Freedom Together Foundation
CIK 2002798 · View on SEC EDGAR ↗
- Portfolio value
- $866.9M
- Positions
- 2
- As of
- June 30, 2026
#2,690 of 9,443 by 13F value · top 28.5%
Portfolio value QoQ: +13.7% 13F does not disclose cash
- Top 10 holdings weight
- 100.00%
- Top 25 holdings weight
- 100.00%
- Positions above 1%
- 2
- Effective number of positions
- 1.7
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 0.0% Est. buys $0 · sells $0
Median holding: 2.0 quarters Tracked Q4 2024–Q2 2026 · 8.7% still held
- New positions
- 0
- Increased
- 0
- Decreased
- 0
- Closed
- 21
On this page
Sector breakdown
Other/Unmapped
100.0%
Full portfolio 2 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| SPY SPY | $632,812,898 | 73.00% | 847,400 | $81,714,782 | |||
| RSP | $234,047,000 | 27.00% | 1,100,000 | $22,935,000 | |||
| No matches | |||||||
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| SPY | Price move only | +0 | +$81.7M |
| RSP | Price move only | +0 | +$22.9M |
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| AAPL | June 30, 2025 | 67,737 | $15,046,420 | 54.8% |
| UNH | June 30, 2025 | 14,355 | $7,518,431 | 25.8% |
| LLY | June 30, 2025 | 8,868 | $7,324,170 | 62.7% |
| ADP | June 30, 2025 | 17,487 | $5,342,803 | -9.4% |
| JPM | June 30, 2025 | 19,855 | $4,870,432 | 22.5% |
| TXN | June 30, 2025 | 24,325 | $4,371,203 | 28.1% |
| ORCL | June 30, 2025 | 23,444 | $3,277,706 | -34.8% |
| CSCO | June 30, 2025 | 45,958 | $2,836,068 | 58.8% |
| A | June 30, 2025 | 20,357 | $2,381,362 | 32.0% |
| AXP | June 30, 2025 | 8,851 | $2,381,362 | 4.9% |
| CMCSA | June 30, 2025 | 57,043 | $2,104,887 | -25.3% |
| MDLZ | June 30, 2025 | 28,911 | $1,961,611 | -4.3% |
| KEYS | June 30, 2025 | 12,187 | $1,825,247 | 93.7% |
| DFS | June 30, 2025 | 7,629 | $1,302,270 | No longer tracked |
| MRK | June 30, 2025 | 13,317 | $1,195,334 | 90.0% |
| PFE | June 30, 2025 | 40,293 | $1,021,025 | 14.8% |
| T | June 30, 2025 | 22,668 | $641,051 | -12.8% |
| BK | June 30, 2025 | 6,680 | $560,252 | No longer tracked |
| VZ | June 30, 2025 | 7,087 | $321,466 | 14.2% |
| AVGO | June 30, 2025 | 1,740 | $291,328 | 32.1% |
| DELL | June 30, 2025 | 2,687 | $244,920 | 253.4% |