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Disclosery

Freedom Investment Management, Inc.

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13F filer, CIK 1566653, SOUTH WINDSOR, CT

Freedom Investment Management, Inc. reported $378,272,093 across 140 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-14. Its ten largest share positions make up 67.56% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001062993-25-016827

Period
2025-09-30
Reported value
$378M
Holdings
140
Top 10 weight
67.56%
New
5
Sold out
599

Largest buys vs the previous quarter

SecurityShares changeApprox. value
BRK-Anew+2$1.51M
FOCTnew+15,740$748K
BAInew+15,407$526K
BDYNnew+20,627$522K
KVLEadded+17,609$486K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
SPYreduced-92,743-$61.8M
BILreduced-249,427-$22.9M
IEFAreduced-239,295-$20.9M
AGGreduced-185,343-$18.6M
IJHreduced-238,469-$15.6M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Back to all 140 share positions

Sold out in Q3 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
DVNDEVON ENERGY CORP NEW8,172$260Kshares
CGMUCAPITAL GRP FIXED INCM ETF T9,706$259Kshares
MATXMATSON INC2,325$259Kshares
BDXBECTON DICKINSON & CO1,500$258Kshares
BSMTINVESCO EXCH TRD SLF IDX FD11,338$257Kshares
MTNVAIL RESORTS INC1,634$257Kshares
YMARFIRST TR EXCHNG TRADED FD VI9,983$255Kshares
SMGSCOTTS MIRACLE-GRO CO3,835$253Kshares
CLOIVANECK ETF TRUST4,770$253Kshares
EWZISHARES INC8,626$249Kshares
PLMRPALOMAR HLDGS INC1,609$248Kshares
SCHWCHARLES SCHWAB CORP (THE)2,706$247Kshares
RDVYFIRST TR EXCHANGE TRADED FD3,888$244Kshares
HELOJ P MORGAN EXCHANGE TRADED F3,897$244Kshares
INODINNODATA INC4,718$242Kshares
SPEMSPDR INDEX SHS FDS5,641$241Kshares
UNILEVER PLCUNILEVER PLC3,929$240Kshares
HYGVFLEXSHARES TR5,847$240Kshares
CMGCHIPOTLE MEXICAN GRILL INC4,261$239Kshares
AGOASSURED GUARANTY LTD2,745$239Kshares
ADMAADMA BIOLOGICS INC13,107$239Kshares
TRITHOMSON REUTERS CORP1,179$237Kshares
RSPINVESCO EXCHANGE TRADED FD T1,303$237Kshares
SKWDSKYWARD SPECIALTY INS GROUP4,062$235Kshares
DVADAVITA INC1,648$235Kshares
SHYLDBX ETF TR5,169$234Kshares
ULTAULTA BEAUTY INC500$234Kshares
SOUNSOUNDHOUND AI INC21,710$233Kshares
SPGIS&P GLOBAL INC439$232Kshares
WTMFWISDOMTREE TR6,540$231Kshares
PFFDGLOBAL X FDS12,242$231Kshares
INTAINTAPP INC4,458$230Kshares
SRESEMPRA3,037$230Kshares
LMBSFIRST TR EXCHANGE-TRADED FD4,669$230Kshares
HESS CORPHESS CORP1,659$230Kshares
XMESPDR SERIES TRUST3,418$230Kshares
BSCVINVESCO EXCH TRD SLF IDX FD13,856$229Kshares
RFREGIONS FINANCIAL CORP NEW9,735$229Kshares
BSCUINVESCO EXCH TRD SLF IDX FD13,629$229Kshares
CTSHCOGNIZANT TECHNOLOGY SOLUTIO2,920$228Kshares
LYGLLOYDS BANKING GROUP PLC53,311$227Kshares
AAPADVANCE AUTO PARTS INC4,850$225Kshares
SCHNITZER STEEL INDUSTRIES …SCHNITZER STEEL INDUSTRIES INC7,569$225Kshares
CNOCNO FINL GROUP INC5,822$225Kshares
CGXUCAPITAL GROUP INTL FOCUS EQT8,268$224Kshares
OREALTY INCOME CORP3,893$224Kshares
GWWWW GRAINGER INC215$224Kshares
VTIPVANGUARD MALVERN FDS4,441$223Kshares
KMBKIMBERLY-CLARK CORP1,727$223Kshares
CGIECAPITAL GROUP INTERNATIONAL6,752$222Kshares
BCRXBIOCRYST PHARMACEUTICALS INC24,581$220Kshares
GEGE AEROSPACE847$218Kshares
DVYEISHARES INC7,594$218Kshares
IFVFIRST TR EXCHANGE TRADED FD9,376$215Kshares
UHSUNIVERSAL HLTH SVCS INC1,186$215Kshares
SIVRABRDN SILVER ETF TRUST6,230$214Kshares
DCIDONALDSON INC3,050$212Kshares
MCHPMICROCHIP TECHNOLOGY INC.3,006$212Kshares
UTHRUNITED THERAPEUTICS CORP DEL735$211Kshares
ILFISHARES TR8,025$210Kshares
OKTAOKTA INC2,098$210Kshares
GAPGAP INC9,592$209Kshares
MOALTRIA GROUP INC3,566$209Kshares
DELLDELL TECHNOLOGIES INC1,686$207Kshares
FICOFAIR ISAAC CORP113$206Kshares
RSPSINVESCO EXCHANGE TRADED FD T6,744$202Kshares
SAICSCIENCE APPLICATIONS INTL CO1,793$202Kshares
KVUEKENVUE INC9,595$201Kshares
WTWISDOMTREE INC17,426$201Kshares
AEGAEGON LTD27,242$197Kshares
RXTRACKSPACE TECHNOLOGY INC152,984$196Kshares
UMCUNITED MICROELECTRONICS CORP23,376$179Kshares
SXCSUNCOKE ENERGY INC20,644$177Kshares
PLTMGRANITESHARES PLATINUM TR13,253$172Kshares
LUNRINTUITIVE MACHINES INC14,106$153Kshares
MDPEDIATRIX MEDICAL GROUP INC10,549$151Kshares
VERIVERITONE INC117,572$148Kshares
FFORD MTR CO11,320$123Kshares
AMCOR PLCAMCOR PLC12,355$114Kshares
SIGASIGA TECHNOLOGIES INC16,799$110Kshares
ADTNADTRAN HOLDINGS INC11,101$99.6Kshares
ERICTELEFONAKTIEBOLAGET LM ERICS11,526$97.7Kshares
UNITI GROUP INCUNITI GROUP INC22,103$95.5Kshares
SMWBSIMILARWEB LTD11,471$89.9Kshares
EVLVEVOLV TECHNOLOGIES HLDNGS IN13,339$83.2Kshares
QSQUANTUMSCAPE CORP10,105$67.9Kshares
RLGTRADIANT LOGISTICS INC10,611$64.5Kshares
CRBUCARIBOU BIOSCIENCES INC32,513$41Kshares
IBRXIMMUNITYBIO INC15,201$40.1Kshares
PACBPACIFIC BIOSCIENCES CALIF IN29,166$36.2Kshares
TPICQTPI COMPOSITES INC COM39,926$34.3Kshares
INOINOVIO PHARMACEUTICALS INC16,387$33.3Kshares
PLUGPLUG PWR INC21,251$31.7Kshares
CIGCIA ENERGETICA DE MINAS GERA15,765$30.9Kshares
PRMEPRIME MEDICINE INC10,432$25.8Kshares
TET1 ENERGY INC19,925$24.5Kshares
PLRXPLIANT THERAPEUTICS INC17,217$20Kshares
NRGVENERGY VAULT HOLDINGS INC15,460$11.1Kshares
GENPREX INCGENPREX INC16,580$3.78Kshares

How Q3 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001062993-25-016827 base2025-11-14acceptance time not in the bulk data set