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CIK: 0002002798
Total reported value
$866.9M
$866.9M
22 檔
84.6%
At the close of Q1 2025, Freedom Together Foundation disclosed equity holdings valued at approximately $866.9M, spread across 22 reported holdings.
During Q1 2025, Freedom Together Foundation's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including SPY, AAPL, UNH) accounted for 84.6% of total reported equity market value during Q1 2025.
| # | 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 | 91.26% | +0.70% | -11.99% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 1.97% | — | — | |
| 3 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.98% | — | — | |
| 4 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.96% | — | — | |
| 5 | ADP | Automatic Data Processing | Stock-Tech | 0.70% | — | — | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.64% | — | — | |
| 7 | TXN | Texas Instruments Inc | Stock-Tech | 0.57% | — | — | |
| 8 | ORCL | Oracle CORP | Stock-Tech | 0.43% | — | — | |
| 9 | CSCO | Cisco Systems Inc | Stock-Tech | 0.37% | — | — | |
| 10 | A | Agilent Technologies Inc | Stock-Healthcare | 0.31% | — | — | |
| 11 | AXP | American Express Co | Stock-Financials | 0.31% | — | — | |
| 12 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.28% | — | — | |
| 13 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.26% | — | — | |
| 14 | KEYS | Keysight Technologies In | Stock-Tech | 0.24% | — | — | |
| 15 | DFSEUR | Discover Financial Services | Stock-Other | 0.17% | — | — | |
| 16 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.16% | — | — | |
| 17 | PFE | Pfizer Inc | Stock-Healthcare | 0.13% | — | — | |
| 18 | T | At&t Inc | Stock-Comm Services | 0.08% | — | — | |
| 19 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.07% | — | — | |
| 20 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.04% | — | — | |
| 21 | AVGO | Broadcom Inc | Stock-Tech | 0.04% | — | — | |
| 22 | DELL | Dell Technologies -c | Stock-Tech | 0.03% | — | — |
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 Q1 2025.
During Q1 2025, Freedom Together Foundation's top holdings by market value included SPY (91.3%)、AAPL (2.0%)、UNH (1.0%). The largest single position, SPY, represented 91.3% of total portfolio value.
In Q1 2025, 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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