Junto Capital Management

Junto Capital Management as of Sept. 30, 2024

Portfolio Holdings for Junto Capital Management

Junto Capital Management holds 73 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Lpl Financial Holdings Call Option (LPLA) 4.0 $180M 773k 232.63
BlackRock 3.6 $161M 170k 949.51
Intercontinental Exchange (ICE) 3.3 $151M 939k 160.64
Boston Scientific Corporation (BSX) 3.2 $144M 1.7M 83.80
Progressive Corporation (PGR) 2.8 $125M 492k 253.76
Capital One Financial (COF) 2.6 $116M 772k 149.73
Burlington Stores (BURL) 2.5 $113M 428k 263.48
Reinsurance Grp Of America I Com New (RGA) 2.4 $110M 506k 217.87
PNC Financial Services (PNC) 2.3 $106M 572k 184.85
salesforce (CRM) 2.3 $102M 372k 273.71
Wyndham Hotels And Resorts (WH) 2.1 $97M 1.2M 78.14
Chipotle Mexican Grill (CMG) 2.1 $93M 1.6M 57.62
Encompass Health Corp (EHC) 2.0 $92M 948k 96.64
Ross Stores (ROST) 2.0 $90M 599k 150.51
Goldman Sachs (GS) 2.0 $89M 180k 495.11
Pinnacle Financial Partners (PNFP) 1.9 $87M 889k 97.97
Carnival Corp Unit 99/99/9999 (CCL) 1.9 $87M 4.7M 18.48
Ollies Bargain Outlt Hldgs I (OLLI) 1.9 $86M 884k 97.20
Brinker International (EAT) 1.9 $84M 1.1M 76.53
Hilton Worldwide Holdings (HLT) 1.8 $83M 358k 230.50
Restaurant Brands Intl Inc Com equity / large cap (QSR) 1.8 $81M 1.1M 72.12
Raytheon Technologies Corp (RTX) 1.7 $78M 642k 121.16
Autodesk (ADSK) 1.6 $73M 266k 275.48
Tempur-Pedic International (SGI) 1.6 $73M 1.3M 54.60
Booking Holdings (BKNG) 1.6 $71M 17k 4212.12
Ptc (PTC) 1.6 $70M 389k 180.66
Comcast Corp Cl A (CMCSA) 1.5 $67M 1.6M 41.77
Anthem (ELV) 1.5 $66M 128k 520.00
PerkinElmer (RVTY) 1.4 $62M 487k 127.75
Smucker J M Com New (SJM) 1.4 $61M 506k 121.10
Synchrony Financial (SYF) 1.3 $60M 1.2M 49.88
Medtronic SHS (MDT) 1.3 $59M 660k 90.03
Deckers Outdoor Corporation (DECK) 1.3 $59M 369k 159.45
Urban Outfitters (URBN) 1.2 $56M 1.5M 38.31
Duke Energy Corp Com New (DUK) 1.2 $55M 479k 115.30
Aptiv SHS 1.2 $53M 729k 72.01
M&T Bank Corporation (MTB) 1.1 $52M 291k 178.12
Ferguson Enterprises Common Stock New (FERG) 1.1 $51M 259k 198.57
Thermo Fisher Scientific (TMO) 1.1 $51M 83k 618.57
Cme (CME) 1.1 $51M 231k 220.65
Teledyne Technologies Incorporated (TDY) 1.1 $50M 115k 437.66
Omni (OMC) 1.1 $50M 482k 103.39
Spotify Technology S A SHS (SPOT) 1.0 $46M 126k 368.53
Viking Holdings Ord Shs (VIK) 1.0 $46M 1.3M 34.89
Broadridge Financial Solutions (BR) 1.0 $45M 210k 215.03
CRH Ord (CRH) 1.0 $44M 471k 92.74
Ss&c Technologies Holding (SSNC) 0.9 $43M 578k 74.21
Royal Caribbean Cruises (RCL) 0.9 $40M 227k 177.36
American Tower Reit (AMT) 0.9 $40M 170k 232.56
DaVita (DVA) 0.9 $39M 240k 163.93
Kkr & Co (KKR) 0.9 $39M 295k 130.58
Kontoor Brands (KTB) 0.8 $36M 443k 81.78
Fiserv (FI) 0.8 $35M 197k 179.65
Amphenol Corp Cl A (APH) 0.8 $34M 527k 65.16
Dynatrace Com New (DT) 0.7 $33M 615k 53.47
Meta Platforms Cl A (META) 0.7 $33M 57k 572.44
Cdw (CDW) 0.7 $31M 139k 226.30
Skechers U S A Cl A 0.7 $31M 468k 66.92
Intuit (INTU) 0.7 $31M 50k 621.00
Netflix (NFLX) 0.7 $31M 43k 709.27
Broadcom (AVGO) 0.6 $29M 169k 172.50
NVIDIA Corporation (NVDA) 0.6 $27M 223k 121.44
Marvell Technology (MRVL) 0.6 $27M 373k 72.12
Acadia Healthcare (ACHC) 0.6 $26M 416k 63.41
Datadog Cl A Com (DDOG) 0.6 $26M 226k 115.06
Amazon (AMZN) 0.5 $24M 127k 186.33
Arista Networks 0.5 $24M 62k 383.82
Msci (MSCI) 0.5 $22M 38k 582.93
SYSCO Corporation (SYY) 0.5 $22M 283k 78.06
Performance Food (PFGC) 0.5 $21M 270k 78.37
Te Connectivity Ord Shs (TEL) 0.4 $16M 106k 150.99
Visa Com Cl A (V) 0.3 $14M 50k 274.95
Norfolk Southern (NSC) 0.3 $13M 54k 248.50