Freedom-Investment-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "SE",
  "HOOD",
  "ITRI",
  "FLEX",
  "TEM",
  "FN",
  "CDRE",
  "JAZZ",
  "RDNT",
  "PLMR",
  "GDX",
  "IAG",
  null,
  "OSK",
  "AES",
  "ARW",
  "OLLI",
  "INTA",
  "IMO",
  "BEPC",
  null,
  "AVAV",
  "ALSN",
  "SMCI",
  "ARM",
  "MU",
  null,
  null,
  "ACN",
  "ZS",
  "ABNB",
  "ABT",
  "ABBV",
  "ADBE",
  "BABA",
  "MATX",
  "MWA",
  null,
  null,
  "JLL",
  "VONG",
  null,
  "ALL",
  "GOOGL",
  "ALNY",
  null,
  "AXP",
  "UNIT",
  "ATMU",
  "AEG",
  "ADMA",
  "ASML",
  "BLK",
  null,
  "ASX",
  "NRGV",
  null,
  "CAT",
  "AVGO",
  "CLS",
  "AVEM",
  "AIT",
  "AGX",
  "BMA",
  null,
  "WRB",
  null,
  "HNST",
  "BSX",
  null,
  null,
  "CRBU",
  "CCI",
  "CMI",
  "JKS",
  null,
  null,
  "NGVC",
  "NICE",
  null,
  null,
  "PRIM",
  "QSI",
  "ERJ",
  "EBAY",
  "POWL",
  "RL",
  "QS",
  null,
  null,
  "TPIC",
  "SIGA",
  "EOG",
  null,
  null,
  "UEC",
  "EXPE",
  null,
  "FFIV",
  null,
  "LOGI",
  "MMYT",
  null,
  null,
  "IBKR",
  null,
  null,
  null,
  "GD",
  null,
  "GILD",
  "ADTN",
  "AEVA",
  null,
  "HD",
  "HPQ",
  "IBN",
  null,
  null,
  "AZN",
  null,
  null,
  null,
  "MCD",
  "INTU",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "TE",
  "QCOM",
  null,
  null,
  "GLPI",
  "GNW",
  null,
  null,
  null,
  null,
  "ISRG",
  null,
  "HRZN",
  "EMXC",
  "HWM",
  "LEN",
  "ITW",
  null,
  "AMAT",
  null,
  "EMR",
  "BKNG",
  null,
  null,
  "ICE",
  null,
  "MUB",
  null,
  "META",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "LUNR",
  null,
  "MBIN",
  null,
  null,
  "IVW",
  null,
  null,
  "IJH",
  null,
  "RXT",
  null,
  "SMWB",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "IONQ",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "KGC",
  null,
  null,
  "LHX",
  "LRCX",
  "IWS",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MPC",
  null,
  "MMC",
  null,
  "PWR",
  "MRVL",
  null,
  null,
  "MA",
  "MDT",
  null,
  "MSFT",
  "MAA",
  "MFG",
  "MDLZ",
  "CIFR",
  "TMUS",
  "NDAQ",
  null,
  "EQIX",
  "FICO",
  "SUPV",
  null,
  "NTRS",
  "HEI",
  "HMY",
  "HIG",
  "HES",
  "HOLX",
  "NVS",
  "IBRX",
  null,
  null,
  "OMC",
  null,
  "ORLY",
  "ICLR",
  null,
  "ALK",
  "AER",
  "HSY",
  "AMP",
  "FAST",
  "IJR",
  "EFG",
  "ANET",
  null,
  "KLAC",
  "KR",
  "ORCL",
  null,
  null,
  "PAYX",
  null,
  "DOC",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "PANW",
  "PYPL",
  "PEP",
  "PNC",
  "IRM",
  null,
  "VGSH",
  "IEMG",
  null,
  "GBDC",
  "IVV",
  null,
  null,
  "PBR",
  null,
  "PHM",
  "UNH",
  "AAPL",
  "SPY",
  "HLN",
  "NVDA",
  "GS",
  "HPE",
  "LDOS",
  "PLTR",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  null,
  "VZ",
  null,
  "KB",
  null,
  "PSTG",
  "KEYS",
  null,
  "MKC",
  "NMR",
  "AMGN",
  "KVUE",
  "MSTR",
  "DGX",
  null,
  "REGN",
  null,
  null,
  null,
  "IEFA",
  "SPGI",
  "RELX",
  null,
  null,
  null,
  null,
  "NOW",
  "SHOP",
  "SPG",
  "ROP",
  "SRE",
  "O",
  "SNA",
  "RTX",
  "SPDW",
  null,
  "SAP",
  null,
  null,
  null,
  null,
  "SPYG",
  null,
  "AMT",
  "RSG",
  "SPLG",
  null,
  null,
  "IBM",
  "STLD",
  "SYK",
  "SBUX",
  "SNPS",
  "ERIC",
  "TEL",
  "CI",
  "TPR",
  "TXN",
  "TM",
  "TMO",
  "TJX",
  "TDG",
  "TW",
  "TFC",
  "TWLO",
  "UBS",
  "UBER",
  "UL",
  "UTHR",
  "UNM",
  "UPS",
  "BIV",
  "VNQ",
  "AA",
  "MET",
  "SOUN",
  "RCL",
  "SNEX",
  "OGE",
  "RKLB",
  "MRNA",
  "SCHW",
  "MNST",
  "PPC",
  "ALC",
  null,
  null,
  null,
  "SCS",
  "ACWV",
  null,
  "VWO",
  "JBL",
  null,
  null,
  "SIVR",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "VCIT",
  null,
  null,
  "NGG",
  null,
  "EME",
  "RLGT",
  "LYG",
  "PNTG",
  "TTE",
  null,
  "AGO",
  "SXC",
  "TOST",
  "TSCO",
  null,
  null,
  "ULTA",
  "XLB",
  "SU",
  "IEF",
  null,
  "TSM",
  "GSK",
  null,
  null,
  "PR",
  null,
  "DD",
  "VRTX",
  null,
  null,
  "VRSK",
  "GPK",
  "VRT",
  "HASI",
  "GGAL",
  "SAIC",
  "MLI",
  null,
  "ATO",
  "ARE",
  "MTN",
  "ADSK",
  "AON",
  "THC",
  "AMCR",
  "SFM",
  "AEE",
  "ACGL",
  null,
  null,
  "TOL",
  "SNX",
  "THO",
  "APH",
  "AMD",
  "SONY",
  "ALLE",
  "AVB",
  "FI",
  "CPAY",
  "DRI",
  "WAB",
  "TAP",
  "WSO",
  "F",
  "WEC",
  "AJG",
  "FTNT",
  "IWP",
  "AIZ",
  null,
  null,
  "CAH",
  "AEP",
  null,
  "SGOL",
  "EVLV",
  "CMRE",
  "PAC",
  "INO",
  null,
  "IDXX",
  "RACE",
  "FDS",
  "NVO",
  "AMZN",
  "MSI",
  "NIO",
  null,
  null,
  "IVE",
  null,
  null,
  null,
  "ACIW",
  "DKS",
  "HIMS",
  null,
  null,
  "DOX",
  null,
  null,
  "HBAN",
  "VEU",
  "VPL",
  null,
  "VUG",
  "VLO",
  "VEA",
  "VGK",
  null,
  "VNQI",
  "BLV",
  null,
  "VXUS",
  null,
  "VGLT",
  "BNDX",
  "BND",
  "VOT",
  "BSV",
  "VB",
  "VOO",
  null,
  "VERI",
  "VTV",
  "VEEV",
  "V",
  "VST",
  "VICI",
  "VITL",
  "WMT",
  "WIT",
  "WING",
  "WTFC",
  "WT",
  null,
  null,
  null,
  "XEL",
  "YPF",
  null,
  null,
  null,
  "LNT",
  "UMC",
  null,
  "ELAN",
  null,
  null,
  "OC",
  "GRMN",
  "HPP",
  "NOG",
  "G",
  "FBP",
  "FOXA",
  "JHG",
  "AEM",
  "BIIB",
  "CHKP",
  "SCHG",
  null,
  "IHG",
  "JD",
  "KRC",
  "MSCI",
  "JKHY",
  "NSC",
  "NOK",
  "JCI",
  "NXPI",
  "HST",
  "LH",
  "MOH",
  "ESLT",
  "SO",
  null,
  null,
  "ON",
  "SKM",
  null,
  "OKTA",
  "SLG",
  "CRM",
  "RBLX",
  null,
  "SANM",
  "DIA",
  "TPG",
  "TS",
  "PACB",
  null,
  "SPOT",
  null,
  "FTDR",
  "TNL",
  "MTUM",
  null,
  null,
  null,
  "UHS",
  null,
  "MELI",
  "ZM",
  "DGRO",
  "GAP",
  "MCK",
  "PAAS",
  "SPYV",
  "GWW",
  null,
  "ESGU",
  null,
  null,
  "PSA",
  null,
  "SYF",
  "NRG",
  null,
  null,
  "AME",
  "STE",
  "KMB",
  "LULU",
  "ADP",
  "AZO",
  "BAC",
  "BCS",
  "BK",
  "BRK-B",
  "BDX",
  "BBAI",
  "BJ",
  "BMRN",
  null,
  null,
  null,
  "BMY",
  "BLDR",
  "BR",
  "BXP",
  "CALM",
  "CAE",
  "CCJ",
  "CDNS",
  "CBOE",
  "CPRX",
  "CASY",
  "CVX",
  "LNG",
  "CIG",
  "CB",
  "CMG",
  "CHD",
  "CTAS",
  "CSCO",
  "CME",
  "KO",
  "CNO",
  "CDE",
  "FIX",
  "CMCSA",
  "CTSH",
  "COP",
  "CEG",
  "CPRT",
  "CTRA",
  "COST",
  "GLW",
  "CTVA",
  "CRDO",
  "CRH",
  "CRSP",
  "CRWD",
  "CYBR",
  "DHR",
  "DVA",
  "DB",
  "DSGX",
  "DVN",
  "FANG",
  "DAL",
  "DXCM",
  null,
  null,
  null,
  "DFAX",
  "DFAC",
  "DLR",
  "DOCU",
  "DCI",
  "RSP",
  "EWJ",
  null,
  "IJT",
  null,
  "ADI",
  "MCO",
  "TTEK",
  "NEE",
  "MAR",
  "STT",
  "QQQ",
  "IWM",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  null,
  "AWK",
  null,
  "APO",
  "XLK",
  "URI",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

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 36 of 37

Sort by:

STERIS plc

STE|G8473T100

Shares:920

Value:$208.4K

% of Portfolio:0.0% ($208.4K/$1.2B)

AVALONBAY COMMUNITIES INC

AVB|053484101

Shares:965

Value:$207.2K

% of Portfolio:0.0% ($207.2K/$1.2B)

808524680

Shares:6.3K

Value:$206.8K

% of Portfolio:0.0% ($206.8K/$1.2B)

46137V365

Shares:2.5K

Value:$206.4K

% of Portfolio:0.0% ($206.4K/$1.2B)

33738R886

Shares:10.1K

Value:$202.5K

% of Portfolio:0.0% ($202.5K/$1.2B)

W.W. GRAINGER, INC.

GWW|384802104

Shares:204

Value:$201.9K

% of Portfolio:0.0% ($201.9K/$1.2B)

78464A755

Shares:3.6K

Value:$201.6K

% of Portfolio:0.0% ($201.6K/$1.2B)

SunCoke Energy, Inc.

SXC|86722A103

Shares:21.0K

Value:$193.5K

% of Portfolio:0.0% ($193.5K/$1.2B)

AEGON LTD.

AEG|0076CA104

Shares:28.0K

Value:$184.6K

% of Portfolio:0.0% ($184.6K/$1.2B)

UNITED MICROELECTRONICS CORP

UMC|910873405

Shares:24.9K

Value:$177.8K

% of Portfolio:0.0% ($177.8K/$1.2B)

PETROBRAS - PETROLEO BRASILEIRO SA

PBR|71654V408

Shares:12.1K

Value:$173.8K

% of Portfolio:0.0% ($173.8K/$1.2B)

WisdomTree, Inc.

WT|97717P104

Shares:18.0K

Value:$160.9K

% of Portfolio:0.0% ($160.9K/$1.2B)

38748T103

Shares:16.5K

Value:$159.5K

% of Portfolio:0.0% ($159.5K/$1.2B)

FORD MOTOR CO

F|345370860

Shares:14.9K

Value:$149.7K

% of Portfolio:0.0% ($149.7K/$1.2B)

Cipher Mining Inc.

CIFR|17253J106

Shares:60.3K

Value:$138.7K

% of Portfolio:0.0% ($138.7K/$1.2B)

SIGA TECHNOLOGIES INC

SIGA|826917106

Shares:23.3K

Value:$127.4K

% of Portfolio:0.0% ($127.4K/$1.2B)

Uniti Group Inc.

UNIT|91325V108

Shares:24.3K

Value:$122.5K

% of Portfolio:0.0% ($122.5K/$1.2B)

Amcor plc

AMCR|G0250X107

Shares:12.5K

Value:$121.4K

% of Portfolio:0.0% ($121.4K/$1.2B)

ERICSSON LM TELEPHONE CO

ERIC|294821608

Shares:14.9K

Value:$115.3K

% of Portfolio:0.0% ($115.3K/$1.2B)

ADTRAN Holdings, Inc.

ADTN|00486H105

Shares:12.8K

Value:$111.4K

% of Portfolio:0.0% ($111.4K/$1.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
STERIS plc(STEcusipG8473T100)	920	QoQ -10.06% (-103) YoY -26.16% (-326)	All Managers (Combined)	$208.4K	0.0% ($208.4K/$1.2B)	QoQ -0.86% (-$1.8K) YoY -25.61% (-$71.8K)
AVALONBAY COMMUNITIES INC(AVBcusip053484101)	965	QoQ NEW(+965) YoY NEW(+965)	All Managers (Combined)	$207.2K	0.0% ($207.2K/$1.2B)	QoQ NEW(+$207.2K) YoY NEW(+$207.2K)
(cusip808524680)✕	6.3K	QoQ NEW(+6.3K) YoY NEW(+6.3K)	All Managers (Combined)	$206.8K	0.0% ($206.8K/$1.2B)	QoQ NEW(+$206.8K) YoY NEW(+$206.8K)
(cusip46137V365)✕	2.5K	QoQ -9.60% (-268) YoY -37.30% (-1.5K)	All Managers (Combined)	$206.4K	0.0% ($206.4K/$1.2B)	QoQ -3.11% (-$6.6K) YoY -38.23% (-$127.7K)
(cusip33738R886)✕	10.1K	QoQ NEW(+10.1K) YoY -23.82% (-3.2K)	All Managers (Combined)	$202.5K	0.0% ($202.5K/$1.2B)	QoQ NEW(+$202.5K) YoY -23.83% (-$63.3K)
W.W. GRAINGER, INC.(GWWcusip384802104)	204	QoQ NEW(+204) YoY -64.88% (-377)	All Managers (Combined)	$201.9K	0.0% ($201.9K/$1.2B)	QoQ NEW(+$201.9K) YoY -65.85% (-$389.3K)
(cusip78464A755)✕	3.6K	QoQ -5.75% (-220) YoY -34.09% (-1.9K)	All Managers (Combined)	$201.6K	0.0% ($201.6K/$1.2B)	QoQ -7.00% (-$15.2K) YoY -38.78% (-$127.7K)
SunCoke Energy, Inc.(SXCcusip86722A103)	21.0K	QoQ +43.81% (+6.4K) YoY +43.53% (+6.4K)	All Managers (Combined)	$193.5K	0.0% ($193.5K/$1.2B)	QoQ +23.64% (+$37.0K) YoY +17.17% (+$28.4K)
AEGON LTD.(AEGcusip0076CA104)	28.0K	QoQ -1.41% (-401) YoY +16.01% (+3.9K)	All Managers (Combined)	$184.6K	0.0% ($184.6K/$1.2B)	QoQ +10.30% (-$17.3K) YoY +26.36% (+$38.5K)
UNITED MICROELECTRONICS CORP(UMCcusip910873405)	24.9K	QoQ +7.47% (+1.7K) YoY NEW(+24.9K)	All Managers (Combined)	$177.8K	0.0% ($177.8K/$1.2B)	QoQ +18.40% (+$27.6K) YoY NEW(+$177.8K)
PETROBRAS - PETROLEO BRASILEIRO SA(PBRcusip71654V408)	12.1K	QoQ +10.50% (+1.2K) YoY -61.83% (-19.6K)	All Managers (Combined)	$173.8K	0.0% ($173.8K/$1.2B)	QoQ +23.21% (+$32.8K) YoY -64.01% (-$309.2K)
WisdomTree, Inc.(WTcusip97717P104)	18.0K	QoQ +13.91% (-2.2K) YoY +2.14% (-379)	All Managers (Combined)	$160.9K	0.0% ($160.9K/$1.2B)	QoQ -3.22% (-$5.4K) YoY -0.85% (-$1.4K)
(cusip38748T103)✕	16.5K	QoQ NEW(+16.5K) YoY NEW(+16.5K)	All Managers (Combined)	$159.5K	0.0% ($159.5K/$1.2B)	QoQ NEW(+$159.5K) YoY NEW(+$159.5K)
FORD MOTOR CO(Fcusip345370860)	14.9K	QoQ +5.38% (+763) YoY +13.95% (-1.8K)	All Managers (Combined)	$149.7K	0.0% ($149.7K/$1.2B)	QoQ +6.77% (+$9.5K) YoY -13.93% (-$24.2K)
Cipher Mining Inc.(CIFRcusip17253J106)	60.3K	QoQ +62.97% (-23.3K) YoY NEW(+60.3K)	All Managers (Combined)	$138.7K	0.0% ($138.7K/$1.2B)	QoQ -19.21% (-$33.0K) YoY NEW(+$138.7K)
SIGA TECHNOLOGIES INC(SIGAcusip826917106)	23.3K	QoQ -5.44% (-1.3K) YoY NEW(+23.3K)	All Managers (Combined)	$127.4K	0.0% ($127.4K/$1.2B)	QoQ -13.78% (-$20.4K) YoY NEW(+$127.4K)
Uniti Group Inc.(UNITcusip91325V108)	24.3K	QoQ +2.02% (-483) YoY -10.18% (-2.8K)	All Managers (Combined)	$122.5K	0.0% ($122.5K/$1.2B)	QoQ -6.50% (-$8.5K) YoY -23.27% (-$37.2K)
Amcor plc(AMCRcusipG0250X107)	12.5K	QoQ +4.32% (+519) YoY -11.87% (-1.7K)	All Managers (Combined)	$121.4K	0.0% ($121.4K/$1.2B)	QoQ +7.54% (+$8.5K) YoY -10.11% (-$13.7K)
ERICSSON LM TELEPHONE CO(ERICcusip294821608)	14.9K	QoQ -0.28% (-43) YoY -37.80% (-9.0K)	All Managers (Combined)	$115.3K	0.0% ($115.3K/$1.2B)	QoQ -4.00% (-$4.8K) YoY -12.41% (-$16.3K)
ADTRAN Holdings, Inc.(ADTNcusip00486H105)	12.8K	QoQ -12.59% (-1.8K) YoY +0.45% (+58)	All Managers (Combined)	$111.4K	0.0% ($111.4K/$1.2B)	QoQ -8.50% (-$10.3K) YoY +61.02% (+$42.2K)