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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]

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:

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SHOPIFY INC.

SHOP|82509L107

Shares:7.1K

Value:$681.3K

% of Portfolio:0.1% ($681.3K/$1.2B)

ALCON INC

ALC|H01301128

Shares:7.2K

Value:$680.2K

% of Portfolio:0.1% ($680.2K/$1.2B)

ATMOS ENERGY CORP

ATO|049560105

Shares:4.4K

Value:$677.3K

% of Portfolio:0.1% ($677.3K/$1.2B)

Diamondback Energy, Inc.

FANG|25278X109

Shares:4.2K

Value:$673.1K

% of Portfolio:0.1% ($673.1K/$1.2B)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:2.2K

Value:$671.6K

% of Portfolio:0.1% ($671.6K/$1.2B)

DOCUSIGN, INC.

DOCU|256163106

Shares:8.2K

Value:$667.7K

% of Portfolio:0.1% ($667.7K/$1.2B)

IDEXX LABORATORIES INC /DE

IDXX|45168D104

Shares:1.6K

Value:$665.3K

% of Portfolio:0.1% ($665.3K/$1.2B)

CRH PUBLIC LTD CO

CRH|G25508105

Shares:7.4K

Value:$654.3K

% of Portfolio:0.1% ($654.3K/$1.2B)

WINTRUST FINANCIAL CORP

WTFC|97650W108

Shares:5.8K

Value:$653.4K

% of Portfolio:0.1% ($653.4K/$1.2B)

TWILIO INC

TWLO|90138F102

Shares:6.7K

Value:$651.2K

% of Portfolio:0.1% ($651.2K/$1.2B)

46432F396

MTUM|46432F396

Shares:3.2K

Value:$648.5K

% of Portfolio:0.1% ($648.5K/$1.2B)

33939L506

Shares:26.5K

Value:$647.0K

% of Portfolio:0.1% ($647.0K/$1.2B)

Alibaba Group Holding Ltd

BABA|01609W102

Shares:4.9K

Value:$643.6K

% of Portfolio:0.1% ($643.6K/$1.2B)

464287655

IWM|464287655

Shares:3.2K

Value:$643.1K

% of Portfolio:0.1% ($643.1K/$1.2B)

ALEXANDRIA REAL ESTATE EQUITIES, INC.

ARE|015271109

Shares:6.9K

Value:$640.8K

% of Portfolio:0.1% ($640.8K/$1.2B)

CORNING INC /NY

GLW|219350105

Shares:13.9K

Value:$638.4K

% of Portfolio:0.1% ($638.4K/$1.2B)

HERSHEY CO

HSY|427866108

Shares:3.7K

Value:$637.0K

% of Portfolio:0.1% ($637.0K/$1.2B)

25434V880

DFAX|25434V880

Shares:24.2K

Value:$634.7K

% of Portfolio:0.1% ($634.7K/$1.2B)

09661T800

Shares:13.1K

Value:$625.5K

% of Portfolio:0.1% ($625.5K/$1.2B)

33939L100

Shares:3.0K

Value:$619.3K

% of Portfolio:0.1% ($619.3K/$1.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
SHOPIFY INC.(SHOPcusip82509L107)	7.1K	QoQ +8.02% (-530) YoY -61.24% (-11.3K)	All Managers (Combined)	$681.3K	0.1% ($681.3K/$1.2B)	QoQ -3.00% (-$21.1K) YoY -52.05% (-$739.6K)
ALCON INC(ALCcusipH01301128)	7.2K	QoQ -2.74% (-202) YoY -27.57% (-2.7K)	All Managers (Combined)	$680.2K	0.1% ($680.2K/$1.2B)	QoQ +8.75% (-$54.7K) YoY -17.45% (-$143.9K)
ATMOS ENERGY CORP(ATOcusip049560105)	4.4K	QoQ -11.49% (-569) YoY -38.48% (-2.7K)	All Managers (Combined)	$677.3K	0.1% ($677.3K/$1.2B)	QoQ -1.76% (-$12.2K) YoY -20.00% (-$169.4K)
Diamondback Energy, Inc.(FANGcusip25278X109)	4.2K	QoQ -28.48% (-1.7K) YoY NEW(+4.2K)	All Managers (Combined)	$673.1K	0.1% ($673.1K/$1.2B)	QoQ -30.20% (-$291.4K) YoY NEW(+$673.1K)
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	2.2K	QoQ +1094.56% (+2.0K) YoY -7.13% (-169)	All Managers (Combined)	$671.6K	0.1% ($671.6K/$1.2B)	QoQ +1146.86% (+$617.7K) YoY +13.61% (-$80.5K)
DOCUSIGN, INC.(DOCUcusip256163106)	8.2K	QoQ +170.01% (+5.2K) YoY +131.85% (+4.7K)	All Managers (Combined)	$667.7K	0.1% ($667.7K/$1.2B)	QoQ +144.34% (+$394.4K) YoY +216.88% (+$457.0K)
IDEXX LABORATORIES INC /DE(IDXXcusip45168D104)	1.6K	QoQ +4.00% (+61) YoY +11.62% (-165)	All Managers (Combined)	$665.3K	0.1% ($665.3K/$1.2B)	QoQ +5.67% (+$35.7K) YoY -13.17% (-$101.0K)
CRH PUBLIC LTD CO(CRHcusipG25508105)	7.4K	QoQ +235.95% (+5.2K) YoY -33.29% (-3.7K)	All Managers (Combined)	$654.3K	0.1% ($654.3K/$1.2B)	QoQ +219.50% (+$449.5K) YoY -31.97% (-$307.6K)
WINTRUST FINANCIAL CORP(WTFCcusip97650W108)	5.8K	QoQ +0.53% (-31) YoY -6.48% (-403)	All Managers (Combined)	$653.4K	0.1% ($653.4K/$1.2B)	QoQ -9.33% (-$67.3K) YoY +0.73% (-$4.8K)
TWILIO INC(TWLOcusip90138F102)	6.7K	QoQ +13.09% (+770) YoY NEW(+6.7K)	All Managers (Combined)	$651.2K	0.1% ($651.2K/$1.2B)	QoQ +2.45% (+$15.6K) YoY NEW(+$651.2K)
(MTUMcusip46432F396)	3.2K	QoQ +26.15% (+665) YoY +49.13% (+1.1K)	All Managers (Combined)	$648.5K	0.1% ($648.5K/$1.2B)	QoQ +23.23% (+$122.3K) YoY +60.93% (+$245.5K)
(cusip33939L506)✕	26.5K	QoQ +83.56% (+12.1K) YoY +87.58% (+12.4K)	All Managers (Combined)	$647.0K	0.1% ($647.0K/$1.2B)	QoQ +89.71% (+$305.9K) YoY +92.55% (+$311.0K)
Alibaba Group Holding Ltd(BABAcusip01609W102)	4.9K	QoQ NEW(+4.9K) YoY NEW(+4.9K)	All Managers (Combined)	$643.6K	0.1% ($643.6K/$1.2B)	QoQ NEW(+$643.6K) YoY NEW(+$643.6K)
(IWMcusip464287655)	3.2K	QoQ -26.49% (-1.2K) YoY NEW(+3.2K)	All Managers (Combined)	$643.1K	0.1% ($643.1K/$1.2B)	QoQ -33.64% (-$326.0K) YoY NEW(+$643.1K)
ALEXANDRIA REAL ESTATE EQUITIES, INC.(AREcusip015271109)	6.9K	QoQ +18.69% (+1.1K) YoY +38.29% (-1.9K)	All Managers (Combined)	$640.8K	0.1% ($640.8K/$1.2B)	QoQ +12.55% (+$71.5K) YoY -0.76% (-$4.9K)
CORNING INC /NY(GLWcusip219350105)	13.9K	QoQ +39.35% (+3.9K) YoY +2.10% (+288)	All Managers (Combined)	$638.4K	0.1% ($638.4K/$1.2B)	QoQ +34.24% (+$162.8K) YoY +41.82% (+$188.3K)
HERSHEY CO(HSYcusip427866108)	3.7K	QoQ -20.10% (-937) YoY -17.02% (-764)	All Managers (Combined)	$637.0K	0.1% ($637.0K/$1.2B)	QoQ -19.30% (-$152.4K) YoY -27.02% (-$235.9K)
(DFAXcusip25434V880)	24.2K	QoQ +5.84% (+1.3K) YoY +8.73% (+1.9K)	All Managers (Combined)	$634.7K	0.1% ($634.7K/$1.2B)	QoQ +11.54% (+$65.7K) YoY +11.98% (+$67.9K)
(cusip09661T800)✕	13.1K	QoQ +4.82% (+605) YoY +4.52% (+569)	All Managers (Combined)	$625.5K	0.1% ($625.5K/$1.2B)	QoQ +4.69% (+$28.1K) YoY +4.46% (+$26.8K)
(cusip33939L100)✕	3.0K	QoQ +8.35% (+232) YoY +45.34% (+939)	All Managers (Combined)	$619.3K	0.1% ($619.3K/$1.2B)	QoQ +3.22% (+$19.3K) YoY +50.71% (+$208.4K)