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

Page 24 of 37

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46137V381

Shares:8.8K

Value:$439.3K

% of Portfolio:0.0% ($439.3K/$1.2B)

GRAPHIC PACKAGING HOLDING CO

GPK|388689101

Shares:16.9K

Value:$439.1K

% of Portfolio:0.0% ($439.1K/$1.2B)

Travel & Leisure Co.

TNL|894164102

Shares:9.5K

Value:$438.5K

% of Portfolio:0.0% ($438.5K/$1.2B)

464287457

Shares:5.3K

Value:$437.8K

% of Portfolio:0.0% ($437.8K/$1.2B)

Cadre Holdings, Inc.

CDRE|12763L105

Shares:14.8K

Value:$437.4K

% of Portfolio:0.0% ($437.4K/$1.2B)

EMERSON ELECTRIC CO

EMR|291011104

Shares:3.9K

Value:$432.3K

% of Portfolio:0.0% ($432.3K/$1.2B)

Fortinet, Inc.

FTNT|34959E109

Shares:4.5K

Value:$431.8K

% of Portfolio:0.0% ($431.8K/$1.2B)

INTERCONTINENTAL HOTELS GROUP PLC /NEW/

IHG|45857P806

Shares:3.9K

Value:$430.6K

% of Portfolio:0.0% ($430.6K/$1.2B)

XCEL ENERGY INC

XEL|98389B100

Shares:6.1K

Value:$429.8K

% of Portfolio:0.0% ($429.8K/$1.2B)

Motorola Solutions, Inc.

MSI|620076307

Shares:964

Value:$421.9K

% of Portfolio:0.0% ($421.9K/$1.2B)

921937835

BND|921937835

Shares:5.7K

Value:$421.6K

% of Portfolio:0.0% ($421.6K/$1.2B)

NASDAQ, INC.

NDAQ|631103108

Shares:5.6K

Value:$421.4K

% of Portfolio:0.0% ($421.4K/$1.2B)

BigBear.ai Holdings, Inc.

BBAI|08975B109

Shares:146.5K

Value:$419.0K

% of Portfolio:0.0% ($419.0K/$1.2B)

ARGAN INC

AGX|04010E109

Shares:3.2K

Value:$418.2K

% of Portfolio:0.0% ($418.2K/$1.2B)

LAM RESEARCH CORP

LRCX|512807306

Shares:5.7K

Value:$416.1K

% of Portfolio:0.0% ($416.1K/$1.2B)

IRON MOUNTAIN INC

IRM|46284V101

Shares:4.8K

Value:$415.8K

% of Portfolio:0.0% ($415.8K/$1.2B)

COMFORT SYSTEMS USA INC

FIX|199908104

Shares:1.3K

Value:$415.5K

% of Portfolio:0.0% ($415.5K/$1.2B)

Apollo Global Management, Inc.

APO|03769M106

Shares:3.0K

Value:$415.1K

% of Portfolio:0.0% ($415.1K/$1.2B)

464287481

IWP|464287481

Shares:3.5K

Value:$413.9K

% of Portfolio:0.0% ($413.9K/$1.2B)

QUEST DIAGNOSTICS INC

DGX|74834L100

Shares:2.4K

Value:$413.3K

% of Portfolio:0.0% ($413.3K/$1.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46137V381)✕	8.8K	QoQ -11.73% (-1.2K) YoY -38.11% (-5.4K)	All Managers (Combined)	$439.3K	0.0% ($439.3K/$1.2B)	QoQ -17.55% (-$93.6K) YoY -39.47% (-$286.5K)
GRAPHIC PACKAGING HOLDING CO(GPKcusip388689101)	16.9K	QoQ -6.37% (-1.2K) YoY -3.12% (-545)	All Managers (Combined)	$439.1K	0.0% ($439.1K/$1.2B)	QoQ -10.51% (-$51.6K) YoY -13.81% (-$70.4K)
Travel & Leisure Co.(TNLcusip894164102)	9.5K	QoQ +10.75% (+920) YoY +47.72% (+3.1K)	All Managers (Combined)	$438.5K	0.0% ($438.5K/$1.2B)	QoQ +1.62% (+$7.0K) YoY +39.66% (+$124.5K)
(cusip464287457)✕	5.3K	QoQ -13.10% (-798) YoY -36.76% (-3.1K)	All Managers (Combined)	$437.8K	0.0% ($437.8K/$1.2B)	QoQ -12.30% (-$61.4K) YoY -36.03% (-$246.6K)
Cadre Holdings, Inc.(CDREcusip12763L105)	14.8K	QoQ +12.48% (+1.6K) YoY NEW(+14.8K)	All Managers (Combined)	$437.4K	0.0% ($437.4K/$1.2B)	QoQ +3.11% (+$13.2K) YoY NEW(+$437.4K)
EMERSON ELECTRIC CO(EMRcusip291011104)	3.9K	QoQ +2.95% (-113) YoY NEW(+3.9K)	All Managers (Combined)	$432.3K	0.0% ($432.3K/$1.2B)	QoQ -8.92% (-$42.4K) YoY NEW(+$432.3K)
Fortinet, Inc.(FTNTcusip34959E109)	4.5K	QoQ -5.57% (-265) YoY +30.14% (+1.0K)	All Managers (Combined)	$431.8K	0.0% ($431.8K/$1.2B)	QoQ -3.80% (-$17.1K) YoY +83.39% (+$196.4K)
INTERCONTINENTAL HOTELS GROUP PLC /NEW/(IHGcusip45857P806)	3.9K	QoQ +4.41% (-166) YoY -20.78% (-1.0K)	All Managers (Combined)	$430.6K	0.0% ($430.6K/$1.2B)	QoQ -8.39% (-$39.4K) YoY -17.83% (-$93.5K)
XCEL ENERGY INC(XELcusip98389B100)	6.1K	QoQ -9.91% (-668) YoY +19.98% (+1.0K)	All Managers (Combined)	$429.8K	0.0% ($429.8K/$1.2B)	QoQ -5.53% (-$25.2K) YoY +58.02% (+$157.8K)
Motorola Solutions, Inc.(MSIcusip620076307)	964	QoQ -8.62% (-91) YoY NEW(+964)	All Managers (Combined)	$421.9K	0.0% ($421.9K/$1.2B)	QoQ -13.49% (-$65.8K) YoY NEW(+$421.9K)
(BNDcusip921937835)	5.7K	QoQ +24.97% (+1.1K) YoY +15.00% (+749)	All Managers (Combined)	$421.6K	0.0% ($421.6K/$1.2B)	QoQ +27.64% (+$91.3K) YoY +16.31% (+$59.1K)
NASDAQ, INC.(NDAQcusip631103108)	5.6K	QoQ -6.46% (-384) YoY +7.77% (+401)	All Managers (Combined)	$421.4K	0.0% ($421.4K/$1.2B)	QoQ -8.23% (-$37.8K) YoY +29.54% (+$96.1K)
BigBear.ai Holdings, Inc.(BBAIcusip08975B109)	146.5K	QoQ -16.96% (-29.9K) YoY +6.52% (+9.0K)	All Managers (Combined)	$419.0K	0.0% ($419.0K/$1.2B)	QoQ -46.63% (-$366.1K) YoY +48.61% (+$137.1K)
ARGAN INC(AGXcusip04010E109)	3.2K	QoQ +48.00% (+1.0K) YoY NEW(+3.2K)	All Managers (Combined)	$418.2K	0.0% ($418.2K/$1.2B)	QoQ +41.67% (+$123.0K) YoY NEW(+$418.2K)
LAM RESEARCH CORP(LRCXcusip512807306)	5.7K	QoQ -8.32% (-520) YoY NEW(+5.7K)	All Managers (Combined)	$416.1K	0.0% ($416.1K/$1.2B)	QoQ -7.72% (-$34.9K) YoY NEW(+$416.1K)
IRON MOUNTAIN INC(IRMcusip46284V101)	4.8K	QoQ +4.18% (-194) YoY -53.75% (-5.6K)	All Managers (Combined)	$415.8K	0.0% ($415.8K/$1.2B)	QoQ -14.72% (-$71.8K) YoY -50.40% (-$422.7K)
COMFORT SYSTEMS USA INC(FIXcusip199908104)	1.3K	QoQ NEW(+1.3K) YoY NEW(+1.3K)	All Managers (Combined)	$415.5K	0.0% ($415.5K/$1.2B)	QoQ NEW(+$415.5K) YoY NEW(+$415.5K)
Apollo Global Management, Inc.(APOcusip03769M106)	3.0K	QoQ -11.34% (-388) YoY -23.88% (-951)	All Managers (Combined)	$415.1K	0.0% ($415.1K/$1.2B)	QoQ -26.48% (-$149.6K) YoY -7.29% (-$32.7K)
(IWPcusip464287481)	3.5K	QoQ -23.32% (-1.1K) YoY -38.12% (-2.2K)	All Managers (Combined)	$413.9K	0.0% ($413.9K/$1.2B)	QoQ -28.93% (-$168.5K) YoY -36.30% (-$235.9K)
QUEST DIAGNOSTICS INC(DGXcusip74834L100)	2.4K	QoQ -12.34% (-344) YoY -33.26% (-1.2K)	All Managers (Combined)	$413.3K	0.0% ($413.3K/$1.2B)	QoQ -1.71% (-$7.2K) YoY -15.18% (-$74.0K)