AI Portfolio Summary
In 2025 Q4, Freedom Together Foundation maintained a portfolio of 2 distinct positions. The fund also reduced its exposure to SPDR S&P 500 ETF TR by 15.1%.
Total Positions
2
Quarter
2025 Q4
Top Holding
SPY (73.3%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-2 of 2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
SPY
SPDR S&P 500 ET...
|
ETF | 73.28% | 76.11% |
#1
Prev: #1
|
10.0 | -150,600 | -15.1% |
P
S
|
847,400 | $577,859,008 | 2024 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
RSP
INVESCO EXCHANG...
|
Unknown | 26.72% | 23.89% |
#2
Prev: #2
|
10.0 | no change | no change |
P
S
|
1,100,000 | $210,716,000 | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-2 of 2 holdings