Freedom-Investment-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "SE",
  "HOOD",
  "ITRI",
  "FLEX",
  "TEM",
  "FN",
  "CDRE",
  "JAZZ",
  "RDNT",
  "PLMR",
  "GDX",
  "IAG",
  null,
  "OSK",
  "AES",
  "ARW",
  "OLLI",
  "INTA",
  "IMO",
  "BEPC",
  null,
  "AVAV",
  "ALSN",
  "SMCI",
  "ARM",
  "MU",
  null,
  null,
  "ACN",
  "ZS",
  "ABNB",
  "ABT",
  "ABBV",
  "ADBE",
  "BABA",
  "MATX",
  "MWA",
  null,
  null,
  "JLL",
  "VONG",
  null,
  "ALL",
  "GOOGL",
  "ALNY",
  null,
  "AXP",
  "UNIT",
  "ATMU",
  "AEG",
  "ADMA",
  "ASML",
  "BLK",
  null,
  "ASX",
  "NRGV",
  null,
  "CAT",
  "AVGO",
  "CLS",
  "AVEM",
  "AIT",
  "AGX",
  "BMA",
  null,
  "WRB",
  null,
  "HNST",
  "BSX",
  null,
  null,
  "CRBU",
  "CCI",
  "CMI",
  "JKS",
  null,
  null,
  "NGVC",
  "NICE",
  null,
  null,
  "PRIM",
  "QSI",
  "ERJ",
  "EBAY",
  "POWL",
  "RL",
  "QS",
  null,
  null,
  "TPIC",
  "SIGA",
  "EOG",
  null,
  null,
  "UEC",
  "EXPE",
  null,
  "FFIV",
  null,
  "LOGI",
  "MMYT",
  null,
  null,
  "IBKR",
  null,
  null,
  null,
  "GD",
  null,
  "GILD",
  "ADTN",
  "AEVA",
  null,
  "HD",
  "HPQ",
  "IBN",
  null,
  null,
  "AZN",
  null,
  null,
  null,
  "MCD",
  "INTU",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "TE",
  "QCOM",
  null,
  null,
  "GLPI",
  "GNW",
  null,
  null,
  null,
  null,
  "ISRG",
  null,
  "HRZN",
  "EMXC",
  "HWM",
  "LEN",
  "ITW",
  null,
  "AMAT",
  null,
  "EMR",
  "BKNG",
  null,
  null,
  "ICE",
  null,
  "MUB",
  null,
  "META",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "LUNR",
  null,
  "MBIN",
  null,
  null,
  "IVW",
  null,
  null,
  "IJH",
  null,
  "RXT",
  null,
  "SMWB",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "IONQ",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "KGC",
  null,
  null,
  "LHX",
  "LRCX",
  "IWS",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MPC",
  null,
  "MMC",
  null,
  "PWR",
  "MRVL",
  null,
  null,
  "MA",
  "MDT",
  null,
  "MSFT",
  "MAA",
  "MFG",
  "MDLZ",
  "CIFR",
  "TMUS",
  "NDAQ",
  null,
  "EQIX",
  "FICO",
  "SUPV",
  null,
  "NTRS",
  "HEI",
  "HMY",
  "HIG",
  "HES",
  "HOLX",
  "NVS",
  "IBRX",
  null,
  null,
  "OMC",
  null,
  "ORLY",
  "ICLR",
  null,
  "ALK",
  "AER",
  "HSY",
  "AMP",
  "FAST",
  "IJR",
  "EFG",
  "ANET",
  null,
  "KLAC",
  "KR",
  "ORCL",
  null,
  null,
  "PAYX",
  null,
  "DOC",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "PANW",
  "PYPL",
  "PEP",
  "PNC",
  "IRM",
  null,
  "VGSH",
  "IEMG",
  null,
  "GBDC",
  "IVV",
  null,
  null,
  "PBR",
  null,
  "PHM",
  "UNH",
  "AAPL",
  "SPY",
  "HLN",
  "NVDA",
  "GS",
  "HPE",
  "LDOS",
  "PLTR",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  null,
  "VZ",
  null,
  "KB",
  null,
  "PSTG",
  "KEYS",
  null,
  "MKC",
  "NMR",
  "AMGN",
  "KVUE",
  "MSTR",
  "DGX",
  null,
  "REGN",
  null,
  null,
  null,
  "IEFA",
  "SPGI",
  "RELX",
  null,
  null,
  null,
  null,
  "NOW",
  "SHOP",
  "SPG",
  "ROP",
  "SRE",
  "O",
  "SNA",
  "RTX",
  "SPDW",
  null,
  "SAP",
  null,
  null,
  null,
  null,
  "SPYG",
  null,
  "AMT",
  "RSG",
  "SPLG",
  null,
  null,
  "IBM",
  "STLD",
  "SYK",
  "SBUX",
  "SNPS",
  "ERIC",
  "TEL",
  "CI",
  "TPR",
  "TXN",
  "TM",
  "TMO",
  "TJX",
  "TDG",
  "TW",
  "TFC",
  "TWLO",
  "UBS",
  "UBER",
  "UL",
  "UTHR",
  "UNM",
  "UPS",
  "BIV",
  "VNQ",
  "AA",
  "MET",
  "SOUN",
  "RCL",
  "SNEX",
  "OGE",
  "RKLB",
  "MRNA",
  "SCHW",
  "MNST",
  "PPC",
  "ALC",
  null,
  null,
  null,
  "SCS",
  "ACWV",
  null,
  "VWO",
  "JBL",
  null,
  null,
  "SIVR",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "VCIT",
  null,
  null,
  "NGG",
  null,
  "EME",
  "RLGT",
  "LYG",
  "PNTG",
  "TTE",
  null,
  "AGO",
  "SXC",
  "TOST",
  "TSCO",
  null,
  null,
  "ULTA",
  "XLB",
  "SU",
  "IEF",
  null,
  "TSM",
  "GSK",
  null,
  null,
  "PR",
  null,
  "DD",
  "VRTX",
  null,
  null,
  "VRSK",
  "GPK",
  "VRT",
  "HASI",
  "GGAL",
  "SAIC",
  "MLI",
  null,
  "ATO",
  "ARE",
  "MTN",
  "ADSK",
  "AON",
  "THC",
  "AMCR",
  "SFM",
  "AEE",
  "ACGL",
  null,
  null,
  "TOL",
  "SNX",
  "THO",
  "APH",
  "AMD",
  "SONY",
  "ALLE",
  "AVB",
  "FI",
  "CPAY",
  "DRI",
  "WAB",
  "TAP",
  "WSO",
  "F",
  "WEC",
  "AJG",
  "FTNT",
  "IWP",
  "AIZ",
  null,
  null,
  "CAH",
  "AEP",
  null,
  "SGOL",
  "EVLV",
  "CMRE",
  "PAC",
  "INO",
  null,
  "IDXX",
  "RACE",
  "FDS",
  "NVO",
  "AMZN",
  "MSI",
  "NIO",
  null,
  null,
  "IVE",
  null,
  null,
  null,
  "ACIW",
  "DKS",
  "HIMS",
  null,
  null,
  "DOX",
  null,
  null,
  "HBAN",
  "VEU",
  "VPL",
  null,
  "VUG",
  "VLO",
  "VEA",
  "VGK",
  null,
  "VNQI",
  "BLV",
  null,
  "VXUS",
  null,
  "VGLT",
  "BNDX",
  "BND",
  "VOT",
  "BSV",
  "VB",
  "VOO",
  null,
  "VERI",
  "VTV",
  "VEEV",
  "V",
  "VST",
  "VICI",
  "VITL",
  "WMT",
  "WIT",
  "WING",
  "WTFC",
  "WT",
  null,
  null,
  null,
  "XEL",
  "YPF",
  null,
  null,
  null,
  "LNT",
  "UMC",
  null,
  "ELAN",
  null,
  null,
  "OC",
  "GRMN",
  "HPP",
  "NOG",
  "G",
  "FBP",
  "FOXA",
  "JHG",
  "AEM",
  "BIIB",
  "CHKP",
  "SCHG",
  null,
  "IHG",
  "JD",
  "KRC",
  "MSCI",
  "JKHY",
  "NSC",
  "NOK",
  "JCI",
  "NXPI",
  "HST",
  "LH",
  "MOH",
  "ESLT",
  "SO",
  null,
  null,
  "ON",
  "SKM",
  null,
  "OKTA",
  "SLG",
  "CRM",
  "RBLX",
  null,
  "SANM",
  "DIA",
  "TPG",
  "TS",
  "PACB",
  null,
  "SPOT",
  null,
  "FTDR",
  "TNL",
  "MTUM",
  null,
  null,
  null,
  "UHS",
  null,
  "MELI",
  "ZM",
  "DGRO",
  "GAP",
  "MCK",
  "PAAS",
  "SPYV",
  "GWW",
  null,
  "ESGU",
  null,
  null,
  "PSA",
  null,
  "SYF",
  "NRG",
  null,
  null,
  "AME",
  "STE",
  "KMB",
  "LULU",
  "ADP",
  "AZO",
  "BAC",
  "BCS",
  "BK",
  "BRK-B",
  "BDX",
  "BBAI",
  "BJ",
  "BMRN",
  null,
  null,
  null,
  "BMY",
  "BLDR",
  "BR",
  "BXP",
  "CALM",
  "CAE",
  "CCJ",
  "CDNS",
  "CBOE",
  "CPRX",
  "CASY",
  "CVX",
  "LNG",
  "CIG",
  "CB",
  "CMG",
  "CHD",
  "CTAS",
  "CSCO",
  "CME",
  "KO",
  "CNO",
  "CDE",
  "FIX",
  "CMCSA",
  "CTSH",
  "COP",
  "CEG",
  "CPRT",
  "CTRA",
  "COST",
  "GLW",
  "CTVA",
  "CRDO",
  "CRH",
  "CRSP",
  "CRWD",
  "CYBR",
  "DHR",
  "DVA",
  "DB",
  "DSGX",
  "DVN",
  "FANG",
  "DAL",
  "DXCM",
  null,
  null,
  null,
  "DFAX",
  "DFAC",
  "DLR",
  "DOCU",
  "DCI",
  "RSP",
  "EWJ",
  null,
  "IJT",
  null,
  "ADI",
  "MCO",
  "TTEK",
  "NEE",
  "MAR",
  "STT",
  "QQQ",
  "IWM",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  null,
  "AWK",
  null,
  "APO",
  "XLK",
  "URI",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

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 17 of 37

Sort by:

STEEL DYNAMICS INC

STLD|858119100

Shares:5.8K

Value:$721.5K

% of Portfolio:0.1% ($721.5K/$1.2B)

464288877

Shares:12.2K

Value:$718.7K

% of Portfolio:0.1% ($718.7K/$1.2B)

HARMONY GOLD MINING CO LTD

HMY|413216300

Shares:48.5K

Value:$715.7K

% of Portfolio:0.1% ($715.7K/$1.2B)

TJX COMPANIES INC /DE/

TJX|872540109

Shares:5.8K

Value:$712.3K

% of Portfolio:0.1% ($712.3K/$1.2B)

33939L803

Shares:9.5K

Value:$711.7K

% of Portfolio:0.1% ($711.7K/$1.2B)

Arista Networks, Inc.

ANET|040413205

Shares:9.2K

Value:$711.5K

% of Portfolio:0.1% ($711.5K/$1.2B)

921909768

VXUS|921909768

Shares:11.5K

Value:$711.4K

% of Portfolio:0.1% ($711.4K/$1.2B)

464287408

IVE|464287408

Shares:3.7K

Value:$710.0K

% of Portfolio:0.1% ($710.0K/$1.2B)

Eaton Corp plc

ETN|G29183103

Shares:2.6K

Value:$706.5K

% of Portfolio:0.1% ($706.5K/$1.2B)

DIGITAL REALTY TRUST, INC.

DLR|253868103

Shares:4.9K

Value:$702.2K

% of Portfolio:0.1% ($702.2K/$1.2B)

46434G863

Shares:20.1K

Value:$702.0K

% of Portfolio:0.1% ($702.0K/$1.2B)

Haleon plc

HLN|405552100

Shares:68.2K

Value:$701.5K

% of Portfolio:0.1% ($701.5K/$1.2B)

46435G474

Shares:26.1K

Value:$698.8K

% of Portfolio:0.1% ($698.8K/$1.2B)

ICON PLC

ICLR|G4705A100

Shares:4.0K

Value:$696.7K

% of Portfolio:0.1% ($696.7K/$1.2B)

CME GROUP INC.

CME|12572Q105

Shares:2.6K

Value:$696.2K

% of Portfolio:0.1% ($696.2K/$1.2B)

74347X633

Shares:7.8K

Value:$693.4K

% of Portfolio:0.1% ($693.4K/$1.2B)

TRUIST FINANCIAL CORP

TFC|89832Q109

Shares:16.8K

Value:$689.7K

% of Portfolio:0.1% ($689.7K/$1.2B)

HUNTINGTON BANCSHARES INC /MD/

HBAN|446150104

Shares:45.9K

Value:$688.5K

% of Portfolio:0.1% ($688.5K/$1.2B)

REGENERON PHARMACEUTICALS, INC.

REGN|75886F107

Shares:1.1K

Value:$686.1K

% of Portfolio:0.1% ($686.1K/$1.2B)

33939L670

Shares:30.7K

Value:$683.0K

% of Portfolio:0.1% ($683.0K/$1.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
STEEL DYNAMICS INC(STLDcusip858119100)	5.8K	QoQ -9.12% (-579) YoY -14.07% (-945)	All Managers (Combined)	$721.5K	0.1% ($721.5K/$1.2B)	QoQ -0.34% (-$2.5K) YoY -27.48% (-$273.5K)
(cusip464288877)✕	12.2K	QoQ +72.25% (+5.1K) YoY +204.85% (+8.2K)	All Managers (Combined)	$718.7K	0.1% ($718.7K/$1.2B)	QoQ +93.48% (+$347.3K) YoY +230.32% (+$501.1K)
HARMONY GOLD MINING CO LTD(HMYcusip413216300)	48.5K	QoQ NEW(+48.5K) YoY +14.30% (+6.1K)	All Managers (Combined)	$715.7K	0.1% ($715.7K/$1.2B)	QoQ NEW(+$715.7K) YoY +106.64% (+$369.4K)
TJX COMPANIES INC /DE/(TJXcusip872540109)	5.8K	QoQ +13.61% (+701) YoY +101.10% (+2.9K)	All Managers (Combined)	$712.3K	0.1% ($712.3K/$1.2B)	QoQ +14.54% (+$90.5K) YoY +141.54% (+$417.4K)
(cusip33939L803)✕	9.5K	QoQ -11.85% (-1.3K) YoY +7.71% (+681)	All Managers (Combined)	$711.7K	0.1% ($711.7K/$1.2B)	QoQ -4.27% (-$31.8K) YoY +12.44% (+$78.8K)
Arista Networks, Inc.(ANETcusip040413205)	9.2K	QoQ +3.23% (-288) YoY NEW(+9.2K)	All Managers (Combined)	$711.5K	0.1% ($711.5K/$1.2B)	QoQ -27.62% (-$271.6K) YoY NEW(+$711.5K)
(VXUScusip921909768)	11.5K	QoQ +7.78% (+827) YoY +24.64% (+2.3K)	All Managers (Combined)	$711.4K	0.1% ($711.4K/$1.2B)	QoQ +13.57% (+$85.0K) YoY +28.36% (+$157.2K)
(IVEcusip464287408)	3.7K	QoQ NEW(+3.7K) YoY NEW(+3.7K)	All Managers (Combined)	$710.0K	0.1% ($710.0K/$1.2B)	QoQ NEW(+$710.0K) YoY NEW(+$710.0K)
Eaton Corp plc(ETNcusipG29183103)	2.6K	QoQ +23.05% (+487) YoY +88.88% (+1.2K)	All Managers (Combined)	$706.5K	0.1% ($706.5K/$1.2B)	QoQ +0.79% (+$5.6K) YoY +64.23% (+$276.3K)
DIGITAL REALTY TRUST, INC.(DLRcusip253868103)	4.9K	QoQ +1.44% (-70) YoY +9.03% (+406)	All Managers (Combined)	$702.2K	0.1% ($702.2K/$1.2B)	QoQ -18.00% (-$154.2K) YoY +8.48% (+$54.9K)
(cusip46434G863)✕	20.1K	QoQ +39.67% (+5.7K) YoY +174.37% (+12.8K)	All Managers (Combined)	$702.0K	0.1% ($702.0K/$1.2B)	QoQ +46.20% (+$221.8K) YoY +197.54% (+$466.0K)
Haleon plc(HLNcusip405552100)	68.2K	QoQ -3.09% (-2.2K) YoY -28.56% (-27.3K)	All Managers (Combined)	$701.5K	0.1% ($701.5K/$1.2B)	QoQ +4.52% (-$30.4K) YoY -13.41% (-$108.7K)
(cusip46435G474)✕	26.1K	QoQ -13.08% (-3.9K) YoY -22.69% (-7.7K)	All Managers (Combined)	$698.8K	0.1% ($698.8K/$1.2B)	QoQ -12.82% (-$102.8K) YoY -22.89% (-$207.6K)
ICON PLC(ICLRcusipG4705A100)	4.0K	QoQ +13.09% (-461) YoY +5.34% (-202)	All Managers (Combined)	$696.7K	0.1% ($696.7K/$1.2B)	QoQ -5.61% (-$41.5K) YoY -45.12% (-$572.9K)
CME GROUP INC.(CMEcusip12572Q105)	2.6K	QoQ +0.49% (+13) YoY -51.52% (-2.8K)	All Managers (Combined)	$696.2K	0.1% ($696.2K/$1.2B)	QoQ +14.79% (+$89.7K) YoY -40.25% (-$469.1K)
(cusip74347X633)✕	7.8K	QoQ +8.57% (+614) YoY NEW(+7.8K)	All Managers (Combined)	$693.4K	0.1% ($693.4K/$1.2B)	QoQ +13.25% (+$81.2K) YoY NEW(+$693.4K)
TRUIST FINANCIAL CORP(TFCcusip89832Q109)	16.8K	QoQ +10.24% (+1.6K) YoY +27.16% (+3.6K)	All Managers (Combined)	$689.7K	0.1% ($689.7K/$1.2B)	QoQ +4.58% (+$30.2K) YoY +34.24% (+$175.9K)
HUNTINGTON BANCSHARES INC /MD/(HBANcusip446150104)	45.9K	QoQ NEW(+45.9K) YoY NEW(+45.9K)	All Managers (Combined)	$688.5K	0.1% ($688.5K/$1.2B)	QoQ NEW(+$688.5K) YoY NEW(+$688.5K)
REGENERON PHARMACEUTICALS, INC.(REGNcusip75886F107)	1.1K	QoQ +34.40% (+277) YoY +15.84% (-148)	All Managers (Combined)	$686.1K	0.1% ($686.1K/$1.2B)	QoQ +19.56% (+$112.3K) YoY -23.70% (-$213.2K)
(cusip33939L670)✕	30.7K	QoQ -27.99% (-12.0K) YoY -34.39% (-16.1K)	All Managers (Combined)	$683.0K	0.1% ($683.0K/$1.2B)	QoQ -26.41% (-$245.2K) YoY -33.94% (-$350.9K)