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Portfolio (Quarterly) Guide ↗

Freedom Day Solutions, LLC

· CIK 0001467517
13F Portfolio $368M AUM Filed Oct 24, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 96 New
Page 4 of 5  ·  96 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ROP ROPER TECHNOLOGIES INC Industrials 4,124.0 $2.1M 0.56% NEW $498.58 -34.0%
62 CME CME GROUP INC Financial Services 7,337.0 $2.0M 0.54% NEW $270.16 +7.1%
63 TXN TEXAS INSTRS INC Technology 10,596.0 $1.9M 0.53% NEW $183.73 +65.9%
64 AOS SMITH A O CORP Industrials 25,217.0 $1.9M 0.50% NEW $73.41 -22.1%
65 OWL BLUE OWL CAPITAL INC Financial Services 106,094.0 $1.8M 0.49% NEW $16.93 -39.8%
66 BRO BROWN & BROWN INC Financial Services 18,632.0 $1.7M 0.47% NEW $93.79 -37.6%
67 EVR EVERCORE INC Financial Services 4,232.0 $1.4M 0.39% NEW $337.31 +2.7%
68 GS GOLDMAN SACHS GROUP INC Financial Services 1,724.0 $1.4M 0.37% NEW $796.17 +24.1%
69 PG PROCTER AND GAMBLE CO Consumer Defensive 8,100.0 $1.2M 0.34% NEW $153.65 -7.3%
70 HD HOME DEPOT INC Consumer Cyclical 2,427.0 $983K 0.27% NEW $405.15 -22.6%
71 CI THE CIGNA GROUP Healthcare 3,213.0 $926K 0.25% NEW $288.23 -2.2%
72 KO COCA COLA CO Consumer Defensive 12,668.0 $840K 0.23% NEW $66.32 +22.4%
73 EOG EOG RES INC Energy 6,468.0 $725K 0.20% NEW $112.11 +24.9%
74 ITW ILLINOIS TOOL WKS INC Industrials 1,982.0 $517K 0.14% NEW $260.72 -4.1%
75 JNJ JOHNSON & JOHNSON Healthcare 2,751.0 $510K 0.14% NEW $185.38 +25.0%
76 JPM JPMORGAN CHASE & CO. Financial Services 1,594.0 $503K 0.14% NEW $315.28 -3.9%
77 BAC BANK AMERICA CORP Financial Services 9,013.0 $465K 0.13% NEW $51.59 -0.2%
78 V VISA INC Financial Services 1,341.0 $458K 0.12% NEW $341.23 -3.1%
79 COLB COLUMBIA BKG SYS INC Financial Services 15,905.0 $409K 0.11% NEW $25.74 +15.1%
80 IVW ISHARES TR 3,264.0 $394K 0.11% NEW $120.69 +13.2%
Page 4 of 5  ·  96 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 21.0%
Industrials 20.7%
Financial Services 20.5%
Consumer Cyclical 15.7%
Energy 5.5%
Consumer Defensive 5.2%
Healthcare 4.8%
Communication Services 3.5%
Basic Materials 3.1%