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 16 of 37

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Aeva Technologies, Inc.

AEVA|00835Q202

Shares:114.1K

Value:$798.6K

% of Portfolio:0.1% ($798.6K/$1.2B)

BARCLAYS PLC

BCS|06738E204

Shares:51.8K

Value:$795.9K

% of Portfolio:0.1% ($795.9K/$1.2B)

Vital Farms, Inc.

VITL|92847W103

Shares:25.8K

Value:$785.6K

% of Portfolio:0.1% ($785.6K/$1.2B)

46434V100

Shares:15.6K

Value:$784.4K

% of Portfolio:0.1% ($784.4K/$1.2B)

46436E759

Shares:11.6K

Value:$783.6K

% of Portfolio:0.1% ($783.6K/$1.2B)

81369Y860

Shares:18.7K

Value:$783.5K

% of Portfolio:0.1% ($783.5K/$1.2B)

METLIFE INC

MET|59156R108

Shares:9.6K

Value:$774.0K

% of Portfolio:0.1% ($774.0K/$1.2B)

AUTOZONE INC

AZO|053332102

Shares:203

Value:$772.5K

% of Portfolio:0.1% ($772.5K/$1.2B)

SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

DIA|78467X109

Shares:1.8K

Value:$768.4K

% of Portfolio:0.1% ($768.4K/$1.2B)

09789C853

Shares:15.5K

Value:$768.0K

% of Portfolio:0.1% ($768.0K/$1.2B)

78463X772

Shares:19.7K

Value:$755.7K

% of Portfolio:0.1% ($755.7K/$1.2B)

464288240

Shares:13.6K

Value:$752.8K

% of Portfolio:0.1% ($752.8K/$1.2B)

AMDOCS LTD

DOX|G02602103

Shares:8.2K

Value:$750.1K

% of Portfolio:0.1% ($750.1K/$1.2B)

SL GREEN REALTY CORP

SLG|78440X887

Shares:13.0K

Value:$747.3K

% of Portfolio:0.1% ($747.3K/$1.2B)

PULTEGROUP INC/MI/

PHM|745867101

Shares:7.3K

Value:$745.8K

% of Portfolio:0.1% ($745.8K/$1.2B)

464288281

Shares:8.2K

Value:$743.4K

% of Portfolio:0.1% ($743.4K/$1.2B)

Brookfield Renewable Corp

BEPC|11285B108

Shares:26.5K

Value:$739.7K

% of Portfolio:0.1% ($739.7K/$1.2B)

Uber Technologies, Inc

UBER|90353T100

Shares:10.1K

Value:$738.6K

% of Portfolio:0.1% ($738.6K/$1.2B)

NOVARTIS AG

NVS|66987V109

Shares:6.6K

Value:$733.8K

% of Portfolio:0.1% ($733.8K/$1.2B)

BJ's Wholesale Club Holdings, Inc.

BJ|05550J101

Shares:6.4K

Value:$732.2K

% of Portfolio:0.1% ($732.2K/$1.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Aeva Technologies, Inc.(AEVAcusip00835Q202)	114.1K	QoQ -4.65% (-5.6K) YoY +58.43% (+42.1K)	All Managers (Combined)	$798.6K	0.1% ($798.6K/$1.2B)	QoQ +40.50% (-$230.2K) YoY +182.20% (+$515.6K)
BARCLAYS PLC(BCScusip06738E204)	51.8K	QoQ +177.50% (+33.1K) YoY NEW(+51.8K)	All Managers (Combined)	$795.9K	0.1% ($795.9K/$1.2B)	QoQ +220.72% (+$547.8K) YoY NEW(+$795.9K)
Vital Farms, Inc.(VITLcusip92847W103)	25.8K	QoQ +41.82% (+7.6K) YoY NEW(+25.8K)	All Managers (Combined)	$785.6K	0.1% ($785.6K/$1.2B)	QoQ +14.65% (+$100.4K) YoY NEW(+$785.6K)
(cusip46434V100)✕	15.6K	QoQ -5.62% (-929) YoY -38.00% (-9.6K)	All Managers (Combined)	$784.4K	0.1% ($784.4K/$1.2B)	QoQ -4.59% (-$37.8K) YoY -36.66% (-$454.1K)
(cusip46436E759)✕	11.6K	QoQ +13.64% (+1.4K) YoY +107.11% (+6.0K)	All Managers (Combined)	$783.6K	0.1% ($783.6K/$1.2B)	QoQ +18.42% (+$121.9K) YoY +104.71% (+$400.8K)
(cusip81369Y860)✕	18.7K	QoQ +48.69% (+6.1K) YoY -30.61% (-8.3K)	All Managers (Combined)	$783.5K	0.1% ($783.5K/$1.2B)	QoQ +53.00% (+$271.4K) YoY -26.54% (-$283.1K)
METLIFE INC(METcusip59156R108)	9.6K	QoQ -3.61% (-362) YoY +12.07% (+1.0K)	All Managers (Combined)	$774.0K	0.1% ($774.0K/$1.2B)	QoQ -5.48% (-$45.0K) YoY +21.42% (+$136.6K)
AUTOZONE INC(AZOcusip053332102)	203	QoQ -5.14% (-11) YoY NEW(+203)	All Managers (Combined)	$772.5K	0.1% ($772.5K/$1.2B)	QoQ +12.71% (-$87.1K) YoY NEW(+$772.5K)
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST(DIAcusip78467X109)	1.8K	QoQ +199.01% (+1.2K) YoY NEW(+1.8K)	All Managers (Combined)	$768.4K	0.1% ($768.4K/$1.2B)	QoQ +195.07% (+$508.0K) YoY NEW(+$768.4K)
(cusip09789C853)✕	15.5K	QoQ -6.39% (-1.1K) YoY NEW(+15.5K)	All Managers (Combined)	$768.0K	0.1% ($768.0K/$1.2B)	QoQ -5.64% (-$45.9K) YoY NEW(+$768.0K)
(cusip78463X772)✕	19.7K	QoQ -2.22% (-448) YoY -21.24% (-5.3K)	All Managers (Combined)	$755.7K	0.1% ($755.7K/$1.2B)	QoQ +7.28% (-$51.3K) YoY -14.05% (-$123.6K)
(cusip464288240)✕	13.6K	QoQ +106.21% (+7.0K) YoY NEW(+13.6K)	All Managers (Combined)	$752.8K	0.1% ($752.8K/$1.2B)	QoQ +119.20% (+$409.4K) YoY NEW(+$752.8K)
AMDOCS LTD(DOXcusipG02602103)	8.2K	QoQ -4.84% (-417) YoY -12.40% (-1.2K)	All Managers (Combined)	$750.1K	0.1% ($750.1K/$1.2B)	QoQ +2.26% (-$16.6K) YoY -11.30% (-$95.6K)
SL GREEN REALTY CORP(SLGcusip78440X887)	13.0K	QoQ -2.24% (-298) YoY -19.51% (-3.1K)	All Managers (Combined)	$747.3K	0.1% ($747.3K/$1.2B)	QoQ -16.96% (-$152.6K) YoY -15.76% (-$139.8K)
PULTEGROUP INC/MI/(PHMcusip745867101)	7.3K	QoQ -54.34% (-8.6K) YoY -28.18% (-2.8K)	All Managers (Combined)	$745.8K	0.1% ($745.8K/$1.2B)	QoQ -56.90% (-$984.7K) YoY -38.80% (-$472.8K)
(cusip464288281)✕	8.2K	QoQ -6.31% (-553) YoY -12.57% (-1.2K)	All Managers (Combined)	$743.4K	0.1% ($743.4K/$1.2B)	QoQ -4.68% (-$36.6K) YoY -11.69% (-$98.4K)
Brookfield Renewable Corp(BEPCcusip11285B108)	26.5K	QoQ -3.28% (-899) YoY NEW(+26.5K)	All Managers (Combined)	$739.7K	0.1% ($739.7K/$1.2B)	QoQ -2.37% (-$18.0K) YoY NEW(+$739.7K)
Uber Technologies, Inc(UBERcusip90353T100)	10.1K	QoQ -25.84% (-3.5K) YoY -37.56% (-6.1K)	All Managers (Combined)	$738.6K	0.1% ($738.6K/$1.2B)	QoQ -10.42% (-$86.0K) YoY -40.91% (-$511.4K)
NOVARTIS AG(NVScusip66987V109)	6.6K	QoQ -11.78% (-879) YoY -24.37% (-2.1K)	All Managers (Combined)	$733.8K	0.1% ($733.8K/$1.2B)	QoQ +1.06% (-$7.7K) YoY -12.83% (-$108.1K)
BJ's Wholesale Club Holdings, Inc.(BJcusip05550J101)	6.4K	QoQ -7.61% (-529) YoY -2.47% (-163)	All Managers (Combined)	$732.2K	0.1% ($732.2K/$1.2B)	QoQ +17.97% (-$111.6K) YoY +47.10% (-$234.5K)