ONE DAY IN JULY LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 34K | $8.60M |
 | NVDA | 27K | $5.04M |
 | TIC | 15K | $197.48K |
 | AMZN | 15K | $3.19M |
 | BROS | 13K | $690.05K |
 | PPC | 10K | $407.20K |
 | MSFT | 10K | $4.98M |
 | WMT | 8K | $859.73K |
 | XOM | 7K | $837.01K |
 | GOOG | 7K | $1.72M |
 | GOOGL | 6K | $1.55M |
 | BRK-B | 4K | $2.08M |
 | JPM | 4K | $1.15M |
 | CSCO | 4K | $248.23K |
 | MRK | 3K | $278.23K |
 | ABT | 3K | $433.92K |
 | JNJ | 3K | $510.12K |
 | ORCL | 3K | $764.97K |
 | COP | 3K | $247.26K |
 | ABBV | 2K | $527.22K |
Apple Inc.
AAPL
Shares Held
34K
Value
$8.60M
NVIDIA Corporation
NVDA
Shares Held
27K
Value
$5.04M
TIC Solutions, Inc.
TIC
Shares Held
15K
Value
$197.48K
Amazon.com, Inc.
AMZN
Shares Held
15K
Value
$3.19M
Dutch Bros Inc.
BROS
Shares Held
13K
Value
$690.05K
Pilgrim's Pride Corporation
PPC
Shares Held
10K
Value
$407.20K
Microsoft Corporation
MSFT
Shares Held
10K
Value
$4.98M
Walmart Inc.
WMT
Shares Held
8K
Value
$859.73K
Exxon Mobil Corporation
XOM
Shares Held
7K
Value
$837.01K
Alphabet Inc.
GOOG
Shares Held
7K
Value
$1.72M
Alphabet Inc.
GOOGL
Shares Held
6K
Value
$1.55M
Berkshire Hathaway Inc.
BRK-B
Shares Held
4K
Value
$2.08M
JPMorgan Chase & Co.
JPM
Shares Held
4K
Value
$1.15M
Cisco Systems, Inc.
CSCO
Shares Held
4K
Value
$248.23K
Merck & Co., Inc.
MRK
Shares Held
3K
Value
$278.23K
Abbott Laboratories
ABT
Shares Held
3K
Value
$433.92K
Johnson & Johnson
JNJ
Shares Held
3K
Value
$510.12K
Oracle Corporation
ORCL
Shares Held
3K
Value
$764.97K
ConocoPhillips
COP
Shares Held
3K
Value
$247.26K
AbbVie Inc.
ABBV
Shares Held
2K
Value
$527.22K