Junto Capital Management

Junto Capital Management as of June 30, 2024

Portfolio Holdings for Junto Capital Management

Junto Capital Management holds 74 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 9.3 $456M 2.8M 164.28
Intercontinental Exchange (ICE) 4.4 $217M 1.6M 136.89
Lpl Financial Holdings (LPLA) 3.3 $159M 569k 279.30
Boston Scientific Corporation (BSX) 3.2 $154M 2.0M 77.01
Bank of America Corporation (BAC) 2.9 $143M 3.6M 39.77
Icon SHS (ICLR) 2.3 $114M 364k 313.47
Anthem (ELV) 2.3 $113M 209k 541.86
Progressive Corporation (PGR) 2.2 $106M 510k 207.71
Reinsurance Grp Of America I Com New (RGA) 2.2 $105M 513k 205.27
American Intl Group Com New (AIG) 2.2 $105M 1.4M 74.24
Royal Caribbean Cruises (RCL) 2.1 $101M 634k 159.43
Amphenol Corp Cl A (APH) 1.9 $95M 1.4M 67.37
L3harris Technologies (LHX) 1.9 $93M 413k 224.58
Procter & Gamble Company (PG) 1.8 $87M 529k 164.92
SYSCO Corporation (SYY) 1.7 $82M 1.1M 71.39
CSX Corporation (CSX) 1.7 $82M 2.4M 33.45
Capital One Financial (COF) 1.6 $78M 565k 138.45
Bath &#38 Body Works In (BBWI) 1.6 $78M 2.0M 39.05
Aramark Hldgs (ARMK) 1.6 $77M 2.3M 34.02
Wal-Mart Stores (WMT) 1.5 $74M 1.1M 67.71
Encompass Health Corp (EHC) 1.5 $73M 849k 85.79
Burlington Stores (BURL) 1.5 $72M 300k 240.00
Kkr & Co (KKR) 1.5 $71M 677k 105.24
M&T Bank Corporation (MTB) 1.4 $71M 467k 151.36
Campbell Soup Company (CPB) 1.4 $70M 1.6M 45.19
Intuit (INTU) 1.4 $69M 104k 657.21
Wyndham Hotels And Resorts (WH) 1.4 $68M 923k 74.00
S&p Global (SPGI) 1.4 $68M 152k 446.00
Truist Financial Corp equities (TFC) 1.4 $66M 1.7M 38.85
Tempur-Pedic International (SGI) 1.3 $65M 1.4M 47.34
Urban Outfitters (URBN) 1.2 $61M 1.5M 41.05
Valvoline Inc Common (VVV) 1.2 $61M 1.4M 43.20
Amazon (AMZN) 1.2 $60M 310k 193.25
Duke Energy Corp Com New (DUK) 1.2 $57M 567k 100.23
Pinnacle Financial Partners (PNFP) 1.1 $56M 699k 80.04
Ares Management Corporation Cl A Com Stk (ARES) 1.1 $56M 419k 133.28
Hilton Worldwide Holdings (HLT) 1.1 $56M 255k 218.20
Blue Owl Capital Com Cl A (OWL) 1.1 $54M 3.0M 17.75
Restaurant Brands Intl Inc Com equity / large cap (QSR) 1.1 $53M 760k 70.37
CRH Ord (CRH) 1.1 $52M 698k 74.98
Emerson Electric (EMR) 1.0 $51M 463k 110.16
Cognizant Technology Solutio Cl A (CTSH) 1.0 $51M 742k 68.00
Humana (HUM) 1.0 $50M 133k 373.65
Planet Fitness Cl A (PLNT) 1.0 $50M 674k 73.59
Southern Company (SO) 1.0 $47M 611k 77.57
Ball Corporation (BALL) 0.9 $45M 756k 60.02
Ptc (PTC) 0.9 $42M 229k 181.67
Spotify Technology S A SHS (SPOT) 0.8 $41M 130k 313.79
Genuine Parts Company (GPC) 0.8 $40M 292k 138.32
Workday Cl A (WDAY) 0.8 $39M 173k 223.56
American Tower Reit (AMT) 0.8 $38M 196k 194.38
Ross Stores (ROST) 0.8 $38M 260k 145.32
Ollies Bargain Outlt Hldgs I (OLLI) 0.8 $38M 382k 98.17
Wabtec Corporation (WAB) 0.7 $37M 231k 158.05
Paypal Holdings (PYPL) 0.7 $34M 592k 58.03
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.7 $33M 192k 173.81
Ford Motor Company (F) 0.6 $31M 2.5M 12.54
Arch Cap Group Ord (ACGL) 0.6 $30M 297k 100.89
Target Corporation (TGT) 0.6 $30M 202k 148.04
Booking Holdings (BKNG) 0.6 $30M 7.4k 3961.50
Ansys (ANSS) 0.6 $29M 89k 321.50
A. O. Smith Corporation (AOS) 0.6 $28M 346k 81.78
Kontoor Brands (KTB) 0.6 $27M 410k 66.15
Hubspot (HUBS) 0.5 $27M 45k 589.79
Texas Roadhouse (TXRH) 0.5 $25M 148k 171.71
Tyler Technologies (TYL) 0.5 $25M 49k 502.78
Carnival Corp Unit 99/99/9999 (CCL) 0.5 $24M 1.3M 18.72
General Dynamics Corporation (GD) 0.5 $22M 77k 290.14
Autodesk (ADSK) 0.5 $22M 89k 247.45
Trane Technologies SHS (TT) 0.4 $21M 62k 328.93
Paychex (PAYX) 0.4 $20M 166k 118.56
Skechers U S A Cl A 0.3 $16M 233k 69.12
Microsoft Corporation (MSFT) 0.3 $15M 33k 446.95
Viking Holdings Ord Shs (VIK) 0.3 $15M 432k 33.94