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:

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Ollie's Bargain Outlet Holdings, Inc.

OLLI|681116109

Shares:2.7K

Value:$308.7K

% of Portfolio:0.0% ($308.7K/$1.2B)

BROADRIDGE FINANCIAL SOLUTIONS, INC.

BR|11133T103

Shares:1.3K

Value:$307.6K

% of Portfolio:0.0% ($307.6K/$1.2B)

abrdn Silver ETF Trust

SIVR|003264108

Shares:9.4K

Value:$306.2K

% of Portfolio:0.0% ($306.2K/$1.2B)

46435G425

ESGU|46435G425

Shares:2.5K

Value:$305.3K

% of Portfolio:0.0% ($305.3K/$1.2B)

TD SYNNEX CORP

SNX|87162W100

Shares:2.9K

Value:$305.1K

% of Portfolio:0.0% ($305.1K/$1.2B)

BECTON DICKINSON & CO

BDX|075887109

Shares:1.3K

Value:$303.7K

% of Portfolio:0.0% ($303.7K/$1.2B)

ADMA BIOLOGICS, INC.

ADMA|000899104

Shares:15.3K

Value:$303.1K

% of Portfolio:0.0% ($303.1K/$1.2B)

SCHWAB CHARLES CORP

SCHW|808513105

Shares:3.9K

Value:$302.9K

% of Portfolio:0.0% ($302.9K/$1.2B)

PAYCHEX INC

PAYX|704326107

Shares:2.0K

Value:$302.8K

% of Portfolio:0.0% ($302.8K/$1.2B)

Wingstop Inc.

WING|974155103

Shares:1.3K

Value:$302.4K

% of Portfolio:0.0% ($302.4K/$1.2B)

FACTSET RESEARCH SYSTEMS INC

FDS|303075105

Shares:664

Value:$301.8K

% of Portfolio:0.0% ($301.8K/$1.2B)

KIMBERLY CLARK CORP

KMB|494368103

Shares:2.1K

Value:$300.3K

% of Portfolio:0.0% ($300.3K/$1.2B)

92189F106

GDX|92189F106

Shares:6.5K

Value:$300.2K

% of Portfolio:0.0% ($300.2K/$1.2B)

STARBUCKS CORP

SBUX|855244109

Shares:3.0K

Value:$298.6K

% of Portfolio:0.0% ($298.6K/$1.2B)

78464A391

Shares:14.9K

Value:$298.4K

% of Portfolio:0.0% ($298.4K/$1.2B)

MICRON TECHNOLOGY INC

MU|595112103

Shares:3.4K

Value:$296.2K

% of Portfolio:0.0% ($296.2K/$1.2B)

46138J510

Shares:12.5K

Value:$294.9K

% of Portfolio:0.0% ($294.9K/$1.2B)

ICICI BANK LTD

IBN|45104G104

Shares:9.4K

Value:$294.8K

% of Portfolio:0.0% ($294.8K/$1.2B)

46138J494

Shares:12.5K

Value:$293.5K

% of Portfolio:0.0% ($293.5K/$1.2B)

DEXCOM INC

DXCM|252131107

Shares:4.3K

Value:$292.7K

% of Portfolio:0.0% ($292.7K/$1.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Ollie's Bargain Outlet Holdings, Inc.(OLLIcusip681116109)	2.7K	QoQ -19.94% (-661) YoY -24.71% (-871)	All Managers (Combined)	$308.7K	0.0% ($308.7K/$1.2B)	QoQ -15.11% (-$55.0K) YoY +10.08% (-$28.3K)
BROADRIDGE FINANCIAL SOLUTIONS, INC.(BRcusip11133T103)	1.3K	QoQ -7.77% (-107) YoY -24.23% (-406)	All Managers (Combined)	$307.6K	0.0% ($307.6K/$1.2B)	QoQ -1.12% (-$3.5K) YoY -10.35% (-$35.5K)
abrdn Silver ETF Trust(SIVRcusip003264108)	9.4K	QoQ NEW(+9.4K) YoY NEW(+9.4K)	All Managers (Combined)	$306.2K	0.0% ($306.2K/$1.2B)	QoQ NEW(+$306.2K) YoY NEW(+$306.2K)
(ESGUcusip46435G425)	2.5K	QoQ +22.67% (+463) YoY NEW(+2.5K)	All Managers (Combined)	$305.3K	0.0% ($305.3K/$1.2B)	QoQ +16.06% (+$42.3K) YoY NEW(+$305.3K)
TD SYNNEX CORP(SNXcusip87162W100)	2.9K	QoQ +12.66% (-330) YoY +47.93% (+951)	All Managers (Combined)	$305.1K	0.0% ($305.1K/$1.2B)	QoQ -0.11% (-$351) YoY +35.94% (+$80.7K)
BECTON DICKINSON & CO(BDXcusip075887109)	1.3K	QoQ -5.75% (-81) YoY +6.84% (-85)	All Managers (Combined)	$303.7K	0.0% ($303.7K/$1.2B)	QoQ -4.83% (-$15.4K) YoY -1.06% (-$3.3K)
ADMA BIOLOGICS, INC.(ADMAcusip000899104)	15.3K	QoQ NEW(+15.3K) YoY NEW(+15.3K)	All Managers (Combined)	$303.1K	0.0% ($303.1K/$1.2B)	QoQ NEW(+$303.1K) YoY NEW(+$303.1K)
SCHWAB CHARLES CORP(SCHWcusip808513105)	3.9K	QoQ +10.22% (+359) YoY -28.12% (-1.5K)	All Managers (Combined)	$302.9K	0.0% ($302.9K/$1.2B)	QoQ +16.58% (+$43.1K) YoY -22.21% (-$86.5K)
PAYCHEX INC(PAYXcusip704326107)	2.0K	QoQ -6.03% (-126) YoY +0.56% (+11)	All Managers (Combined)	$302.8K	0.0% ($302.8K/$1.2B)	QoQ +3.36% (-$9.9K) YoY +26.30% (+$63.1K)
Wingstop Inc.(WINGcusip974155103)	1.3K	QoQ +13.45% (-159) YoY NEW(+1.3K)	All Managers (Combined)	$302.4K	0.0% ($302.4K/$1.2B)	QoQ -10.00% (-$33.6K) YoY NEW(+$302.4K)
FACTSET RESEARCH SYSTEMS INC(FDScusip303075105)	664	QoQ -2.78% (-19) YoY -2.78% (-19)	All Managers (Combined)	$301.8K	0.0% ($301.8K/$1.2B)	QoQ -7.93% (-$26.0K) YoY -2.79% (-$8.7K)
KIMBERLY CLARK CORP(KMBcusip494368103)	2.1K	QoQ NEW(+2.1K) YoY NEW(+2.1K)	All Managers (Combined)	$300.3K	0.0% ($300.3K/$1.2B)	QoQ NEW(+$300.3K) YoY NEW(+$300.3K)
(GDXcusip92189F106)	6.5K	QoQ -9.24% (-665) YoY -55.63% (-8.2K)	All Managers (Combined)	$300.2K	0.0% ($300.2K/$1.2B)	QoQ +23.03% (-$56.2K) YoY -35.50% (-$165.3K)
STARBUCKS CORP(SBUXcusip855244109)	3.0K	QoQ NEW(+3.0K) YoY -22.61% (-890)	All Managers (Combined)	$298.6K	0.0% ($298.6K/$1.2B)	QoQ NEW(+$298.6K) YoY -16.97% (-$61.0K)
(cusip78464A391)✕	14.9K	QoQ -5.86% (-926) YoY -11.41% (-1.9K)	All Managers (Combined)	$298.4K	0.0% ($298.4K/$1.2B)	QoQ -3.25% (-$10.0K) YoY -13.26% (-$45.7K)
MICRON TECHNOLOGY INC(MUcusip595112103)	3.4K	QoQ +0.70% (+24) YoY -37.54% (-2.0K)	All Managers (Combined)	$296.2K	0.0% ($296.2K/$1.2B)	QoQ +3.97% (+$11.3K) YoY -53.96% (-$347.3K)
(cusip46138J510)✕	12.5K	QoQ -1.94% (-248) YoY NEW(+12.5K)	All Managers (Combined)	$294.9K	0.0% ($294.9K/$1.2B)	QoQ -1.77% (-$5.3K) YoY NEW(+$294.9K)
ICICI BANK LTD(IBNcusip45104G104)	9.4K	QoQ -18.24% (-2.1K) YoY -42.94% (-7.0K)	All Managers (Combined)	$294.8K	0.0% ($294.8K/$1.2B)	QoQ -13.69% (-$46.8K) YoY -31.90% (-$138.1K)
(cusip46138J494)✕	12.5K	QoQ -1.92% (-244) YoY NEW(+12.5K)	All Managers (Combined)	$293.5K	0.0% ($293.5K/$1.2B)	QoQ -2.13% (-$6.4K) YoY NEW(+$293.5K)
DEXCOM INC(DXCMcusip252131107)	4.3K	QoQ -5.44% (-247) YoY +74.58% (-1.8K)	All Managers (Combined)	$292.7K	0.0% ($292.7K/$1.2B)	QoQ -16.96% (-$59.8K) YoY -14.06% (-$47.9K)