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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  ·  30 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 OWL BLUE OWL CAPITAL INC Financial Services 96,459.0 $1.4M 0.39% -10K -9.1% $14.94 -31.7%
22 PG PROCTER AND GAMBLE CO Consumer Defensive 6,731.0 $965K 0.26% -1K -16.9% $143.30 -0.6%
23 KO COCA COLA CO Consumer Defensive 12,525.0 $876K 0.24% -143.0 -1.1% $69.91 +16.1%
24 HD HOME DEPOT INC Consumer Cyclical 2,380.0 $819K 0.22% -47.0 -1.9% $343.99 -8.8%
25 EOG EOG RES INC Energy 5,826.0 $612K 0.17% -642.0 -9.9% $104.99 +33.3%
26 JPM JPMORGAN CHASE & CO. Financial Services 1,581.0 $509K 0.14% -13.0 -0.8% $322.07 -5.9%
27 ITW ILLINOIS TOOL WKS INC Industrials 1,719.0 $423K 0.12% -263.0 -13.3% $246.26 +1.5%
28 QQQ INVESCO QQQ TR Financial Services 515.0 $316K 0.09% -15.0 -2.8% $614.31 +16.3%
29 DRUP GRANITESHARES ETF TR 3,500.0 $234K 0.06% -500.0 -12.5% $66.78 -8.2%
30 ET ENERGY TRANSFER L P Energy 10,801.0 $178K 0.05% -800.0 -6.9% $16.49 +21.4%
Page 2 of 2  ·  30 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%