Junto Capital Management as of March 31, 2018
Portfolio Holdings for Junto Capital Management
Junto Capital Management holds 36 positions in its portfolio as reported in the March 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 6.9 | $92M | 1.0M | 91.27 | |
| Gartner (IT) | 5.2 | $69M | 583k | 117.62 | |
| Ihs Markit | 5.0 | $67M | 1.4M | 48.24 | |
| Raymond James Financial (RJF) | 4.6 | $61M | 687k | 89.41 | |
| Northern Trust Corporation (NTRS) | 4.6 | $61M | 593k | 103.13 | |
| Verisk Analytics (VRSK) | 4.4 | $58M | 559k | 104.00 | |
| Time Warner | 4.1 | $55M | 579k | 94.58 | |
| Morgan Stanley (MS) | 4.1 | $54M | 1.0M | 53.96 | |
| Verizon Communications (VZ) | 4.1 | $54M | 1.1M | 47.82 | |
| Walt Disney Company (DIS) | 4.0 | $53M | 531k | 100.44 | |
| Eaton Vance | 3.6 | $48M | 865k | 55.67 | |
| Owens Corning (OC) | 3.2 | $42M | 526k | 80.40 | |
| Intercontinental Exchange (ICE) | 3.1 | $41M | 571k | 72.52 | |
| Advance Auto Parts (AAP) | 2.8 | $38M | 318k | 118.55 | |
| Robert Half International (RHI) | 2.8 | $37M | 636k | 57.89 | |
| Cintas Corporation (CTAS) | 2.7 | $36M | 212k | 170.58 | |
| Adobe Systems Incorporated (ADBE) | 2.3 | $31M | 143k | 216.08 | |
| Fox News | 2.3 | $30M | 825k | 36.37 | |
| Live Nation Entertainment (LYV) | 2.2 | $30M | 699k | 42.14 | |
| Lowe's Companies (LOW) | 2.1 | $28M | 321k | 87.75 | |
| Netflix (NFLX) | 2.1 | $28M | 95k | 295.35 | |
| Visa (V) | 2.0 | $27M | 227k | 119.62 | |
| Dollar General (DG) | 2.0 | $26M | 280k | 93.55 | |
| Burlington Stores (BURL) | 2.0 | $26M | 197k | 133.15 | |
| Starbucks Corporation (SBUX) | 1.9 | $26M | 446k | 57.89 | |
| Worldpay Ord | 1.9 | $25M | 308k | 82.24 | |
| T. Rowe Price (TROW) | 1.9 | $25M | 232k | 107.97 | |
| BlackRock (BLK) | 1.9 | $25M | 46k | 541.71 | |
| Yandex Nv-a (YNDX) | 1.8 | $23M | 594k | 39.45 | |
| Facebook Inc cl a (META) | 1.7 | $23M | 141k | 159.79 | |
| Hudson | 1.4 | $18M | 1.1M | 15.91 | |
| Autodesk (ADSK) | 1.3 | $17M | 138k | 125.58 | |
| Wal-Mart Stores (WMT) | 1.3 | $17M | 191k | 88.97 | |
| Planet Fitness Inc-cl A (PLNT) | 1.3 | $17M | 450k | 37.77 | |
| Madison Square Garden Cl A (MSGS) | 1.1 | $15M | 61k | 245.80 | |
| Adt (ADT) | 0.1 | $1.6M | 199k | 7.93 |
