Independent Franchise Partners as of Sept. 30, 2019
Portfolio Holdings for Independent Franchise Partners
Independent Franchise Partners holds 22 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 9.0 | $886M | 6.4M | 139.03 | |
| Johnson & Johnson (JNJ) | 8.0 | $783M | 6.0M | 129.38 | |
| Booking Holdings (BKNG) | 6.8 | $671M | 342k | 1962.61 | |
| Apple (AAPL) | 6.8 | $669M | 3.0M | 223.97 | |
| Fox Corp (FOXA) | 6.3 | $615M | 20M | 31.53 | |
| Accenture (ACN) | 5.7 | $559M | 2.9M | 192.35 | |
| Western Union Company (WU) | 5.7 | $557M | 24M | 23.17 | |
| S&p Global (SPGI) | 5.6 | $553M | 2.3M | 244.98 | |
| Equifax (EFX) | 5.4 | $533M | 3.8M | 140.67 | |
| Molson Coors Brewing Company (TAP) | 5.0 | $486M | 8.4M | 57.50 | |
| Chipotle Mexican Grill (CMG) | 4.9 | $478M | 569k | 840.47 | |
| News (NWSA) | 4.5 | $438M | 32M | 13.92 | |
| Oracle Corporation (ORCL) | 4.4 | $430M | 7.8M | 55.03 | |
| Bristol Myers Squibb (BMY) | 4.1 | $399M | 7.9M | 50.71 | |
| eBay (EBAY) | 4.1 | $398M | 10M | 38.98 | |
| Electronic Arts (EA) | 3.3 | $323M | 3.3M | 97.82 | |
| Philip Morris International (PM) | 3.2 | $312M | 4.1M | 75.93 | |
| Transunion (TRU) | 2.6 | $257M | 3.2M | 81.11 | |
| Altria (MO) | 2.0 | $197M | 4.8M | 40.90 | |
| News Corp Class B cos (NWS) | 1.4 | $136M | 9.5M | 14.30 | |
| Tiffany & Co. | 0.9 | $91M | 982k | 92.63 | |
| Iaa | 0.4 | $41M | 974k | 41.73 |
