Freedom Investment Management, Inc.

CIK

1566653

Location

SOUTH WINDSOR, CT

Portfolio Value

Micro $4,654,316

Diversification

Highly concentrated

Filing Date

Global Rank

#8,365 / 8,607 ▲ 61 · as of Mar 2026

Top Industry

Consumer Electronics 71.9%

3Y Alpha vs SPY

-3.6%

Period ended 3 months ago

Filed Apr 22, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+59.3%

SPY

+75.2%

Annualised alpha

-3.8%

Max drawdown

−17.9%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

6 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

48.2%

+2.5 pts

Top 5

94.1%

+8.4 pts

Top 10

100.0%

0.0 pts

HHI

3,157

Highly concentrated+431

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	60.6%	$2,820,400	3
Unclassified	33.0%	$1,535,142	2
Communication Services	6.4%	$298,774	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

4 positions

Ticker	Company	Δ Shares	Shares	Value
SPY	Spdr S&P 500 ETF Trust	+219	1,850	$1,203,128
MSFT	Microsoft Corp	+115	739	$273,555
AAPL	Apple Inc.	+61	8,832	$2,241,472
GOOGL	Alphabet Inc.	+44	1,039	$298,774
No positions match the current search.

Trimmed

Positions the filer reduced

1 positions

Ticker	Company	Δ Shares	Shares	Value	Open
NVDA	Nvidia Corp	−193	1,751	$305,373
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
GLDM	World Gold Trust	3,582	$332,014
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
QQQ	Invesco Qqq Trust, Series 1	448	$275,210
ORCL	Oracle Corp	1,292	$251,822
IAU	Ishares Gold Trust	2,719	$220,700
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

6 positions · $4,654,316 total · as of Mar 31, 2026

All sectors Communication Services Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	8,832	+61	$2,241,472	−6.0%	48.16%
SPY	Spdr S&P 500 ETF Trust	Added	1,850	+219	$1,203,128	+8.2%	25.85%
GLDM	World Gold Trust	NEW	3,582	NEW	$332,014	NEW	7.13%
NVDA	Nvidia Corp Technology	Reduced	1,751	-193	$305,373	−15.8%	6.56%
GOOGL	Alphabet Inc. Communication Services	Added	1,039	+44	$298,774	−4.1%	6.42%
MSFT	Microsoft Corp Technology	Added	739	+115	$273,555	−9.4%	5.88%