Freedom-Investment-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  "BK",
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  null,
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  null,
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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 14 of 37

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SOUTHERN CO

SO|842587107

Shares:10.1K

Value:$925.8K

% of Portfolio:0.1% ($925.8K/$1.2B)

78468R622

Shares:9.6K

Value:$915.9K

% of Portfolio:0.1% ($915.9K/$1.2B)

922908538

VOT|922908538

Shares:3.7K

Value:$915.5K

% of Portfolio:0.1% ($915.5K/$1.2B)

OGE ENERGY CORP.

OGE|670837103

Shares:19.9K

Value:$913.8K

% of Portfolio:0.1% ($913.8K/$1.2B)

INTUITIVE SURGICAL INC

ISRG|46120E602

Shares:1.8K

Value:$911.9K

% of Portfolio:0.1% ($911.9K/$1.2B)

CORPAY, INC.

CPAY|219948106

Shares:2.6K

Value:$911.4K

% of Portfolio:0.1% ($911.4K/$1.2B)

78464A631

Shares:5.7K

Value:$910.6K

% of Portfolio:0.1% ($910.6K/$1.2B)

25434V625

Shares:14.8K

Value:$910.0K

% of Portfolio:0.1% ($910.0K/$1.2B)

PEPSICO INC

PEP|713448108

Shares:6.0K

Value:$892.7K

% of Portfolio:0.1% ($892.7K/$1.2B)

Howmet Aerospace Inc.

HWM|443201108

Shares:6.8K

Value:$885.5K

% of Portfolio:0.1% ($885.5K/$1.2B)

Expedia Group, Inc.

EXPE|30212P303

Shares:5.3K

Value:$883.8K

% of Portfolio:0.1% ($883.8K/$1.2B)

L3HARRIS TECHNOLOGIES, INC. /DE/

LHX|502431109

Shares:4.2K

Value:$880.1K

% of Portfolio:0.1% ($880.1K/$1.2B)

92189F528

Shares:51.1K

Value:$876.3K

% of Portfolio:0.1% ($876.3K/$1.2B)

92189H748

Shares:16.5K

Value:$873.4K

% of Portfolio:0.1% ($873.4K/$1.2B)

ARM HOLDINGS PLC /UK

ARM|042068205

Shares:8.2K

Value:$870.7K

% of Portfolio:0.1% ($870.7K/$1.2B)

74933W452

Shares:17.4K

Value:$867.9K

% of Portfolio:0.1% ($867.9K/$1.2B)

PayPal Holdings, Inc.

PYPL|70450Y103

Shares:13.3K

Value:$866.1K

% of Portfolio:0.1% ($866.1K/$1.2B)

46137V142

Shares:13.4K

Value:$862.0K

% of Portfolio:0.1% ($862.0K/$1.2B)

Prologis, Inc.

PLD|74340W103

Shares:7.7K

Value:$861.9K

% of Portfolio:0.1% ($861.9K/$1.2B)

Zscaler, Inc.

ZS|98980G102

Shares:4.3K

Value:$859.3K

% of Portfolio:0.1% ($859.3K/$1.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
SOUTHERN CO(SOcusip842587107)	10.1K	QoQ +45668.18% (+10.0K) YoY -15.03% (-1.8K)	All Managers (Combined)	$925.8K	0.1% ($925.8K/$1.2B)	QoQ +51592.01% (+$924.0K) YoY +8.88% (-$75.6K)
(cusip78468R622)✕	9.6K	QoQ +3582.37% (+9.3K) YoY -25.66% (-3.3K)	All Managers (Combined)	$915.9K	0.1% ($915.9K/$1.2B)	QoQ +3575.60% (+$891.0K) YoY -25.58% (-$314.9K)
(VOTcusip922908538)	3.7K	QoQ +20.67% (+641) YoY +39.41% (+1.1K)	All Managers (Combined)	$915.5K	0.1% ($915.5K/$1.2B)	QoQ +16.33% (+$128.6K) YoY +44.68% (+$282.7K)
OGE ENERGY CORP.(OGEcusip670837103)	19.9K	QoQ -13.31% (-3.1K) YoY NEW(+19.9K)	All Managers (Combined)	$913.8K	0.1% ($913.8K/$1.2B)	QoQ -3.41% (-$32.3K) YoY NEW(+$913.8K)
INTUITIVE SURGICAL INC(ISRGcusip46120E602)	1.8K	QoQ -7.39% (-147) YoY -13.97% (-299)	All Managers (Combined)	$911.9K	0.1% ($911.9K/$1.2B)	QoQ -12.11% (-$125.8K) YoY +6.76% (-$57.8K)
CORPAY, INC.(CPAYcusip219948106)	2.6K	QoQ -5.63% (-156) YoY +227.44% (+1.8K)	All Managers (Combined)	$911.4K	0.1% ($911.4K/$1.2B)	QoQ -2.75% (-$25.9K) YoY +270.22% (+$665.2K)
(cusip78464A631)✕	5.7K	QoQ NEW(+5.7K) YoY NEW(+5.7K)	All Managers (Combined)	$910.6K	0.1% ($910.6K/$1.2B)	QoQ NEW(+$910.6K) YoY NEW(+$910.6K)
(cusip25434V625)✕	14.8K	QoQ -0.18% (-28) YoY +18.08% (+2.3K)	All Managers (Combined)	$910.0K	0.1% ($910.0K/$1.2B)	QoQ -4.59% (-$43.8K) YoY +23.47% (+$173.0K)
PEPSICO INC(PEPcusip713448108)	6.0K	QoQ +5169.02% (+5.8K) YoY -44.68% (-4.8K)	All Managers (Combined)	$892.7K	0.1% ($892.7K/$1.2B)	QoQ +5073.13% (+$875.4K) YoY -52.61% (-$991.0K)
Howmet Aerospace Inc.(HWMcusip443201108)	6.8K	QoQ -23.80% (-2.1K) YoY -29.47% (-2.9K)	All Managers (Combined)	$885.5K	0.1% ($885.5K/$1.2B)	QoQ -9.62% (-$94.3K) YoY +33.69% (-$223.2K)
Expedia Group, Inc.(EXPEcusip30212P303)	5.3K	QoQ -5.12% (-284) YoY +140.37% (+3.1K)	All Managers (Combined)	$883.8K	0.1% ($883.8K/$1.2B)	QoQ -14.39% (-$148.6K) YoY +193.37% (+$582.5K)
L3HARRIS TECHNOLOGIES, INC. /DE/(LHXcusip502431109)	4.2K	QoQ +5.65% (+225) YoY -6.05% (-271)	All Managers (Combined)	$880.1K	0.1% ($880.1K/$1.2B)	QoQ +5.15% (+$43.1K) YoY -7.72% (-$73.7K)
(cusip92189F528)✕	51.1K	QoQ -34.36% (-26.8K) YoY -33.51% (-25.8K)	All Managers (Combined)	$876.3K	0.1% ($876.3K/$1.2B)	QoQ -34.18% (-$455.2K) YoY -33.06% (-$432.9K)
(cusip92189H748)✕	16.5K	QoQ -0.26% (-44) YoY NEW(+16.5K)	All Managers (Combined)	$873.4K	0.1% ($873.4K/$1.2B)	QoQ -0.13% (-$1.2K) YoY NEW(+$873.4K)
ARM HOLDINGS PLC /UK(ARMcusip042068205)	8.2K	QoQ +14.73% (-1.0K) YoY +31.83% (+2.0K)	All Managers (Combined)	$870.7K	0.1% ($870.7K/$1.2B)	QoQ -0.68% (-$6.0K) YoY +12.63% (+$97.7K)
(cusip74933W452)✕	17.4K	QoQ -2.43% (-433) YoY -33.37% (-8.7K)	All Managers (Combined)	$867.9K	0.1% ($867.9K/$1.2B)	QoQ -2.14% (-$19.0K) YoY -33.40% (-$435.3K)
PayPal Holdings, Inc.(PYPLcusip70450Y103)	13.3K	QoQ +216.95% (+9.1K) YoY NEW(+13.3K)	All Managers (Combined)	$866.1K	0.1% ($866.1K/$1.2B)	QoQ +142.27% (+$508.6K) YoY NEW(+$866.1K)
(cusip46137V142)✕	13.4K	QoQ -2.69% (-370) YoY +1.73% (-228)	All Managers (Combined)	$862.0K	0.1% ($862.0K/$1.2B)	QoQ -4.57% (-$41.3K) YoY -1.39% (-$12.2K)
Prologis, Inc.(PLDcusip74340W103)	7.7K	QoQ +54971.42% (+7.7K) YoY +10.60% (-739)	All Managers (Combined)	$861.9K	0.1% ($861.9K/$1.2B)	QoQ +57437.98% (+$860.4K) YoY -5.05% (-$45.9K)
Zscaler, Inc.(ZScusip98980G102)	4.3K	QoQ -10.62% (-515) YoY +49.15% (+1.4K)	All Managers (Combined)	$859.3K	0.1% ($859.3K/$1.2B)	QoQ -1.69% (-$14.8K) YoY +53.67% (+$300.1K)