SEC 13F Intelligence

Managers / Q4 2023 · view latest →

Freedom Together Foundation

CIK 0002002798 · 875 THIRD AVENUE, 29TH FLOOR, NEW YORK, NY, 10022 · (212) 935-9860

Reported Value
$933M
Q4 2023
Positions
26
Filings on Record
10
2019–present window
Filed
Feb 14, 2024
original filing

Summary

Freedom Together Foundation reported $933M in U.S.-listed holdings across 26 positions for Q4 2023.

The portfolio is heavily concentrated: AAPL alone accounts for 24.0% of reported value.

Portfolio Metrics

Top-10 Concentration
+82.3%
share of reported value
Largest Position
+24.0%
Apple

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’23: $933MQ4 ’23Q1 ’24: $916MQ2 ’24: $934MQ2 ’24Q3 ’24: $947MQ4 ’24: $900MQ4 ’24Q1 ’25: $765MQ2 ’25: $817MQ2 ’25Q3 ’25: $874MQ4 ’25: $789MQ4 ’25Q1 ’26: $762Mfilingsflow.com

Portfolio Composition

By security type
Common Stock: 100.0%
  • Common Stock · 100.0% · $933M

Quarter-over-Quarter Changes full breakdown →

IssuerMoveShare ΔShares nowValue ΔValue now
AAPLAPPLE INCNEW+1.16M1.16M+$224M$224M
UNHUNITEDHEALTH GROUP INCNEW+241.8K241.8K+$127M$127M
LLYELI LILLY & CONEW+151.3K151.3K+$88M$88M
ADPAUTOMATIC DATA PROCESSING INNEW+271.5K271.5K+$63M$63M
TXNTEXAS INSTRS INCNEW+364.3K364.3K+$62M$62M
JPMJPMORGAN CHASE & CONEW+299.9K299.9K+$51M$51M
AG8AGILENT TECHNOLOGIES INCNEW+306.4K306.4K+$43M$43M
CMCSACOMCAST CORP NEWNEW+867.0K867.0K+$38M$38M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q4 2023

26 positions
Export to Excel
#IssuerClass% PortfolioValue ↓Shares
1AAPLAPPLE INChistory →COM24.02%$224M1.16M
2UNHUNITEDHEALTH GROUP INChistory →COM13.64%$127M241.8K
3LLYELI LILLY & COhistory →COM9.45%$88M151.3K
4ADPAUTOMATIC DATA PROCESSING INhistory →COM6.78%$63M271.5K
5TXNTEXAS INSTRS INChistory →COM6.66%$62M364.3K
6JPMJPMORGAN CHASE & COhistory →COM5.47%$51M299.9K
7AG8AGILENT TECHNOLOGIES INChistory →COM4.57%$43M306.4K
8CMCSACOMCAST CORP NEWhistory →CL A4.08%$38M867.0K
9ORCLORACLE CORPhistory →COM3.92%$37M346.4K
10CSCOCISCO SYS INChistory →COM3.71%$35M685.0K
11MDLZMONDELEZ INTL INChistory →CL A3.42%$32M440.9K
12KEYSKEYSIGHT TECHNOLOGIES INChistory →COM3.11%$29M182.2K
13AXPAMERICAN EXPRESS COhistory →COM2.69%$25M133.9K
14MRKMERCK & CO INChistory →COM2.42%$23M207.3K
15PFEPFIZER INChistory →COM1.86%$17M602.3K
16DFSEURDISCOVER FINL SVCShistory →COM1.44%$13M119.6K
17TAT&T INCCOM0.61%$6M337.7K
18BNYBANK NEW YORK MELLON CORPCOM0.54%$5M96.7K
19BACVERIZON COMMUNICATIONS INCCOM0.42%$4M105.1K
20DELLDELL TECHNOLOGIES INCCL C0.33%$3M40.2K
21AVGOBROADCOM INCCOM0.28%$3M2.3K
22PYPLPAYPAL HLDGS INCCOM0.22%$2M32.9K
23EBAEBAY INC.COM0.15%$1M32.6K
24WBDWARNER BROS DISCOVERY INCCOM SER A0.10%$929,59881.7K
25VTRSVIATRIS INCCOM0.09%$818,27175.6K
26OGNORGANON & COCOMMON STOCK0.03%$320,18222.2K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$762M2May 8, 202613F-HRchanges · EDGAR ↗
Q4 2025$789M2Feb 13, 202613F-HRchanges · EDGAR ↗
Q3 2025$874M2Nov 14, 202513F-HRchanges · EDGAR ↗
Q2 2025$817M2Aug 13, 202513F-HRchanges · EDGAR ↗
Q1 2025$765M22May 15, 202513F-HRchanges · EDGAR ↗
Q4 2024$900M22Feb 14, 202513F-HRchanges · EDGAR ↗
Q3 2024$947M24Nov 14, 202413F-HRchanges · EDGAR ↗
Q2 2024$934M24Aug 14, 202413F-HRchanges · EDGAR ↗
Q1 2024$916M23May 15, 202413F-HRchanges · EDGAR ↗
Q4 2023$933M26Feb 14, 202413F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.