Freedom-Investment-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "SE",
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  "FLEX",
  "TEM",
  "FN",
  "CDRE",
  "JAZZ",
  "RDNT",
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  "GDX",
  "IAG",
  null,
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  "AES",
  "ARW",
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  null,
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  null,
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  "ABBV",
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  null,
  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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  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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  null,
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  null,
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  null,
  null,
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  null,
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  "MRK",
  null,
  "VZ",
  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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  "TEL",
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  "TM",
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  "TW",
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  "RKLB",
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  "PPC",
  "ALC",
  null,
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  null,
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  null,
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  "JBL",
  null,
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  null,
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  "VCIT",
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  null,
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  "PNTG",
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  null,
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  "TSCO",
  null,
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  null,
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  null,
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  null,
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  "TOL",
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  "F",
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  "AIZ",
  null,
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  null,
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  null,
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  "NIO",
  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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  "OC",
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  "G",
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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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  "AME",
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  "BK",
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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 33 of 37

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33740F573

Shares:10.8K

Value:$258.5K

% of Portfolio:0.0% ($258.5K/$1.2B)

Veritone, Inc.

VERI|92347M100

Shares:110.6K

Value:$257.2K

% of Portfolio:0.0% ($257.2K/$1.2B)

CATALYST PHARMACEUTICALS, INC.

CPRX|14888U101

Shares:10.6K

Value:$257.1K

% of Portfolio:0.0% ($257.1K/$1.2B)

WATSCO INC

WSO|942622200

Shares:504

Value:$256.0K

% of Portfolio:0.0% ($256.0K/$1.2B)

COGNIZANT TECHNOLOGY SOLUTIONS CORP

CTSH|192446102

Shares:3.3K

Value:$255.2K

% of Portfolio:0.0% ($255.2K/$1.2B)

336917109

Shares:5.9K

Value:$254.4K

% of Portfolio:0.0% ($254.4K/$1.2B)

DONALDSON Co INC

DCI|257651109

Shares:3.8K

Value:$253.2K

% of Portfolio:0.0% ($253.2K/$1.2B)

233051283

Shares:5.7K

Value:$252.9K

% of Portfolio:0.0% ($252.9K/$1.2B)

25434V732

Shares:9.5K

Value:$250.1K

% of Portfolio:0.0% ($250.1K/$1.2B)

Rackspace Technology, Inc.

RXT|750102105

Shares:147.1K

Value:$248.5K

% of Portfolio:0.0% ($248.5K/$1.2B)

Ulta Beauty, Inc.

ULTA|90384S303

Shares:675

Value:$247.2K

% of Portfolio:0.0% ($247.2K/$1.2B)

Roblox Corp

RBLX|771049103

Shares:4.2K

Value:$247.0K

% of Portfolio:0.0% ($247.0K/$1.2B)

Lloyds Banking Group plc

LYG|539439109

Shares:64.6K

Value:$246.6K

% of Portfolio:0.0% ($246.6K/$1.2B)

97717W562

Shares:5.0K

Value:$246.6K

% of Portfolio:0.0% ($246.6K/$1.2B)

VEEVA SYSTEMS INC

VEEV|922475108

Shares:1.1K

Value:$245.5K

% of Portfolio:0.0% ($245.5K/$1.2B)

Toast, Inc.

TOST|888787108

Shares:7.4K

Value:$245.5K

% of Portfolio:0.0% ($245.5K/$1.2B)

ASSURED GUARANTY LTD

AGO|G0585R106

Shares:2.8K

Value:$245.0K

% of Portfolio:0.0% ($245.0K/$1.2B)

922020805

Shares:4.9K

Value:$243.1K

% of Portfolio:0.0% ($243.1K/$1.2B)

SEMPRA

SRE|816851109

Shares:3.4K

Value:$242.7K

% of Portfolio:0.0% ($242.7K/$1.2B)

33739Q200

Shares:4.9K

Value:$242.6K

% of Portfolio:0.0% ($242.6K/$1.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip33740F573)✕	10.8K	QoQ +10.92% (+1.1K) YoY NEW(+10.8K)	All Managers (Combined)	$258.5K	0.0% ($258.5K/$1.2B)	QoQ +16.67% (+$36.9K) YoY NEW(+$258.5K)
Veritone, Inc.(VERIcusip92347M100)	110.6K	QoQ -1.14% (-1.3K) YoY -42.29% (-81.1K)	All Managers (Combined)	$257.2K	0.0% ($257.2K/$1.2B)	QoQ -29.92% (-$109.8K) YoY -74.49% (-$751.1K)
CATALYST PHARMACEUTICALS, INC.(CPRXcusip14888U101)	10.6K	QoQ -16.56% (-2.1K) YoY -39.22% (-6.8K)	All Managers (Combined)	$257.1K	0.0% ($257.1K/$1.2B)	QoQ -3.06% (-$8.1K) YoY -7.54% (-$21.0K)
WATSCO INC(WSOcusip942622200)	504	QoQ +4.78% (+23) YoY -38.90% (-321)	All Managers (Combined)	$256.0K	0.0% ($256.0K/$1.2B)	QoQ +12.20% (+$27.8K) YoY -28.20% (-$100.6K)
COGNIZANT TECHNOLOGY SOLUTIONS CORP(CTSHcusip192446102)	3.3K	QoQ -1.41% (-48) YoY NEW(+3.3K)	All Managers (Combined)	$255.2K	0.0% ($255.2K/$1.2B)	QoQ -1.92% (-$5.0K) YoY NEW(+$255.2K)
(cusip336917109)✕	5.9K	QoQ +8.82% (+475) YoY NEW(+5.9K)	All Managers (Combined)	$254.4K	0.0% ($254.4K/$1.2B)	QoQ +17.41% (+$37.7K) YoY NEW(+$254.4K)
DONALDSON Co INC(DCIcusip257651109)	3.8K	QoQ NEW(+3.8K) YoY +9.38% (-324)	All Managers (Combined)	$253.2K	0.0% ($253.2K/$1.2B)	QoQ NEW(+$253.2K) YoY -1.79% (-$4.6K)
(cusip233051283)✕	5.7K	QoQ -6.48% (-393) YoY NEW(+5.7K)	All Managers (Combined)	$252.9K	0.0% ($252.9K/$1.2B)	QoQ -6.82% (-$18.5K) YoY NEW(+$252.9K)
(cusip25434V732)✕	9.5K	QoQ +5.19% (+467) YoY NEW(+9.5K)	All Managers (Combined)	$250.1K	0.0% ($250.1K/$1.2B)	QoQ +6.29% (+$14.8K) YoY NEW(+$250.1K)
Rackspace Technology, Inc.(RXTcusip750102105)	147.1K	QoQ -4.37% (-6.7K) YoY -20.60% (-38.2K)	All Managers (Combined)	$248.5K	0.0% ($248.5K/$1.2B)	QoQ -26.87% (-$91.3K) YoY -15.07% (-$44.1K)
Ulta Beauty, Inc.(ULTAcusip90384S303)	675	QoQ +10.65% (-65) YoY -27.73% (-259)	All Managers (Combined)	$247.2K	0.0% ($247.2K/$1.2B)	QoQ -6.74% (-$17.9K) YoY -49.36% (-$241.0K)
Roblox Corp(RBLXcusip771049103)	4.2K	QoQ -20.22% (-1.1K) YoY NEW(+4.2K)	All Managers (Combined)	$247.0K	0.0% ($247.0K/$1.2B)	QoQ -19.63% (-$60.3K) YoY NEW(+$247.0K)
Lloyds Banking Group plc(LYGcusip539439109)	64.6K	QoQ -27.66% (-24.7K) YoY -31.70% (-30.0K)	All Managers (Combined)	$246.6K	0.0% ($246.6K/$1.2B)	QoQ +1.58% (-$3.8K) YoY +0.72% (-$1.8K)
(cusip97717W562)✕	5.0K	QoQ -0.51% (-26) YoY -97.36% (-186.6K)	All Managers (Combined)	$246.6K	0.0% ($246.6K/$1.2B)	QoQ -9.90% (-$27.1K) YoY -97.43% (-$9.4M)
VEEVA SYSTEMS INC(VEEVcusip922475108)	1.1K	QoQ NEW(+1.1K) YoY +18.04% (+162)	All Managers (Combined)	$245.5K	0.0% ($245.5K/$1.2B)	QoQ NEW(+$245.5K) YoY +17.96% (+$37.4K)
Toast, Inc.(TOSTcusip888787108)	7.4K	QoQ -4.30% (-333) YoY NEW(+7.4K)	All Managers (Combined)	$245.5K	0.0% ($245.5K/$1.2B)	QoQ -12.91% (-$36.4K) YoY NEW(+$245.5K)
ASSURED GUARANTY LTD(AGOcusipG0585R106)	2.8K	QoQ +6.14% (+161) YoY -8.21% (-249)	All Managers (Combined)	$245.0K	0.0% ($245.0K/$1.2B)	QoQ +3.89% (+$9.2K) YoY -7.31% (-$19.3K)
(cusip922020805)✕	4.9K	QoQ -7.88% (-417) YoY -25.84% (-1.7K)	All Managers (Combined)	$243.1K	0.0% ($243.1K/$1.2B)	QoQ -5.05% (-$13.0K) YoY -22.72% (-$71.5K)
SEMPRA(SREcusip816851109)	3.4K	QoQ NEW(+3.4K) YoY NEW(+3.4K)	All Managers (Combined)	$242.7K	0.0% ($242.7K/$1.2B)	QoQ NEW(+$242.7K) YoY NEW(+$242.7K)
(cusip33739Q200)✕	4.9K	QoQ +4.88% (+230) YoY -32.47% (-2.4K)	All Managers (Combined)	$242.6K	0.0% ($242.6K/$1.2B)	QoQ +5.94% (+$13.6K) YoY -31.19% (-$110.0K)