Freedom Investment Management, Inc.

Q4 2025 13F-HR Holdings

Location
South Windsor, CT
Holdings as of
12/31/2025
Date filed
2/6/2026
Form type
13F-HR
Num holdings
117
Total value ($000)
$343,923
Net value change ($000)
-34,349 (-9.1%)
New positions
9
Sold out positions
32
Turnover %
5.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/14/2025 Next filing: 4/22/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
MINO 1,298 NEW
PNOV 876 NEW
BDYN 551 105.6%
DFSU 371 NEW
NOCT 336 NEW
IOCT 273 NEW
QLC 272 NEW
SPYV 239 6.7%
SCHE 223 NEW
EWJ 210 NEW
Top Reduces (Value $000, Stocks/ETFs)
DUHP -2,558 -4.6%
DFUS -2,159 -4.8%
XLK -1,910 -67.9%
KVLE -1,718 -77.6%
BOND -1,338 -14.0%
DFAE -1,334 -7.0%
FFEB -1,018 -100.0%
XLC -1,009 -71.8%
VTV -955 -3.0%
BOTZ -945 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type