Independent Franchise Partners as of Dec. 31, 2020
Portfolio Holdings for Independent Franchise Partners
Independent Franchise Partners holds 25 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Corteva (CTVA) | 7.0 | $815M | 21M | 38.72 | |
| Oracle Corporation (ORCL) | 6.5 | $761M | 12M | 64.69 | |
| Philip Morris International (PM) | 6.4 | $749M | 9.0M | 82.79 | |
| Fox Corp Cl A Com (FOXA) | 6.4 | $741M | 25M | 29.12 | |
| Aon Shs Cl A (AON) | 6.1 | $705M | 3.3M | 211.27 | |
| Booking Holdings (BKNG) | 5.9 | $683M | 307k | 2227.27 | |
| Bristol Myers Squibb (BMY) | 5.2 | $604M | 9.7M | 62.03 | |
| Johnson & Johnson (JNJ) | 5.1 | $599M | 3.8M | 157.38 | |
| Microsoft Corporation (MSFT) | 5.0 | $582M | 2.6M | 222.42 | |
| International Business Machines (IBM) | 4.8 | $560M | 4.4M | 125.88 | |
| News Corp Cl A (NWSA) | 4.7 | $546M | 30M | 17.97 | |
| Electronic Arts (EA) | 4.4 | $510M | 3.6M | 143.60 | |
| Accenture Plc Ireland Shs Class A (ACN) | 4.3 | $498M | 1.9M | 261.21 | |
| Western Union Company (WU) | 3.7 | $436M | 20M | 21.94 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.6 | $421M | 240k | 1752.64 | |
| eBay (EBAY) | 3.5 | $412M | 8.2M | 50.25 | |
| Altria (MO) | 3.2 | $368M | 9.0M | 41.00 | |
| Apple (AAPL) | 3.1 | $366M | 2.8M | 132.69 | |
| Cme (CME) | 3.0 | $350M | 1.9M | 182.05 | |
| News Corp CL B (NWS) | 1.9 | $222M | 13M | 17.77 | |
| S&p Global (SPGI) | 1.8 | $204M | 620k | 328.73 | |
| Autodesk (ADSK) | 1.6 | $189M | 620k | 305.34 | |
| World Wrestling Entmt Cl A | 1.0 | $115M | 2.4M | 48.05 | |
| Terminix Global Holdings | 0.9 | $103M | 2.0M | 51.01 | |
| Iaa | 0.9 | $101M | 1.6M | 64.98 |
