One Day In July LLC Portfolio Holdings
One Day In July LLC
- $1.1 Billion
- Q2 2025
One Day In July LLC has filed its 13F form on August 04, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.1 Billion distributed in 139 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $112M, Spdr Ser Tr Spdr Portfolio Int with a value of $107M, Vanguard Whitehall Fds (Vangua with a value of $89.7M, Vanguard Growth ETF with a value of $76.4M, and Spdr Portfolio Long Term Treas with a value of $70M.
Examining the 13F form we can see an increase of $105M in the current position value, from $998M to 1.1B.
Below you can find more details about One Day In July LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.1 Billion
ETFs: $1.06 Billion
Technology: $20 Million
Financial Services: $4.89 Million
Consumer Cyclical: $4.44 Million
Communication Services: $3.94 Million
Healthcare: $2.64 Million
Consumer Defensive: $2.56 Million
Industrials: $2.39 Million
Other: $1.08 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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