Junto Capital Management 13F filings and top holdings and stakes - stockzoa
Junto Capital Management

Junto Capital Management as of Dec. 31, 2017

Portfolio Holdings for Junto Capital Management

Junto Capital Management holds 32 positions in its portfolio as reported in the December 2017 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
BlackRock (BLK) 6.6 $87M 169k 513.71
Alphabet Inc Class A cs (GOOGL) 6.0 $78M 75k 1053.40
Adobe Systems Incorporated (ADBE) 5.4 $71M 406k 175.24
Cintas Corporation (CTAS) 5.0 $66M 424k 155.83
Time Warner 5.0 $65M 710k 91.47
Morgan Stanley (MS) 4.8 $63M 1.2M 52.47
Planet Fitness Inc-cl A (PLNT) 4.4 $58M 1.7M 34.63
T. Rowe Price (TROW) 4.3 $56M 531k 104.93
Visa (V) 4.3 $56M 489k 114.02
Verisk Analytics (VRSK) 3.9 $51M 526k 96.00
Netflix (NFLX) 3.8 $50M 258k 191.96
CoStar (CSGP) 3.7 $48M 163k 296.95
Owens Corning (OC) 3.5 $46M 497k 91.94
Raymond James Financial (RJF) 3.3 $43M 483k 89.30
McDonald's Corporation (MCD) 3.3 $43M 248k 172.12
D.R. Horton (DHI) 3.1 $41M 807k 51.07
Cdw (CDW) 2.8 $36M 519k 69.49
Microsoft Corporation (MSFT) 2.7 $35M 407k 85.54
Intercontinental Exchange (ICE) 2.5 $33M 468k 70.56
Lpl Financial Holdings (LPLA) 2.4 $31M 537k 57.14
Walt Disney Company (DIS) 2.3 $30M 283k 107.51
Casey's General Stores (CASY) 2.2 $29M 257k 111.94
S&p Global (SPGI) 2.2 $29M 170k 169.40
Fox News 2.1 $28M 813k 34.12
Lowe's Companies (LOW) 2.1 $27M 294k 92.94
Tiffany & Co. 2.0 $26M 252k 103.95
Live Nation Entertainment (LYV) 1.9 $25M 579k 42.57
E TRADE Financial Corporation 1.9 $24M 488k 49.57
Vantiv Inc Cl A 1.1 $14M 192k 73.55
Burlington Stores (BURL) 1.1 $14M 115k 123.03
Pvh Corporation (PVH) 0.4 $5.1M 37k 137.22
Essent (ESNT) 0.2 $2.6M 61k 43.41