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Junto Capital Management LP

All holdings · as of Dec 31, 2025

69 positions

CompanyClassValueShares% of portfolio
BlackRock, Inc.—$251.05M234,5535.6%
Morgan Stanley—$176.43M993,7993.9%
ROSS STORES, INC.—$153.11M849,9693.4%
CSX CORP—$146.88M4,051,8743.3%
Visa Inc—$141.45M403,3163.2%
EQUIFAX INC—$140.07M645,5253.1%
FedEx Corp—$130.15M450,5602.9%
W.W. GRAINGER, INC.—$122.18M121,0822.7%
WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP—$115.95M543,2022.6%
Intercontinental Exchange, Inc.—$115.28M711,7852.6%
Yum! Brands Inc—$95.81M633,3422.1%
APPLIED MATERIALS INC /DE—$85.97M334,5081.9%
BANK OF AMERICA CORP /DE—$83.79M1,523,4161.9%
Jack Henry & Associates Inc—$83.64M458,3461.9%
MICROSOFT CORP—$83.24M172,1251.9%
OMNICOM GROUP INC.—$81.60M1,010,4741.8%
FLEX LTD.—$78.84M1,304,8131.8%
Accenture plc—$78.06M290,9521.7%
SS&C TECHNOLOGIES HOLDINGS, INC.—$77.25M883,6841.7%
Palo Alto Networks Inc—$76.87M417,3041.7%
Lennox International Inc—$76.74M158,0421.7%
TJX Cos Inc/The—$75.59M492,1091.7%
Evercore Inc—$75.53M221,9951.7%
CAPITAL ONE FINANCIAL CORP—$74.37M306,8381.7%
F5 Inc—$67.92M266,0751.5%
EchoStar CORP—$66.55M612,2051.5%
Q2 Holdings, Inc.—$66.24M917,9101.5%
Hyatt Hotels Corp—$62.04M386,9871.4%
Verisk Analytics, Inc.—$61.48M274,8511.4%
ONTO INNOVATION INC.—$57.82M366,2431.3%
Saia Inc—$57.35M175,6351.3%
LIVE NATION ENTERTAINMENT INC—$56.80M398,6191.3%
Booking Holdings Inc—$56.71M10,5891.3%
The Boeing Company—$56.50M260,2341.3%
FORD MOTOR CO—$56.03M4,270,8231.3%
Toll Brothers Incorporated—$54.54M403,3291.2%
AMER SPORTS INC—$49.10M1,314,4831.1%
LPL Financial Holdings Inc.—$47.80M133,8281.1%
CAVCO INDUSTRIES, INC.—$46.58M78,8571.0%
Alphabet Inc.—$44.29M141,5171.0%
CoStar Group Inc—$41.42M615,9980.9%
Murphy USA Inc.—$39.79M98,6030.9%
Chipotle Mexican Grill Inc—$39.42M1,065,4070.9%
Planet Fitness, Inc.—$39.24M361,7230.9%
CITIZENS FINANCIAL GROUP INC/RI—$39.00M667,7230.9%
Cboe Global Markets Inc—$38.76M154,4300.9%
ON HLDG AG—$38.65M831,5490.9%
ADVANCED MICRO DEVICES INC—$38.29M178,7710.9%
NVR INC—$37.57M5,1510.8%
CARPENTER TECHNOLOGY CORP—$37.32M118,5250.8%
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