Junto Capital Management as of June 30, 2019
Portfolio Holdings for Junto Capital Management
Junto Capital Management holds 35 positions in its portfolio as reported in the June 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| BlackRock (BLK) | 6.7 | $116M | 247k | 469.30 | |
| Morgan Stanley Com New (MS) | 5.2 | $91M | 2.1M | 43.81 | |
| Fidelity National Information Services (FIS) | 5.2 | $90M | 730k | 122.68 | |
| Genpact SHS (G) | 4.6 | $80M | 2.1M | 38.09 | |
| American Express Company (AXP) | 4.5 | $79M | 639k | 123.44 | |
| Equifax (EFX) | 4.5 | $78M | 578k | 135.24 | |
| CarMax (KMX) | 4.3 | $75M | 868k | 86.83 | |
| TJX Companies (TJX) | 3.9 | $67M | 1.3M | 52.88 | |
| Comcast Corp Cl A (CMCSA) | 3.9 | $67M | 1.6M | 42.28 | |
| CBOE Holdings (CBOE) | 3.8 | $66M | 641k | 103.63 | |
| Transunion (TRU) | 3.7 | $65M | 879k | 73.51 | |
| Lpl Financial Holdings (LPLA) | 3.6 | $63M | 768k | 81.57 | |
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 3.4 | $60M | 859k | 69.54 | |
| Evercore Class A (EVR) | 3.1 | $54M | 612k | 88.57 | |
| Five Below (FIVE) | 3.0 | $52M | 430k | 120.02 | |
| Netflix (NFLX) | 2.9 | $49M | 135k | 367.32 | |
| Take-Two Interactive Software (TTWO) | 2.8 | $49M | 433k | 113.53 | |
| Jones Lang LaSalle Incorporated (JLL) | 2.7 | $47M | 335k | 140.69 | |
| Paypal Holdings (PYPL) | 2.7 | $47M | 408k | 114.46 | |
| Nike CL B (NKE) | 2.5 | $44M | 518k | 83.95 | |
| Rh (RH) | 2.4 | $42M | 366k | 115.60 | |
| Wright Express (WEX) | 2.4 | $41M | 197k | 208.10 | |
| Planet Fitness Cl A (PLNT) | 2.3 | $39M | 542k | 72.44 | |
| Madison Square Garden Cl A (MSGS) | 2.2 | $38M | 137k | 279.94 | |
| Worldpay Cl A | 2.1 | $37M | 304k | 122.55 | |
| Voya Financial (VOYA) | 2.1 | $37M | 672k | 55.30 | |
| Wal-Mart Stores (WMT) | 2.1 | $36M | 324k | 110.49 | |
| Ss&c Technologies Holding (SSNC) | 2.0 | $35M | 610k | 57.61 | |
| Zynga Cl A | 1.8 | $31M | 5.1M | 6.13 | |
| E Trade Financial Corp Com New | 1.1 | $19M | 417k | 44.60 | |
| Cbs Corp CL B | 0.9 | $15M | 304k | 49.90 | |
| Microsoft Corporation (MSFT) | 0.5 | $9.0M | 67k | 133.96 | |
| salesforce (CRM) | 0.4 | $6.3M | 41k | 151.72 | |
| Pvh Corporation (PVH) | 0.3 | $4.6M | 48k | 94.64 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $3.7M | 3.4k | 1082.72 |
