Junto Capital Management as of June 30, 2018
Portfolio Holdings for Junto Capital Management
Junto Capital Management holds 37 positions in its portfolio as reported in the June 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 6.8 | $97M | 981k | 98.61 | |
| Raymond James Financial (RJF) | 5.6 | $80M | 890k | 89.35 | |
| Total System Services | 4.7 | $68M | 803k | 84.52 | |
| Ihs Markit | 4.7 | $67M | 1.3M | 51.59 | |
| Northern Trust Corporation (NTRS) | 4.5 | $65M | 631k | 102.89 | |
| Intercontinental Exchange (ICE) | 4.1 | $58M | 790k | 73.55 | |
| Metropcs Communications (TMUS) | 3.8 | $55M | 912k | 59.75 | |
| Gartner (IT) | 3.7 | $53M | 401k | 132.90 | |
| Worldpay Ord | 3.6 | $52M | 633k | 81.78 | |
| Autodesk (ADSK) | 3.2 | $46M | 350k | 131.09 | |
| Wal-Mart Stores (WMT) | 3.1 | $44M | 514k | 85.65 | |
| Madison Square Garden Cl A (MSGS) | 3.0 | $43M | 140k | 310.19 | |
| Cme (CME) | 3.0 | $43M | 260k | 163.92 | |
| Dollar Tree (DLTR) | 2.9 | $41M | 484k | 85.00 | |
| Yandex Nv-a (YNDX) | 2.8 | $41M | 1.1M | 35.90 | |
| Cintas Corporation (CTAS) | 2.8 | $40M | 215k | 185.07 | |
| Transunion (TRU) | 2.6 | $38M | 526k | 71.64 | |
| Tapestry (TPR) | 2.6 | $37M | 799k | 46.71 | |
| Electronic Arts (EA) | 2.5 | $36M | 253k | 141.02 | |
| New York Times Company (NYT) | 2.5 | $36M | 1.4M | 25.90 | |
| Eaton Vance | 2.5 | $36M | 684k | 52.19 | |
| Ameriprise Financial (AMP) | 2.4 | $34M | 245k | 139.88 | |
| Live Nation Entertainment (LYV) | 2.4 | $34M | 692k | 48.57 | |
| Global Payments (GPN) | 2.3 | $33M | 299k | 111.49 | |
| Starbucks Corporation (SBUX) | 2.3 | $33M | 681k | 48.85 | |
| Alibaba Group Holding (BABA) | 2.3 | $33M | 176k | 185.53 | |
| Intel Corporation (INTC) | 2.2 | $32M | 636k | 49.71 | |
| Vulcan Materials Company (VMC) | 1.9 | $28M | 215k | 129.06 | |
| Hudson | 1.7 | $25M | 1.4M | 17.49 | |
| Morgan Stanley (MS) | 1.6 | $23M | 493k | 47.40 | |
| Planet Fitness Inc-cl A (PLNT) | 1.5 | $21M | 476k | 43.94 | |
| TJX Companies (TJX) | 1.0 | $15M | 157k | 95.18 | |
| Masco Corporation (MAS) | 0.9 | $13M | 352k | 37.42 | |
| Pvh Corporation (PVH) | 0.9 | $13M | 85k | 149.72 | |
| Yum! Brands (YUM) | 0.7 | $10M | 128k | 78.22 | |
| Wendy's/arby's Group (WEN) | 0.6 | $8.4M | 489k | 17.18 | |
| Manpower (MAN) | 0.1 | $1.6M | 19k | 86.06 |
