Latest JPB Foundation Stock Portfolio
JPB Foundation Performance:
2025 Q1: -3.8%YTD: -3.8%2024: 16.64%
Performance for 2025 Q1 is -3.8%, and YTD is -3.8%, and 2024 is 16.64%.
About JPB Foundation and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Freedom Together Foundation reported an equity portfolio of $764.9 Millions as of 31 Mar, 2025.
The top stock holdings of Freedom Together Foundation are SPY, AAPL, UNH. The fund has invested 91.3% of it's portfolio in SPDR S&P 500 ETF TR and 2% of portfolio in APPLE INC.
They significantly reduced their stock positions in SPDR S&P 500 ETF TR (SPY).
The top stock holdings of Freedom Together Foundation are SPY, AAPL, UNH. The fund has invested 91.3% of it's portfolio in SPDR S&P 500 ETF TR and 2% of portfolio in APPLE INC.
They significantly reduced their stock positions in SPDR S&P 500 ETF TR (SPY).
JPB Foundation Annual Return Estimates Vs S&P 500
Our best estimate is that Freedom Together Foundation made a return of -3.8% in the last quarter. In trailing 12 months, it's portfolio return was 8.01%.
New Buys
Additions
Reductions
| Ticker | % Reduced |
|---|---|
| spdr s&p 500 etf tr | -11.99 |
JPB Foundation reduced stake in above stock
Sold off
Sector Distribution
Freedom Together Foundation has about 91.5% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 91.5 |
| Technology | 3.6 |
| Healthcare | 2.5 |
| Financial Services | 1.2 |
Market Cap. Distribution
Freedom Together Foundation has about 8.5% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 91.5 |
| MEGA-CAP | 5.2 |
| LARGE-CAP | 3.3 |
Stocks belong to which Index?
About 8.7% of the stocks held by Freedom Together Foundation either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 91.3 |
| S&P 500 | 8.7 |
JPB Foundation Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of JPB Foundation
Freedom Together Foundation has 22 stocks in it's portfolio. About 98.2% of the portfolio is in top 10 stocks. SPY proved to be the most loss making stock for the portfolio. LLY was the most profitable stock for Freedom Together Foundation last quarter.
Last Reported on: 15 May, 2025| Ticker | Namesorted descending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| SPY | spdr s&p 500 etf tr | 91.26 | 1,248,000 | 698,119,000 | reduced | -11.99 | ||
Historical Trend of SPDR S&P 500 ETF TR Position Held By JPB FoundationWhat % of Portfolio is SPY?:Number of SPY shares held:Change in No. of Shares Held: | ||||||||
| AAPL | apple inc | 1.97 | 67,737 | 15,046,400 | unchanged | 0.00 | ||
| UNH | unitedhealth group inc | 0.98 | 14,355 | 7,518,430 | unchanged | 0.00 | ||
| LLY | eli lilly & co | 0.96 | 8,868 | 7,324,170 | unchanged | 0.00 | ||
| ADP | automatic data processing in | 0.70 | 17,487 | 5,342,800 | unchanged | 0.00 | ||
| JPM | jpmorgan chase & co. | 0.64 | 19,855 | 4,870,430 | unchanged | 0.00 | ||
| TXN | texas instrs inc | 0.57 | 24,325 | 4,371,200 | unchanged | 0.00 | ||
| ORCL | oracle corp | 0.43 | 23,444 | 3,277,710 | unchanged | 0.00 | ||
| CSCO | cisco sys inc | 0.37 | 45,958 | 2,836,070 | unchanged | 0.00 | ||
| AXP | american express co | 0.31 | 8,851 | 2,381,360 | unchanged | 0.00 | ||
| A | agilent technologies inc | 0.31 | 20,357 | 2,381,360 | unchanged | 0.00 | ||
| CMCSA | comcast corp new | 0.28 | 57,043 | 2,104,890 | unchanged | 0.00 | ||
| MDLZ | mondelez intl inc | 0.26 | 28,911 | 1,961,610 | unchanged | 0.00 | ||
| KEYS | keysight technologies inc | 0.24 | 12,187 | 1,825,250 | unchanged | 0.00 | ||
| DFS | discover finl svcs | 0.17 | 7,629 | 1,302,270 | unchanged | 0.00 | ||
| MRK | merck & co inc | 0.16 | 13,317 | 1,195,330 | unchanged | 0.00 | ||
| PFE | pfizer inc | 0.13 | 40,293 | 1,021,020 | unchanged | 0.00 | ||
| T | at&t inc | 0.08 | 22,668 | 641,051 | unchanged | 0.00 | ||
| BK | bank new york mellon corp | 0.07 | 6,680 | 560,252 | unchanged | 0.00 | ||
| VZ | verizon communications inc | 0.04 | 7,087 | 321,466 | unchanged | 0.00 | ||
