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Portfolio (Quarterly) Guide ↗

Freedom Day Solutions, LLC

· CIK 0001467517
13F Portfolio $368M AUM 93 positions Filed Feb 4, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 3 New 33 Added 30 Reduced 6 Exited
Page 2 of 2  ·  33 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MSCI MSCI INC Financial Services 4,811.0 $2.8M 0.75% +44.0 +0.9% $573.65 +1.5%
22 ACN ACCENTURE PLC IRELAND Technology 10,282.0 $2.8M 0.75% +387.0 +3.9% $268.29 -33.7%
23 INTU INTUIT Technology 4,127.0 $2.7M 0.74% +37.0 +0.9% $662.41 -53.6%
24 VRTX VERTEX PHARMACEUTICALS INC Healthcare 6,027.0 $2.7M 0.74% +213.0 +3.7% $453.36 -5.1%
25 FCFS FIRSTCASH HOLDINGS INC Financial Services 16,763.0 $2.7M 0.73% +137.0 +0.8% $159.38 +42.0%
26 TSCO TRACTOR SUPPLY CO Consumer Cyclical 52,564.0 $2.6M 0.71% +329.0 +0.6% $50.01 -36.6%
27 LIN LINDE PLC Basic Materials 6,157.0 $2.6M 0.71% +46.0 +0.8% $426.37 +20.7%
28 CB CHUBB LIMITED Financial Services 7,987.0 $2.5M 0.68% +255.0 +3.3% $312.08 +5.8%
29 CME CME GROUP INC Financial Services 8,636.0 $2.4M 0.64% +1K +17.7% $273.05 +5.9%
30 LNG CHENIERE ENERGY INC Energy 11,881.0 $2.3M 0.63% +371.0 +3.2% $194.39 +23.7%
31 CPRT COPART INC Industrials 56,917.0 $2.2M 0.61% +596.0 +1.1% $39.15 -12.1%
32 EVR EVERCORE INC Financial Services 4,321.0 $1.5M 0.40% +89.0 +2.1% $340.19 +1.8%
33 AMGN AMGEN INC Healthcare 950.0 $311K 0.08% +13.0 +1.4% $327.14 +3.1%
Page 2 of 2  ·  33 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 21.8%
Industrials 20.4%
Financial Services 20.1%
Consumer Cyclical 14.2%
Healthcare 5.5%
Energy 5.4%
Consumer Defensive 5.1%
Communication Services 4.5%
Basic Materials 2.9%