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Asset Manager ← All Institutions

Freedom Investment Management, Inc.

100 CONSTITUTION PLZ FL 7, HARTFORD, CT 06103-1703 • 860-291-1998

Q4 2025 · Filed 2026-02-06
Market Value
$342M
-9.0%
Holdings
147
-580
New Purchases
9
Added To
27
Closed
31
Reduced
77
Top 10 Concentration
72.1%
Turnover
27.2%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
DFIC 9.44% 8.65% +0.79% $32M
DUHP 15.33% 14.62% +0.71% $52M
DFUS 12.59% 12.03% +0.57% $43M
VTV 8.89% 8.34% +0.55% $30M
EZM 5.88% 5.47% +0.41% $20M
MINO 0.38% 0.00% +0.38% $1M
IVLU 3.78% 3.42% +0.35% $13M
AVDS 4.63% 4.33% +0.29% $16M
DFSV 2.94% 2.67% +0.27% $10M
PNOV 0.26% 0.00% +0.26% $876K
AVSC 2.85% 2.67% +0.19% $10M
BDYN 0.31% 0.14% +0.17% $1M
SPYV 1.11% 0.95% +0.16% $4M
DFEV 3.46% 3.30% +0.16% $12M
DFAE 5.16% 5.05% +0.11% $18M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
XLK 0.26% 0.75% -0.48% $903K
KVLE 0.15% 0.59% -0.44% $497K
FFEB 0.00% 0.27% -0.27% $0
XLC 0.12% 0.37% -0.26% $396K
BOTZ 0.00% 0.25% -0.25% $0
FMB 0.00% 0.24% -0.24% $0
XLY 0.08% 0.29% -0.22% $267K
KRMA 0.00% 0.20% -0.20% $0
XLF 0.19% 0.38% -0.20% $643K
PHO 0.00% 0.19% -0.19% $0
XLV 0.11% 0.30% -0.19% $391K
BRK-A 0.22% 0.40% -0.18% $755K
XLP 0.00% 0.17% -0.17% $0
XLI 0.10% 0.27% -0.17% $330K
NVDA 0.11% 0.28% -0.17% $363K

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 99.1%
Technology 0.8%
Communication Services 0.1%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 19 $42M 12.2%
Large Cap 61 $165M 48.2%
Mid Cap 31 $72M 21.2%
Small Cap 25 $45M 13.1%
Micro Cap 11 $18M 5.4%

Portfolio Analytics

Avg Market Cap
$258.0B
Median Market Cap
$13.8B
Avg P/E
27.0
Median P/E
28.6
Avg Dividend Yield
0.01%
Avg Beta
0.96
# Stocks
14
# ETFs / Funds
133

Top Holdings (147 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 DUHP 15.33% 1,380,264 $52M $38.03 -$3M -77,203 -5.3%
2 DFUS 12.59% 581,454 $43M $74.17 -$2M -43,688 -7.0%
3 DFIC 9.44% 937,782 $32M $34.46 -$250K -55,387 -5.6%
4 VTV 8.89% 159,320 $30M $190.99 -$955K -8,963 -5.3%
5 EZM 5.88% 301,519 $20M $66.80 -$459K -11,028 -3.5%
6 DFAE 5.16% 542,295 $18M $32.57 -$1M -60,222 -10.0%
7 AVDS 4.63% 226,992 $16M $69.81 -$466K -14,476 -6.0%
8 IVLU 3.78% 339,831 $13M $38.05 $51K -23,170 -6.4%
9 DFEV 3.46% 351,153 $12M $33.74 -$590K -38,863 -10.0%
10 DFSV 2.94% 306,518 $10M $32.89 $16K -9,603 -3.0%
11 AVSC 2.85% 166,300 $10M $58.74 -$267K -8,987 -5.1%
12 BOND 2.40% 88,476 $8M $93.08 -$1M -14,074 -13.7%
13 SPYV 1.11% 67,028 $4M $56.81 $239K +2,521 +3.9%
14 DFAT 0.96% 55,227 $3M $59.54 $62K -201 -0.4%
15 DFAS 0.95% 46,549 $3M $69.67 $42K -213 -0.5%
16 AGGY 0.83% 64,291 $3M $44.05 -$456K -9,974 -13.4%
17 BAB 0.80% 100,969 $3M $27.20 -$450K -16,156 -13.8%
18 SPYG 0.80% 25,546 $3M $106.70 $127K +680 +2.7%
19 AAPL 0.70% 8,771 $2M $271.86 -$381K -2,090 -19.2%
20 DFAC 0.65% 56,492 $2M $39.59 $121K +1,655 +3.0%
21 VOO 0.64% 3,500 $2M $627.20 $29K -38 -1.1%
22 DFIV 0.63% 43,312 $2M $49.90 $162K -40 -0.1%
23 JHMM 0.60% 31,507 $2M $65.48 $19K -86 -0.3%
24 DIHP 0.58% 62,470 $2M $31.66 $79K -14 -0.0%
25 BSV 0.51% 22,198 $2M $78.81 $13K +197 +0.9%
26 VONV 0.44% 16,463 $2M $92.30 $37K -127 -0.8%
27 JMUB 0.44% 29,569 $1M $50.50 -$354K -7,029 -19.2%
28 MINO 0.38% 28,646 $1M $45.32 +28,646 NEW
29 SPY 0.32% 1,631 $1M $681.86 -$138K -246 -13.1%
30 IEFA 0.31% 11,993 $1M $89.46 $49K +270 +2.3%
31 BDYN 0.31% 41,887 $1M $25.61 $551K +21,260 +103.1%
32 DCOR 0.30% 14,087 $1M $73.63 $27K +43 +0.3%
33 VONG 0.30% 8,362 $1M $121.75 -$21K -264 -3.1%
34 SCHG 0.27% 28,153 $918K $32.62 $4K -509 -1.8%
35 SLYV 0.27% 10,065 $916K $90.97 $32K +100 +1.0%
36 XLK 0.26% 6,270 $903K $143.97 -$2M -3,711 -37.2%
37 PNOV 0.26% 20,973 $876K $41.78 +20,973 NEW
38 VXUS 0.25% 11,528 $870K $75.44 $31K +105 +0.9%
39 SLYG 0.24% 8,729 $822K $94.19 $9K +103 +1.2%
40 RVNU 0.24% 33,406 $820K $24.54 -$677K -27,268 -44.9%
41 VB 0.24% 3,162 $816K $257.97 $16K +17 +0.5%
42 VUG 0.24% 1,669 $814K $487.87 $2K -24 -1.4%
43 DFAX 0.23% 23,906 $782K $32.73 $31K -26 -0.1%
44 AGG 0.23% 7,722 $771K $99.88 $19K +213 +2.8%
45 FOCT 0.23% 15,740 $771K $48.99 $23K
46 VEA 0.22% 12,167 $760K $62.47 $26K -85 -0.7%
47 BRK-A 0.22% 1 $755K $754,800.00 -$754K -1 -50.0%
48 MDYV 0.19% 7,866 $666K $84.65 $25K +188 +2.5%
49 XLF 0.19% 11,743 $643K $54.77 -$804K -15,122 -56.3%
50 IVV 0.17% 857 $587K $685.29 -$249K -392 -31.4%
51 SFLR 0.16% 14,546 $536K $36.86 -$94K -2,956 -16.9%
52 MDYG 0.16% 5,785 $535K $92.43 $18K +145 +2.6%
53 KVLE 0.15% 19,438 $497K $25.59 -$2M -60,872 -75.8%
54 IUSB 0.13% 9,719 $452K $46.54 -$39K -793 -7.5%
55 DLS 0.13% 5,516 $447K $81.01 $7K -16 -0.3%
56 NULG 0.13% 4,429 $433K $97.81 -$531K -5,267 -54.3%
57 PYLD 0.12% 16,024 $428K $26.68 $14K +630 +4.1%
58 IGIB 0.12% 7,665 $413K $53.88 $4K +111 +1.5%
59 ACWV 0.12% 3,383 $402K $118.75 $90K +783 +30.1%
60 EES 0.12% 7,030 $400K $56.93 $7K -10 -0.1%
61 IAGG 0.12% 7,982 $399K $50.01 -$32K -430 -5.1%
62 VOT 0.12% 1,430 $399K $279.14 -$347K -1,109 -43.7%
63 XLC 0.12% 3,363 $396K $117.74 -$1M -8,507 -71.7%
64 SPDW 0.11% 8,813 $391K $44.41 $40K +591 +7.2%
65 XLV 0.11% 2,528 $391K $154.80 -$740K -5,602 -68.9%
66 JIG 0.11% 5,216 $382K $73.33 -$393K -5,071 -49.3%
67 VTWV 0.11% 2,370 $379K $159.94 $10K +1 +0.0%
68 DFSU 0.11% 8,536 $371K $43.43 +8,536 NEW
69 BAI 0.11% 11,098 $370K $33.30 -$157K -4,309 -28.0%
70 VTWG 0.11% 1,561 $368K $235.93 $3K -3 -0.2%
71 NVDA 0.11% 1,944 $363K $186.51 -$676K -3,621 -65.1%
72 BNDX 0.11% 7,454 $360K $48.32 -$16K -159 -2.1%
73 IEUR 0.10% 4,788 $340K $70.98 -$15K -416 -8.0%
74 NOCT 0.10% 5,795 $336K $57.92 +5,795 NEW
75 XLI 0.10% 2,124 $330K $155.15 -$678K -4,406 -67.5%
76 FENY 0.10% 13,245 $328K $24.77 -$402 -43 -0.3%
77 QUAL 0.09% 1,613 $320K $198.63 -$272K -1,431 -47.0%
78 DYNF 0.09% 5,261 $320K $60.81 -$40K -815 -13.4%
79 IJH 0.09% 4,810 $317K $66.00 -$18K -330 -6.4%
80 GOOGL 0.09% 995 $311K $312.89 -$168K -979 -49.6%
81 BBBI 0.09% 5,972 $311K $52.04 $3K +97 +1.6%
82 QQQM 0.09% 1,221 $309K $252.99 $4K -15 -1.2%
83 IVW 0.09% 2,455 $303K $123.27 -$75K -669 -21.4%
84 JIGB 0.09% 6,592 $302K $45.81 $2K +105 +1.6%
85 PICB 0.09% 12,640 $302K $23.88 $5K +173 +1.4%
86 MSFT 0.09% 624 $302K $483.50 -$325K -585 -48.4%
87 IGF 0.09% 4,906 $301K $61.36 -$104K -1,716 -25.9%
88 VTI 0.08% 868 $291K $335.27 $6K
89 NUSC 0.08% 6,437 $287K $44.65 -$267K -6,142 -48.8%
90 EFV 0.08% 3,949 $282K $71.42 -$67K -1,197 -23.3%
91 VWO 0.08% 5,233 $281K $53.76 $2K +70 +1.4%
92 ESGE 0.08% 6,309 $279K $44.17 -$187K -4,416 -41.2%
93 DFUV 0.08% 5,973 $278K $46.59 $11K
94 QQQ 0.08% 448 $275K $614.31 -$218K -373 -45.4%
95 IOCT 0.08% 7,834 $273K $34.86 +7,834 NEW
96 QLC 0.08% 3,359 $272K $80.99 +3,359 NEW
97 AVEM 0.08% 3,492 $269K $77.02 -$46K -703 -16.8%
98 XLY 0.08% 2,233 $267K $119.38 -$842K -2,394 -51.7%
99 VNQI 0.08% 5,688 $261K $45.84 -$11K -7 -0.1%
100 DFEM 0.07% 7,706 $255K $33.08 $15K +220 +2.9%

New Positions

SymbolValue% Port
MINO $1M 0.38%
PNOV $876K 0.26%
DFSU $371K 0.11%
NOCT $336K 0.10%
IOCT $273K 0.08%
QLC $272K 0.08%
SCHE $223K 0.07%
EWJ $210K 0.06%
OEF $206K 0.06%

Sold Out Positions

SymbolValue% Port
SYK —%
V —%
MCK —%
IJT —%
CLOU —%
AMZN —%
BKNG —%
BOTZ —%
BUG —%
INTU —%
META —%
IWM —%
FMB —%
MUB —%
EBIZ —%
View SEC EDGAR Filings for Freedom Investment Management, Inc. →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms