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 35 of 37

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Intapp, Inc.

INTA|45827U109

Shares:3.8K

Value:$223.2K

% of Portfolio:0.0% ($223.2K/$1.2B)

97717W125

Shares:6.5K

Value:$222.6K

% of Portfolio:0.0% ($222.6K/$1.2B)

KB Financial Group Inc.

KB|48241A105

Shares:4.1K

Value:$220.8K

% of Portfolio:0.0% ($220.8K/$1.2B)

THOR INDUSTRIES INC

THO|885160101

Shares:2.9K

Value:$220.2K

% of Portfolio:0.0% ($220.2K/$1.2B)

Merchants Bancorp

MBIN|58844R108

Shares:5.9K

Value:$219.8K

% of Portfolio:0.0% ($219.8K/$1.2B)

S&P Global Inc.

SPGI|78409V104

Shares:431

Value:$218.8K

% of Portfolio:0.0% ($218.8K/$1.2B)

78468R200

Shares:7.1K

Value:$217.9K

% of Portfolio:0.0% ($217.9K/$1.2B)

Vertiv Holdings Co

VRT|92537N108

Shares:3.0K

Value:$216.3K

% of Portfolio:0.0% ($216.3K/$1.2B)

CHIPOTLE MEXICAN GRILL INC

CMG|169656105

Shares:4.3K

Value:$215.5K

% of Portfolio:0.0% ($215.5K/$1.2B)

FAIR ISAAC CORP

FICO|303250104

Shares:117

Value:$215.4K

% of Portfolio:0.0% ($215.4K/$1.2B)

Alcoa Corp

AA|013872106

Shares:7.1K

Value:$215.3K

% of Portfolio:0.0% ($215.3K/$1.2B)

Robinhood Markets, Inc.

HOOD|770700102

Shares:5.2K

Value:$214.6K

% of Portfolio:0.0% ($214.6K/$1.2B)

lululemon athletica inc.

LULU|550021109

Shares:751

Value:$212.7K

% of Portfolio:0.0% ($212.7K/$1.2B)

46137V373

Shares:6.9K

Value:$212.5K

% of Portfolio:0.0% ($212.5K/$1.2B)

Intercontinental Exchange, Inc.

ICE|45866F104

Shares:1.2K

Value:$211.8K

% of Portfolio:0.0% ($211.8K/$1.2B)

464286319

Shares:7.7K

Value:$211.4K

% of Portfolio:0.0% ($211.4K/$1.2B)

SOUNDHOUND AI, INC.

SOUN|836100107

Shares:25.9K

Value:$210.0K

% of Portfolio:0.0% ($210.0K/$1.2B)

Monster Beverage Corp

MNST|61174X109

Shares:3.6K

Value:$209.0K

% of Portfolio:0.0% ($209.0K/$1.2B)

09789C812

Shares:4.5K

Value:$208.9K

% of Portfolio:0.0% ($208.9K/$1.2B)

Elanco Animal Health Inc

ELAN|28414H103

Shares:19.9K

Value:$208.7K

% of Portfolio:0.0% ($208.7K/$1.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Intapp, Inc.(INTAcusip45827U109)	3.8K	QoQ NEW(+3.8K) YoY NEW(+3.8K)	All Managers (Combined)	$223.2K	0.0% ($223.2K/$1.2B)	QoQ NEW(+$223.2K) YoY NEW(+$223.2K)
(cusip97717W125)✕	6.5K	QoQ NEW(+6.5K) YoY NEW(+6.5K)	All Managers (Combined)	$222.6K	0.0% ($222.6K/$1.2B)	QoQ NEW(+$222.6K) YoY NEW(+$222.6K)
KB Financial Group Inc.(KBcusip48241A105)	4.1K	QoQ NEW(+4.1K) YoY -18.68% (-938)	All Managers (Combined)	$220.8K	0.0% ($220.8K/$1.2B)	QoQ NEW(+$220.8K) YoY -15.51% (-$40.5K)
THOR INDUSTRIES INC(THOcusip885160101)	2.9K	QoQ +20.89% (-502) YoY -14.73% (-502)	All Managers (Combined)	$220.2K	0.0% ($220.2K/$1.2B)	QoQ -4.24% (-$9.8K) YoY -44.90% (-$179.5K)
Merchants Bancorp(MBINcusip58844R108)	5.9K	QoQ -9.97% (-658) YoY +15.95% (-817)	All Managers (Combined)	$219.8K	0.0% ($219.8K/$1.2B)	QoQ -8.66% (-$20.9K) YoY -0.63% (-$1.4K)
S&P Global Inc.(SPGIcusip78409V104)	431	QoQ -9.07% (-43) YoY -33.79% (-220)	All Managers (Combined)	$218.8K	0.0% ($218.8K/$1.2B)	QoQ -7.35% (-$17.4K) YoY -20.96% (-$58.0K)
(cusip78468R200)✕	7.1K	QoQ NEW(+7.1K) YoY +8.72% (+567)	All Managers (Combined)	$217.9K	0.0% ($217.9K/$1.2B)	QoQ NEW(+$217.9K) YoY +8.68% (+$17.4K)
Vertiv Holdings Co(VRTcusip92537N108)	3.0K	QoQ -38.50% (-1.9K) YoY -29.43% (-1.3K)	All Managers (Combined)	$216.3K	0.0% ($216.3K/$1.2B)	QoQ -60.92% (-$337.2K) YoY -37.63% (-$130.5K)
CHIPOTLE MEXICAN GRILL INC(CMGcusip169656105)	4.3K	QoQ +10.13% (-395) YoY +4026.92% (-4.2K)	All Managers (Combined)	$215.5K	0.0% ($215.5K/$1.2B)	QoQ -8.28% (-$19.5K) YoY -28.77% (-$87.1K)
FAIR ISAAC CORP(FICOcusip303250104)	117	QoQ -12.68% (-17) YoY -36.75% (-68)	All Managers (Combined)	$215.4K	0.0% ($215.4K/$1.2B)	QoQ -19.19% (-$51.2K) YoY -6.58% (-$15.2K)
Alcoa Corp(AAcusip013872106)	7.1K	QoQ NEW(+7.1K) YoY NEW(+7.1K)	All Managers (Combined)	$215.3K	0.0% ($215.3K/$1.2B)	QoQ NEW(+$215.3K) YoY NEW(+$215.3K)
Robinhood Markets, Inc.(HOODcusip770700102)	5.2K	QoQ NEW(+5.2K) YoY NEW(+5.2K)	All Managers (Combined)	$214.6K	0.0% ($214.6K/$1.2B)	QoQ NEW(+$214.6K) YoY NEW(+$214.6K)
lululemon athletica inc.(LULUcusip550021109)	751	QoQ -5.05% (-40) YoY -77.84% (-2.6K)	All Managers (Combined)	$212.7K	0.0% ($212.7K/$1.2B)	QoQ -29.72% (-$89.9K) YoY -83.94% (-$1.1M)
(cusip46137V373)✕	6.9K	QoQ -3.59% (-257) YoY -29.54% (-2.9K)	All Managers (Combined)	$212.5K	0.0% ($212.5K/$1.2B)	QoQ -1.28% (-$2.8K) YoY -34.05% (-$109.7K)
Intercontinental Exchange, Inc.(ICEcusip45866F104)	1.2K	QoQ NEW(+1.2K) YoY -25.97% (-431)	All Managers (Combined)	$211.8K	0.0% ($211.8K/$1.2B)	QoQ NEW(+$211.8K) YoY -7.09% (-$16.2K)
(cusip464286319)✕	7.7K	QoQ NEW(+7.7K) YoY -5.25% (-430)	All Managers (Combined)	$211.4K	0.0% ($211.4K/$1.2B)	QoQ NEW(+$211.4K) YoY -1.17% (-$2.5K)
SOUNDHOUND AI, INC.(SOUNcusip836100107)	25.9K	QoQ -14.52% (-4.4K) YoY -68.51% (-56.3K)	All Managers (Combined)	$210.0K	0.0% ($210.0K/$1.2B)	QoQ -65.01% (-$390.3K) YoY -56.58% (-$273.8K)
Monster Beverage Corp(MNSTcusip61174X109)	3.6K	QoQ NEW(+3.6K) YoY NEW(+3.6K)	All Managers (Combined)	$209.0K	0.0% ($209.0K/$1.2B)	QoQ NEW(+$209.0K) YoY NEW(+$209.0K)
(cusip09789C812)✕	4.5K	QoQ -3.13% (-145) YoY NEW(+4.5K)	All Managers (Combined)	$208.9K	0.0% ($208.9K/$1.2B)	QoQ +0.61% (-$1.3K) YoY NEW(+$208.9K)
Elanco Animal Health Inc(ELANcusip28414H103)	19.9K	QoQ -4.19% (-870) YoY NEW(+19.9K)	All Managers (Combined)	$208.7K	0.0% ($208.7K/$1.2B)	QoQ -16.92% (-$42.5K) YoY NEW(+$208.7K)