ONE DAY IN JULY LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 42K | $11.48M |
 | NVDA | 28K | $5.31M |
 | BROS | 17K | $1.02M |
 | TIC | 15K | $150.00K |
 | AMZN | 14K | $3.29M |
 | MSFT | 11K | $5.26M |
 | WMT | 8K | $912.34K |
 | GOOG | 8K | $2.53M |
 | GOOGL | 8K | $2.51M |
 | XOM | 8K | $922.78K |
 | JPM | 4K | $1.39M |
 | MRK | 4K | $447.46K |
 | BRK-B | 4K | $2.10M |
 | CSCO | 4K | $315.82K |
 | BAC | 4K | $216.48K |
 | ABT | 4K | $443.73K |
 | JNJ | 3K | $592.74K |
 | ORCL | 3K | $548.28K |
 | COP | 3K | $261.55K |
 | PG | 3K | $400.26K |
Apple Inc.
AAPL
Shares Held
42K
Value
$11.48M
NVIDIA Corporation
NVDA
Shares Held
28K
Value
$5.31M
Dutch Bros Inc.
BROS
Shares Held
17K
Value
$1.02M
TIC Solutions, Inc.
TIC
Shares Held
15K
Value
$150.00K
Amazon.com, Inc.
AMZN
Shares Held
14K
Value
$3.29M
Microsoft Corporation
MSFT
Shares Held
11K
Value
$5.26M
Walmart Inc.
WMT
Shares Held
8K
Value
$912.34K
Alphabet Inc.
GOOG
Shares Held
8K
Value
$2.53M
Alphabet Inc.
GOOGL
Shares Held
8K
Value
$2.51M
Exxon Mobil Corporation
XOM
Shares Held
8K
Value
$922.78K
JPMorgan Chase & Co.
JPM
Shares Held
4K
Value
$1.39M
Merck & Co., Inc.
MRK
Shares Held
4K
Value
$447.46K
Berkshire Hathaway Inc.
BRK-B
Shares Held
4K
Value
$2.10M
Cisco Systems, Inc.
CSCO
Shares Held
4K
Value
$315.82K
Bank of America Corporation
BAC
Shares Held
4K
Value
$216.48K
Abbott Laboratories
ABT
Shares Held
4K
Value
$443.73K
Johnson & Johnson
JNJ
Shares Held
3K
Value
$592.74K
Oracle Corporation
ORCL
Shares Held
3K
Value
$548.28K
ConocoPhillips
COP
Shares Held
3K
Value
$261.55K
The Procter & Gamble Company
PG
Shares Held
3K
Value
$400.26K