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CIK: 0002002798
Total reported value
$866.9M
$866.9M
23 檔
59.9%
During the Q1 2024 filing period, Freedom Together Foundation (CIK: 0002002798) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $866.9M across 23 reported positions.
During Q1 2024, Freedom Together Foundation's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 19.12% | — | -12.20% | |
| 2 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 11.68% | — | -10.51% | |
| 3 | LLY | Eli Lilly & Co | Stock-Healthcare | 11.54% | — | -10.18% | |
| 4 | ADP | Automatic Data Processing | Stock-Tech | 7.40% | — | — | |
| 5 | TXN | Texas Instruments Inc | Stock-Tech | 6.93% | — | — | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 6.56% | — | — | |
| 7 | A | Agilent Technologies Inc | Stock-Healthcare | 4.87% | — | — | |
| 8 | ORCL | Oracle CORP | Stock-Tech | 4.75% | — | — | |
| 9 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 4.10% | — | — | |
| 10 | CSCO | Cisco Systems Inc | Stock-Tech | 3.73% | — | — | |
| 11 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 3.37% | — | — | |
| 12 | AXP | American Express Co | Stock-Financials | 3.33% | — | — | |
| 13 | KEYS | Keysight Technologies In | Stock-Tech | 3.11% | — | — | |
| 14 | MRK | Merck & Co. Inc. | Stock-Healthcare | 2.99% | — | — | |
| 15 | PFE | Pfizer Inc | Stock-Healthcare | 1.82% | — | — | |
| 16 | DFSEUR | Discover Financial Services | Stock-Other | 1.71% | — | — | |
| 17 | T | At&t Inc | Stock-Comm Services | 0.65% | — | — | |
| 18 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.61% | — | — | |
| 19 | DELL | Dell Technologies -c | Stock-Tech | 0.50% | — | — | |
| 20 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.48% | — | — | |
| 21 | AVGO | Broadcom Inc | Stock-Tech | 0.34% | — | — | |
| 22 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.24% | — | — | |
| 23 | EBAY | Ebay Inc | Stock-Consumer Disc | 0.19% | — | — |
According to official SEC Form 13F filings, Freedom Together Foundation reported a total U.S. public equity portfolio value of $866.9M across 23 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, UNH, LLY) accounted for 59.9% of total reported equity market value during Q1 2024.
During Q1 2024, Freedom Together Foundation's top holdings by market value included AAPL (19.1%)、UNH (11.7%)、LLY (11.5%). The largest single position, AAPL, represented 19.1% of total portfolio value.
In Q1 2024, Freedom Together Foundation made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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