Junto Capital Management

Junto Capital Management as of Sept. 30, 2022

Portfolio Holdings for Junto Capital Management

Junto Capital Management holds 77 positions in its portfolio as reported in the September 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Amazon (AMZN) 4.1 $147M 1.3M 113.00
Progressive Corporation (PGR) 3.5 $127M 1.1M 116.21
Wal-Mart Stores (WMT) 2.9 $106M 815k 129.70
Ulta Salon, Cosmetics & Fragrance (ULTA) 2.5 $91M 228k 401.19
Thomson Reuters Corp. Com New 2.5 $90M 880k 102.62
Marsh & McLennan Companies (MMC) 2.5 $89M 598k 149.29
Lpl Financial Holdings (LPLA) 2.5 $88M 405k 218.48
Morgan Stanley Com New (MS) 2.4 $86M 1.1M 79.01
Genpact SHS (G) 2.4 $86M 2.0M 43.77
Deckers Outdoor Corporation (DECK) 2.3 $84M 268k 312.61
O'reilly Automotive (ORLY) 2.3 $83M 119k 703.35
Intercontinental Exchange (ICE) 2.2 $81M 895k 90.35
D.R. Horton (DHI) 2.2 $79M 1.2M 67.35
JPMorgan Chase & Co. (JPM) 2.0 $73M 697k 104.50
Intuit (INTU) 2.0 $72M 186k 387.32
Workday Cl A (WDAY) 1.8 $66M 432k 152.22
Waste Connections (WCN) 1.8 $65M 484k 135.13
Chubb (CB) 1.8 $65M 359k 181.88
Wells Fargo & Company (WFC) 1.8 $64M 1.6M 40.22
Microsoft Corporation (MSFT) 1.7 $63M 268k 232.90
Visa Com Cl A (V) 1.7 $61M 345k 177.65
Lululemon Athletica (LULU) 1.7 $61M 218k 279.56
Fidelity National Information Services (FIS) 1.7 $60M 799k 75.57
Brown & Brown (BRO) 1.6 $59M 970k 60.48
Home Depot (HD) 1.6 $57M 206k 275.94
FactSet Research Systems (FDS) 1.6 $57M 142k 400.11
W.R. Berkley Corporation (WRB) 1.5 $56M 860k 64.58
Dollar General (DG) 1.5 $54M 227k 239.86
TJX Companies (TJX) 1.5 $53M 846k 62.12
Honeywell International (HON) 1.4 $52M 312k 166.97
Aramark Hldgs (ARMK) 1.4 $50M 1.6M 31.20
Discover Financial Services (DFS) 1.4 $50M 547k 90.92
Trane Technologies SHS (TT) 1.4 $50M 344k 144.81
American Express Company (AXP) 1.4 $49M 363k 134.91
Verizon Communications (VZ) 1.3 $48M 1.3M 37.97
Murphy Usa (MUSA) 1.2 $45M 164k 274.91
Cbre Group Cl A (CBRE) 1.2 $45M 660k 67.51
Veeva Sys Cl A Com (VEEV) 1.2 $45M 270k 164.88
Verisk Analytics (VRSK) 1.2 $43M 254k 170.53
Burlington Stores (BURL) 1.2 $43M 386k 111.89
Anthem (ELV) 1.1 $41M 91k 454.24
Metropcs Communications (TMUS) 1.1 $40M 296k 134.17
Kkr & Co (KKR) 1.1 $39M 916k 43.00
Domino's Pizza (DPZ) 1.1 $39M 126k 310.20
Ferrari Nv Ord (RACE) 1.1 $38M 207k 185.00
Hca Holdings (HCA) 0.9 $34M 183k 183.79
salesforce (CRM) 0.8 $31M 212k 143.84
Boot Barn Hldgs (BOOT) 0.8 $30M 516k 58.46
Ares Management Corporation Cl A Com Stk (ARES) 0.8 $30M 476k 61.95
Valvoline Inc Common (VVV) 0.8 $30M 1.2M 25.34
Accenture Plc Ireland Shs Class A (ACN) 0.8 $29M 114k 257.30
Humana (HUM) 0.8 $29M 60k 485.20
Cintas Corporation (CTAS) 0.8 $28M 72k 388.19
Sba Communications Corp Cl A (SBAC) 0.8 $28M 97k 284.65
Allegion Ord Shs (ALLE) 0.8 $28M 306k 89.68
Nasdaq Omx (NDAQ) 0.7 $27M 470k 56.68
McKesson Corporation (MCK) 0.7 $25M 72k 339.87
Match Group (MTCH) 0.7 $23M 491k 47.75
Kroger (KR) 0.6 $23M 523k 43.75
Omni (OMC) 0.6 $22M 343k 63.09
Equinix (EQIX) 0.6 $21M 36k 568.83
Meta Platforms Cl A (META) 0.6 $21M 151k 135.68
Cinemark Holdings (CNK) 0.6 $20M 1.6M 12.11
Tyler Technologies (TYL) 0.5 $19M 53k 347.49
Fox Corp Cl A Com (FOXA) 0.5 $18M 588k 30.68
Ptc (PTC) 0.5 $17M 162k 104.60
Take-Two Interactive Software (TTWO) 0.5 $17M 156k 109.00
Callaway Golf Company (MODG) 0.4 $16M 811k 19.26
Fastenal Company (FAST) 0.4 $15M 319k 46.04
Walt Disney Company (DIS) 0.4 $14M 152k 94.33
Uber Technologies (UBER) 0.4 $14M 509k 26.50
Expedia Group Com New (EXPE) 0.4 $13M 137k 93.69
Pinterest Cl A (PINS) 0.3 $11M 466k 23.30
Acadia Healthcare (ACHC) 0.3 $9.5M 121k 78.18
Brinker International (EAT) 0.2 $7.9M 315k 24.98
Jd.com Spon Adr Cl A (JD) 0.2 $7.2M 144k 50.30
Alibaba Group Hldg Sponsored Ads (BABA) 0.2 $7.0M 88k 79.99