Independent Franchise Partners LLP
Institutional investor · Portfolio as of Q2 2020
Top Holdings25 positions
Johnson & Johnson | 5.2M | $725.9M | 7.4% | $113.81 | +4.09% | 6 qtrssince 2019-Q1 | Increased 63 |
FOX CORP | 25.5M | $682.9M | 6.9% | $31.81 | -22.36% | 6 qtrssince 2019-Q1 | Increased 72 |
Microsoft Corp. | 3.3M | $673.2M | 6.8% | $111.65 | +69.69% | 6 qtrssince 2019-Q1 | Increased 63 |
Apple Inc. | 1.8M | $642.6M | 6.5% | $45.22 | +95.09% | 6 qtrssince 2019-Q1 | Decreased 0 |
BRISTOL-MYERS SQUIBB CO | 10.9M | $638M | 6.5% | $40.65 | +13.46% | 4 qtrssince 2019-Q3 | Increased 75 |
ELECTRONIC ARTS INC | 4.4M | $579.7M | 5.9% | $100.31 | +26.68% | 6 qtrssince 2019-Q1 | Increased 62 |
Philip Morris International Inc. | 7.1M | $499.9M | 5.1% | $56.73 | -8.30% | 6 qtrssince 2019-Q1 | Increased 84 |
CORTEVA INC | 18.3M | $491.6M | 5.0% | $26.52 | -5.64% | 3 qtrssince 2019-Q4 | Increased 66 |
Booking Holdings Inc | 308,678 | $491.5M | 5.0% | $68.54 | -8.78% | 6 qtrssince 2019-Q1 | Decreased 0 |
International Business Machines Corp. | 3.7M | $449.9M | 4.6% | $84.23 | +6.91% | 2 qtrssince 2020-Q1 | Increased 63 |
WESTERN UN CO | 19.9M | $430.8M | 4.4% | $12.66 | +14.26% | 6 qtrssince 2019-Q1 | Increased 59 |
S&P Global Inc | 1.3M | $420M | 4.3% | $199.33 | +54.03% | 6 qtrssince 2019-Q1 | Decreased 0 |
Oracle Corp. | 7.6M | $419.4M | 4.3% | $48.52 | +4.12% | 6 qtrssince 2019-Q1 | Increased 58 |
Accenture PLC | 1.9M | $404.8M | 4.1% | $159.68 | +23.06% | 6 qtrssince 2019-Q1 | Increased 59 |
EBAY INC. | 7.7M | $402.1M | 4.1% | $32.98 | +43.52% | 6 qtrssince 2019-Q1 | Increased 58 |
NEWS CORP NEW | 31.4M | $371.9M | 3.8% | $11.47 | -2.55% | 6 qtrssince 2019-Q1 | Increased 58 |
ALTRIA GROUP INC | 8M | $314.9M | 3.2% | $32.41 | -21.22% | 6 qtrssince 2019-Q1 | Increased 60 |
Alphabet Inc. | 196,490 | $278.6M | 2.8% | $57.66 | +21.80% | 2 qtrssince 2020-Q1 | Increased 54 |
Meta Platforms Inc | 973,423 | $221M | 2.2% | $164.80 | +336.09% | 2 qtrssince 2020-Q1 | Decreased 0 |
EQUIFAX INC | 1.1M | $185M | 1.9% | $112.23 | +43.51% | 6 qtrssince 2019-Q1 | Decreased 0 |
Independent Franchise Partners LLP manages $9.8B across 25 positions as of Q2 2020. Top holdings: JNJ (7.4%), FOXA (6.9%), MSFT (6.8%). Fund DNA: Concentrated Value. HoldingsIntel Score: 4/5.0.
Exited 1, increased 19, trimmed 6. Top move: PM (INCREASED, conviction 84). Portfolio: $9.8B across 25 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR