JPB Foundation
Latest statistics and disclosures from Freedom Together Foundation's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, AAPL, UNH, LLY, ADP, and represent 96.35% of Freedom Together Foundation's stock portfolio.
- Added to shares of these 1 stock: SPY (+$223M).
- Reduced shares in these 10 stocks: AAPL (-$68M), UNH (-$29M), LLY (-$27M), ADP (-$21M), JPM (-$19M), TXN (-$18M), ORCL (-$15M), A (-$11M), CSCO (-$11M), AXP (-$10M).
- Sold out of its positions in EBAY, PYPL.
- Freedom Together Foundation was a net seller of stock by $-55M.
- Freedom Together Foundation has $900M in assets under management (AUM), dropping by -4.92%.
- Central Index Key (CIK): 0002002798
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Portfolio Holdings for Freedom Together Foundation
Freedom Together Foundation holds 22 positions in its portfolio as reported in the December 2024 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|
|---|---|---|---|---|---|---|
| Spdr S&p 500 Etf Tr TR Unit (SPY) | 92.3 | $831M | +36% | 1.4M | 586.08 |
|
| Apple (AAPL) | 1.9 | $17M | -80% | 68k | 250.42 |
|
| UnitedHealth (UNH) | 0.8 | $7.3M | -79% | 14k | 505.86 |
|
| Eli Lilly & Co. (LLY) | 0.8 | $6.8M | -79% | 8.9k | 772.00 |
|
| Automatic Data Processing (ADP) | 0.6 | $5.1M | -80% | 18k | 292.73 |
|
| JPMorgan Chase & Co. (JPM) | 0.5 | $4.8M | -80% | 20k | 239.71 |
|
| Texas Instruments Incorporated (TXN) | 0.5 | $4.6M | -80% | 24k | 187.51 |
|
| Oracle Corporation (ORCL) | 0.4 | $3.9M | -79% | 23k | 166.64 |
|
| Agilent Technologies Inc C ommon (A) | 0.3 | $2.7M | -79% | 20k | 134.34 |
|
| Cisco Systems (CSCO) | 0.3 | $2.7M | -79% | 46k | 59.20 |
|
| American Express Company (AXP) | 0.3 | $2.6M | -79% | 8.9k | 296.79 |
|
| Comcast Corp Cl A (CMCSA) | 0.2 | $2.1M | -80% | 57k | 37.53 |
|
| Keysight Technologies (KEYS) | 0.2 | $2.0M | -79% | 12k | 160.63 |
|
| Mondelez Intl Cl A (MDLZ) | 0.2 | $1.7M | -80% | 29k | 59.73 |
|
| Merck & Co (MRK) | 0.1 | $1.3M | -80% | 13k | 99.48 |
|
| Discover Financial Services (DFS) | 0.1 | $1.3M | -80% | 7.6k | 173.23 |
|
| Pfizer (PFE) | 0.1 | $1.1M | -79% | 40k | 26.53 |
|
| At&t (T) | 0.1 | $516k | -79% | 23k | 22.77 |
|
| Bank of New York Mellon Corporation (BK) | 0.1 | $513k | -78% | 6.7k | 76.83 |
|
| Broadcom (AVGO) | 0.0 | $403k | -76% | 1.7k | 231.84 |
|
| Dell Technologies CL C (DELL) | 0.0 | $310k | -79% | 2.7k | 115.24 |
|
| Verizon Communications (VZ) | 0.0 | $283k | -79% | 7.1k | 39.99 |
|
Past Filings by Freedom Together Foundation
SEC 13F filings are viewable for Freedom Together Foundation going back to 2023
- Freedom Together Foundation 2024 Q4 filed Feb. 14, 2025
- JPB Foundation 2024 Q3 filed Nov. 14, 2024
- JPB Foundation 2024 Q2 filed Aug. 14, 2024
- JPB Foundation 2024 Q1 filed May 15, 2024
- JPB Foundation 2023 Q4 filed Feb. 14, 2024