Junto Capital Management as of June 30, 2017
Portfolio Holdings for Junto Capital Management
Junto Capital Management holds 37 positions in its portfolio as reported in the June 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| BlackRock (BLK) | 8.1 | $92M | 217k | 422.41 | |
| Transunion (TRU) | 7.0 | $79M | 1.8M | 43.31 | |
| Cintas Corporation (CTAS) | 6.3 | $71M | 567k | 126.04 | |
| Alibaba Group Holding (BABA) | 5.7 | $65M | 461k | 140.90 | |
| Microsoft Corporation (MSFT) | 5.3 | $60M | 877k | 68.93 | |
| E TRADE Financial Corporation | 4.9 | $56M | 1.5M | 38.03 | |
| Alphabet Inc Class A cs (GOOGL) | 4.6 | $53M | 57k | 929.68 | |
| Cdk Global Inc equities | 4.0 | $45M | 729k | 62.06 | |
| Fidelity National Information Services (FIS) | 3.7 | $42M | 492k | 85.40 | |
| Global Payments (GPN) | 3.5 | $40M | 446k | 90.32 | |
| Planet Fitness Inc-cl A (PLNT) | 3.3 | $37M | 1.6M | 23.34 | |
| Twenty-first Century Fox | 3.2 | $36M | 1.3M | 28.34 | |
| Visa (V) | 3.1 | $36M | 380k | 93.78 | |
| CBOE Holdings (CBOE) | 3.1 | $35M | 387k | 91.40 | |
| Eaton Vance | 3.0 | $34M | 715k | 47.32 | |
| Wright Express (WEX) | 2.8 | $32M | 304k | 104.27 | |
| Morgan Stanley (MS) | 2.7 | $31M | 692k | 44.56 | |
| Northern Trust Corporation (NTRS) | 2.6 | $30M | 308k | 97.21 | |
| D.R. Horton (DHI) | 2.6 | $30M | 861k | 34.57 | |
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 2.3 | $26M | 414k | 62.54 | |
| Epam Systems (EPAM) | 1.9 | $22M | 262k | 84.09 | |
| FactSet Research Systems (FDS) | 1.8 | $20M | 123k | 166.18 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 1.5 | $17M | 60k | 287.34 | |
| Conduent Incorporate (CNDT) | 1.4 | $16M | 1.0M | 15.94 | |
| Lululemon Athletica (LULU) | 1.3 | $15M | 256k | 59.67 | |
| Carter's (CRI) | 1.3 | $15M | 169k | 88.95 | |
| Liberty Media Corp Series C Li | 1.3 | $15M | 409k | 36.62 | |
| Tiffany & Co. | 1.3 | $15M | 155k | 93.87 | |
| CarMax (KMX) | 1.2 | $14M | 216k | 63.06 | |
| McDonald's Corporation (MCD) | 1.1 | $12M | 78k | 153.16 | |
| Verizon Communications (VZ) | 0.8 | $9.2M | 206k | 44.66 | |
| Manpower (MAN) | 0.7 | $8.1M | 73k | 111.64 | |
| Netflix (NFLX) | 0.6 | $6.9M | 46k | 149.41 | |
| S&p Global (SPGI) | 0.6 | $6.8M | 46k | 145.99 | |
| Godaddy Inc cl a (GDDY) | 0.5 | $5.7M | 135k | 42.42 | |
| Signet Jewelers (SIG) | 0.4 | $5.0M | 79k | 63.24 | |
| WisdomTree Investments (WT) | 0.2 | $2.8M | 271k | 10.17 |
