Junto Capital Management

Latest statistics and disclosures from Junto Capital Management's latest quarterly 13F-HR filing:

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Positions held by Junto Capital Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Junto Capital Management

Companies in the Junto Capital Management portfolio as of the June 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ihs Markit SHS (INFO) 4.3 $136M -6% 1.2M 112.66
BlackRock (BLK) 3.9 $121M -14% 139k 874.97
Morgan Stanley Com New (MS) 3.8 $121M +27% 1.3M 91.69
Intuit (INTU) 3.5 $110M -21% 224k 490.17
Amazon (AMZN) 3.4 $108M +85% 31k 3440.17
Wal-Mart Stores (WMT) 3.2 $100M +68% 708k 141.02
Kkr & Co (KKR) 3.1 $97M -13% 1.6M 59.24
Trane Technologies SHS (TT) 2.8 $89M NEW 485k 184.14
Northern Trust Corporation (NTRS) 2.7 $86M NEW 743k 115.62
Deckers Outdoor Corporation (DECK) 2.7 $86M NEW 223k 384.07
Transunion (TRU) 2.7 $85M -52% 770k 109.81
Facebook Cl A (FB) 2.6 $82M -22% 236k 347.71
Accenture Plc Ireland Shs Class A (ACN) 2.5 $80M NEW 270k 294.79
Zynga Cl A (ZNGA) 2.4 $75M NEW 7.1M 10.63

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Gartner (IT) 2.4 $75M -48% 309k 242.20
Tradeweb Mkts Cl A (TW) 2.3 $72M -24% 853k 84.56
Ares Management Corporation Cl A Com Stk (ARES) 2.3 $72M +18% 1.1M 63.59
Lpl Financial Holdings (LPLA) 2.2 $70M -21% 517k 134.98
Waste Connections (WCN) 2.2 $68M +86% 570k 119.43
Constellation Brands Cl A (STZ) 2.1 $67M NEW 288k 233.89
Genpact SHS (G) 2.0 $62M NEW 1.4M 45.43
FleetCor Technologies (FLT) 2.0 $62M NEW 240k 256.06
Thomson Reuters Corp. Com New (TRI) 1.8 $56M NEW 563k 99.32
Synchrony Financial (SYF) 1.7 $54M NEW 1.1M 48.52
Visa Com Cl A (V) 1.7 $53M -5% 225k 233.82
Vulcan Materials Company (VMC) 1.6 $51M NEW 290k 174.07
Howmet Aerospace (HWM) 1.6 $49M -33% 1.4M 34.47
Autodesk (ADSK) 1.5 $47M NEW 161k 291.90
Target Corporation (TGT) 1.5 $46M NEW 190k 241.74
Toll Brothers (TOL) 1.5 $46M +5% 791k 57.81
Charles Schwab Corporation (SCHW) 1.4 $44M -5% 605k 72.81
Arthur J. Gallagher & Co. (AJG) 1.4 $43M NEW 309k 140.08
Interpublic Group of Companies (IPG) 1.4 $43M -44% 1.3M 32.49
Microsoft Corporation (MSFT) 1.4 $43M -60% 157k 270.90
Hilton Worldwide Holdings (HLT) 1.3 $42M NEW 349k 120.62
Comcast Corp Cl A (CMCSA) 1.3 $41M +60% 718k 57.02
Pepsi (PEP) 1.3 $40M NEW 269k 148.17
Shift4 Pmts Cl A (FOUR) 1.2 $39M NEW 413k 93.72
Pvh Corporation (PVH) 1.2 $38M NEW 350k 107.59
Murphy Usa (MUSA) 1.2 $37M NEW 281k 133.37
SVB Financial (SIVB) 1.1 $35M NEW 62k 556.42
L Brands (LB) 1.1 $34M 472k 72.06
Mohawk Industries (MHK) 1.0 $32M NEW 169k 192.19
Anaplan (PLAN) 1.0 $32M +24% 600k 53.30
Procter & Gamble Company (PG) 1.0 $32M -11% 236k 134.93
Activision Blizzard (ATVI) 1.0 $31M -49% 329k 95.44
Take-Two Interactive Software (TTWO) 1.0 $31M NEW 177k 177.02
Netease Sponsored Ads (NTES) 1.0 $30M NEW 260k 115.25
Smartsheet Com Cl A (SMAR) 1.0 $30M +5% 414k 72.32
Capri Holdings SHS (CPRI) 0.9 $29M -16% 502k 57.19
Alphabet Cap Stk Cl A (GOOGL) 0.9 $28M -75% 12k 2441.83
Dollar General (DG) 0.9 $28M -36% 129k 216.39
Workday Cl A (WDAY) 0.7 $21M -8% 89k 238.74
Jd.com Spon Adr Cl A (JD) 0.4 $11M NEW 142k 79.81

Past Filings by Junto Capital Management

SEC 13F filings are viewable for Junto Capital Management going back to 2014

View all past filings