Junto Capital Management

Junto Capital Management as of June 30, 2022

Portfolio Holdings for Junto Capital Management

Junto Capital Management holds 73 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Lpl Financial Holdings (LPLA) 3.5 $117M 632k 184.48
BlackRock (BLK) 3.3 $112M 184k 609.04
Wal-Mart Stores (WMT) 2.7 $90M 742k 121.58
O'reilly Automotive (ORLY) 2.7 $90M 142k 631.76
Centene Corporation (CNC) 2.6 $89M 1.1M 84.61
Tractor Supply Company (TSCO) 2.6 $88M 453k 193.85
Leidos Holdings (LDOS) 2.6 $87M 859k 100.71
Arthur J. Gallagher & Co. (AJG) 2.5 $85M 524k 163.04
Deckers Outdoor Corporation (DECK) 2.5 $84M 330k 255.35
Gartner (IT) 2.5 $84M 347k 241.83
Lululemon Athletica (LULU) 2.5 $83M 304k 272.61
Ulta Salon, Cosmetics & Fragrance (ULTA) 2.4 $82M 214k 385.48
Constellation Brands Cl A (STZ) 2.4 $82M 350k 233.06
Waste Connections (WCN) 2.4 $80M 645k 123.96
Verisk Analytics (VRSK) 2.2 $75M 431k 173.09
First Republic Bank/san F (FRCB) 2.2 $73M 508k 144.20
Allegion Ord Shs (ALLE) 2.1 $69M 709k 97.90
Raytheon Technologies Corp (RTX) 2.0 $67M 697k 96.11
Anthem (ELV) 1.9 $64M 133k 482.58
Genpact SHS (G) 1.8 $60M 1.4M 42.36
Metropcs Communications (TMUS) 1.8 $59M 440k 134.54
Murphy Usa (MUSA) 1.7 $59M 252k 232.87
Dollar General (DG) 1.7 $58M 235k 245.44
American Financial (AFG) 1.6 $55M 400k 138.81
TJX Companies (TJX) 1.6 $53M 947k 55.85
Fiserv (FI) 1.6 $53M 592k 88.97
Booking Holdings (BKNG) 1.6 $52M 30k 1748.98
McDonald's Corporation (MCD) 1.5 $51M 207k 246.88
Thomson Reuters Corp. Com New 1.5 $50M 480k 104.21
W.R. Berkley Corporation (WRB) 1.5 $50M 727k 68.26
Discover Financial Services (DFS) 1.4 $48M 512k 94.58
American Express Company (AXP) 1.4 $48M 344k 138.62
TransDigm Group Incorporated (TDG) 1.4 $46M 87k 536.67
Tradeweb Mkts Cl A (TW) 1.4 $46M 668k 68.25
Take-Two Interactive Software (TTWO) 1.3 $45M 364k 122.53
S&p Global (SPGI) 1.3 $44M 130k 337.06
Toll Brothers (TOL) 1.3 $43M 954k 44.60
Fair Isaac Corporation (FICO) 1.2 $42M 105k 400.90
Oracle Corporation (ORCL) 1.2 $42M 596k 69.87
Ares Management Corporation Cl A Com Stk (ARES) 1.2 $41M 719k 56.86
Burlington Stores (BURL) 1.2 $41M 298k 136.23
Ferguson SHS (FERG) 1.2 $40M 365k 110.71
D.R. Horton (DHI) 1.2 $40M 599k 66.19
Progressive Corporation (PGR) 1.2 $39M 336k 116.27
Morgan Stanley Com New (MS) 1.1 $36M 470k 76.06
Wells Fargo & Company (WFC) 1.0 $35M 892k 39.17
Marsh & McLennan Companies (MMC) 1.0 $34M 221k 155.25
Procter & Gamble Company (PG) 0.9 $31M 212k 143.79
Ptc (PTC) 0.9 $30M 281k 106.34
Carrier Global Corporation (CARR) 0.9 $30M 830k 35.66
Tyler Technologies (TYL) 0.8 $28M 83k 332.48
At&t (T) 0.8 $26M 1.3M 20.96
Monster Beverage Corp (MNST) 0.7 $25M 272k 92.70
Domino's Pizza (DPZ) 0.7 $25M 63k 389.71
Microsoft Corporation (MSFT) 0.7 $23M 91k 256.83
Equinix (EQIX) 0.7 $23M 35k 657.01
Visa Com Cl A (V) 0.7 $22M 112k 196.89
Veeva Sys Cl A Com (VEEV) 0.6 $22M 108k 198.04
Raymond James Financial (RJF) 0.6 $20M 218k 89.41
salesforce (CRM) 0.5 $17M 101k 165.04
Meta Platforms Cl A (META) 0.5 $16M 102k 161.25
Tenet Healthcare Corp Com New (THC) 0.5 $16M 298k 52.56
Adobe Systems Incorporated (ADBE) 0.5 $16M 43k 366.05
Workday Cl A (WDAY) 0.4 $15M 104k 139.58
FactSet Research Systems (FDS) 0.4 $14M 38k 384.56
Comcast Corp Cl A (CMCSA) 0.4 $12M 317k 39.24
Interpublic Group of Companies (IPG) 0.4 $12M 450k 27.53
Zoominfo Technologies Common Stock (ZI) 0.3 $9.6M 290k 33.24
Pinduoduo Sponsored Ads (PDD) 0.2 $7.4M 120k 61.80
Charter Communications Inc N Cl A (CHTR) 0.2 $6.9M 15k 468.56
Cinemark Holdings (CNK) 0.2 $6.6M 441k 15.02
Jd.com Spon Adr Cl A (JD) 0.2 $6.4M 99k 64.22
Walt Disney Company (DIS) 0.2 $6.2M 66k 94.39