1.49% (-$14.5K) YoY -40.09% (-$639.1K)
HARTFORD INSURANCE GROUP, INC.(HIGcusip416515104)	7.7K	QoQ -28.85% (-3.1K) YoY +7.04% (+508)	All Managers (Combined)	$954.6K	0.1% ($954.6K/$1.2B)	QoQ -19.53% (-$231.7K) YoY +28.52% (+$211.9K)
Sprouts Farmers Market, Inc.(SFMcusip85208M102)	6.2K	QoQ NEW(+6.2K) YoY +82.96% (+2.8K)	All Managers (Combined)	$945.8K	0.1% ($945.8K/$1.2B)	QoQ NEW(+$945.8K) YoY +333.12% (+$727.4K)
ABBOTT LABORATORIES(ABTcusip002824100)	7.1K	QoQ -19.18% (-1.7K) YoY -14.43% (-1.2K)	All Managers (Combined)	$943.6K	0.1% ($943.6K/$1.2B)	QoQ -5.23% (-$52.2K) YoY -0.13% (-$1.3K)
(cusip46428Q109)✕	30.4K	QoQ -8.23% (-2.7K) YoY -31.74% (-14.1K)	All Managers (Combined)	$942.2K	0.1% ($942.2K/$1.2B)	QoQ +8.00% (-$69.8K) YoY -7.02% (-$71.2K)
ASTRAZENECA PLC(AZNcusip046353108)	12.8K	QoQ -1.47% (-191) YoY +89.91% (+6.1K)	All Managers (Combined)	$939.5K	0.1% ($939.5K/$1.2B)	QoQ +10.53% (-$89.6K) YoY +106.05% (+$483.5K)
(cusip45783Y731)✕	28.8K	QoQ +19.54% (+4.7K) YoY +209.07% (+19.5K)	All Managers (Combined)	$931.0K	0.1% ($931.0K/$1.2B)	QoQ +16.44% (+$131.5K) YoY +230.45% (+$649.3K)
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	15.2K	QoQ +2028.91% (+14.5K) YoY -21.88% (-4.3K)	All Managers (Combined)	$929.7K	0.1% ($929.7K/$1.2B)	QoQ +2196.23% (+$889.2K) YoY -12.14% (-$128.5K)
Verisk Analytics, Inc.(VRSKcusip92345Y106)	3.1K	QoQ -6.58% (-220) YoY -23.64% (-967)	All Managers (Combined)	$929.6K	0.1% ($929.6K/$1.2B)	QoQ +0.94% (-$8.7K) YoY -3.57% (-$34.4K)
TE Connectivity plc(TELcusipG87052109)	6.6K	QoQ -2.26% (-152) YoY NEW(+6.6K)	All Managers (Combined)	$928.6K	0.1% ($928.6K/$1.2B)	QoQ -3.38% (-$32.5K) YoY NEW(+$928.6K)
Zoetis Inc.(ZTScusip98978V103)	5.6K	QoQ -5.01% (-297) YoY +59.08% (+2.1K)	All Managers (Combined)	$927.0K	0.1% ($927.0K/$1.2B)	QoQ -3.99% (-$38.6K) YoY +54.81% (+$328.2K)