Independent Franchise Partners
Latest statistics and disclosures from Independent Franchise Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are ORCL, JNJ, MSFT, Accenture, Twenty-first Century Fox, and represent 35.24% of Independent Franchise Partners's stock portfolio.
- Added to shares of these 10 stocks: TAP (+$444.13M), Twenty-first Century Fox (+$122.30M), EBAY (+$101.20M), Accenture (+$78.99M), MRK (+$65.41M), News (+$45.58M), JNJ (+$25.09M), RAI (+$24.60M), Transunion (+$22.95M), News Corp Class B cos (+$16.95M).
- Started 3 new stock positions in News Corp Class B cos, TAP, News.
- Reduced shares in these 4 stocks: PG (-$379.81M), Zoetis Inc Cl A (-$160.02M), PM (-$94.58M), AAPL (-$84.59M).
- Sold out of its positions in PG.
- Independent Franchise Partners was a net buyer of stock by $277.48M.
- Independent Franchise Partners has $11.15B in assets under management (AUM), growing by 6.44%.
Companies in the Independent Franchise Partners portfolio as of June 2017 quarter
| Company (Ticker) | Portfolio Weight | Share Count | Change in Shares | Price |
|---|---|---|---|---|
| Oracle Corporation (ORCL) | 7.53 | 16.74M | 50.14 | |
| Johnson & Johnson (JNJ) | 7.42 | 6.25M | +3% | 132.29 |
| Microsoft Corporation (MSFT) | 6.85 | 11.07M | 68.93 | |
| Accenture | 6.74 | 6.07M | +11% | 123.68 |
| Twenty-first Century Fox | 6.70 | 26.36M | +19% | 28.34 |
| S&p Global | 6.53 | 4.98M | 145.99 | |
| Apple (AAPL) | 6.42 | 4.97M | -10% | 144.02 |
| eBay (EBAY) | 6.05 | 19.32M | +17% | 34.92 |
| Time Warner (TWX) | 5.93 | 6.58M | 100.41 | |
| Merck & Co (MRK) | 5.32 | 9.25M | +12% | 64.09 |
| Zoetis Inc Cl A | 4.83 | 8.64M | -22% | 62.38 |
| Monsanto Company (MON) | 4.37 | 4.11M | 118.36 | |
| Abbott Laboratories (ABT) | 4.29 | 9.83M | 48.61 | |
| Molson Coors Brewing Company (TAP) | 3.98 | 5.14M | NEW | 86.34 |
| Philip Morris International (PM) | 3.91 | 3.72M | -17% | 117.45 |
| Mondelez Int | 3.37 | 8.70M | 43.19 | |
| Harley-Davidson (HOG) | 2.56 | 5.29M | 54.02 | |
| Reynolds American (RAI) | 2.08 | 3.56M | +11% | 65.04 |
| Altria (MO) | 1.63 | 2.45M | +3% | 74.47 |
| Kimberly-Clark Corporation (KMB) | 1.30 | 1.12M | +3% | 129.11 |
| Dentsply Sirona | 0.90 | 1.54M | +3% | 64.84 |
| Transunion | 0.72 | 1.84M | +40% | 43.31 |
| News | 0.41 | 3.33M | NEW | 13.70 |
| News Corp Class B cos | 0.15 | 1.20M | NEW | 14.15 |
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Past 13F-HR SEC Filings by Independent Franchise Partners
- Independent Franchise Partners 2017 Q1 filed May 10, 2017
- Independent Franchise Partners 2016 Q4 filed Jan. 27, 2017
- Independent Franchise Partners 2016 Q3 filed Nov. 1, 2016
- Independent Franchise Partners 2016 Q2 filed Aug. 3, 2016
- Independent Franchise Partners 2016 Q1 filed May 9, 2016
- Independent Franchise Partners 2015 Q4 filed Jan. 28, 2016
- Independent Franchise Partners 2015 Q3 filed Nov. 3, 2015
- Independent Franchise Partners 2015 Q2 filed July 29, 2015
- Independent Franchise Partners 2015 Q1 filed April 30, 2015
- Independent Franchise Partners 2014 Q4 filed Feb. 3, 2015
- Independent Franchise Partners 2014 Q3 filed Oct. 31, 2014
- Independent Franchise Partners 2014 Q2 filed Aug. 1, 2014
- Independent Franchise Partners 2014 Q1 filed April 28, 2014
- Independent Franchise Partners 2013 Q3 filed Oct. 29, 2013
- Independent Franchise Partners 2013 Q2 filed July 30, 2013
- Independent Franchise Partners 2013 Q1 filed April 18, 2013
- Independent Franchise Partners 2012 Q4 filed Feb. 1, 2013
- Independent Franchise Partners 2012 Q3 filed Oct. 26, 2012
- Independent Franchise Partners 2012 Q2 filed Aug. 1, 2012