Independent Franchise Partners as of June 30, 2022
Portfolio Holdings for Independent Franchise Partners
Independent Franchise Partners holds 26 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Bristol Myers Squibb (BMY) | 9.0 | $954M | 12M | 77.00 | |
| Philip Morris International (PM) | 6.0 | $643M | 6.5M | 98.74 | |
| Fox Corp Cl A Com (FOXA) | 6.0 | $641M | 20M | 32.16 | |
| salesforce (CRM) | 5.6 | $600M | 3.6M | 165.04 | |
| Aon Shs Cl A (AON) | 5.4 | $579M | 2.1M | 269.68 | |
| Electronic Arts (EA) | 5.3 | $568M | 4.7M | 121.65 | |
| Corteva (CTVA) | 5.0 | $529M | 9.8M | 54.14 | |
| Johnson & Johnson (JNJ) | 4.8 | $514M | 2.9M | 177.51 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.8 | $506M | 232k | 2179.26 | |
| Intercontinental Exchange (ICE) | 4.6 | $491M | 5.2M | 94.04 | |
| Transunion (TRU) | 4.3 | $460M | 5.7M | 79.99 | |
| Booking Holdings (BKNG) | 4.3 | $457M | 261k | 1748.99 | |
| eBay (EBAY) | 4.3 | $453M | 11M | 41.67 | |
| Zillow Group Cl C Cap Stk (Z) | 4.1 | $438M | 14M | 31.75 | |
| Oracle Corporation (ORCL) | 4.1 | $438M | 6.3M | 69.87 | |
| News Corp Cl A (NWSA) | 4.1 | $438M | 28M | 15.58 | |
| Microsoft Corporation (MSFT) | 3.9 | $414M | 1.6M | 256.83 | |
| S&p Global (SPGI) | 3.7 | $393M | 1.2M | 337.06 | |
| Western Union Company (WU) | 2.7 | $282M | 17M | 16.47 | |
| News Corp CL B (NWS) | 2.0 | $211M | 13M | 15.89 | |
| Ritchie Bros. Auctioneers Inco | 1.5 | $161M | 2.5M | 65.06 | |
| Accenture Plc Ireland Shs Class A (ACN) | 1.1 | $114M | 412k | 277.65 | |
| World Wrestling Entmt Cl A | 1.0 | $108M | 1.7M | 62.49 | |
| Iaa | 1.0 | $102M | 3.1M | 32.77 | |
| Zillow Group Cl A (ZG) | 0.7 | $77M | 2.4M | 31.81 | |
| Terminix Global Holdings | 0.6 | $67M | 1.6M | 40.65 |
