News + Filings Holdings
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Junto Capital Management LP
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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BOSTON SCIENTIFIC CORP
| BSX | Common | 2,080,587 | 1,731,478 | 112,538,951,000 | 95,073,028,000 | 2.85 | 0.15 |
Hist
| 06/30/2023 |
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LPL Financial Holdings Inc.
| LPLA | Common | 550,555 | 330,335 | 119,707,174,000 | 75,134,646,000 | 3.04 | 0.71 |
Hist
| 06/30/2023 |
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PPG INDUSTRIES INC
| PPG | Common | 589,784 | 440,677 | 87,464,967,000 | 67,547,254,000 | 2.22 | |
Hist
| 06/30/2023 |
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Murphy USA Inc.
| MUSA | COM | 289,465 | 159,822 | 90,055,456,000 | 56,601,080,000 | 2.28 | |
Hist
| 06/30/2023 |
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lululemon athletica inc.
| LULU | Common | 184,144 | 134,257 | 69,698,504,000 | 51,530,157,000 | 1.77 | 0.15 |
Hist
| 06/30/2023 |
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LOWES COMPANIES INC
| LOW | Common | 310,763 | 207,743 | 70,139,209,000 | 49,538,300,000 | 1.78 | 0.05 |
Hist
| 06/30/2023 |
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PROCTER & GAMBLE Co
| PG | Common | 655,772 | 309,706 | 99,506,843,000 | 48,050,289,000 | 2.52 | 0.03 |
Hist
| 06/30/2023 |
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INTUIT INC.
| INTU | Common | 143,112 | 100,996 | 65,572,487,000 | 46,795,911,000 | 1.66 | 0.05 |
Hist
| 06/30/2023 |
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KKR & Co. Inc.
| KKR | common | 1,945,071 | 740,332 | 108,923,976,000 | 45,651,084,000 | 2.76 | 0.23 |
Hist
| 06/30/2023 |
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MCDONALDS CORP
| MCD | Common | 364,639 | 109,092 | 108,811,924,000 | 37,358,427,000 | 2.76 | 0.05 |
Hist
| 06/30/2023 |
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ROSS STORES, INC.
| ROST | Common | 812,148 | 278,918 | 91,066,155,000 | 34,474,455,000 | 2.31 | 0.24 |
Hist
| 06/30/2023 |
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Intercontinental Exchange, Inc.
| ICE | COM | 1,491,265 | 199,810 | 168,632,246,000 | 33,946,404,000 | 4.28 | 0.27 |
Hist
| 06/30/2023 |
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Meta Platforms, Inc.
| FB | Common | 144,117 | 80,005 | 41,358,697,000 | 27,770,800,000 | 1.05 | |
Hist
| 06/30/2023 |
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Walmart Inc.
| WMT | Common | 1,037,549 | 80,390 | 163,081,952,000 | 21,948,857,000 | 4.14 | 0.04 |
Hist
| 06/30/2023 |
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JPMORGAN CHASE & CO
| JPM | Common | 802,777 | 58,175 | 116,755,887,000 | 19,726,800,000 | 2.96 | |
Hist
| 06/30/2023 |
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VALVOLINE INC
| VVV | COM | 1,262,172 | 446,692 | 47,344,072,000 | 18,851,201,000 | 1.20 | 0.76 |
Hist
| 06/30/2023 |
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PTC INC.
| PTC | COM | 458,026 | 93,849 | 65,177,100,000 | 18,478,683,000 | 1.65 | 0.39 |
Hist
| 06/30/2023 |
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CSX CORP
| CSX | Common | 1,844,061 | 296,248 | 62,882,480,000 | 16,540,959,000 | 1.60 | |
Hist
| 06/30/2023 |
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EVEREST RE GROUP LTD
| RE | Common | 132,925 | 44,170 | 45,441,741,000 | 13,665,676,000 | 1.15 | 0.34 |
Hist
| 06/30/2023 |
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Salesforce, Inc.
| CRM | Common | 251,991 | 52,180 | 53,235,619,000 | 13,317,377,000 | 1.35 | |
Hist
| 06/30/2023 |
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ZIMMER BIOMET HOLDINGS, INC.
| ZBH | Common | 505,936 | 35,455 | 73,664,282,000 | 12,878,137,000 | 1.87 | 0.24 |
Hist
| 06/30/2023 |
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Cboe Global Markets, Inc.
| CBOE | Common | 989,219 | 63,679 | 136,522,114,000 | 12,277,624,000 | 3.46 | 0.94 |
Hist
| 06/30/2023 |
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TRAVELERS COMPANIES, INC.
| TRV | Common | 198,462 | 68,549 | 34,464,911,000 | 12,196,524,000 | 0.87 | |
Hist
| 06/30/2023 |
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GLOBAL PAYMENTS INC
| GPN | Common | 519,672 | 146,596 | 51,198,085,000 | 11,935,567,000 | 1.30 | |
Hist
| 06/30/2023 |
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AFFILIATED MANAGERS GROUP, INC.
| AMG | Common | 246,664 | 46,703 | 36,972,467,000 | 8,494,021,000 | 0.94 | 0.68 |
Hist
| 06/30/2023 |
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Workday, Inc.
| WDAY | Common | 101,104 | 30,931 | 22,838,383,000 | 8,344,852,000 | 0.58 | |
Hist
| 06/30/2023 |
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Interactive Brokers Group, Inc.
| IBKR | Cl A | 515,667 | 79,386 | 42,836,458,000 | 6,817,099,000 | 1.09 | |
Hist
| 06/30/2023 |
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Elevance Health, Inc.
| ANTM | COM | 92,953 | 16,830 | 41,298,088,000 | 6,295,971,000 | 1.05 | |
Hist
| 06/30/2023 |
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ExlService Holdings, Inc.
| EXLS | Common | 156,273 | 18,150 | 23,606,599,000 | 1,254,154,000 | 0.60 | 0.47 |
Hist
| 06/30/2023 |
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Ulta Beauty, Inc.
| ULTA | Common | 74,032 | 1,295 | 34,839,089,000 | -4,851,310,000 | 0.88 | 0.15 |
Hist
| 06/30/2023 |
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