Freedom Together Foundation

Investment Portfolio & 13F Holdings Analysis

About

CIK: 0002002798

Type: FundHoldings: 22Value: $764.9MLatest: 2025Q1

Freedom Together Foundation is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 22 holdings worth $0.8 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "A",
  "AXP",
  "T",
  "AVGO",
  "MDLZ",
  "ORCL",
  "UNH",
  "AAPL",
  "SPY",
  "PFE",
  "MRK",
  "VZ",
  "KEYS",
  "TXN",
  "ADP",
  "BK",
  "CSCO",
  "CMCSA",
  "DELL",
  "DFS",
  "LLY",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 22
Total Value: 764938068
Accession Number: 0000902664-25-002433
Form Type: 13F-HR
CIK: freedom-together-foundation
Manager Name: Freedom-Together-Foundation

Data Enrichment

100% identified

22 identified0 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

22 positions • $764.9M total value

SEC FilingSEC DataHachi Filing

Manager:

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SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:1.2M

Value:$698.1M

% of Portfolio:91.3% ($698.1M/$764.9M)

Apple Inc.

AAPL|037833100

Shares:67.7K

Value:$15.0M

% of Portfolio:2.0% ($15.0M/$764.9M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:14.4K

Value:$7.5M

% of Portfolio:1.0% ($7.5M/$764.9M)

ELI LILLY & Co

LLY|532457108

Shares:8.9K

Value:$7.3M

% of Portfolio:1.0% ($7.3M/$764.9M)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:17.5K

Value:$5.3M

% of Portfolio:0.7% ($5.3M/$764.9M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:19.9K

Value:$4.9M

% of Portfolio:0.6% ($4.9M/$764.9M)

TEXAS INSTRUMENTS INC

TXN|882508104

Shares:24.3K

Value:$4.4M

% of Portfolio:0.6% ($4.4M/$764.9M)

ORACLE CORP

ORCL|68389X105

Shares:23.4K

Value:$3.3M

% of Portfolio:0.4% ($3.3M/$764.9M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:46.0K

Value:$2.8M

% of Portfolio:0.4% ($2.8M/$764.9M)

AMERICAN EXPRESS CO

AXP|025816109

Shares:8.9K

Value:$2.4M

% of Portfolio:0.3% ($2.4M/$764.9M)

AGILENT TECHNOLOGIES, INC.

A|00846U101

Shares:20.4K

Value:$2.4M

% of Portfolio:0.3% ($2.4M/$764.9M)

COMCAST CORP

CMCSA|20030N101

Shares:57.0K

Value:$2.1M

% of Portfolio:0.3% ($2.1M/$764.9M)

Mondelez International, Inc.

MDLZ|609207105

Shares:28.9K

Value:$2.0M

% of Portfolio:0.3% ($2.0M/$764.9M)

Keysight Technologies, Inc.

KEYS|49338L103

Shares:12.2K

Value:$1.8M

% of Portfolio:0.2% ($1.8M/$764.9M)

Discover Financial Services

DFS|254709108

Shares:7.6K

Value:$1.3M

% of Portfolio:0.2% ($1.3M/$764.9M)

Merck & Co., Inc.

MRK|58933Y105

Shares:13.3K

Value:$1.2M

% of Portfolio:0.2% ($1.2M/$764.9M)

PFIZER INC

PFE|717081103

Shares:40.3K

Value:$1.0M

% of Portfolio:0.1% ($1.0M/$764.9M)

AT&T INC.

T|00206R102

Shares:22.7K

Value:$641.1K

% of Portfolio:0.1% ($641.1K/$764.9M)

Bank of New York Mellon Corp

BK|064058100

Shares:6.7K

Value:$560.3K

% of Portfolio:0.1% ($560.3K/$764.9M)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:7.1K

Value:$321.5K

% of Portfolio:0.0% ($321.5K/$764.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	1.2M	QoQ -11.98% (-170.0K) YoY NEW(+1.2M)	All Managers (Combined)	$698.1M	91.3% ($698.1M/$764.9M)	QoQ -15.99% (-$132.9M) YoY NEW(+$698.1M)
Apple Inc.(AAPLcusip037833100)	67.7K	QoQ 0.00% (-0) YoY -93.37% (-954.0K)	All Managers (Combined)	$15.0M	2.0% ($15.0M/$764.9M)	QoQ -11.29% (-$1.9M) YoY -91.41% (-$160.2M)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	14.4K	QoQ 0.00% (+0) YoY -93.36% (-202.0K)	All Managers (Combined)	$7.5M	1.0% ($7.5M/$764.9M)	QoQ +3.53% (+$256.8K) YoY -92.97% (-$99.5M)
ELI LILLY & Co(LLYcusip532457108)	8.9K	QoQ 0.00% (+0) YoY -93.47% (-127.0K)	All Managers (Combined)	$7.3M	1.0% ($7.3M/$764.9M)	QoQ +6.98% (+$478.1K) YoY -93.07% (-$98.4M)
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	17.5K	QoQ 0.00% (+0) YoY -93.55% (-254.0K)	All Managers (Combined)	$5.3M	0.7% ($5.3M/$764.9M)	QoQ +4.37% (+$223.8K) YoY -92.11% (-$62.5M)
JPMORGAN CHASE & CO(JPMcusip46625H100)	19.9K	QoQ 0.00% (+0) YoY -93.37% (-280.0K)	All Managers (Combined)	$4.9M	0.6% ($4.9M/$764.9M)	QoQ +2.33% (+$111.0K) YoY -91.89% (-$55.2M)
TEXAS INSTRUMENTS INC(TXNcusip882508104)	24.3K	QoQ 0.00% (-0) YoY -93.32% (-340.0K)	All Managers (Combined)	$4.4M	0.6% ($4.4M/$764.9M)	QoQ -4.16% (-$190.0K) YoY -93.11% (-$59.1M)
ORACLE CORP(ORCLcusip68389X105)	23.4K	QoQ 0.00% (-0) YoY -93.23% (-323.0K)	All Managers (Combined)	$3.3M	0.4% ($3.3M/$764.9M)	QoQ -16.10% (-$629.0K) YoY -92.46% (-$40.2M)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	46.0K	QoQ 0.00% (+0) YoY -93.29% (-639.0K)	All Managers (Combined)	$2.8M	0.4% ($2.8M/$764.9M)	QoQ +4.23% (+$115.4K) YoY -91.70% (-$31.4M)
AMERICAN EXPRESS CO(AXPcusip025816109)	8.9K	QoQ 0.00% (-0) YoY -93.38% (-125.0K)	All Managers (Combined)	$2.4M	0.3% ($2.4M/$764.9M)	QoQ -9.34% (-$245.5K) YoY -92.18% (-$28.1M)
AGILENT TECHNOLOGIES, INC.(Acusip00846U101)	20.4K	QoQ 0.00% (-0) YoY -93.35% (-286.0K)	All Managers (Combined)	$2.4M	0.3% ($2.4M/$764.9M)	QoQ -12.92% (-$353.4K) YoY -94.65% (-$42.2M)
COMCAST CORP(CMCSAcusip20030N101)	57.0K	QoQ 0.00% (-0) YoY -93.42% (-810.0K)	All Managers (Combined)	$2.1M	0.3% ($2.1M/$764.9M)	QoQ -1.67% (-$35.9K) YoY -94.39% (-$35.5M)
Mondelez International, Inc.(MDLZcusip609207105)	28.9K	QoQ 0.00% (+0) YoY -93.44% (-412.0K)	All Managers (Combined)	$2.0M	0.3% ($2.0M/$764.9M)	QoQ +13.59% (+$234.8K) YoY -93.64% (-$28.9M)
Keysight Technologies, Inc.(KEYScusip49338L103)	12.2K	QoQ 0.00% (-0) YoY -93.31% (-170.0K)	All Managers (Combined)	$1.8M	0.2% ($1.8M/$764.9M)	QoQ -6.76% (-$132.4K) YoY -93.59% (-$26.7M)
Discover Financial Services(DFScusip254709108)	7.6K	QoQ 0.00% (-0) YoY -93.62% (-112.0K)	All Managers (Combined)	$1.3M	0.2% ($1.3M/$764.9M)	QoQ -1.46% (-$19.3K) YoY -91.69% (-$14.4M)
Merck & Co., Inc.(MRKcusip58933Y105)	13.3K	QoQ 0.00% (-0) YoY -93.57% (-194.0K)	All Managers (Combined)	$1.2M	0.2% ($1.2M/$764.9M)	QoQ -9.77% (-$129.4K) YoY -95.63% (-$26.2M)
PFIZER INC(PFEcusip717081103)	40.3K	QoQ 0.00% (-0) YoY -93.31% (-562.0K)	All Managers (Combined)	$1.0M	0.1% ($1.0M/$764.9M)	QoQ -4.48% (-$47.9K) YoY -93.89% (-$15.7M)
AT&T INC.(Tcusip00206R102)	22.7K	QoQ 0.00% (+0) YoY -93.28% (-315.0K)	All Managers (Combined)	$641.1K	0.1% ($641.1K/$764.9M)	QoQ +24.19% (+$124.9K) YoY -89.21% (-$5.3M)
Bank of New York Mellon Corp(BKcusip064058100)	6.7K	QoQ 0.00% (+0) YoY -93.09% (-90.0K)	All Managers (Combined)	$560.3K	0.1% ($560.3K/$764.9M)	QoQ +9.16% (+$47.0K) YoY -89.94% (-$5.0M)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	7.1K	QoQ 0.00% (+0) YoY -93.25% (-98.0K)	All Managers (Combined)	$321.5K	0.0% ($321.5K/$764.9M)	QoQ +13.42% (+$38.1K) YoY -92.70% (-$4.1M)