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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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  "VCIT",
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  null,
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  null,
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  null,
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  null,
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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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33734H106

Shares:9.3K

Value:$412.9K

% of Portfolio:0.0% ($412.9K/$1.2B)

STEELCASE INC

SCS|858155203

Shares:36.9K

Value:$404.4K

% of Portfolio:0.0% ($404.4K/$1.2B)

Unum Group

UNM|91529Y106

Shares:5.0K

Value:$404.4K

% of Portfolio:0.0% ($404.4K/$1.2B)

78468R697

Shares:13.0K

Value:$403.7K

% of Portfolio:0.0% ($403.7K/$1.2B)

46436E767

Shares:8.6K

Value:$402.8K

% of Portfolio:0.0% ($402.8K/$1.2B)

ROYAL CARIBBEAN CRUISES LTD

RCL|V7780T103

Shares:2.0K

Value:$402.5K

% of Portfolio:0.0% ($402.5K/$1.2B)

BIOMARIN PHARMACEUTICAL INC

BMRN|09061G101

Shares:5.7K

Value:$401.8K

% of Portfolio:0.0% ($401.8K/$1.2B)

37954Y384

Shares:12.4K

Value:$401.7K

% of Portfolio:0.0% ($401.7K/$1.2B)

Interactive Brokers Group, Inc.

IBKR|45841N107

Shares:2.4K

Value:$401.1K

% of Portfolio:0.0% ($401.1K/$1.2B)

032108847

Shares:35.1K

Value:$400.3K

% of Portfolio:0.0% ($400.3K/$1.2B)

SANMINA CORP

SANM|801056102

Shares:5.2K

Value:$399.7K

% of Portfolio:0.0% ($399.7K/$1.2B)

464287721

Shares:2.8K

Value:$398.1K

% of Portfolio:0.0% ($398.1K/$1.2B)

Synchrony Financial

SYF|87165B103

Shares:7.5K

Value:$396.6K

% of Portfolio:0.0% ($396.6K/$1.2B)

98888G204

Shares:13.1K

Value:$396.2K

% of Portfolio:0.0% ($396.2K/$1.2B)

46138E719

Shares:21.8K

Value:$393.7K

% of Portfolio:0.0% ($393.7K/$1.2B)

CAE INC

CAE|124765108

Shares:16.0K

Value:$392.9K

% of Portfolio:0.0% ($392.9K/$1.2B)

BIOGEN INC.

BIIB|09062X103

Shares:2.9K

Value:$391.8K

% of Portfolio:0.0% ($391.8K/$1.2B)

14020V108

Shares:11.6K

Value:$387.8K

% of Portfolio:0.0% ($387.8K/$1.2B)

AMEREN CORP

AEE|023608102

Shares:3.9K

Value:$387.5K

% of Portfolio:0.0% ($387.5K/$1.2B)

Public Storage

PSA|74460D109

Shares:1.3K

Value:$387.2K

% of Portfolio:0.0% ($387.2K/$1.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip33734H106)✕	9.3K	QoQ -0.04% (-4) YoY +16.62% (+1.3K)	All Managers (Combined)	$412.9K	0.0% ($412.9K/$1.2B)	QoQ +2.12% (-$8.6K) YoY +23.13% (+$77.6K)
STEELCASE INC(SCScusip858155203)	36.9K	QoQ -2.49% (-944) YoY -22.96% (-11.0K)	All Managers (Combined)	$404.4K	0.0% ($404.4K/$1.2B)	QoQ -9.58% (-$42.9K) YoY -35.45% (-$222.1K)
Unum Group(UNMcusip91529Y106)	5.0K	QoQ -0.28% (-14) YoY -17.26% (-1.0K)	All Managers (Combined)	$404.4K	0.0% ($404.4K/$1.2B)	QoQ +11.20% (-$40.7K) YoY +25.57% (-$82.4K)
(cusip78468R697)✕	13.0K	QoQ +29.36% (+3.0K) YoY +78.05% (+5.7K)	All Managers (Combined)	$403.7K	0.0% ($403.7K/$1.2B)	QoQ +17.14% (+$59.1K) YoY +58.95% (+$149.7K)
(cusip46436E767)✕	8.6K	QoQ +65.86% (+3.4K) YoY NEW(+8.6K)	All Managers (Combined)	$402.8K	0.0% ($402.8K/$1.2B)	QoQ +55.70% (+$144.1K) YoY NEW(+$402.8K)
ROYAL CARIBBEAN CRUISES LTD(RCLcusipV7780T103)	2.0K	QoQ -38.74% (-1.2K) YoY -37.49% (-1.2K)	All Managers (Combined)	$402.5K	0.0% ($402.5K/$1.2B)	QoQ -45.43% (-$335.1K) YoY -7.62% (-$33.2K)
BIOMARIN PHARMACEUTICAL INC(BMRNcusip09061G101)	5.7K	QoQ +13.18% (+662) YoY +24.95% (+1.1K)	All Managers (Combined)	$401.8K	0.0% ($401.8K/$1.2B)	QoQ +21.74% (+$71.8K) YoY +1.14% (+$4.6K)
(cusip37954Y384)✕	12.4K	QoQ +1.04% (+128) YoY +31.02% (+2.9K)	All Managers (Combined)	$401.7K	0.0% ($401.7K/$1.2B)	QoQ +1.82% (+$7.2K) YoY +42.42% (+$119.6K)
Interactive Brokers Group, Inc.(IBKRcusip45841N107)	2.4K	QoQ -12.77% (-355) YoY -33.56% (-1.2K)	All Managers (Combined)	$401.1K	0.0% ($401.1K/$1.2B)	QoQ -18.25% (-$89.6K) YoY -1.53% (-$6.3K)
(cusip032108847)✕	35.1K	QoQ +0.98% (+343) YoY +8.73% (+2.8K)	All Managers (Combined)	$400.3K	0.0% ($400.3K/$1.2B)	QoQ +0.02% (+$89) YoY +2.87% (+$11.2K)
SANMINA CORP(SANMcusip801056102)	5.2K	QoQ -15.16% (-938) YoY -27.25% (-2.0K)	All Managers (Combined)	$399.7K	0.0% ($399.7K/$1.2B)	QoQ -14.59% (-$68.3K) YoY -10.86% (-$48.7K)
(cusip464287721)✕	2.8K	QoQ +110.15% (+1.5K) YoY NEW(+2.8K)	All Managers (Combined)	$398.1K	0.0% ($398.1K/$1.2B)	QoQ +84.95% (+$182.9K) YoY NEW(+$398.1K)
Synchrony Financial(SYFcusip87165B103)	7.5K	QoQ NEW(+7.5K) YoY NEW(+7.5K)	All Managers (Combined)	$396.6K	0.0% ($396.6K/$1.2B)	QoQ NEW(+$396.6K) YoY NEW(+$396.6K)
(cusip98888G204)✕	13.1K	QoQ +12.27% (+1.4K) YoY -8.78% (-1.3K)	All Managers (Combined)	$396.2K	0.0% ($396.2K/$1.2B)	QoQ +2.38% (+$9.2K) YoY -12.77% (-$58.1K)
(cusip46138E719)✕	21.8K	QoQ -13.06% (-3.3K) YoY -21.06% (-5.8K)	All Managers (Combined)	$393.7K	0.0% ($393.7K/$1.2B)	QoQ -13.15% (-$59.6K) YoY -21.36% (-$107.0K)
CAE INC(CAEcusip124765108)	16.0K	QoQ -7.92% (-1.4K) YoY -14.21% (-2.6K)	All Managers (Combined)	$392.9K	0.0% ($392.9K/$1.2B)	QoQ -10.79% (-$47.6K) YoY +2.19% (-$8.5K)
BIOGEN INC.(BIIBcusip09062X103)	2.9K	QoQ +41.45% (+839) YoY +50.05% (-955)	All Managers (Combined)	$391.8K	0.0% ($391.8K/$1.2B)	QoQ +26.54% (+$82.2K) YoY -4.78% (-$19.7K)
(cusip14020V108)✕	11.6K	QoQ +3.06% (-345) YoY NEW(+11.6K)	All Managers (Combined)	$387.8K	0.0% ($387.8K/$1.2B)	QoQ -1.56% (-$6.2K) YoY NEW(+$387.8K)
AMEREN CORP(AEEcusip023608102)	3.9K	QoQ +57.83% (+1.4K) YoY NEW(+3.9K)	All Managers (Combined)	$387.5K	0.0% ($387.5K/$1.2B)	QoQ +77.80% (+$169.6K) YoY NEW(+$387.5K)
Public Storage(PSAcusip74460D109)	1.3K	QoQ +37.07% (+350) YoY -9.32% (-133)	All Managers (Combined)	$387.2K	0.0% ($387.2K/$1.2B)	QoQ +37.00% (+$104.6K) YoY -6.47% (-$26.8K)