Freedom-Investment-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
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  null,
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  "JAZZ",
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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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  "O",
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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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  "V",
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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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]

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 29 of 37

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TPG Inc.

TPG|872657101

Shares:7.0K

Value:$330.1K

% of Portfolio:0.0% ($330.1K/$1.2B)

JACK HENRY & ASSOCIATES INC

JKHY|426281101

Shares:1.8K

Value:$326.9K

% of Portfolio:0.0% ($326.9K/$1.2B)

Corteva, Inc.

CTVA|22052L104

Shares:5.2K

Value:$326.1K

% of Portfolio:0.0% ($326.1K/$1.2B)

JANUS HENDERSON GROUP PLC

JHG|G4474Y214

Shares:9.0K

Value:$325.3K

% of Portfolio:0.0% ($325.3K/$1.2B)

Allison Transmission Holdings Inc

ALSN|01973R101

Shares:3.4K

Value:$324.4K

% of Portfolio:0.0% ($324.4K/$1.2B)

CRISPR Therapeutics AG

CRSP|H17182108

Shares:9.5K

Value:$323.5K

% of Portfolio:0.0% ($323.5K/$1.2B)

DAVITA INC.

DVA|23918K108

Shares:2.1K

Value:$321.0K

% of Portfolio:0.0% ($321.0K/$1.2B)

33939L662

Shares:7.9K

Value:$319.7K

% of Portfolio:0.0% ($319.7K/$1.2B)

UNITED RENTALS, INC.

URI|911363109

Shares:510

Value:$319.4K

% of Portfolio:0.0% ($319.4K/$1.2B)

45783Y855

Shares:10.2K

Value:$319.2K

% of Portfolio:0.0% ($319.2K/$1.2B)

COMCAST CORP

CMCSA|20030N101

Shares:8.6K

Value:$318.4K

% of Portfolio:0.0% ($318.4K/$1.2B)

NORFOLK SOUTHERN CORP

NSC|655844108

Shares:1.3K

Value:$317.8K

% of Portfolio:0.0% ($317.8K/$1.2B)

TRACTOR SUPPLY CO /DE/

TSCO|892356106

Shares:5.7K

Value:$315.0K

% of Portfolio:0.0% ($315.0K/$1.2B)

DELTA AIR LINES, INC.

DAL|247361702

Shares:7.2K

Value:$314.6K

% of Portfolio:0.0% ($314.6K/$1.2B)

CHURCH & DWIGHT CO INC /DE/

CHD|171340102

Shares:2.9K

Value:$314.4K

% of Portfolio:0.0% ($314.4K/$1.2B)

ON SEMICONDUCTOR CORP

ON|682189105

Shares:7.7K

Value:$311.6K

% of Portfolio:0.0% ($311.6K/$1.2B)

464288653

Shares:3.0K

Value:$311.1K

% of Portfolio:0.0% ($311.1K/$1.2B)

464288570

Shares:3.0K

Value:$310.1K

% of Portfolio:0.0% ($310.1K/$1.2B)

Matson, Inc.

MATX|57686G105

Shares:2.4K

Value:$310.1K

% of Portfolio:0.0% ($310.1K/$1.2B)

92790A207

Shares:14.3K

Value:$309.0K

% of Portfolio:0.0% ($309.0K/$1.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
TPG Inc.(TPGcusip872657101)	7.0K	QoQ +12.65% (-782) YoY -13.90% (-1.1K)	All Managers (Combined)	$330.1K	0.0% ($330.1K/$1.2B)	QoQ -14.96% (-$58.1K) YoY -8.64% (-$31.2K)
JACK HENRY & ASSOCIATES INC(JKHYcusip426281101)	1.8K	QoQ -9.13% (-180) YoY -12.64% (-259)	All Managers (Combined)	$326.9K	0.0% ($326.9K/$1.2B)	QoQ -5.34% (-$18.5K) YoY -8.18% (-$29.1K)
Corteva, Inc.(CTVAcusip22052L104)	5.2K	QoQ -9.19% (-525) YoY NEW(+5.2K)	All Managers (Combined)	$326.1K	0.0% ($326.1K/$1.2B)	QoQ +0.30% (-$1.0K) YoY NEW(+$326.1K)
JANUS HENDERSON GROUP PLC(JHGcusipG4474Y214)	9.0K	QoQ -59.09% (-13.0K) YoY -13.77% (-1.4K)	All Managers (Combined)	$325.3K	0.0% ($325.3K/$1.2B)	QoQ -65.22% (-$610.3K) YoY -5.23% (-$18.0K)
Allison Transmission Holdings Inc(ALSNcusip01973R101)	3.4K	QoQ +23.48% (+645) YoY +3.16% (+104)	All Managers (Combined)	$324.4K	0.0% ($324.4K/$1.2B)	QoQ +9.33% (+$27.7K) YoY +21.58% (+$57.6K)
CRISPR Therapeutics AG(CRSPcusipH17182108)	9.5K	QoQ -5.10% (-511) YoY +44.93% (-2.9K)	All Managers (Combined)	$323.5K	0.0% ($323.5K/$1.2B)	QoQ -17.95% (-$70.8K) YoY -27.64% (-$123.6K)
DAVITA INC.(DVAcusip23918K108)	2.1K	QoQ +17.26% (+309) YoY -10.98% (-259)	All Managers (Combined)	$321.0K	0.0% ($321.0K/$1.2B)	QoQ +19.96% (+$53.4K) YoY -1.38% (-$4.5K)
(cusip33939L662)✕	7.9K	QoQ -26.38% (-2.8K) YoY -22.42% (-2.3K)	All Managers (Combined)	$319.7K	0.0% ($319.7K/$1.2B)	QoQ -26.92% (-$117.8K) YoY -23.81% (-$99.9K)
UNITED RENTALS, INC.(URIcusip911363109)	510	QoQ +9.20% (-43) YoY -32.09% (-241)	All Managers (Combined)	$319.4K	0.0% ($319.4K/$1.2B)	QoQ -2.94% (-$9.7K) YoY -41.05% (-$222.5K)
(cusip45783Y855)✕	10.2K	QoQ +20.65% (+1.7K) YoY NEW(+10.2K)	All Managers (Combined)	$319.2K	0.0% ($319.2K/$1.2B)	QoQ +20.48% (+$54.3K) YoY NEW(+$319.2K)
COMCAST CORP(CMCSAcusip20030N101)	8.6K	QoQ +10.91% (+849) YoY -73.05% (-23.4K)	All Managers (Combined)	$318.4K	0.0% ($318.4K/$1.2B)	QoQ +9.04% (+$26.4K) YoY -77.06% (-$1.1M)
NORFOLK SOUTHERN CORP(NSCcusip655844108)	1.3K	QoQ +26.60% (+282) YoY -4.55% (-64)	All Managers (Combined)	$317.8K	0.0% ($317.8K/$1.2B)	QoQ +27.67% (+$68.9K) YoY -11.30% (-$40.5K)
TRACTOR SUPPLY CO /DE/(TSCOcusip892356106)	5.7K	QoQ -10.47% (-669) YoY +119.37% (-3.1K)	All Managers (Combined)	$315.0K	0.0% ($315.0K/$1.2B)	QoQ -7.02% (-$23.8K) YoY -53.81% (-$367.0K)
DELTA AIR LINES, INC.(DALcusip247361702)	7.2K	QoQ +12.19% (-784) YoY -37.91% (-4.4K)	All Managers (Combined)	$314.6K	0.0% ($314.6K/$1.2B)	QoQ -19.14% (-$74.5K) YoY -43.44% (-$241.7K)
CHURCH & DWIGHT CO INC /DE/(CHDcusip171340102)	2.9K	QoQ -16.68% (-572) YoY +7.40% (+197)	All Managers (Combined)	$314.4K	0.0% ($314.4K/$1.2B)	QoQ -12.38% (-$44.4K) YoY +13.36% (+$37.1K)
ON SEMICONDUCTOR CORP(ONcusip682189105)	7.7K	QoQ +7.54% (-537) YoY -53.64% (-8.9K)	All Managers (Combined)	$311.6K	0.0% ($311.6K/$1.2B)	QoQ -30.59% (-$137.3K) YoY -74.35% (-$903.3K)
(cusip464288653)✕	3.0K	QoQ NEW(+3.0K) YoY NEW(+3.0K)	All Managers (Combined)	$311.1K	0.0% ($311.1K/$1.2B)	QoQ NEW(+$311.1K) YoY NEW(+$311.1K)
(cusip464288570)✕	3.0K	QoQ +64.38% (+1.2K) YoY NEW(+3.0K)	All Managers (Combined)	$310.1K	0.0% ($310.1K/$1.2B)	QoQ +52.68% (+$107.0K) YoY NEW(+$310.1K)
Matson, Inc.(MATXcusip57686G105)	2.4K	QoQ +6.70% (+152) YoY -23.57% (-746)	All Managers (Combined)	$310.1K	0.0% ($310.1K/$1.2B)	QoQ +1.41% (+$4.3K) YoY -12.83% (-$45.7K)
(cusip92790A207)✕	14.3K	QoQ -4.29% (-641) YoY -0.46% (-66)	All Managers (Combined)	$309.0K	0.0% ($309.0K/$1.2B)	QoQ -4.49% (-$14.5K) YoY -0.31% (-$977)