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

Page 28 of 37

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AMERICAN TOWER CORP /MA/

AMT|03027X100

Shares:1.6K

Value:$344.6K

% of Portfolio:0.0% ($344.6K/$1.2B)

922042866

VPL|922042866

Shares:4.7K

Value:$343.6K

% of Portfolio:0.0% ($343.6K/$1.2B)

ASE Technology Holding Co., Ltd.

ASX|00215W100

Shares:38.9K

Value:$340.8K

% of Portfolio:0.0% ($340.8K/$1.2B)

DEVON ENERGY CORP/DE

DVN|25179M103

Shares:9.1K

Value:$340.0K

% of Portfolio:0.0% ($340.0K/$1.2B)

46435G433

Shares:8.2K

Value:$339.9K

% of Portfolio:0.0% ($339.9K/$1.2B)

Kenvue Inc.

KVUE|49177J102

Shares:14.2K

Value:$339.5K

% of Portfolio:0.0% ($339.5K/$1.2B)

92204A801

Shares:1.8K

Value:$339.2K

% of Portfolio:0.0% ($339.2K/$1.2B)

Vistra Corp.

VST|92840M102

Shares:2.9K

Value:$338.5K

% of Portfolio:0.0% ($338.5K/$1.2B)

25434V872

Shares:8.0K

Value:$337.6K

% of Portfolio:0.0% ($337.6K/$1.2B)

922042775

VEU|922042775

Shares:5.6K

Value:$337.5K

% of Portfolio:0.0% ($337.5K/$1.2B)

Coterra Energy Inc.

CTRA|127097103

Shares:11.7K

Value:$337.3K

% of Portfolio:0.0% ($337.3K/$1.2B)

LOCKHEED MARTIN CORP

LMT|539830109

Shares:754

Value:$336.8K

% of Portfolio:0.0% ($336.8K/$1.2B)

Rocket Lab USA, Inc.

RKLB|773122106

Shares:18.8K

Value:$336.7K

% of Portfolio:0.0% ($336.7K/$1.2B)

HOST HOTELS & RESORTS, INC.

HST|44107P104

Shares:23.6K

Value:$335.7K

% of Portfolio:0.0% ($335.7K/$1.2B)

69374H816

Shares:7.0K

Value:$335.0K

% of Portfolio:0.0% ($335.0K/$1.2B)

46137Y609

Shares:9.5K

Value:$334.7K

% of Portfolio:0.0% ($334.7K/$1.2B)

092528603

Shares:6.4K

Value:$333.5K

% of Portfolio:0.0% ($333.5K/$1.2B)

VICI PROPERTIES INC.

VICI|925652109

Shares:10.2K

Value:$333.0K

% of Portfolio:0.0% ($333.0K/$1.2B)

46434G764

EMXC|46434G764

Shares:6.0K

Value:$331.1K

% of Portfolio:0.0% ($331.1K/$1.2B)

STATE STREET CORP

STT|857477103

Shares:3.7K

Value:$330.4K

% of Portfolio:0.0% ($330.4K/$1.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
AMERICAN TOWER CORP /MA/(AMTcusip03027X100)	1.6K	QoQ +2.65% (+41) YoY -15.56% (-292)	All Managers (Combined)	$344.6K	0.0% ($344.6K/$1.2B)	QoQ +21.85% (+$61.8K) YoY -7.01% (-$26.0K)
(VPLcusip922042866)	4.7K	QoQ -15.93% (-899) YoY -26.87% (-1.7K)	All Managers (Combined)	$343.6K	0.0% ($343.6K/$1.2B)	QoQ -14.26% (-$57.2K) YoY -30.30% (-$149.5K)
ASE Technology Holding Co., Ltd.(ASXcusip00215W100)	38.9K	QoQ -0.33% (-132) YoY +16.32% (-5.5K)	All Managers (Combined)	$340.8K	0.0% ($340.8K/$1.2B)	QoQ -13.30% (-$52.3K) YoY -7.28% (-$26.8K)
DEVON ENERGY CORP/DE(DVNcusip25179M103)	9.1K	QoQ +7.01% (+596) YoY NEW(+9.1K)	All Managers (Combined)	$340.0K	0.0% ($340.0K/$1.2B)	QoQ +22.26% (+$61.9K) YoY NEW(+$340.0K)
(cusip46435G433)✕	8.2K	QoQ -7.14% (-631) YoY -31.27% (-3.7K)	All Managers (Combined)	$339.9K	0.0% ($339.9K/$1.2B)	QoQ -7.17% (-$26.3K) YoY -23.93% (-$106.9K)
Kenvue Inc.(KVUEcusip49177J102)	14.2K	QoQ -11.31% (-1.8K) YoY -49.31% (-13.8K)	All Managers (Combined)	$339.5K	0.0% ($339.5K/$1.2B)	QoQ -0.39% (-$1.3K) YoY -43.36% (-$259.9K)
(cusip92204A801)✕	1.8K	QoQ -47.03% (-1.6K) YoY -73.28% (-4.9K)	All Managers (Combined)	$339.2K	0.0% ($339.2K/$1.2B)	QoQ -46.74% (-$297.8K) YoY -75.32% (-$1.0M)
Vistra Corp.(VSTcusip92840M102)	2.9K	QoQ -2.99% (-89) YoY NEW(+2.9K)	All Managers (Combined)	$338.5K	0.0% ($338.5K/$1.2B)	QoQ -17.35% (-$71.1K) YoY NEW(+$338.5K)
(cusip25434V872)✕	8.0K	QoQ +4.00% (+309) YoY +9.73% (+712)	All Managers (Combined)	$337.6K	0.0% ($337.6K/$1.2B)	QoQ +6.00% (+$19.1K) YoY +10.02% (+$30.8K)
(VEUcusip922042775)	5.6K	QoQ NEW(+5.6K) YoY NEW(+5.6K)	All Managers (Combined)	$337.5K	0.0% ($337.5K/$1.2B)	QoQ NEW(+$337.5K) YoY NEW(+$337.5K)
Coterra Energy Inc.(CTRAcusip127097103)	11.7K	QoQ NEW(+11.7K) YoY -35.62% (-6.5K)	All Managers (Combined)	$337.3K	0.0% ($337.3K/$1.2B)	QoQ NEW(+$337.3K) YoY -33.26% (-$168.1K)
LOCKHEED MARTIN CORP(LMTcusip539830109)	754	QoQ -20.54% (-195) YoY +37.59% (+206)	All Managers (Combined)	$336.8K	0.0% ($336.8K/$1.2B)	QoQ -26.98% (-$124.5K) YoY +35.20% (+$87.7K)
Rocket Lab USA, Inc.(RKLBcusip773122106)	18.8K	QoQ NEW(+18.8K) YoY NEW(+18.8K)	All Managers (Combined)	$336.7K	0.0% ($336.7K/$1.2B)	QoQ NEW(+$336.7K) YoY NEW(+$336.7K)
HOST HOTELS & RESORTS, INC.(HSTcusip44107P104)	23.6K	QoQ +6.34% (-1.4K) YoY +1.61% (-375)	All Managers (Combined)	$335.7K	0.0% ($335.7K/$1.2B)	QoQ -13.74% (-$53.5K) YoY -30.17% (-$145.1K)
(cusip69374H816)✕	7.0K	QoQ +2.53% (-173) YoY NEW(+7.0K)	All Managers (Combined)	$335.0K	0.0% ($335.0K/$1.2B)	QoQ -0.14% (-$492) YoY NEW(+$335.0K)
(cusip46137Y609)✕	9.5K	QoQ -12.49% (-1.4K) YoY -37.05% (-5.6K)	All Managers (Combined)	$334.7K	0.0% ($334.7K/$1.2B)	QoQ -9.45% (-$35.0K) YoY -25.26% (-$113.1K)
(cusip092528603)✕	6.4K	QoQ +50.05% (+2.1K) YoY NEW(+6.4K)	All Managers (Combined)	$333.5K	0.0% ($333.5K/$1.2B)	QoQ +51.08% (+$112.8K) YoY NEW(+$333.5K)
VICI PROPERTIES INC.(VICIcusip925652109)	10.2K	QoQ -7.71% (-854) YoY -3.91% (-416)	All Managers (Combined)	$333.0K	0.0% ($333.0K/$1.2B)	QoQ +3.04% (-$9.8K) YoY +5.20% (-$16.5K)
(EMXCcusip46434G764)	6.0K	QoQ +41.91% (+1.8K) YoY NEW(+6.0K)	All Managers (Combined)	$331.1K	0.0% ($331.1K/$1.2B)	QoQ +40.99% (+$96.2K) YoY NEW(+$331.1K)
STATE STREET CORP(STTcusip857477103)	3.7K	QoQ NEW(+3.7K) YoY NEW(+3.7K)	All Managers (Combined)	$330.4K	0.0% ($330.4K/$1.2B)	QoQ NEW(+$330.4K) YoY NEW(+$330.4K)