JPB Foundation

Freedom Together Foundation as of March 31, 2025

Portfolio Holdings for Freedom Together Foundation

Freedom Together Foundation holds 22 positions in its portfolio as reported in the March 2025 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) 91.3 $698M 1.2M 559.39
Apple (AAPL) 2.0 $15M 68k 222.13
UnitedHealth (UNH) 1.0 $7.5M 14k 523.75
Eli Lilly & Co. (LLY) 1.0 $7.3M 8.9k 825.91
Automatic Data Processing (ADP) 0.7 $5.3M 18k 305.53
JPMorgan Chase & Co. (JPM) 0.6 $4.9M 20k 245.30
Texas Instruments Incorporated (TXN) 0.6 $4.4M 24k 179.70
Oracle Corporation (ORCL) 0.4 $3.3M 23k 139.81
Cisco Systems (CSCO) 0.4 $2.8M 46k 61.71
Agilent Technologies Inc C ommon (A) 0.3 $2.4M 20k 116.98
American Express Company (AXP) 0.3 $2.4M 8.9k 269.05
Comcast Corp Cl A (CMCSA) 0.3 $2.1M 57k 36.90
Mondelez Intl Cl A (MDLZ) 0.3 $2.0M 29k 67.85
Keysight Technologies (KEYS) 0.2 $1.8M 12k 149.77
Discover Financial Services 0.2 $1.3M 7.6k 170.70
Merck & Co (MRK) 0.2 $1.2M 13k 89.76
Pfizer (PFE) 0.1 $1.0M 40k 25.34
At&t (T) 0.1 $641k 23k 28.28
Bank of New York Mellon Corporation (BK) 0.1 $560k 6.7k 83.87
Verizon Communications (VZ) 0.0 $322k 7.1k 45.36
Broadcom (AVGO) 0.0 $291k 1.7k 167.43
Dell Technologies CL C (DELL) 0.0 $245k 2.7k 91.15