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CIK: 0002002798
Total reported value
$866.9M
$866.9M
22 檔
100.0%
During the Q4 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 22 reported positions.
During Q4 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 92.33% | +0.70% | +36.64% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 1.88% | — | -80.06% | |
| 3 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.81% | — | -79.88% | |
| 4 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.76% | — | -79.78% | |
| 5 | ADP | Automatic Data Processing | Stock-Tech | 0.57% | — | -80.46% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.53% | — | -80.12% | |
| 7 | TXN | Texas Instruments Inc | Stock-Tech | 0.51% | — | -80.11% | |
| 8 | ORCL | Oracle CORP | Stock-Tech | 0.43% | — | -79.51% | |
| 9 | A | Agilent Technologies Inc | Stock-Healthcare | 0.30% | — | -79.92% | |
| 10 | CSCO | Cisco Systems Inc | Stock-Tech | 0.30% | — | -79.84% | |
| 11 | AXP | American Express Co | Stock-Financials | 0.29% | — | -79.82% | |
| 12 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.24% | — | -80.13% | |
| 13 | KEYS | Keysight Technologies In | Stock-Tech | 0.22% | — | -79.75% | |
| 14 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.19% | — | -80.19% | |
| 15 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.15% | — | -80.22% | |
| 16 | DFSEUR | Discover Financial Services | Stock-Other | 0.15% | — | -80.75% | |
| 17 | PFE | Pfizer Inc | Stock-Healthcare | 0.12% | — | -79.98% | |
| 18 | T | At&t Inc | Stock-Comm Services | 0.06% | — | -79.70% | |
| 19 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.06% | — | -78.91% | |
| 20 | AVGO | Broadcom Inc | Stock-Tech | 0.04% | — | -76.61% | |
| 21 | DELL | Dell Technologies -c | Stock-Tech | 0.03% | — | -79.62% | |
| 22 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.03% | — | -79.21% |
According to official SEC Form 13F filings, Freedom Together Foundation reported a total U.S. public equity portfolio value of $866.9M across 22 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SPY, AAPL, UNH) accounted for 100.0% of total reported equity market value during Q4 2024.
During Q4 2024, Freedom Together Foundation's top holdings by market value included SPY (92.3%)、AAPL (1.9%)、UNH (0.8%). The largest single position, SPY, represented 92.3% of total portfolio value.
In Q4 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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