Junto Capital Management

Junto Capital Management as of March 31, 2022

Portfolio Holdings for Junto Capital Management

Junto Capital Management holds 69 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Lpl Financial Holdings (LPLA) 4.4 $162M 885k 182.68
Workday Cl A (WDAY) 3.5 $128M 533k 239.46
Arthur J. Gallagher & Co. (AJG) 3.2 $118M 676k 174.60
American Express Company (AXP) 3.1 $113M 605k 187.00
Ares Management Corporation Cl A Com Stk (ARES) 2.8 $101M 1.2M 81.23
Wal-Mart Stores (WMT) 2.7 $100M 669k 148.92
Vulcan Materials Company (VMC) 2.6 $95M 518k 183.70
Ss&c Technologies Holding (SSNC) 2.4 $89M 1.2M 75.02
Microsoft Corporation (MSFT) 2.4 $89M 288k 308.31
Gartner (IT) 2.4 $87M 294k 297.46
Visa Com Cl A (V) 2.4 $86M 389k 221.77
McDonald's Corporation (MCD) 2.4 $86M 348k 247.28
Ulta Salon, Cosmetics & Fragrance (ULTA) 2.2 $82M 205k 398.22
Metropcs Communications (TMUS) 2.2 $79M 613k 128.35
Northern Trust Corporation (NTRS) 2.1 $76M 655k 116.45
Centene Corporation (CNC) 2.1 $75M 895k 84.19
Hca Holdings (HCA) 2.0 $75M 297k 250.62
Equifax (EFX) 2.0 $72M 303k 237.10
Walt Disney Company (DIS) 1.9 $70M 512k 137.16
FactSet Research Systems (FDS) 1.9 $69M 160k 434.15
Deckers Outdoor Corporation (DECK) 1.9 $69M 252k 273.77
Wells Fargo & Company (WFC) 1.8 $64M 1.3M 48.46
Intuit (INTU) 1.7 $63M 130k 480.84
Accenture Plc Ireland Shs Class A (ACN) 1.7 $60M 178k 337.23
Oracle Corporation (ORCL) 1.7 $60M 727k 82.73
Procter & Gamble Company (PG) 1.6 $59M 385k 152.80
Fidelity National Information Services (FIS) 1.6 $58M 573k 100.42
American Financial (AFG) 1.6 $57M 390k 145.62
W.R. Berkley Corporation (WRB) 1.6 $57M 851k 66.59
Murphy Usa (MUSA) 1.5 $55M 273k 199.96
Bank of America Corporation (BAC) 1.5 $54M 1.3M 41.22
Booking Holdings (BKNG) 1.4 $52M 22k 2348.45
Morgan Stanley Com New (MS) 1.4 $51M 582k 87.40
Waste Connections (WCN) 1.4 $49M 354k 139.70
Amazon (AMZN) 1.4 $49M 15k 3259.95
Chubb (CB) 1.3 $48M 222k 213.90
TJX Companies (TJX) 1.2 $45M 750k 60.58
Toll Brothers (TOL) 1.2 $44M 935k 47.02
Fox Corp Cl A Com (FOXA) 1.2 $43M 1.1M 39.45
McKesson Corporation (MCK) 1.1 $40M 130k 306.13
salesforce (CRM) 1.1 $39M 184k 212.32
Intercontinental Exchange (ICE) 1.1 $39M 294k 132.12
Honeywell International (HON) 1.1 $39M 199k 194.58
Interpublic Group of Companies (IPG) 1.0 $38M 1.1M 35.45
Lennox International (LII) 1.0 $36M 140k 257.86
Constellation Brands Cl A (STZ) 1.0 $35M 151k 230.32
W.W. Grainger (GWW) 0.9 $33M 64k 515.78
Monster Beverage Corp (MNST) 0.9 $33M 410k 79.90
Globant S A (GLOB) 0.9 $32M 122k 262.07
Charter Communications Inc N Cl A (CHTR) 0.9 $31M 57k 545.51
Tenet Healthcare Corp Com New (THC) 0.8 $30M 350k 85.96
Airbnb Com Cl A (ABNB) 0.8 $30M 174k 171.76
BlackRock (BLK) 0.7 $26M 34k 764.17
FleetCor Technologies 0.7 $26M 102k 249.06
Molson Coors Beverage CL B (TAP) 0.7 $24M 445k 53.38
Thomson Reuters Corp. Com New 0.6 $23M 214k 108.85
Zoominfo Technologies Com Cl A (ZI) 0.6 $23M 377k 59.74
Five9 (FIVN) 0.6 $20M 184k 110.40
Howmet Aerospace (HWM) 0.5 $19M 530k 35.94
Netflix (NFLX) 0.5 $18M 49k 374.59
Alphabet Cap Stk Cl A (GOOGL) 0.5 $18M 6.4k 2781.36
Take-Two Interactive Software (TTWO) 0.5 $17M 109k 153.74
D.R. Horton (DHI) 0.4 $16M 215k 74.51
Burlington Stores (BURL) 0.4 $14M 76k 182.17
Abercrombie & Fitch Cl A (ANF) 0.4 $14M 426k 31.99
Tractor Supply Company (TSCO) 0.4 $13M 55k 233.37
Tapestry (TPR) 0.3 $12M 333k 37.15
Jd.com Spon Adr Cl A (JD) 0.2 $7.4M 128k 57.87
Match Group (MTCH) 0.2 $7.3M 67k 108.74