Freedom Day Solutions, LLC

13F filer · CIK 0001467517

Reported Jul 24, 2026

13F portfolio value$452MU.S. long equity reported on 13F

Positions86Not reported new · Not reported closed

Net flow last quarterNot reportedBuys minus sells

Top 10 positions weight16.7%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 24, 202686 positions
AAPLApple Inc.	$12.5M	2.76%	0.00%	+13.8%	Q4 2017
USRTEnigma-Bulwark, Ltd.	$11.5M	2.54%	Not reported	+3.8%	Q2 2023
FIXComfort Systems USA Inc	$9.35M	2.07%	0.01%	-20.4%	Q4 2023
ASMLAsml Holding NV	$6.49M	1.44%	0.00%	-4.7%	Q1 2022
MSFTMicrosoft Corp	$6.35M	1.41%	0.00%	+23.5%	Q3 2018
NVDANvidia Corp	$6.18M	1.37%	0.00%	+1.4%	Q2 2018
GOOGLAlphabet Inc.	$6.07M	1.34%	0.00%	-2.2%	Q4 2018
AMZNAmazon Com Inc	$6.04M	1.34%	0.00%	+4.5%	Q4 2017
LLYELI LILLY & Co	$5.58M	1.23%	0.00%	+8.9%	Q2 2021
AJGArthur J. Gallagher & Co.	$5.47M	1.21%	0.01%	Not reported	Q3 2023
AVGOBroadcom Inc.	$5.34M	1.18%	0.00%	-1.1%	Q4 2019
CASYCaseys General Stores Inc	$5.09M	1.13%	0.02%	-2.6%	Q2 2023
XOMExxonMobil Holdings Corp	$4.95M	1.09%	0.00%	+15.4%	Q2 2018
IBKRInteractive Brokers Group, Inc.	$4.69M	1.04%	0.02%	-3.9%	Q3 2024
PWRQuanta Services, Inc.	$4.64M	1.03%	0.00%	-1.6%	Q2 2025
COSTCostco Wholesale Corp	$4.25M	0.94%	0.00%	+0.6%	Q4 2021
BRK.BBerkshire Hathaway Inc	$4.13M	0.91%	Not reported	+0.4%	Q4 2017
WTSWatts Water Technologies Inc	$4.13M	0.91%	Not reported	-1.4%	Q3 2023
WMBWilliams Companies, Inc.	$3.96M	0.88%	0.00%	-1.3%	Q2 2022
MLIMueller Industries Inc	$3.92M	0.87%	0.01%	-1.8%	Q4 2022
KLACKla Corp	$3.76M	0.83%	0.00%	-15.8%	Q3 2020
WMTWalmart Inc.	$3.52M	0.78%	0.00%	+3.2%	Q4 2017
FCFSFirstCash Holdings, Inc.	$3.45M	0.76%	0.04%	-2.9%	Q1 2025
HEIHeico Corp	$3.44M	0.76%	0.02%	-0.3%	Q1 2025
AMEAmetek Inc/	$3.39M	0.75%	0.01%	-1.2%	Q1 2025
MKLMarkel Group Inc.	$3.33M	0.74%	0.01%	-0.2%	Q3 2022
PRIMPrimoris Services Corp	$3.16M	0.70%	0.06%	-2.9%	Q4 2023
CTASCintas Corp	$3.13M	0.69%	0.00%	-6.7%	Q2 2020
LINLinde PLC	$3.1M	0.69%	0.00%	-0.7%	Q2 2022
MSMorgan Stanley	$3.09M	0.68%	0.00%	-1.9%	Q2 2020
SHWSherwin Williams Co	$3.08M	0.68%	0.00%	-0.6%	Q1 2019
VRTXVertex Pharmaceuticals Inc / Ma	$2.95M	0.65%	0.00%	+0.3%	Q2 2020
PGRProgressive Corp	$2.89M	0.64%	0.00%	-7.3%	Q1 2021
MAMastercard Inc	$2.82M	0.62%	0.00%	+1154.6%	Q3 2020
LNGCheniere Energy, Inc.	$2.81M	0.62%	0.01%	+0.1%	Q2 2022
CBChubb Ltd	$2.8M	0.62%	0.00%	-0.1%	Q2 2025
TXNTexas Instruments Inc	$2.8M	0.62%	0.00%	-5.6%	Q4 2017
ANETArista Networks, Inc.	$2.78M	0.62%	0.00%	New	Q2 2026
MSCIMSCI Inc.	$2.66M	0.59%	0.01%	+0.8%	Q4 2019
WSOWatsco Inc	$2.66M	0.59%	Not reported	-0.8%	Q4 2017
AZOAutozone Inc	$2.64M	0.58%	0.01%	-5.6%	Q4 2022
TTWOTake Two Interactive Software Inc	$2.48M	0.55%	0.01%	-1.5%	Q4 2017
ABBVAbbVie Inc.	$2.44M	0.54%	0.00%	-1.1%	Q4 2017
AMPAmeriprise Financial Inc	$2.28M	0.50%	0.01%	+1.4%	Q1 2026
LOWLowes Companies Inc	$2.28M	0.50%	0.00%	-15.7%	Q4 2017
WHDCactus, Inc.	$2.07M	0.46%	0.05%	-0.4%	Q1 2026
CMECme Group Inc.	$1.97M	0.44%	0.00%	-0.5%	Q3 2025
NOWServiceNow, Inc.	$1.91M	0.42%	0.00%	New	Q2 2026
MCDMcdonalds Corp	$1.9M	0.42%	0.00%	-33.7%	Q2 2018
ROLRollins Inc	$1.8M	0.40%	0.01%	-11.3%	Q3 2024

Q1 2026Reported May 5, 202675 positions
USRTEnigma-Bulwark, Ltd.	$9.87M	2.65%	Not reported	+4.0%	Q2 2023
AAPLApple Inc.	$9.62M	2.58%	0.00%	-3.3%	Q4 2017
FIXComfort Systems USA Inc	$8.17M	2.19%	0.02%	-16.2%	Q4 2023
XOMExxonMobil Holdings Corp	$5.32M	1.43%	0.00%	-1.1%	Q2 2018
NVDANvidia Corp	$5.31M	1.43%	0.00%	-3.9%	Q2 2018
MSFTMicrosoft Corp	$5.1M	1.37%	0.00%	-4.6%	Q3 2018
AMZNAmazon Com Inc	$5.05M	1.36%	0.00%	-2.7%	Q4 2017
GOOGLAlphabet Inc.	$5M	1.34%	0.00%	-3.8%	Q4 2018
CASYCaseys General Stores Inc	$4.78M	1.28%	0.02%	-4.0%	Q2 2023
PRIMPrimoris Services Corp	$4.69M	1.26%	0.06%	-8.7%	Q4 2023
ASMLAsml Holding NV	$4.52M	1.21%	0.00%	-4.0%	Q1 2022
COSTCostco Wholesale Corp	$4.5M	1.21%	0.00%	-2.0%	Q4 2021
AVGOBroadcom Inc.	$4.43M	1.19%	0.00%	-7.2%	Q4 2019
BRK.BBerkshire Hathaway Inc	$3.94M	1.06%	Not reported	+0.1%	Q4 2017
LLYELI LILLY & Co	$3.93M	1.05%	0.00%	-1.9%	Q2 2021
WMBWilliams Companies, Inc.	$3.92M	1.05%	0.00%	-1.4%	Q2 2022
IBKRInteractive Brokers Group, Inc.	$3.76M	1.01%	0.02%	-3.7%	Q3 2024
WMTWalmart Inc.	$3.74M	1.00%	0.00%	-6.5%	Q4 2017
PWRQuanta Services, Inc.	$3.6M	0.97%	0.00%	-2.4%	Q2 2025
MLIMueller Industries Inc	$3.59M	0.96%	0.03%	-6.1%	Q4 2022
CTASCintas Corp	$3.34M	0.90%	0.00%	-2.0%	Q2 2020
LNGCheniere Energy, Inc.	$3.33M	0.89%	0.01%	-1.2%	Q2 2022
MCDMcdonalds Corp	$3.29M	0.88%	0.00%	-2.6%	Q2 2018
MKLMarkel Group Inc.	$3.27M	0.88%	0.01%	-0.5%	Q3 2022
WTSWatts Water Technologies Inc	$3.11M	0.83%	Not reported	-0.9%	Q3 2023
FCFSFirstCash Holdings, Inc.	$3.09M	0.83%	0.04%	-2.1%	Q1 2025
AMEAmetek Inc/	$3.04M	0.82%	0.01%	-2.6%	Q1 2025
LINLinde PLC	$2.98M	0.80%	0.00%	-2.3%	Q2 2022
SPGIS&P Global Inc.	$2.97M	0.80%	0.00%	-5.0%	Q2 2018
AZOAutozone Inc	$2.96M	0.79%	0.01%	-2.0%	Q4 2022
LOWLowes Companies Inc	$2.89M	0.78%	0.00%	+22.6%	Q4 2017
SHWSherwin Williams Co	$2.88M	0.77%	0.00%	-1.9%	Q1 2019
PGRProgressive Corp	$2.83M	0.76%	0.00%	-3.4%	Q1 2021
CBChubb Ltd	$2.68M	0.72%	0.00%	+2.9%	Q2 2025
HEIHeico Corp	$2.66M	0.71%	0.02%	-2.6%	Q1 2025
CMECme Group Inc.	$2.65M	0.71%	0.00%	+4.0%	Q3 2025
VRTXVertex Pharmaceuticals Inc / Ma	$2.64M	0.71%	0.00%	-1.9%	Q2 2020
TSCOTractor Supply Co	$2.64M	0.71%	0.01%	+10.7%	Q2 2020
ROLRollins Inc	$2.59M	0.69%	0.01%	-0.8%	Q3 2024
MSCIMSCI Inc.	$2.54M	0.68%	0.01%	-2.0%	Q4 2019
MSMorgan Stanley	$2.48M	0.67%	0.00%	-7.4%	Q2 2020
WSOWatsco Inc	$2.34M	0.63%	Not reported	-1.3%	Q4 2017
KLACKla Corp	$2.18M	0.58%	0.00%	-20.0%	Q3 2020
DPZDominos Pizza Inc	$2.18M	0.58%	0.02%	-9.5%	Q1 2019
AMPAmeriprise Financial Inc	$2.17M	0.58%	0.01%	New	Q1 2026
ABBVAbbVie Inc.	$2.13M	0.57%	0.00%	-7.0%	Q4 2017
ACNAccenture plc	$2.07M	0.56%	0.00%	+1.7%	Q4 2017
TTWOTake Two Interactive Software Inc	$1.99M	0.53%	0.01%	-4.5%	Q4 2017
TXNTexas Instruments Inc	$1.93M	0.52%	0.00%	-2.8%	Q4 2017
WHDCactus, Inc.	$1.92M	0.51%	0.05%	New	Q1 2026

Q4 2025Reported Feb 4, 202678 positions
AAPLApple Inc.	$10.7M	2.89%	0.00%	-0.2%	Q4 2017
USRTEnigma-Bulwark, Ltd.	$9.13M	2.48%	Not reported	+1.0%	Q2 2023
MSFTMicrosoft Corp	$6.99M	1.90%	0.00%	-0.2%	Q3 2018
FIXComfort Systems USA Inc	$6.6M	1.79%	0.02%	-8.0%	Q4 2023
NVDANvidia Corp	$5.91M	1.61%	0.00%	-0.5%	Q2 2018
AMZNAmazon Com Inc	$5.75M	1.56%	0.00%	+0.4%	Q4 2017
GOOGLAlphabet Inc.	$5.65M	1.54%	0.00%	+4.1%	Q4 2018
AVGOBroadcom Inc.	$5.33M	1.45%	0.00%	-3.2%	Q4 2019
LLYELI LILLY & Co	$4.68M	1.27%	0.00%	+11.4%	Q2 2021
PRIMPrimoris Services Corp	$4.46M	1.21%	0.07%	-5.3%	Q4 2023
BRK.BBerkshire Hathaway Inc	$4.13M	1.12%	Not reported	+0.5%	Q4 2017
COSTCostco Wholesale Corp	$3.97M	1.08%	0.00%	+1.1%	Q4 2021
MLIMueller Industries Inc	$3.97M	1.08%	0.02%	-1.1%	Q4 2022
AJGArthur J. Gallagher & Co.	$3.92M	1.07%	0.01%	Not reported	Q3 2023
SPGIS&P Global Inc.	$3.85M	1.05%	0.00%	+0.4%	Q2 2018
XOMExxonMobil Holdings Corp	$3.82M	1.04%	0.00%	+1.2%	Q2 2018
ASMLAsml Holding NV	$3.81M	1.04%	0.00%	0.0%	Q1 2022
CTASCintas Corp	$3.79M	1.03%	0.01%	+2.6%	Q2 2020
CASYCaseys General Stores Inc	$3.78M	1.03%	0.02%	+0.4%	Q2 2023
IBKRInteractive Brokers Group, Inc.	$3.74M	1.02%	0.02%	+0.1%	Q3 2024
MKLMarkel Group Inc.	$3.69M	1.00%	0.01%	+0.7%	Q3 2022
WMTWalmart Inc.	$3.59M	0.98%	0.00%	-1.5%	Q4 2017
PGRProgressive Corp	$3.36M	0.91%	0.00%	+5.7%	Q1 2021
MCDMcdonalds Corp	$3.33M	0.90%	0.00%	-3.0%	Q2 2018
WMBWilliams Companies, Inc.	$3.29M	0.89%	0.00%	+1.5%	Q2 2022
HEIHeico Corp	$3.22M	0.87%	0.02%	+1.4%	Q1 2025
AZOAutozone Inc	$3.03M	0.82%	0.01%	+0.5%	Q4 2022
AMEAmetek Inc/	$2.99M	0.81%	0.01%	+1.0%	Q1 2025
WTSWatts Water Technologies Inc	$2.98M	0.81%	Not reported	+0.6%	Q3 2023
SHWSherwin Williams Co	$2.97M	0.81%	0.00%	+0.3%	Q1 2019
ROLRollins Inc	$2.93M	0.80%	0.01%	+1.8%	Q3 2024
MSMorgan Stanley	$2.89M	0.78%	0.00%	-2.8%	Q2 2020
PWRQuanta Services, Inc.	$2.83M	0.77%	0.00%	+0.8%	Q2 2025
DPZDominos Pizza Inc	$2.79M	0.76%	0.02%	+2.9%	Q1 2019
MSCIMSCI Inc.	$2.76M	0.75%	0.01%	+0.9%	Q4 2019
ACNAccenture plc	$2.76M	0.75%	0.00%	+3.9%	Q4 2017
INTUIntuit Inc.	$2.73M	0.74%	0.00%	+0.9%	Q4 2020
VRTXVertex Pharmaceuticals Inc / Ma	$2.73M	0.74%	0.00%	+3.7%	Q2 2020
TTWOTake Two Interactive Software Inc	$2.71M	0.74%	0.01%	-1.0%	Q4 2017
FCFSFirstCash Holdings, Inc.	$2.67M	0.73%	0.04%	+0.8%	Q1 2025
TSCOTractor Supply Co	$2.63M	0.71%	0.01%	+0.6%	Q2 2020
LINLinde PLC	$2.63M	0.71%	0.00%	+0.8%	Q2 2022
CBChubb Ltd	$2.49M	0.68%	0.00%	+3.3%	Q2 2025
ABBVAbbVie Inc.	$2.41M	0.65%	0.00%	-1.3%	Q4 2017
LOWLowes Companies Inc	$2.41M	0.65%	0.00%	-0.8%	Q4 2017
CMECme Group Inc.	$2.36M	0.64%	0.00%	+17.7%	Q3 2025
LNGCheniere Energy, Inc.	$2.31M	0.63%	0.01%	+3.2%	Q2 2022
KLACKla Corp	$2.24M	0.61%	0.00%	-8.5%	Q3 2020
CPRTCopart Inc	$2.23M	0.61%	0.01%	+1.1%	Q3 2020
WSOWatsco Inc	$2.2M	0.60%	Not reported	-4.1%	Q4 2017

Q3 2025Reported Oct 24, 202582 positions
AAPLApple Inc.	$10M	2.71%	0.00%	+0.3%	Q4 2017
USRTEnigma-Bulwark, Ltd.	$9.32M	2.53%	Not reported	+5.1%	Q2 2023
MSFTMicrosoft Corp	$7.5M	2.03%	0.00%	-0.7%	Q3 2018
FIXComfort Systems USA Inc	$6.34M	1.72%	0.02%	-3.8%	Q4 2023
NVDANvidia Corp	$5.94M	1.61%	0.00%	+0.1%	Q2 2018
AMZNAmazon Com Inc	$5.45M	1.48%	0.00%	+0.4%	Q4 2017
AVGOBroadcom Inc.	$5.25M	1.42%	0.00%	-2.8%	Q4 2019
PRIMPrimoris Services Corp	$5.21M	1.41%	0.07%	-2.9%	Q4 2023
AJGArthur J. Gallagher & Co.	$4.69M	1.27%	0.01%	Not reported	Q3 2023
COSTCostco Wholesale Corp	$4.22M	1.15%	0.00%	+2.5%	Q4 2021
GOOGLAlphabet Inc.	$4.22M	1.14%	0.00%	-0.4%	Q4 2018
BRK.BBerkshire Hathaway Inc	$4.11M	1.12%	Not reported	+0.5%	Q4 2017
CTASCintas Corp	$4.03M	1.09%	0.00%	+0.1%	Q2 2020
IBKRInteractive Brokers Group, Inc.	$4M	1.09%	0.02%	+0.6%	Q3 2024
CASYCaseys General Stores Inc	$3.85M	1.05%	0.02%	+1.1%	Q2 2023
AZOAutozone Inc	$3.81M	1.04%	0.01%	+1.5%	Q4 2022
SPGIS&P Global Inc.	$3.57M	0.97%	0.00%	+1.2%	Q2 2018
XOMExxonMobil Holdings Corp	$3.53M	0.96%	0.00%	+8.5%	Q2 2018
MLIMueller Industries Inc	$3.53M	0.96%	0.03%	-0.5%	Q4 2022
PGRProgressive Corp	$3.45M	0.94%	0.00%	+1.7%	Q1 2021
ASMLAsml Holding NV	$3.45M	0.94%	0.00%	+2.4%	Q1 2022
WMBWilliams Companies, Inc.	$3.41M	0.93%	0.00%	-0.7%	Q2 2022
MCDMcdonalds Corp	$3.41M	0.93%	0.00%	-94.5%	Q2 2018
WMTWalmart Inc.	$3.37M	0.91%	0.00%	-2.7%	Q4 2017
MKLMarkel Group Inc.	$3.26M	0.88%	0.01%	+1.6%	Q3 2022
HEIHeico Corp	$3.17M	0.86%	0.02%	+1.8%	Q1 2025
SHWSherwin Williams Co	$3.16M	0.86%	0.00%	+1.9%	Q1 2019
WTSWatts Water Technologies Inc	$2.99M	0.81%	Not reported	+1.0%	Q3 2023
LLYELI LILLY & Co	$2.98M	0.81%	0.00%	0.0%	Q2 2021
TSCOTractor Supply Co	$2.97M	0.81%	0.01%	+0.3%	Q2 2020
LINLinde PLC	$2.9M	0.79%	0.00%	+1.9%	Q2 2022
ROLRollins Inc	$2.82M	0.77%	0.01%	+2.4%	Q3 2024
DPZDominos Pizza Inc	$2.81M	0.76%	0.02%	+3.1%	Q1 2019
INTUIntuit Inc.	$2.79M	0.76%	0.00%	+1.7%	Q4 2020
PWRQuanta Services, Inc.	$2.76M	0.75%	0.00%	+2.2%	Q2 2025
TTWOTake Two Interactive Software Inc	$2.76M	0.75%	0.01%	-0.4%	Q4 2017
WSOWatsco Inc	$2.75M	0.75%	Not reported	-0.9%	Q4 2017
AMEAmetek Inc/	$2.71M	0.74%	0.01%	+7.0%	Q1 2025
LNGCheniere Energy, Inc.	$2.7M	0.73%	0.01%	+1.0%	Q2 2022
MSCIMSCI Inc.	$2.7M	0.73%	0.01%	+1.8%	Q4 2019
MSMorgan Stanley	$2.66M	0.72%	0.00%	-4.1%	Q2 2020
FCFSFirstCash Holdings, Inc.	$2.63M	0.71%	0.04%	+2.4%	Q1 2025
CPRTCopart Inc	$2.53M	0.69%	0.01%	-4.9%	Q3 2020
LOWLowes Companies Inc	$2.53M	0.69%	0.00%	+1.3%	Q4 2017
ABBVAbbVie Inc.	$2.47M	0.67%	0.00%	-0.3%	Q4 2017
ACNAccenture plc	$2.44M	0.66%	0.00%	+2.8%	Q4 2017
LENLennar Corp	$2.35M	0.64%	Not reported	+2.4%	Q3 2022
FTNTFortinet, Inc.	$2.3M	0.62%	0.00%	+1.8%	Q1 2024
VRTXVertex Pharmaceuticals Inc / Ma	$2.28M	0.62%	0.00%	+1.8%	Q2 2020
CBChubb Ltd	$2.18M	0.59%	0.00%	+3.6%	Q2 2025

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