Filed: 5/15/2025ACC: 0000902664-25-002433
📋 What this filing means
FREEDOM TOGETHER FOUNDATION filed this quarterly 13F‑HR report disclosing 22 equity positions with a total reported market value of $764.94M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
22
Positions
$764.94M
Total AUM (reported)
1.70M
Total Shares
Allocation by class
TR UNIT$698.12M91.3%
COM$62.51M8.2%
CL A$4.07M0.5%
CL C$244.9K0.0%
Portfolio Concentration
Top 3$720.68M94.2%
4–10$30.40M4.0%
11–25$13.85M1.8%
Top 3 weight
94.2%
Top 10 weight
98.2%
Voting Authority Distribution
Total shares with voting rights: 1.70M
Sole
Full voting authority
1.70M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole22
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings22
Rows:
SPDR S&P 500 ETF TR
SOLEShares1.25M
TypeSH
Market value$698.12M
91.26%
Sole
1.25M
Shared
0.00
None
0.00
APPLE INC
SOLEShares67.74K
TypeSH
Market value$15.05M
1.97%
Sole
67.74K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares14.36K
TypeSH
Market value$7.52M
0.98%
Sole
14.36K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares8.87K
TypeSH
Market value$7.32M
0.96%
Sole
8.87K
Shared
0.00
None
0.00
AUTOMATIC DATA PROCESSING IN
SOLEShares17.49K
TypeSH
Market value$5.34M
0.70%
Sole
17.49K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares19.86K
TypeSH
Market value$4.87M
0.64%
Sole
19.86K
Shared
0.00
None
0.00
TEXAS INSTRS INC
SOLEShares24.32K
TypeSH
Market value$4.37M
0.57%
Sole
24.32K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares23.44K
TypeSH
Market value$3.28M
0.43%
Sole
23.44K
Shared
0.00
None
0.00
CISCO SYS INC
SOLEShares45.96K
TypeSH
Market value$2.84M
0.37%
Sole
45.96K
Shared
0.00
None
0.00
AGILENT TECHNOLOGIES INC
SOLEShares20.36K
TypeSH
Market value$2.38M
0.31%
Sole
20.36K
Shared
0.00
None
0.00
AMERICAN EXPRESS CO
SOLEShares8.85K
TypeSH
Market value$2.38M
0.31%
Sole
8.85K
Shared
0.00
None
0.00
COMCAST CORP NEW
SOLEShares57.04K
TypeSH
Market value$2.10M
0.28%
Sole
57.04K
Shared
0.00
None
0.00
MONDELEZ INTL INC
SOLEShares28.91K
TypeSH
Market value$1.96M
0.26%
Sole
28.91K
Shared
0.00
None
0.00
KEYSIGHT TECHNOLOGIES INC
SOLEShares12.19K
TypeSH
Market value$1.83M
0.24%
Sole
12.19K
Shared
0.00
None
0.00
DISCOVER FINL SVCS
SOLEShares7.63K
TypeSH
Market value$1.30M
0.17%
Sole
7.63K
Shared
0.00
None
0.00
MERCK & CO INC
SOLEShares13.32K
TypeSH
Market value$1.20M
0.16%
Sole
13.32K
Shared
0.00
None
0.00
PFIZER INC
SOLEShares40.29K
TypeSH
Market value$1.02M
0.13%
Sole
40.29K
Shared
0.00
None
0.00
AT&T INC
SOLEShares22.67K
TypeSH
Market value$641.1K
0.08%
Sole
22.67K
Shared
0.00
None
0.00
BANK NEW YORK MELLON CORP
SOLEShares6.68K
TypeSH
Market value$560.3K
0.07%
Sole
6.68K
Shared
0.00
None
0.00
VERIZON COMMUNICATIONS INC
SOLEShares7.09K
TypeSH
Market value$321.5K
0.04%
Sole
7.09K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares1.74K
TypeSH
Market value$291.3K
0.04%
Sole
1.74K
Shared
0.00
None
0.00
DELL TECHNOLOGIES INC
SOLEShares2.69K
TypeSH
Market value$244.9K
0.03%
Sole
2.69K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR S&P 500 ETF TRSOLE | TR Unit | 1.25M | SH | $698.12M 91.26% | 1.25M | 0.00 | 0.00 |
APPLE INCSOLE | COM | 67.74K | SH | $15.05M 1.97% | 67.74K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 14.36K | SH | $7.52M 0.98% | 14.36K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 8.87K | SH | $7.32M 0.96% | 8.87K | 0.00 | 0.00 |
AUTOMATIC DATA PROCESSING INSOLE | COM | 17.49K | SH | $5.34M 0.70% | 17.49K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 19.86K | SH | $4.87M 0.64% | 19.86K | 0.00 | 0.00 |
TEXAS INSTRS INCSOLE | COM | 24.32K | SH | $4.37M 0.57% | 24.32K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 23.44K | SH | $3.28M 0.43% | 23.44K | 0.00 | 0.00 |
CISCO SYS INCSOLE | COM | 45.96K | SH | $2.84M 0.37% | 45.96K | 0.00 | 0.00 |
AGILENT TECHNOLOGIES INCSOLE | COM | 20.36K | SH | $2.38M 0.31% | 20.36K | 0.00 | 0.00 |
AMERICAN EXPRESS COSOLE | COM | 8.85K | SH | $2.38M 0.31% | 8.85K | 0.00 | 0.00 |
COMCAST CORP NEWSOLE | CL A | 57.04K | SH | $2.10M 0.28% | 57.04K | 0.00 | 0.00 |
MONDELEZ INTL INCSOLE | CL A | 28.91K | SH | $1.96M 0.26% | 28.91K | 0.00 | 0.00 |
KEYSIGHT TECHNOLOGIES INCSOLE | COM | 12.19K | SH | $1.83M 0.24% | 12.19K | 0.00 | 0.00 |
DISCOVER FINL SVCSSOLE | COM | 7.63K | SH | $1.30M 0.17% | 7.63K | 0.00 | 0.00 |
MERCK & CO INCSOLE | COM | 13.32K | SH | $1.20M 0.16% | 13.32K | 0.00 | 0.00 |
PFIZER INCSOLE | COM | 40.29K | SH | $1.02M 0.13% | 40.29K | 0.00 | 0.00 |
AT&T INCSOLE | COM | 22.67K | SH | $641.1K 0.08% | 22.67K | 0.00 | 0.00 |
BANK NEW YORK MELLON CORPSOLE | COM | 6.68K | SH | $560.3K 0.07% | 6.68K | 0.00 | 0.00 |
VERIZON COMMUNICATIONS INCSOLE | COM | 7.09K | SH | $321.5K 0.04% | 7.09K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 1.74K | SH | $291.3K 0.04% | 1.74K | 0.00 | 0.00 |
DELL TECHNOLOGIES INCSOLE | CL C | 2.69K | SH | $244.9K 0.03% | 2.69K | 0.00 | 0.00 |