Junto Capital Management
$4.7B Assets Reported
124 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| TJX | TJX COS INC NEW | 974,718 | $156M | 3.3% |
| BLK | BLACKROCK INC | 161,073 | $155M | 3.3% |
| GWW | WW GRAINGER INC | 136,237 | $149M | 3.2% |
| CSX | CSX CORP | 3,461,214 | $142M | 3.0% |
| ARMK | ARAMARK | 3,304,359 | $134M | 2.8% |
| MAR | MARRIOTT INTL INC NEW | 388,322 | $127M | 2.7% |
| FFIV | F5 INC | 354,177 | $102M | 2.2% |
| RSP | INVESCO EXCHANGE TRADED FD T | 509,559 | $98M | 2.1% |
| PNC | PNC FINL SVCS GROUP INC | 464,847 | $97M | 2.1% |
| MS | MORGAN STANLEY | 565,255 | $93M | 2.0% |
Track Junto Capital Management's 13F portfolio: $4.7B in reported holdings, 124 positions. Top holdings, AUM, and quarterly changes on SentiSense.