Freedom-Investment-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
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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 23 of 37

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922042874

VGK|922042874

Shares:6.8K

Value:$474.2K

% of Portfolio:0.0% ($474.2K/$1.2B)

AerCap Holdings N.V.

AER|N00985106

Shares:4.6K

Value:$473.8K

% of Portfolio:0.0% ($473.8K/$1.2B)

MID AMERICA APARTMENT COMMUNITIES INC.

MAA|59522J103

Shares:2.8K

Value:$473.6K

% of Portfolio:0.0% ($473.6K/$1.2B)

464287887

IJT|464287887

Shares:3.8K

Value:$473.2K

% of Portfolio:0.0% ($473.2K/$1.2B)

Credo Technology Group Holding Ltd

CRDO|G25457105

Shares:11.8K

Value:$472.2K

% of Portfolio:0.0% ($472.2K/$1.2B)

COCA COLA CO

KO|191216100

Shares:6.6K

Value:$470.0K

% of Portfolio:0.0% ($470.0K/$1.2B)

BlackRock, Inc.

BLK|09290D101

Shares:493

Value:$466.5K

% of Portfolio:0.0% ($466.5K/$1.2B)

14020Y300

Shares:17.1K

Value:$466.0K

% of Portfolio:0.0% ($466.0K/$1.2B)

69374H741

Shares:15.8K

Value:$463.0K

% of Portfolio:0.0% ($463.0K/$1.2B)

ALLSTATE CORP

ALL|020002101

Shares:2.2K

Value:$461.6K

% of Portfolio:0.0% ($461.6K/$1.2B)

WIPRO LTD

WIT|97651M109

Shares:150.4K

Value:$460.3K

% of Portfolio:0.0% ($460.3K/$1.2B)

O REILLY AUTOMOTIVE INC

ORLY|67103H107

Shares:318

Value:$454.9K

% of Portfolio:0.0% ($454.9K/$1.2B)

GSK plc

GSK|37733W204

Shares:11.7K

Value:$451.7K

% of Portfolio:0.0% ($451.7K/$1.2B)

464288372

Shares:8.2K

Value:$448.5K

% of Portfolio:0.0% ($448.5K/$1.2B)

Constellation Energy Corp

CEG|21037T109

Shares:2.2K

Value:$447.6K

% of Portfolio:0.0% ($447.6K/$1.2B)

IonQ, Inc.

IONQ|46222L108

Shares:20.3K

Value:$447.4K

% of Portfolio:0.0% ($447.4K/$1.2B)

025072604

AVEM|025072604

Shares:7.4K

Value:$444.0K

% of Portfolio:0.0% ($444.0K/$1.2B)

AES CORP

AES|00130H105

Shares:35.5K

Value:$441.1K

% of Portfolio:0.0% ($441.1K/$1.2B)

33939L407

Shares:11.3K

Value:$440.0K

% of Portfolio:0.0% ($440.0K/$1.2B)

Costamare Inc.

CMRE|Y1771G102

Shares:44.7K

Value:$439.5K

% of Portfolio:0.0% ($439.5K/$1.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VGKcusip922042874)	6.8K	QoQ -13.26% (-1.0K) YoY -30.90% (-3.0K)	All Managers (Combined)	$474.2K	0.0% ($474.2K/$1.2B)	QoQ -4.05% (-$20.0K) YoY -27.96% (-$184.1K)
AerCap Holdings N.V.(AERcusipN00985106)	4.6K	QoQ -7.95% (-401) YoY -20.46% (-1.2K)	All Managers (Combined)	$473.8K	0.0% ($473.8K/$1.2B)	QoQ -1.73% (-$8.4K) YoY -6.48% (-$32.9K)
MID AMERICA APARTMENT COMMUNITIES INC.(MAAcusip59522J103)	2.8K	QoQ -16.75% (-569) YoY +1.58% (+44)	All Managers (Combined)	$473.6K	0.0% ($473.6K/$1.2B)	QoQ -9.74% (-$51.1K) YoY +29.37% (+$107.5K)
(IJTcusip464287887)	3.8K	QoQ +67.44% (+1.5K) YoY +75.89% (+1.6K)	All Managers (Combined)	$473.2K	0.0% ($473.2K/$1.2B)	QoQ +53.99% (+$165.9K) YoY +67.54% (+$190.8K)
Credo Technology Group Holding Ltd(CRDOcusipG25457105)	11.8K	QoQ +50.85% (-4.0K) YoY NEW(+11.8K)	All Managers (Combined)	$472.2K	0.0% ($472.2K/$1.2B)	QoQ -9.86% (-$51.7K) YoY NEW(+$472.2K)
COCA COLA CO(KOcusip191216100)	6.6K	QoQ +2504.36% (+6.3K) YoY +21.62% (+1.2K)	All Managers (Combined)	$470.0K	0.0% ($470.0K/$1.2B)	QoQ +2894.17% (+$454.3K) YoY +42.37% (+$139.9K)
BlackRock, Inc.(BLKcusip09290D101)	493	QoQ -29.97% (-211) YoY NEW(+493)	All Managers (Combined)	$466.5K	0.0% ($466.5K/$1.2B)	QoQ -35.37% (-$255.4K) YoY NEW(+$466.5K)
(cusip14020Y300)✕	17.1K	QoQ +4.91% (+799) YoY NEW(+17.1K)	All Managers (Combined)	$466.0K	0.0% ($466.0K/$1.2B)	QoQ +4.99% (+$22.2K) YoY NEW(+$466.0K)
(cusip69374H741)✕	15.8K	QoQ -22.38% (-4.5K) YoY -29.96% (-6.7K)	All Managers (Combined)	$463.0K	0.0% ($463.0K/$1.2B)	QoQ -24.01% (-$146.4K) YoY -28.25% (-$182.3K)
ALLSTATE CORP(ALLcusip020002101)	2.2K	QoQ -6.65% (-159) YoY NEW(+2.2K)	All Managers (Combined)	$461.6K	0.0% ($461.6K/$1.2B)	QoQ +0.26% (-$1.2K) YoY NEW(+$461.6K)
WIPRO LTD(WITcusip97651M109)	150.4K	QoQ -12.40% (-21.3K) YoY +2.26% (-3.3K)	All Managers (Combined)	$460.3K	0.0% ($460.3K/$1.2B)	QoQ -24.27% (-$147.6K) YoY -45.57% (-$385.5K)
O REILLY AUTOMOTIVE INC(ORLYcusip67103H107)	318	QoQ +4.60% (+14) YoY -27.06% (-118)	All Managers (Combined)	$454.9K	0.0% ($454.9K/$1.2B)	QoQ +26.28% (+$94.7K) YoY -7.48% (-$36.8K)
GSK plc(GSKcusip37733W204)	11.7K	QoQ -0.48% (-57) YoY -11.86% (-1.6K)	All Managers (Combined)	$451.7K	0.0% ($451.7K/$1.2B)	QoQ +13.98% (-$55.4K) YoY -20.35% (-$115.5K)
(cusip464288372)✕	8.2K	QoQ +13.25% (+960) YoY +84.46% (+3.8K)	All Managers (Combined)	$448.5K	0.0% ($448.5K/$1.2B)	QoQ +18.45% (+$69.9K) YoY +111.75% (+$236.7K)
Constellation Energy Corp(CEGcusip21037T109)	2.2K	QoQ -4.22% (-98) YoY NEW(+2.2K)	All Managers (Combined)	$447.6K	0.0% ($447.6K/$1.2B)	QoQ -13.69% (-$71.0K) YoY NEW(+$447.6K)
IonQ, Inc.(IONQcusip46222L108)	20.3K	QoQ NEW(+20.3K) YoY NEW(+20.3K)	All Managers (Combined)	$447.4K	0.0% ($447.4K/$1.2B)	QoQ NEW(+$447.4K) YoY NEW(+$447.4K)
(AVEMcusip025072604)	7.4K	QoQ NEW(+7.4K) YoY NEW(+7.4K)	All Managers (Combined)	$444.0K	0.0% ($444.0K/$1.2B)	QoQ NEW(+$444.0K) YoY NEW(+$444.0K)
AES CORP(AEScusip00130H105)	35.5K	QoQ +19.57% (+5.8K) YoY +29.91% (-8.2K)	All Managers (Combined)	$441.1K	0.0% ($441.1K/$1.2B)	QoQ +15.39% (+$58.9K) YoY -10.01% (-$49.1K)
(cusip33939L407)✕	11.3K	QoQ +25.71% (+2.3K) YoY NEW(+11.3K)	All Managers (Combined)	$440.0K	0.0% ($440.0K/$1.2B)	QoQ +34.18% (+$112.1K) YoY NEW(+$440.0K)
Costamare Inc.(CMREcusipY1771G102)	44.7K	QoQ +28.79% (-10.0K) YoY NEW(+44.7K)	All Managers (Combined)	$439.5K	0.0% ($439.5K/$1.2B)	QoQ -1.37% (-$6.1K) YoY NEW(+$439.5K)