Freedom Day Solutions, LLC
Freedom Day Solutions, LLC reported 134 holdings worth US$452M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 24, 2026
Freedom Day Solutions, LLC reported 134 holdings worth US$452M as of Jun 30, 2026. Largest: Apple Inc, Comfort Systems Usa, Inc. and Asml Holding Nv. Filed Jul 24, 2026 (Form 13F).
- Holdings
- 134
- Value as reported
- US$452M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 43,149 | US$12.5M | 2.8% |
| Comfort Systems Usa, Inc. | 4,718 | US$9.35M | 2.1% |
| Asml Holding Nv | 3,261 | US$6.49M | 1.4% |
| Alphabet Inc (google) Class C | 17,977 | US$6.42M | 1.4% |
| Microsoft Corp. | 17,025 | US$6.35M | 1.4% |
| Nvidia Corporation | 30,902 | US$6.18M | 1.4% |
| Amazon.com, Inc. | 25,338 | US$6.04M | 1.3% |
| Eli Lilly And Company | 4,649 | US$5.58M | 1.2% |
| Arthur J. Gallagher & Co. | 23,813 | US$5.47M | 1.2% |
| Broadcom Inc. | 14,147 | US$5.34M | 1.2% |
| Caseys General Stores, Inc. | 6,402 | US$5.09M | 1.1% |
| Exxon Mobil Corporation | 36,185 | US$4.95M | 1.1% |
| Interactive Brokers Group, Inc. | 53,887 | US$4.69M | 1.0% |
| Quanta Services, Inc. | 6,447 | US$4.64M | 1.0% |
| Costco Wholesale Corporation | 4,540 | US$4.25M | 0.94% |
| Berkshire Hathaway Inc. | 8,255 | US$4.13M | 0.91% |
| Watts Water Technologies, Inc. | 10,549 | US$4.13M | 0.91% |
| Williams Companies, Inc. (the) | 53,226 | US$3.96M | 0.88% |
| Mueller Industries, Inc. | 31,855 | US$3.92M | 0.87% |
| Kla Corporation | 12,447 | US$3.76M | 0.83% |
| Walmart Inc. | 31,074 | US$3.52M | 0.78% |
| Firstcash Holdings, Inc. | 15,934 | US$3.45M | 0.76% |
| Heico Corporation | 13,336 | US$3.44M | 0.76% |
| Ametek, Inc. | 14,022 | US$3.39M | 0.75% |
| Markel Group Inc. | 1,704 | US$3.33M | 0.74% |
| Primoris Services Corporation | 31,854 | US$3.16M | 0.70% |
| Cintas Corporation | 18,421 | US$3.13M | 0.69% |
| Morgan Stanley | 14,783 | US$3.09M | 0.68% |
| Sherwin-williams Company (the) | 8,933 | US$3.08M | 0.68% |
| Vertex Pharmaceuticals Incorporated | 5,934 | US$2.95M | 0.65% |
| Progressive Corporation (the) | 13,225 | US$2.89M | 0.64% |
| Mastercard Incorporated | 5,495 | US$2.82M | 0.62% |
| Cheniere Energy, Inc. | 11,749 | US$2.81M | 0.62% |
| Texas Instruments Incorporated | 9,377 | US$2.8M | 0.62% |
| Arista Networks, Inc. | 16,375 | US$2.78M | 0.62% |
| Msci Inc. | 4,753 | US$2.66M | 0.59% |
| Watsco, Inc. | 6,383 | US$2.66M | 0.59% |
| Autozone, Inc. | 826 | US$2.64M | 0.58% |
| Take-two Interactive Software, Inc. | 9,939 | US$2.48M | 0.55% |
| Abbvie Inc. | 9,699 | US$2.44M | 0.54% |
| Ameriprise Financial, Inc. | 4,964 | US$2.28M | 0.50% |
| Lowe's Companies, Inc. | 10,324 | US$2.28M | 0.50% |
| Cactus, Inc. Class A Common Stock | 40,329 | US$2.07M | 0.46% |
| Cme Group Inc. | 8,931 | US$1.97M | 0.44% |
| Servicenow, Inc. | 19,195 | US$1.91M | 0.42% |
| Mcdonald's Corporation | 7,033 | US$1.9M | 0.42% |
| Rollins, Inc. | 43,012 | US$1.8M | 0.40% |
| Netflix, Inc. | 23,142 | US$1.65M | 0.37% |
| Permian Resources Corporation | 89,706 | US$1.65M | 0.37% |
| Tractor Supply Company | 50,627 | US$1.6M | 0.35% |
| A.o. Smith Corporation | 24,024 | US$1.51M | 0.33% |
| Copart, Inc. | 51,700 | US$1.46M | 0.32% |
| Goldman Sachs Group, Inc. (the) | 1,370 | US$1.39M | 0.31% |
| Evercore Inc. | 4,039 | US$1.38M | 0.31% |
| Jp Morgan Chase & Co. | 3,422 | US$1.12M | 0.25% |
| Coca-cola Company (the) | 13,024 | US$1.06M | 0.23% |
| Procter & Gamble Company (the) | 5,829 | US$855K | 0.19% |
| Domino's Pizza Inc | 2,732 | US$809K | 0.18% |
| Johnson & Johnson | 2,917 | US$741K | 0.16% |
| Home Depot, Inc. (the) | 2,019 | US$712K | 0.16% |
| Philip Morris International Inc | 3,454 | US$626K | 0.14% |
| Smartstop Self Storage Reit, Inc. | 16,406 | US$533K | 0.12% |
| Eog Resources, Inc. | 4,029 | US$523K | 0.12% |
| Bank Of America Corporation | 9,022 | US$514K | 0.11% |
| Columbia Banking System, Inc. | 15,905 | US$510K | 0.11% |
| Waste Management, Inc. | 2,245 | US$500K | 0.11% |
| Visa Inc. | 1,455 | US$499K | 0.11% |
| Illinois Tool Works Inc. | 1,700 | US$461K | 0.10% |
| Energy Transfer Lp | 23,773 | US$455K | 0.10% |
| Verizon Communications Inc. | 9,300 | US$394K | 0.09% |
| Kinder Morgan, Inc. | 11,185 | US$358K | 0.08% |
| Amgen Inc. | 980 | US$355K | 0.08% |
| Carrier Global Corporation | 4,318 | US$317K | 0.07% |
| American States Water Company | 3,800 | US$314K | 0.07% |
| Dover Corporation | 1,295 | US$290K | 0.06% |
| Blackrock, Inc. | 239 | US$230K | 0.05% |
| Enterprise Products Partners L.p. | 5,655 | US$208K | 0.05% |
| Kroger Company (the) | 0 | US$0 | 0.00% |
| S&p Global Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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