Freedom Day Solutions, LLC

données du 30/09/2025

Capitalisation

$ 368.463 M 9.44 %

Période de détention moyenne

16 ans

Performance

$ 186.283 M 101.36 %

Capitalisation

Taille du portefeuille

Performance du portefeuille

Performance du portefeuille %

Performances par rapport au S&P 500 (%)

Entreprise dans Freedom Day Solutions, LLC

Date Symbol Nom Poids Capitalisation Nombre d'action 1er ajout Performance ($) Performance (%)
2025/09/30 MBOX EA SERIES TRUST 29.90% 110.158 M $ 3127714 2021/06/30 5.064 M $ 4.95 %
2025/09/30 SPTM SPDR SERIES TRUST 2.80% 10.311 M $ 127843 2021/06/30 729.941 K $ 7.69 %
2025/09/30 AAPL APPLE INC 2.71% 9.995 M $ 39255 2017/12/31 1.936 M $ 24.11 %
2025/09/30 USRT ISHARES TR 2.53% 9.324 M $ 158796 2023/06/30 326.363 K $ 3.82 %
2025/09/30 VXUS VANGUARD STAR FDS 2.38% 8.751 M $ 119130 2023/06/30 534.695 K $ 6.33 %
2025/09/30 PFF ISHARES TR 2.15% 7.925 M $ 250648 2022/12/31 215.244 K $ 3.06 %
2025/09/30 MSFT MICROSOFT CORP 2.03% 7.495 M $ 14472 2018/09/30 299.226 K $ 4.13 %
2025/09/30 FIX COMFORT SYS USA INC 1.72% 6.338 M $ 7681 2023/12/31 2.308 M $ 53.89 %
2025/09/30 NVDA NVIDIA CORPORATION 1.61% 5.942 M $ 31849 2020/03/31 909.733 K $ 18.10 %
2025/09/30 AMZN AMAZON COM INC 1.48% 5.453 M $ 24833 2017/12/31 4.450 K $ 0.08 %
2025/09/30 AVGO BROADCOM INC 1.43% 5.251 M $ 15916 2019/12/31 888.778 K $ 19.68 %
2025/09/30 PRIM PRIMORIS SVCS CORP 1.41% 5.208 M $ 37926 2023/12/31 2.320 M $ 76.20 %
2025/09/30 AJG GALLAGHER ARTHUR J & CO 1.27% 4.691 M $ 15146 2023/09/30 0.000 $ 0.00 %
2025/09/30 COST COSTCO WHSL CORP NEW 1.15% 4.219 M $ 4559 2021/12/31 -286.050 K $ -6.50 %
2025/09/30 GOOGL ALPHABET INC 1.14% 4.217 M $ 17349 2018/12/31 1.165 M $ 37.94 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 1.12% 4.111 M $ 8178 2017/12/31 138.050 K $ 3.49 %
2025/09/30 DTH WISDOMTREE TR 1.09% 4.031 M $ 82014 2025/09/30 0.000 $ 0.00 %
2025/09/30 CTAS CINTAS CORP 1.09% 4.031 M $ 19639 2020/06/30 -345.437 K $ -7.90 %
2025/09/30 IBKR INTERACTIVE BROKERS GROUP IN 1.09% 4.001 M $ 58142 2024/09/30 774.479 K $ 24.18 %
2025/09/30 IXUS ISHARES TR 1.08% 3.962 M $ 47973 2020/12/31 263.521 K $ 6.82 %
2025/09/30 RSP INVESCO EXCHANGE TRADED FD T 1.07% 3.951 M $ 20828 2024/12/31 137.501 K $ 4.38 %
2025/09/30 CASY CASEYS GEN STORES INC 1.05% 3.853 M $ 6815 2023/06/30 371.147 K $ 10.79 %
2025/09/30 AZO AUTOZONE INC 1.04% 3.814 M $ 889 2022/12/31 506.336 K $ 15.57 %
2025/09/30 SPGI S&P GLOBAL INC 0.97% 3.567 M $ 7328 2018/06/30 -293.839 K $ -7.70 %
2025/09/30 XOM EXXON MOBIL CORP 0.96% 3.534 M $ 31348 2024/06/30 142.970 K $ 4.59 %
2025/09/30 MLI MUELLER INDS INC 0.96% 3.532 M $ 34932 2022/12/31 759.564 K $ 27.23 %
2025/09/30 PGR PROGRESSIVE CORP 0.94% 3.451 M $ 13975 2021/03/31 -273.643 K $ -7.46 %
2025/09/30 ASML ASML HOLDING N V 0.94% 3.449 M $ 3563 2022/12/31 579.782 K $ 20.80 %
2025/09/30 WMB WILLIAMS COS INC 0.93% 3.413 M $ 53876 2022/06/30 29.282 K $ 0.86 %
2025/09/30 MCD MCDONALDS CORP 0.93% 3.411 M $ 11224 2018/06/30 2.401 M $ 34.92 %
2025/09/30 WMT WALMART INC 0.91% 3.369 M $ 32686 2017/12/31 177.365 K $ 5.40 %
2025/09/30 MKL MARKEL GROUP INC 0.88% 3.259 M $ 1705 2022/09/30 -144.308 K $ -4.31 %
2025/09/30 HEI HEICO CORP NEW 0.86% 3.169 M $ 9816 2025/03/31 -49.961 K $ -1.58 %
2025/09/30 SHW SHERWIN WILLIAMS CO 0.86% 3.164 M $ 9137 2019/03/31 26.001 K $ 0.84 %
2025/09/30 WTS WATTS WATER TECHNOLOGIES INC 0.81% 2.994 M $ 10721 2023/09/30 354.401 K $ 13.58 %
2025/09/30 LLY ELI LILLY & CO 0.81% 2.984 M $ 3911 2021/06/30 -64.665 K $ -2.12 %
2025/09/30 TSCO TRACTOR SUPPLY CO 0.81% 2.971 M $ 52235 2020/06/30 213.630 K $ 7.77 %
2025/09/30 LIN LINDE PLC 0.79% 2.902 M $ 6111 2023/03/31 34.890 K $ 1.24 %
2025/09/30 ROL ROLLINS INC 0.77% 2.820 M $ 48006 2024/09/30 108.819 K $ 4.11 %
2025/09/30 DPZ DOMINOS PIZZA INC 0.76% 2.813 M $ 6517 2019/03/31 -119.384 K $ -4.19 %
2025/09/30 INTU INTUIT 0.76% 2.793 M $ 4090 2020/12/31 -420.974 K $ -13.30 %
2025/09/30 PWR QUANTA SVCS INC 0.75% 2.761 M $ 6664 2025/06/30 236.900 K $ 9.61 %
2025/09/30 TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.75% 2.759 M $ 10678 2017/12/31 166.251 K $ 6.39 %
2025/09/30 WSO WATSCO INC 0.75% 2.750 M $ 6802 2017/12/31 -256.127 K $ -8.45 %
2025/09/30 AME AMETEK INC 0.74% 2.712 M $ 14424 2025/03/31 94.934 K $ 3.89 %
2025/09/30 LNG CHENIERE ENERGY INC 0.73% 2.705 M $ 11510 2022/06/30 -97.279 K $ -3.51 %
2025/09/30 MSCI MSCI INC 0.73% 2.705 M $ 4767 2019/12/31 -43.673 K $ -1.62 %
2025/09/30 MS MORGAN STANLEY 0.72% 2.660 M $ 16736 2020/06/30 315.736 K $ 12.85 %
2025/09/30 FCFS FIRSTCASH HOLDINGS INC 0.71% 2.634 M $ 16626 2025/03/31 377.834 K $ 17.23 %
2025/09/30 EWJ ISHARES INC 0.71% 2.628 M $ 32770 2024/12/31 166.212 K $ 6.99 %
2025/09/30 CPRT COPART INC 0.69% 2.533 M $ 56321 2020/09/30 -242.797 K $ -8.36 %
2025/09/30 LOW LOWES COS INC 0.69% 2.527 M $ 10057 2017/12/31 292.250 K $ 13.27 %
2025/09/30 ABBV ABBVIE INC 0.67% 2.473 M $ 10683 2017/12/31 492.216 K $ 24.74 %
2025/09/30 ACN ACCENTURE PLC IRELAND 0.66% 2.440 M $ 9895 2017/12/31 -503.186 K $ -17.49 %
2025/09/30 LEN LENNAR CORP 0.64% 2.348 M $ 18629 2022/09/30 280.594 K $ 13.95 %
2025/09/30 FTNT FORTINET INC 0.62% 2.300 M $ 27359 2024/03/31 -581.575 K $ -20.47 %
2025/09/30 VRTX VERTEX PHARMACEUTICALS INC 0.62% 2.277 M $ 5814 2022/12/31 -306.041 K $ -12.03 %
2025/09/30 CB CHUBB LIMITED 0.59% 2.182 M $ 7732 2025/06/30 -55.741 K $ -2.58 %
2025/09/30 KLAC KLA CORP 0.59% 2.178 M $ 2020 2020/09/30 373.217 K $ 20.42 %
2025/09/30 BOXX EA SERIES TRUST 0.59% 2.163 M $ 19000 2024/12/31 20.059 K $ 1.05 %
2025/09/30 ROP ROPER TECHNOLOGIES INC 0.56% 2.056 M $ 4124 2025/03/31 -277.097 K $ -12.02 %
2025/09/30 CME CME GROUP INC 0.54% 1.982 M $ 7337 2025/09/30 0.000 $ 0.00 %
2025/09/30 TXN TEXAS INSTRS INC 0.53% 1.947 M $ 10596 2017/12/31 -260.759 K $ -11.51 %
2025/09/30 AOS SMITH A O CORP 0.50% 1.851 M $ 25217 2017/12/31 197.693 K $ 11.96 %
2025/09/30 OWL BLUE OWL CAPITAL INC 0.49% 1.796 M $ 106094 2024/09/30 -241.303 K $ -11.87 %
2025/09/30 BRO BROWN & BROWN INC 0.47% 1.747 M $ 18632 2025/06/30 -316.031 K $ -15.41 %
2025/09/30 EVR EVERCORE INC 0.39% 1.428 M $ 4232 2023/03/31 274.516 K $ 24.92 %
2025/09/30 GS GOLDMAN SACHS GROUP INC 0.37% 1.373 M $ 1724 2019/09/30 164.796 K $ 12.52 %
2025/09/30 PG PROCTER AND GAMBLE CO 0.34% 1.245 M $ 8100 2017/12/31 -49.283 K $ -3.56 %
2025/09/30 HD HOME DEPOT INC 0.27% 983.288 K $ 2427 2019/12/31 93.406 K $ 10.51 %
2025/09/30 CI THE CIGNA GROUP 0.25% 926.074 K $ 3213 2022/06/30 -138.842 K $ -12.80 %
2025/09/30 KO COCA COLA CO 0.23% 840.102 K $ 12668 2017/12/31 -56.066 K $ -6.26 %
2025/09/30 EOG EOG RES INC 0.20% 725.127 K $ 6468 2021/09/30 -50.774 K $ -6.26 %
2025/09/30 ITW ILLINOIS TOOL WKS INC 0.14% 516.755 K $ 1982 2019/06/30 26.776 K $ 5.46 %
2025/09/30 JNJ JOHNSON & JOHNSON 0.14% 509.971 K $ 2751 2017/12/31 89.679 K $ 21.39 %
2025/09/30 JPM JPMORGAN CHASE & CO. 0.14% 502.561 K $ 1594 2023/06/30 39.683 K $ 8.80 %
2025/09/30 BAC BANK AMERICA CORP 0.13% 464.976 K $ 9013 2020/06/30 38.417 K $ 9.02 %
2025/09/30 V VISA INC 0.12% 457.595 K $ 1341 2019/03/31 -17.292 K $ -3.85 %
2025/09/30 COLB COLUMBIA BKG SYS INC 0.11% 409.395 K $ 15905 2023/09/30 0.000 $ 0.00 %
2025/09/30 IVW ISHARES TR 0.11% 393.946 K $ 3264 2018/03/31 34.674 K $ 9.65 %
2025/09/30 KMI KINDER MORGAN INC DEL 0.09% 329.022 K $ 11623 2021/12/31 -12.667 K $ -3.71 %
2025/09/30 QQQ INVESCO QQQ TR 0.09% 318.196 K $ 530 2024/12/31 27.776 K $ 8.83 %
2025/09/30 CHD CHURCH & DWIGHT CO INC 0.08% 283.125 K $ 3231 2019/06/30 -31.698 K $ -8.82 %
2025/09/30 AMGN AMGEN INC 0.07% 264.284 K $ 937 2018/09/30 2.870 K $ 1.07 %
2025/09/30 CARR CARRIER GLOBAL CORPORATION 0.07% 262.830 K $ 4403 2022/12/31 -59.382 K $ -18.43 %
2025/09/30 DRUP GRANITESHARES ETF TR 0.07% 260.792 K $ 4000 2024/12/31 12.136 K $ 4.76 %
2025/09/30 BLK BLACKROCK INC 0.07% 257.036 K $ 221 2024/12/31 25.656 K $ 11.09 %
2025/09/30 MA MASTERCARD INCORPORATED 0.07% 248.494 K $ 437 2020/09/30 2.995 K $ 1.22 %
2025/09/30 KR KROGER CO 0.07% 243.053 K $ 3606 2024/03/31 -15.577 K $ -6.02 %
2025/09/30 IWB ISHARES TR 0.06% 226.649 K $ 621 2025/06/30 16.064 K $ 7.63 %
2025/09/30 DOV DOVER CORP 0.06% 215.972 K $ 1295 2024/03/31 -21.237 K $ -8.95 %
2025/09/30 GBTC GRAYSCALE BITCOIN TRUST ETF 0.06% 210.960 K $ 2350 2025/09/30 0.000 $ 0.00 %
2025/09/30 FNF FIDELITY NATIONAL FINANCIAL 0.06% 209.682 K $ 3467 2024/09/30 0.000 $ 0.00 %
2025/09/30 IJH ISHARES TR 0.06% 209.434 K $ 3210 2024/03/31 0.000 $ 0.00 %
2025/09/30 IJK ISHARES TR 0.06% 208.877 K $ 2179 2025/09/30 0.000 $ 0.00 %
2025/09/30 ET ENERGY TRANSFER L P 0.05% 199.065 K $ 11601 2025/03/31 0.000 $ 0.00 %
2025/09/30 NVO NOVO-NORDISK A S 0.00% 0.000 $ 0 2022/06/30 0.000 $ 0.00 %