AI Portfolio Summary
In 2026 Q1, Freedom Together Foundation maintained a portfolio of 2 distinct positions.
Total Positions
2
Quarter
2026 Q1
Top Holding
SPY (72.3%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-2 of 2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
SPY
STATE STR SPDR ...
|
ETF | 72.30% | 73.28% |
#1
Prev: #1
|
7.0 | no change | no change |
P
S
|
847,400 | $551,098,116 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
RSP
INVESCO EXCHANG...
|
Unknown | 27.70% | 26.72% |
#2
Prev: #2
|
6.5 | no change | no change |
P
S
|
1,100,000 | $211,112,000 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-08 |
Showing 1-2 of 2 holdings