Junto Capital Management as of Sept. 30, 2017
Portfolio Holdings for Junto Capital Management
Junto Capital Management holds 38 positions in its portfolio as reported in the September 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| BlackRock (BLK) | 6.5 | $79M | 176k | 447.09 | |
| Alphabet Inc Class A cs (GOOGL) | 6.3 | $77M | 79k | 973.71 | |
| Fidelity National Information Services (FIS) | 5.4 | $65M | 701k | 93.39 | |
| E TRADE Financial Corporation | 5.3 | $65M | 1.5M | 43.61 | |
| Cintas Corporation (CTAS) | 4.8 | $59M | 409k | 144.28 | |
| Netflix (NFLX) | 4.0 | $48M | 266k | 181.35 | |
| Cognizant Technology Solutions (CTSH) | 3.6 | $44M | 602k | 72.54 | |
| Lpl Financial Holdings (LPLA) | 3.5 | $43M | 826k | 51.57 | |
| Morgan Stanley (MS) | 3.5 | $42M | 873k | 48.17 | |
| Cdk Global Inc equities | 3.4 | $42M | 661k | 63.09 | |
| Verizon Communications (VZ) | 3.1 | $38M | 776k | 49.49 | |
| Planet Fitness Inc-cl A (PLNT) | 3.0 | $36M | 1.3M | 26.98 | |
| Liberty Media Corp Series C Li | 2.9 | $36M | 935k | 38.09 | |
| D.R. Horton (DHI) | 2.9 | $35M | 872k | 39.93 | |
| Wright Express (WEX) | 2.8 | $34M | 306k | 112.22 | |
| Burlington Stores (BURL) | 2.6 | $32M | 335k | 95.46 | |
| CBOE Holdings (CBOE) | 2.6 | $32M | 296k | 107.63 | |
| S&p Global (SPGI) | 2.6 | $32M | 202k | 156.31 | |
| Live Nation Entertainment (LYV) | 2.5 | $30M | 696k | 43.55 | |
| Leidos Holdings (LDOS) | 2.5 | $30M | 510k | 59.22 | |
| Global Payments (GPN) | 2.4 | $29M | 308k | 95.03 | |
| McDonald's Corporation (MCD) | 2.4 | $29M | 186k | 156.68 | |
| Legg Mason | 2.3 | $28M | 712k | 39.31 | |
| TJX Companies (TJX) | 2.1 | $25M | 343k | 73.73 | |
| Adobe Systems Incorporated (ADBE) | 2.0 | $25M | 167k | 149.18 | |
| Epam Systems (EPAM) | 2.0 | $25M | 283k | 87.93 | |
| Microsoft Corporation (MSFT) | 1.6 | $20M | 270k | 74.49 | |
| Eaton Vance | 1.6 | $20M | 401k | 49.37 | |
| Verisk Analytics (VRSK) | 1.4 | $17M | 198k | 83.19 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 1.3 | $16M | 69k | 226.07 | |
| Conduent Incorporate (CNDT) | 1.3 | $16M | 992k | 15.67 | |
| Genpact (G) | 1.1 | $14M | 475k | 28.75 | |
| Twenty-first Century Fox | 1.1 | $14M | 516k | 26.38 | |
| CarMax (KMX) | 1.1 | $13M | 172k | 75.81 | |
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.8 | $10M | 157k | 63.88 | |
| Manpower (MAN) | 0.8 | $9.6M | 82k | 117.82 | |
| Alibaba Group Holding (BABA) | 0.7 | $8.1M | 47k | 172.71 | |
| Godaddy Inc cl a (GDDY) | 0.4 | $4.7M | 108k | 43.51 |
