Independent Franchise Partners as of Sept. 30, 2020
Portfolio Holdings for Independent Franchise Partners
Independent Franchise Partners holds 25 positions in its portfolio as reported in the September 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Fox Corp Cl A Com (FOXA) | 6.9 | $698M | 25M | 27.83 | |
| Philip Morris International (PM) | 6.6 | $666M | 8.9M | 74.99 | |
| Oracle Corporation (ORCL) | 6.5 | $657M | 11M | 59.70 | |
| Corteva (CTVA) | 5.9 | $597M | 21M | 28.81 | |
| Bristol Myers Squibb (BMY) | 5.7 | $579M | 9.6M | 60.29 | |
| Aon Shs Cl A (AON) | 5.5 | $555M | 2.7M | 206.30 | |
| Johnson & Johnson (JNJ) | 5.5 | $553M | 3.7M | 148.88 | |
| Microsoft Corporation (MSFT) | 5.4 | $540M | 2.6M | 210.33 | |
| International Business Machines (IBM) | 5.2 | $528M | 4.3M | 121.67 | |
| Booking Holdings (BKNG) | 5.1 | $517M | 302k | 1710.68 | |
| Apple (AAPL) | 4.8 | $479M | 4.1M | 115.81 | |
| Electronic Arts (EA) | 4.5 | $457M | 3.5M | 130.41 | |
| News Corp Cl A (NWSA) | 4.2 | $426M | 30M | 14.02 | |
| Accenture Plc Ireland Shs Class A (ACN) | 4.1 | $418M | 1.9M | 225.99 | |
| Western Union Company (WU) | 4.1 | $418M | 20M | 21.43 | |
| S&p Global (SPGI) | 3.8 | $378M | 1.0M | 360.60 | |
| Altria (MO) | 3.5 | $350M | 9.1M | 38.64 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.4 | $347M | 237k | 1465.60 | |
| eBay (EBAY) | 3.3 | $334M | 6.4M | 52.10 | |
| News Corp CL B (NWS) | 1.7 | $169M | 12M | 13.98 | |
| Autodesk (ADSK) | 1.4 | $141M | 612k | 231.01 | |
| World Wrestling Entmt Cl A | 0.9 | $89M | 2.2M | 40.47 | |
| Servicemaster Global | 0.8 | $80M | 2.0M | 39.88 | |
| Iaa | 0.8 | $76M | 1.5M | 52.07 | |
| Equifax (EFX) | 0.3 | $30M | 191k | 156.90 |
