Freedom-Investment-Management

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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

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ADVANCED MICRO DEVICES INC

AMD|007903107

Shares:8.4K

Value:$857.9K

% of Portfolio:0.1% ($857.9K/$1.2B)

WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP

WAB|929740108

Shares:4.7K

Value:$857.7K

% of Portfolio:0.1% ($857.7K/$1.2B)

464288588

Shares:9.1K

Value:$857.1K

% of Portfolio:0.1% ($857.1K/$1.2B)

Ferrari N.V.

RACE|N3167Y103

Shares:2.0K

Value:$845.4K

% of Portfolio:0.1% ($845.4K/$1.2B)

Permian Resources Corp

PR|71424F105

Shares:61.0K

Value:$845.3K

% of Portfolio:0.1% ($845.3K/$1.2B)

NEXTERA ENERGY INC

NEE|65339F101

Shares:11.9K

Value:$842.9K

% of Portfolio:0.1% ($842.9K/$1.2B)

Pacific Airport Group

PAC|400506101

Shares:4.5K

Value:$840.8K

% of Portfolio:0.1% ($840.8K/$1.2B)

Palo Alto Networks Inc

PANW|697435105

Shares:4.9K

Value:$839.8K

% of Portfolio:0.1% ($839.8K/$1.2B)

American Water Works Company, Inc.

AWK|030420103

Shares:5.7K

Value:$838.8K

% of Portfolio:0.1% ($838.8K/$1.2B)

CONOCOPHILLIPS

COP|20825C104

Shares:7.9K

Value:$832.9K

% of Portfolio:0.1% ($832.9K/$1.2B)

Airbnb, Inc.

ABNB|009066101

Shares:7.0K

Value:$831.7K

% of Portfolio:0.1% ($831.7K/$1.2B)

DANAHER CORP /DE/

DHR|235851102

Shares:4.0K

Value:$825.6K

% of Portfolio:0.1% ($825.6K/$1.2B)

BXP, Inc.

BXP|101121101

Shares:12.1K

Value:$813.4K

% of Portfolio:0.1% ($813.4K/$1.2B)

NOKIA CORP

NOK|654902204

Shares:154.1K

Value:$812.2K

% of Portfolio:0.1% ($812.2K/$1.2B)

Builders FirstSource, Inc.

BLDR|12008R107

Shares:6.5K

Value:$807.2K

% of Portfolio:0.1% ($807.2K/$1.2B)

PFIZER INC

PFE|717081103

Shares:31.8K

Value:$806.6K

% of Portfolio:0.1% ($806.6K/$1.2B)

464288414

MUB|464288414

Shares:7.6K

Value:$806.3K

% of Portfolio:0.1% ($806.3K/$1.2B)

Hewlett Packard Enterprise Co

HPE|42824C109

Shares:52.1K

Value:$804.6K

% of Portfolio:0.1% ($804.6K/$1.2B)

AMETEK INC/

AME|031100100

Shares:4.7K

Value:$802.3K

% of Portfolio:0.1% ($802.3K/$1.2B)

67092P607

Shares:20.9K

Value:$800.6K

% of Portfolio:0.1% ($800.6K/$1.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
ADVANCED MICRO DEVICES INC(AMDcusip007903107)	8.4K	QoQ -1.87% (-160) YoY +0.46% (-39)	All Managers (Combined)	$857.9K	0.1% ($857.9K/$1.2B)	QoQ -16.55% (-$170.2K) YoY -42.81% (-$642.3K)
WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP(WABcusip929740108)	4.7K	QoQ +2.75% (-127) YoY -34.84% (-2.5K)	All Managers (Combined)	$857.7K	0.1% ($857.7K/$1.2B)	QoQ -1.68% (-$14.7K) YoY -18.88% (-$199.7K)
(cusip464288588)✕	9.1K	QoQ +44.17% (+2.8K) YoY +45.43% (+2.9K)	All Managers (Combined)	$857.1K	0.1% ($857.1K/$1.2B)	QoQ +47.48% (+$276.0K) YoY +47.58% (+$276.3K)
Ferrari N.V.(RACEcusipN3167Y103)	2.0K	QoQ -5.18% (-108) YoY -27.29% (-742)	All Managers (Combined)	$845.4K	0.1% ($845.4K/$1.2B)	QoQ -4.52% (-$40.0K) YoY -28.66% (-$339.6K)
Permian Resources Corp(PRcusip71424F105)	61.0K	QoQ -1.42% (-880) YoY +25.93% (-12.6K)	All Managers (Combined)	$845.3K	0.1% ($845.3K/$1.2B)	QoQ -5.05% (-$45.0K) YoY -1.23% (-$10.6K)
NEXTERA ENERGY INC(NEEcusip65339F101)	11.9K	QoQ -19.08% (-2.8K) YoY +1.90% (+222)	All Managers (Combined)	$842.9K	0.1% ($842.9K/$1.2B)	QoQ -19.99% (-$210.6K) YoY +13.03% (+$97.2K)
Pacific Airport Group(PACcusip400506101)	4.5K	QoQ +141.11% (+2.7K) YoY +68.13% (+1.8K)	All Managers (Combined)	$840.8K	0.1% ($840.8K/$1.2B)	QoQ +155.54% (+$511.8K) YoY +91.16% (+$401.0K)
Palo Alto Networks Inc(PANWcusip697435105)	4.9K	QoQ -0.48% (-24) YoY -9.91% (-542)	All Managers (Combined)	$839.8K	0.1% ($839.8K/$1.2B)	QoQ -6.68% (-$60.1K) YoY -45.90% (-$712.8K)
American Water Works Company, Inc.(AWKcusip030420103)	5.7K	QoQ -27.41% (-2.1K) YoY -78.50% (-20.8K)	All Managers (Combined)	$838.8K	0.1% ($838.8K/$1.2B)	QoQ -13.99% (-$136.5K) YoY -74.05% (-$2.4M)
CONOCOPHILLIPS(COPcusip20825C104)	7.9K	QoQ -32.25% (-3.8K) YoY +5.54% (-417)	All Managers (Combined)	$832.9K	0.1% ($832.9K/$1.2B)	QoQ -28.26% (-$328.2K) YoY -12.91% (-$123.5K)
Airbnb, Inc.(ABNBcusip009066101)	7.0K	QoQ NEW(+7.0K) YoY NEW(+7.0K)	All Managers (Combined)	$831.7K	0.1% ($831.7K/$1.2B)	QoQ NEW(+$831.7K) YoY NEW(+$831.7K)
DANAHER CORP /DE/(DHRcusip235851102)	4.0K	QoQ -35.47% (-2.2K) YoY -26.60% (-1.5K)	All Managers (Combined)	$825.6K	0.1% ($825.6K/$1.2B)	QoQ -42.37% (-$607.0K) YoY -39.75% (-$544.7K)
BXP, Inc.(BXPcusip101121101)	12.1K	QoQ +2492.29% (+11.6K) YoY +1.67% (+199)	All Managers (Combined)	$813.4K	0.1% ($813.4K/$1.2B)	QoQ +2243.56% (+$778.7K) YoY +4.59% (+$35.8K)
NOKIA CORP(NOKcusip654902204)	154.1K	QoQ -19.72% (-37.9K) YoY +124.58% (+85.5K)	All Managers (Combined)	$812.2K	0.1% ($812.2K/$1.2B)	QoQ -4.49% (-$38.3K) YoY +234.34% (+$569.3K)
Builders FirstSource, Inc.(BLDRcusip12008R107)	6.5K	QoQ +21.63% (+1.1K) YoY +77.50% (+2.8K)	All Managers (Combined)	$807.2K	0.1% ($807.2K/$1.2B)	QoQ +6.29% (+$47.8K) YoY +6.31% (+$48.0K)
PFIZER INC(PFEcusip717081103)	31.8K	QoQ +0.29% (-94) YoY -11.44% (-4.1K)	All Managers (Combined)	$806.6K	0.1% ($806.6K/$1.2B)	QoQ -4.20% (-$35.4K) YoY -19.13% (-$190.9K)
(MUBcusip464288414)	7.6K	QoQ -5.62% (-456) YoY +20.95% (+1.3K)	All Managers (Combined)	$806.3K	0.1% ($806.3K/$1.2B)	QoQ -6.61% (-$57.1K) YoY +18.54% (+$126.1K)
Hewlett Packard Enterprise Co(HPEcusip42824C109)	52.1K	QoQ +2.94% (-1.5K) YoY NEW(+52.1K)	All Managers (Combined)	$804.6K	0.1% ($804.6K/$1.2B)	QoQ -25.59% (-$276.8K) YoY NEW(+$804.6K)
AMETEK INC/(AMEcusip031100100)	4.7K	QoQ -0.36% (-17) YoY -14.87% (-814)	All Managers (Combined)	$802.3K	0.1% ($802.3K/$1.2B)	QoQ -4.84% (-$40.8K) YoY -19.87% (-$199.0K)
(cusip67092P607)✕	20.9K	QoQ +16.69% (+3.0K) YoY +41.87% (+6.2K)	All Managers (Combined)	$800.6K	0.1% ($800.6K/$1.2B)	QoQ +6.82% (+$51.2K) YoY +30.79% (+$188.5K)