Freedom-Investment-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
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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

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WEC ENERGY GROUP, INC.

WEC|92939U106

Shares:3.5K

Value:$386.3K

% of Portfolio:0.0% ($386.3K/$1.2B)

78468R671

Shares:6.1K

Value:$385.9K

% of Portfolio:0.0% ($385.9K/$1.2B)

Autodesk, Inc.

ADSK|052769106

Shares:1.5K

Value:$385.7K

% of Portfolio:0.0% ($385.7K/$1.2B)

UNITED PARCEL SERVICE INC

UPS|911312106

Shares:3.5K

Value:$383.2K

% of Portfolio:0.0% ($383.2K/$1.2B)

Natural Grocers by Vitamin Cottage, Inc.

NGVC|63888U108

Shares:9.5K

Value:$381.9K

% of Portfolio:0.0% ($381.9K/$1.2B)

Coeur Mining, Inc.

CDE|192108504

Shares:64.4K

Value:$381.5K

% of Portfolio:0.0% ($381.5K/$1.2B)

Hims & Hers Health, Inc.

HIMS|433000106

Shares:12.9K

Value:$380.3K

% of Portfolio:0.0% ($380.3K/$1.2B)

464288679

Shares:3.4K

Value:$380.1K

% of Portfolio:0.0% ($380.1K/$1.2B)

ANALOG DEVICES INC

ADI|032654105

Shares:1.9K

Value:$377.2K

% of Portfolio:0.0% ($377.2K/$1.2B)

SAP SE

SAP|803054204

Shares:1.4K

Value:$375.6K

% of Portfolio:0.0% ($375.6K/$1.2B)

OSHKOSH CORP

OSK|688239201

Shares:4.0K

Value:$372.3K

% of Portfolio:0.0% ($372.3K/$1.2B)

14020W106

Shares:10.4K

Value:$372.1K

% of Portfolio:0.0% ($372.1K/$1.2B)

Tempus AI, Inc.

TEM|88023B103

Shares:7.7K

Value:$372.1K

% of Portfolio:0.0% ($372.1K/$1.2B)

74347R693

Shares:6.9K

Value:$370.2K

% of Portfolio:0.0% ($370.2K/$1.2B)

DuPont de Nemours, Inc.

DD|26614N102

Shares:5.0K

Value:$369.7K

% of Portfolio:0.0% ($369.7K/$1.2B)

LABCORP HOLDINGS INC.

LH|504922105

Shares:1.6K

Value:$367.4K

% of Portfolio:0.0% ($367.4K/$1.2B)

46435G441

Shares:7.9K

Value:$366.1K

% of Portfolio:0.0% ($366.1K/$1.2B)

SIMON PROPERTY GROUP INC /DE/

SPG|828806109

Shares:2.2K

Value:$361.1K

% of Portfolio:0.0% ($361.1K/$1.2B)

37954Y442

Shares:17.1K

Value:$358.7K

% of Portfolio:0.0% ($358.7K/$1.2B)

ASSURANT, INC.

AIZ|04621X108

Shares:1.7K

Value:$358.6K

% of Portfolio:0.0% ($358.6K/$1.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
WEC ENERGY GROUP, INC.(WECcusip92939U106)	3.5K	QoQ -2.74% (-100) YoY -22.21% (-1.0K)	All Managers (Combined)	$386.3K	0.0% ($386.3K/$1.2B)	QoQ +12.71% (-$43.6K) YoY +3.22% (-$12.1K)
(cusip78468R671)✕	6.1K	QoQ -0.80% (-50) YoY +6.66% (+384)	All Managers (Combined)	$385.9K	0.0% ($385.9K/$1.2B)	QoQ -7.01% (-$29.1K) YoY +16.83% (+$55.6K)
Autodesk, Inc.(ADSKcusip052769106)	1.5K	QoQ +2.36% (-34) YoY -16.30% (-287)	All Managers (Combined)	$385.7K	0.0% ($385.7K/$1.2B)	QoQ -9.30% (-$39.6K) YoY -15.87% (-$72.8K)
UNITED PARCEL SERVICE INC(UPScusip911312106)	3.5K	QoQ -46.95% (-3.1K) YoY -61.39% (-5.5K)	All Managers (Combined)	$383.2K	0.0% ($383.2K/$1.2B)	QoQ -53.72% (-$445.0K) YoY -71.42% (-$957.9K)
Natural Grocers by Vitamin Cottage, Inc.(NGVCcusip63888U108)	9.5K	QoQ -7.24% (-742) YoY -60.84% (-14.8K)	All Managers (Combined)	$381.9K	0.0% ($381.9K/$1.2B)	QoQ -6.12% (-$24.9K) YoY -12.79% (-$56.0K)
Coeur Mining, Inc.(CDEcusip192108504)	64.4K	QoQ +3.62% (+2.3K) YoY NEW(+64.4K)	All Managers (Combined)	$381.5K	0.0% ($381.5K/$1.2B)	QoQ +7.24% (+$25.8K) YoY NEW(+$381.5K)
Hims & Hers Health, Inc.(HIMScusip433000106)	12.9K	QoQ NEW(+12.9K) YoY NEW(+12.9K)	All Managers (Combined)	$380.3K	0.0% ($380.3K/$1.2B)	QoQ NEW(+$380.3K) YoY NEW(+$380.3K)
(cusip464288679)✕	3.4K	QoQ NEW(+3.4K) YoY -65.54% (-6.5K)	All Managers (Combined)	$380.1K	0.0% ($380.1K/$1.2B)	QoQ NEW(+$380.1K) YoY -65.57% (-$724.0K)
ANALOG DEVICES INC(ADIcusip032654105)	1.9K	QoQ -8.90% (-183) YoY -0.26% (-5)	All Managers (Combined)	$377.2K	0.0% ($377.2K/$1.2B)	QoQ -13.56% (-$59.2K) YoY +1.68% (-$6.2K)
SAP SE(SAPcusip803054204)	1.4K	QoQ -8.62% (-132) YoY NEW(+1.4K)	All Managers (Combined)	$375.6K	0.0% ($375.6K/$1.2B)	QoQ -0.33% (-$1.3K) YoY NEW(+$375.6K)
OSHKOSH CORP(OSKcusip688239201)	4.0K	QoQ -2.96% (-121) YoY NEW(+4.0K)	All Managers (Combined)	$372.3K	0.0% ($372.3K/$1.2B)	QoQ -3.98% (-$15.4K) YoY NEW(+$372.3K)
(cusip14020W106)✕	10.4K	QoQ -3.92% (-427) YoY NEW(+10.4K)	All Managers (Combined)	$372.1K	0.0% ($372.1K/$1.2B)	QoQ -2.89% (-$11.1K) YoY NEW(+$372.1K)
Tempus AI, Inc.(TEMcusip88023B103)	7.7K	QoQ -12.06% (-1.1K) YoY NEW(+7.7K)	All Managers (Combined)	$372.1K	0.0% ($372.1K/$1.2B)	QoQ +25.66% (-$76.0K) YoY NEW(+$372.1K)
(cusip74347R693)✕	6.9K	QoQ +17.24% (-1.0K) YoY NEW(+6.9K)	All Managers (Combined)	$370.2K	0.0% ($370.2K/$1.2B)	QoQ -10.15% (-$41.9K) YoY NEW(+$370.2K)
DuPont de Nemours, Inc.(DDcusip26614N102)	5.0K	QoQ +0.63% (-31) YoY NEW(+5.0K)	All Managers (Combined)	$369.7K	0.0% ($369.7K/$1.2B)	QoQ -1.42% (-$5.4K) YoY NEW(+$369.7K)
LABCORP HOLDINGS INC.(LHcusip504922105)	1.6K	QoQ -4.53% (-75) YoY NEW(+1.6K)	All Managers (Combined)	$367.4K	0.0% ($367.4K/$1.2B)	QoQ -3.12% (-$11.9K) YoY NEW(+$367.4K)
(cusip46435G441)✕	7.9K	QoQ -2.22% (-180) YoY NEW(+7.9K)	All Managers (Combined)	$366.1K	0.0% ($366.1K/$1.2B)	QoQ -1.98% (-$7.4K) YoY NEW(+$366.1K)
SIMON PROPERTY GROUP INC /DE/(SPGcusip828806109)	2.2K	QoQ +3.72% (+78) YoY -27.55% (-827)	All Managers (Combined)	$361.1K	0.0% ($361.1K/$1.2B)	QoQ +0.02% (+$79) YoY -23.11% (-$108.6K)
(cusip37954Y442)✕	17.1K	QoQ +1.10% (-187) YoY +30.65% (+4.0K)	All Managers (Combined)	$358.7K	0.0% ($358.7K/$1.2B)	QoQ -11.42% (-$46.3K) YoY +26.09% (+$74.2K)
ASSURANT, INC.(AIZcusip04621X108)	1.7K	QoQ +42650.00% (+1.7K) YoY -10.56% (-202)	All Managers (Combined)	$358.6K	0.0% ($358.6K/$1.2B)	QoQ +38707.46% (+$357.7K) YoY -0.36% (-$1.3K)