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

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Parker-Hannifin Corp

PH|701094104

Shares:589

Value:$357.9K

% of Portfolio:0.0% ($357.9K/$1.2B)

Moderna, Inc.

MRNA|60770K107

Shares:12.6K

Value:$357.8K

% of Portfolio:0.0% ($357.8K/$1.2B)

464288661

Shares:3.0K

Value:$356.7K

% of Portfolio:0.0% ($356.7K/$1.2B)

NORTHERN OIL & GAS, INC.

NOG|665531307

Shares:11.7K

Value:$355.0K

% of Portfolio:0.0% ($355.0K/$1.2B)

ALASKA AIR GROUP, INC.

ALK|011659109

Shares:7.2K

Value:$353.2K

% of Portfolio:0.0% ($353.2K/$1.2B)

IMPERIAL OIL LTD

IMO|453038408

Shares:4.9K

Value:$353.2K

% of Portfolio:0.0% ($353.2K/$1.2B)

ServiceNow, Inc.

NOW|81762P102

Shares:443

Value:$352.8K

% of Portfolio:0.0% ($352.8K/$1.2B)

HEALTHPEAK PROPERTIES, INC.

DOC|42250P103

Shares:17.4K

Value:$351.6K

% of Portfolio:0.0% ($351.6K/$1.2B)

Zoom Communications, Inc.

ZM|98980L101

Shares:4.8K

Value:$351.2K

% of Portfolio:0.0% ($351.2K/$1.2B)

GOLUB CAPITAL BDC, Inc.

GBDC|38173M102

Shares:23.2K

Value:$351.0K

% of Portfolio:0.0% ($351.0K/$1.2B)

FASTENAL CO

FAST|311900104

Shares:4.5K

Value:$350.0K

% of Portfolio:0.0% ($350.0K/$1.2B)

UBS Group AG

UBS|H42097107

Shares:11.4K

Value:$349.8K

% of Portfolio:0.0% ($349.8K/$1.2B)

KROGER CO

KR|501044101

Shares:5.2K

Value:$349.5K

% of Portfolio:0.0% ($349.5K/$1.2B)

TETRA TECH INC

TTEK|88162G103

Shares:11.9K

Value:$348.2K

% of Portfolio:0.0% ($348.2K/$1.2B)

33939L308

Shares:6.6K

Value:$347.9K

% of Portfolio:0.0% ($347.9K/$1.2B)

SK TELECOM CO LTD

SKM|78440P306

Shares:16.4K

Value:$347.7K

% of Portfolio:0.0% ($347.7K/$1.2B)

ILLINOIS TOOL WORKS INC

ITW|452308109

Shares:1.4K

Value:$347.5K

% of Portfolio:0.0% ($347.5K/$1.2B)

46434G103

IEMG|46434G103

Shares:6.4K

Value:$346.7K

% of Portfolio:0.0% ($346.7K/$1.2B)

CAMECO CORP

CCJ|13321L108

Shares:8.4K

Value:$345.7K

% of Portfolio:0.0% ($345.7K/$1.2B)

ALLIANT ENERGY CORP

LNT|018802108

Shares:5.4K

Value:$345.1K

% of Portfolio:0.0% ($345.1K/$1.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Parker-Hannifin Corp(PHcusip701094104)	589	QoQ -30.86% (-263) YoY -39.58% (-386)	All Managers (Combined)	$357.9K	0.0% ($357.9K/$1.2B)	QoQ -33.96% (-$184.1K) YoY -33.94% (-$183.9K)
Moderna, Inc.(MRNAcusip60770K107)	12.6K	QoQ +56.38% (+4.6K) YoY +67.26% (-5.1K)	All Managers (Combined)	$357.8K	0.0% ($357.8K/$1.2B)	QoQ +6.62% (+$22.2K) YoY -55.49% (-$446.3K)
(cusip464288661)✕	3.0K	QoQ -14.66% (-519) YoY -25.43% (-1.0K)	All Managers (Combined)	$356.7K	0.0% ($356.7K/$1.2B)	QoQ -12.75% (-$52.2K) YoY -23.93% (-$112.2K)
NORTHERN OIL & GAS, INC.(NOGcusip665531307)	11.7K	QoQ +28.89% (+2.6K) YoY +36.28% (+3.1K)	All Managers (Combined)	$355.0K	0.0% ($355.0K/$1.2B)	QoQ +4.85% (+$16.4K) YoY +3.83% (+$13.1K)
ALASKA AIR GROUP, INC.(ALKcusip011659109)	7.2K	QoQ NEW(+7.2K) YoY NEW(+7.2K)	All Managers (Combined)	$353.2K	0.0% ($353.2K/$1.2B)	QoQ NEW(+$353.2K) YoY NEW(+$353.2K)
IMPERIAL OIL LTD(IMOcusip453038408)	4.9K	QoQ -3.26% (-165) YoY -67.80% (-10.3K)	All Managers (Combined)	$353.2K	0.0% ($353.2K/$1.2B)	QoQ +13.57% (-$42.2K) YoY -66.32% (-$695.5K)
ServiceNow, Inc.(NOWcusip81762P102)	443	QoQ -40.69% (-304) YoY -32.67% (-215)	All Managers (Combined)	$352.8K	0.0% ($352.8K/$1.2B)	QoQ -55.47% (-$439.6K) YoY -29.72% (-$149.2K)
HEALTHPEAK PROPERTIES, INC.(DOCcusip42250P103)	17.4K	QoQ -11.38% (-2.2K) YoY +33.80% (+4.4K)	All Managers (Combined)	$351.6K	0.0% ($351.6K/$1.2B)	QoQ -11.61% (-$46.2K) YoY +44.28% (+$107.9K)
Zoom Communications, Inc.(ZMcusip98980L101)	4.8K	QoQ +9.75% (-423) YoY NEW(+4.8K)	All Managers (Combined)	$351.2K	0.0% ($351.2K/$1.2B)	QoQ -0.79% (-$2.8K) YoY NEW(+$351.2K)
GOLUB CAPITAL BDC, Inc.(GBDCcusip38173M102)	23.2K	QoQ -6.15% (-1.5K) YoY -5.28% (-1.3K)	All Managers (Combined)	$351.0K	0.0% ($351.0K/$1.2B)	QoQ -6.27% (-$23.5K) YoY -13.76% (-$56.0K)
FASTENAL CO(FASTcusip311900104)	4.5K	QoQ +2.61% (+115) YoY -8.06% (-396)	All Managers (Combined)	$350.0K	0.0% ($350.0K/$1.2B)	QoQ +10.64% (+$33.7K) YoY -7.58% (-$28.7K)
UBS Group AG(UBScusipH42097107)	11.4K	QoQ -11.62% (-1.5K) YoY -35.76% (-6.4K)	All Managers (Combined)	$349.8K	0.0% ($349.8K/$1.2B)	QoQ -10.72% (-$42.0K) YoY -35.95% (-$196.4K)
KROGER CO(KRcusip501044101)	5.2K	QoQ -5.62% (-308) YoY -31.85% (-2.4K)	All Managers (Combined)	$349.5K	0.0% ($349.5K/$1.2B)	QoQ +4.46% (-$14.9K) YoY -19.26% (-$83.4K)
TETRA TECH INC(TTEKcusip88162G103)	11.9K	QoQ -55.63% (-14.9K) YoY +197.10% (-7.9K)	All Managers (Combined)	$348.2K	0.0% ($348.2K/$1.2B)	QoQ -67.42% (-$720.8K) YoY -52.94% (-$391.9K)
(cusip33939L308)✕	6.6K	QoQ +5.74% (+360) YoY +41.23% (+1.9K)	All Managers (Combined)	$347.9K	0.0% ($347.9K/$1.2B)	QoQ +8.93% (+$28.5K) YoY +44.41% (+$107.0K)
SK TELECOM CO LTD(SKMcusip78440P306)	16.4K	QoQ -3.68% (-626) YoY -5.69% (-988)	All Managers (Combined)	$347.7K	0.0% ($347.7K/$1.2B)	QoQ -2.67% (-$9.6K) YoY -7.00% (-$26.2K)
ILLINOIS TOOL WORKS INC(ITWcusip452308109)	1.4K	QoQ +33.17% (+349) YoY +16.07% (+194)	All Managers (Combined)	$347.5K	0.0% ($347.5K/$1.2B)	QoQ +30.29% (+$80.8K) YoY +7.28% (+$23.6K)
(IEMGcusip46434G103)	6.4K	QoQ NEW(+6.4K) YoY NEW(+6.4K)	All Managers (Combined)	$346.7K	0.0% ($346.7K/$1.2B)	QoQ NEW(+$346.7K) YoY NEW(+$346.7K)
CAMECO CORP(CCJcusip13321L108)	8.4K	QoQ +34.79% (+2.2K) YoY +59.87% (+3.1K)	All Managers (Combined)	$345.7K	0.0% ($345.7K/$1.2B)	QoQ +7.96% (+$25.5K) YoY +51.90% (+$118.1K)
ALLIANT ENERGY CORP(LNTcusip018802108)	5.4K	QoQ +10.53% (+511) YoY NEW(+5.4K)	All Managers (Combined)	$345.1K	0.0% ($345.1K/$1.2B)	QoQ +20.27% (+$58.2K) YoY NEW(+$345.1K)