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 |
