Independent Franchise Partners as of Dec. 31, 2019
Portfolio Holdings for Independent Franchise Partners
Independent Franchise Partners holds 22 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Fox Corp (FOXA) | 8.2 | $814M | 22M | 37.07 | |
| Johnson & Johnson (JNJ) | 7.6 | $762M | 5.2M | 145.87 | |
| Apple (AAPL) | 7.4 | $739M | 2.5M | 293.65 | |
| Microsoft Corporation (MSFT) | 6.9 | $693M | 4.4M | 157.70 | |
| Booking Holdings (BKNG) | 6.8 | $682M | 332k | 2053.73 | |
| Western Union Company (WU) | 6.2 | $618M | 23M | 26.78 | |
| S&p Global (SPGI) | 5.3 | $526M | 1.9M | 273.05 | |
| Accenture (ACN) | 5.2 | $524M | 2.5M | 210.57 | |
| Bristol Myers Squibb (BMY) | 5.0 | $495M | 7.7M | 64.19 | |
| Electronic Arts (EA) | 4.8 | $478M | 4.4M | 107.51 | |
| Molson Coors Brewing Company (TAP) | 4.4 | $435M | 8.1M | 53.90 | |
| Equifax (EFX) | 4.3 | $434M | 3.1M | 140.12 | |
| Corteva (CTVA) | 4.3 | $425M | 14M | 29.56 | |
| News (NWSA) | 4.2 | $420M | 30M | 14.14 | |
| Oracle Corporation (ORCL) | 4.1 | $411M | 7.8M | 52.98 | |
| Altria (MO) | 4.0 | $396M | 7.9M | 49.91 | |
| eBay (EBAY) | 3.5 | $349M | 9.7M | 36.11 | |
| Philip Morris International (PM) | 3.2 | $316M | 3.7M | 85.09 | |
| Transunion (TRU) | 2.3 | $228M | 2.7M | 85.61 | |
| News Corp Class B cos (NWS) | 1.4 | $139M | 9.6M | 14.51 | |
| Tiffany & Co. | 0.6 | $55M | 412k | 133.65 | |
| Iaa | 0.4 | $38M | 815k | 47.06 |
