Freedom Together Foundation
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Freedom Together Foundation reported 24 stock positions worth $934.0 million. Its top holding was Apple (AAPL) at 19.2% of the portfolio, followed by SS SPDR S&P 500 ETF Trust-US (SPY, 14.7%) and Eli Lilly (LLY, 10.9%). Compared with Q1 2024, it opened 1 new position and reduced 23. The biggest buy was a new position in SS SPDR S&P 500 ETF Trust-US (SPY) and the biggest sale Unitedhealth (UNH, shares −17%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0002002798
- Portfolio Value
- $934.0M (Q2 2024)
- SEC Filing
- 0000902664-24-005146 ↗ filed Aug 14, 2024
Holdings Value
Holdings 24 stocks · $934.0M
| AAPL Apple Inc. | 19.18% | 850,737 | $179.2M | Reduce -16.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 14.67% | 251,800 | $137.0M | New |
| LLY Eli Lilly & Co. | 10.94% | 112,868 | $102.2M | Reduce -16.9% |
| UNH Unitedhealth Group Inc. | 9.78% | 179,355 | $91.3M | Reduce -17.1% |
| ADP Automatic Data Processing | 5.76% | 225,487 | $53.8M | Reduce -16.9% |
| JPM JPMorgan Chase & Co. | 5.41% | 249,855 | $50.5M | Reduce -16.7% |
| TXN Texas Instruments Inc. | 5.13% | 246,325 | $47.9M | Reduce -32.4% |
| ORCL Oracle Corp. | 4.36% | 288,444 | $40.7M | Reduce -16.7% |
| A Agilent Technologies Inc. | 3.53% | 254,357 | $33.0M | Reduce -17.0% |
| CMCSA Comcast Corp. Class A | 3.03% | 722,043 | $28.3M | Reduce -16.7% |
| CSCO Cisco Systems Inc. | 2.90% | 569,958 | $27.1M | Reduce -16.8% |
| AXP American Express Co. | 2.75% | 110,851 | $25.7M | Reduce -17.2% |
| MDLZ Mondelez International Inc. Class A | 2.57% | 366,911 | $24.0M | Reduce -16.8% |
| MRK Merck & Co. Inc. | 2.28% | 172,317 | $21.3M | Reduce -16.9% |
| KEYS Keysight Technologies Inc. | 2.21% | 151,187 | $20.7M | Reduce -17.0% |
| PFE Pfizer Inc. | 1.50% | 501,293 | $14.0M | Reduce -16.8% |
| DFS Discover Financial Services | 1.40% | 99,629 | $13.0M | Reduce -16.7% |
| T AT&T Inc. | 0.57% | 280,668 | $5.4M | Reduce -16.9% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.51% | 79,680 | $4.8M | Reduce -17.6% |
| DELL Dell Technologies -C | 0.49% | 33,187 | $4.6M | Reduce -17.4% |
| VZ Verizon Communications Inc. | 0.38% | 87,087 | $3.6M | Reduce -17.1% |
| AVGO Broadcom Inc. | 0.31% | 1,824 | $2.9M | Reduce -21.5% |
| PYPL PayPal Holdings Inc. | 0.17% | 26,893 | $1.6M | Reduce -18.2% |
| EBAY eBay Inc. | 0.15% | 26,566 | $1.4M | Reduce -18.4% |
Portfolio Sells Q1 2024 → Q2 2024
| UNH Unitedhealth Group Inc. | Reduce -17.1% | 9.78% | −1.90 |
| TXN Texas Instruments Inc. | Reduce -32.4% | 5.13% | −1.80 |
| ADP Automatic Data Processing | Reduce -16.9% | 5.76% | −1.64 |
| A Agilent Technologies Inc. | Reduce -17.0% | 3.53% | −1.34 |
| JPM JPMorgan Chase & Co. | Reduce -16.7% | 5.41% | −1.14 |
| CMCSA Comcast Corp. Class A | Reduce -16.7% | 3.03% | −1.08 |
| KEYS Keysight Technologies Inc. | Reduce -17.0% | 2.21% | −0.90 |
| CSCO Cisco Systems Inc. | Reduce -16.8% | 2.90% | −0.83 |
| MDLZ Mondelez International Inc. Class A | Reduce -16.8% | 2.57% | −0.80 |
| MRK Merck & Co. Inc. | Reduce -16.9% | 2.28% | −0.70 |
| LLY Eli Lilly & Co. | Reduce -16.9% | 10.94% | −0.60 |
| AXP American Express Co. | Reduce -17.2% | 2.75% | −0.58 |
| ORCL Oracle Corp. | Reduce -16.7% | 4.36% | −0.39 |
| PFE Pfizer Inc. | Reduce -16.8% | 1.50% | −0.32 |
| DFS Discover Financial Services | Reduce -16.7% | 1.40% | −0.32 |
| BNY Bank of New York Mellon Corp. | Reduce -17.6% | 0.51% | −0.10 |
| VZ Verizon Communications Inc. | Reduce -17.1% | 0.38% | −0.10 |
| T AT&T Inc. | Reduce -16.9% | 0.57% | −0.07 |
| PYPL PayPal Holdings Inc. | Reduce -18.2% | 0.17% | −0.07 |
| EBAY eBay Inc. | Reduce -18.4% | 0.15% | −0.03 |
| AVGO Broadcom Inc. | Reduce -21.5% | 0.31% | −0.02 |
| DELL Dell Technologies -C | Reduce -17.4% | 0.49% | −0.01 |
| AAPL Apple Inc. | Reduce -16.7% | 19.18% | +0.06 |
Portfolio Buys Q1 2024 → Q2 2024
| SPY SS SPDR S&P 500 ETF Trust-US | New | 14.67% | +14.67 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 2 | $866.9M | SPY, RSP |
| Q1 2026 | 2 | $762.2M | SPY, RSP |
| Q4 2025 | 2 | $788.6M | SPY, RSP |
| Q3 2025 | 2 | $873.5M | SPY, RSP |
| Q2 2025 | 2 | $816.5M | SPY, RSP |
| Q1 2025 | 22 | $764.9M | SPY, AAPL, UNH, LLY, ADP |
| Q4 2024 | 22 | $900.1M | SPY, AAPL, UNH, LLY, ADP |
| Q3 2024 | 24 | $946.7M | SPY, AAPL, UNH, LLY, TXN |
| Q2 2024 | 24 | $934.0M | AAPL, SPY, LLY, UNH, ADP |
| Q1 2024 | 23 | $916.2M | AAPL, UNH, LLY, ADP, TXN |