Freedom Investment Management, Inc.
SEC Form 13F institutional filer · CIK 0001566653
13F-HR · 19 reported holdings · 2026-03-31
Reported long-US-equity value
$0.03B
Top-10 concentration
92.1%
Freedom Investment Management, Inc. — $34M AUM allocation strategy
Freedom Investment Management, Inc. files SEC Form 13F and reports $34M of long US equity value across 19 reported holdings for 2026-03-31.
Its largest sector bet is Financials 17.3%, followed by Information Technology 8.3% and Industrials 2.1%.
The top 10 holdings account for 92% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Freedom Investment Management, Inc. — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$34M
total across 19 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
92% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$IVV +464K sh · +$11.3M+$IVZ +14.8K sh · +$375K+$VTWO +802 sh · +$8.44K
Biggest trims (shares)
−$SCHW −4.87K sh · −$236K−$XLF −3.45K sh · −$234K−$BLK −2.65K sh · −$329K
Added from nil (new positions)
None this quarter
Exited to nil (held last quarter, gone now)
$XLC ($396K last qtr)$QQQM ($309K last qtr)$VTI ($291K last qtr)$QQQ ($275K last qtr)$XLY ($267K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Asset Management & Custody Banks9.8%—
- Technology Hardware, Storage & Peripherals6.6%—
- Financial Exchanges & Data4.9%—
- Investment Banking & Brokerage2.7%—
- Aerospace & Defense2.1%—
- Semiconductors0.9%—
- Interactive Media & Services0.9%—
- Systems Software0.8%—
- Other holdings71.3%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
5 of 5 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $IVZ | Invesco Ltd | 116K | $3.12M | +14.8K | 9.2% |
| $AAPL | Apple Inc | 8.83K | $2.24M | +61 | 6.6% |
| $SPGI | S&P Global Inc | 23.3K | $1.65M | -1.47K | 4.9% |
| $SCHW | Charles Schwab Corporation | 30.1K | $906K | -4.87K | 2.7% |
| $HONA | Honeywell Aerospace Inc | 1 | $718K | +0 | 2.1% |
…and 14 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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