Junto Capital Management as of Dec. 31, 2018
Portfolio Holdings for Junto Capital Management
Junto Capital Management holds 37 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| BlackRock (BLK) | 5.9 | $84M | 213k | 392.82 | |
| Alphabet Inc Class A cs (GOOGL) | 5.8 | $83M | 79k | 1044.96 | |
| Intercontinental Exchange (ICE) | 5.3 | $76M | 1.0M | 75.33 | |
| Comcast Corporation (CMCSA) | 5.1 | $73M | 2.1M | 34.05 | |
| TJX Companies (TJX) | 4.8 | $69M | 1.5M | 44.74 | |
| Total System Services | 4.1 | $58M | 716k | 81.29 | |
| Wal-Mart Stores (WMT) | 4.1 | $58M | 625k | 93.15 | |
| Take-Two Interactive Software (TTWO) | 3.9 | $56M | 541k | 102.94 | |
| Microsoft Corporation (MSFT) | 3.7 | $53M | 520k | 101.57 | |
| Verisk Analytics (VRSK) | 3.5 | $51M | 464k | 109.04 | |
| Domino's Pizza (DPZ) | 3.5 | $51M | 204k | 247.99 | |
| Madison Square Garden Cl A (MSGS) | 3.5 | $51M | 189k | 267.70 | |
| Home Depot (HD) | 3.1 | $44M | 258k | 171.82 | |
| Sherwin-Williams Company (SHW) | 3.0 | $43M | 110k | 393.46 | |
| Genpact (G) | 3.0 | $43M | 1.6M | 26.99 | |
| Broadridge Financial Solutions (BR) | 2.5 | $36M | 378k | 96.25 | |
| E TRADE Financial Corporation | 2.5 | $36M | 827k | 43.88 | |
| Twenty-first Century Fox | 2.5 | $36M | 753k | 48.12 | |
| Verizon Communications (VZ) | 2.4 | $34M | 598k | 56.22 | |
| O'reilly Automotive (ORLY) | 2.3 | $32M | 94k | 344.34 | |
| Worldpay Ord | 2.2 | $32M | 414k | 76.43 | |
| Zynga | 2.2 | $32M | 8.0M | 3.93 | |
| Lpl Financial Holdings (LPLA) | 2.2 | $31M | 510k | 61.08 | |
| CoStar (CSGP) | 2.1 | $30M | 89k | 337.35 | |
| Visa (V) | 2.0 | $29M | 221k | 131.94 | |
| Metropcs Communications (TMUS) | 2.0 | $29M | 450k | 63.61 | |
| Dollar General (DG) | 1.8 | $25M | 231k | 108.08 | |
| SEI Investments Company (SEIC) | 1.6 | $23M | 505k | 46.20 | |
| World Wrestling Entertainment | 1.6 | $23M | 311k | 74.72 | |
| Ceridian Hcm Hldg (DAY) | 1.3 | $18M | 525k | 34.49 | |
| Evercore Partners (EVR) | 1.2 | $17M | 241k | 71.56 | |
| Hudson | 1.1 | $16M | 937k | 17.15 | |
| Starbucks Corporation (SBUX) | 1.1 | $16M | 249k | 64.40 | |
| Target Corporation (TGT) | 0.9 | $14M | 206k | 66.09 | |
| Amazon (AMZN) | 0.9 | $13M | 8.3k | 1501.98 | |
| Netflix (NFLX) | 0.5 | $7.3M | 27k | 267.67 | |
| CBOE Holdings (CBOE) | 0.5 | $7.3M | 75k | 97.83 |
