Universe · entity
Junto Capital Management LP
Institutional manager (13F) · CIK 1595880
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $3.6B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | TJX COS INC NEW | $156M | 974,718 |
| 2 | BLACKROCK INC | $155M | 161,073 |
| 3 | WW GRAINGER INC | $149M | 136,237 |
| 4 | CSX CORP | $142M | 3,461,214 |
| 5 | ARAMARK | $134M | 3,304,359 |
| 6 | MARRIOTT INTL INC NEW | $127M | 388,322 |
| 7 | F5 INC | $102M | 354,177 |
| 8 | INVESCO EXCHANGE TRADED FD T | $98M | 509,559 |
| 9 | PNC FINL SVCS GROUP INC | $97M | 464,847 |
| 10 | MORGAN STANLEY | $93M | 565,255 |
| 11 | PERFORMANCE FOOD GROUP CO | $89M | 1,038,642 |
| 12 | HUNT J B TRANS SVCS INC | $83M | 390,343 |
| 13 | YUM BRANDS INC | $80M | 511,721 |
| 14 | CITIZENS FINL GROUP INC | $76M | 1,265,092 |
| 15 | ON SEMICONDUCTOR CORP | $75M | 1,219,248 |
| 16 | APPLE INC | $73M | 285,814 |
| 17 | LPL FINL HLDGS INC | $72M | 238,515 |
| 18 | WALMART INC | $71M | 567,545 |
| 19 | SHERWIN WILLIAMS CO | $70M | 219,259 |
| 20 | AMAZON COM INC | $69M | 332,558 |
| 21 | SS&C TECH HLDGS | $69M | 1,021,005 |
| 22 | FEDEX CORP | $69M | 192,711 |
| 23 | COGNIZANT TECHNOLOGY SOLUTIO | $68M | 1,105,299 |
| 24 | BOEING CO | $63M | 316,532 |
| 25 | BOOT BARN HLDGS INC | $59M | 404,806 |
| 26 | WASTE CONNECTIONS INC | $59M | 360,487 |
| 27 | APPLIED MATLS INC | $58M | 169,485 |
| 28 | LIVE NATION ENTERTAINMENT IN | $57M | 370,885 |
| 29 | MASTERCARD INCORPORATED | $55M | 110,656 |
| 30 | HOME DEPOT INC | $55M | 167,779 |
| 31 | GENERAL DYNAMICS CORP | $55M | 160,475 |
| 32 | TEXAS INSTRS INC | $55M | 283,632 |
| 33 | GENERAL MTRS CO | $54M | 729,496 |
| 34 | FORTINET INC | $54M | 661,995 |
| 35 | TOLL BROTHERS INC | $54M | 393,005 |
| 36 | CME GROUP INC | $53M | 181,013 |
| 37 | WATSCO INC | $53M | 145,151 |
| 38 | CELSIUS HLDGS INC | $52M | 1,473,314 |
| 39 | LIBERTY MEDIA CORP DEL | $52M | 613,909 |
| 40 | CHURCHILL DOWNS INC | $52M | 575,499 |
| 41 | MSCI INC | $50M | 93,550 |
| 42 | TRADEWEB MKTS INC | $50M | 427,544 |
| 43 | WINTRUST FINL CORP | $50M | 356,597 |
| 44 | KKR & CO INC | $48M | 518,938 |
| 45 | CARPENTER TECHNOLOGY CORP | $47M | 120,357 |
| 46 | CORPAY INC | $47M | 161,083 |
| 47 | LOCKHEED MARTIN CORP | $45M | 74,862 |
| 48 | ONTO INNOVATION INC | $44M | 213,248 |
| 49 | SPOTIFY TECHNOLOGY S A | $43M | 89,083 |
| 50 | ZOOM COMMUNICATIONS INC | $43M | 532,840 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.