Junto Capital Management
$5.4B 13F equity value
127 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Junto Capital Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| ORLY | OREILLY AUTOMOTIVE INC | 1,982,469 | $183M | 3.4% |
| WMT | WALMART INC | 1,486,891 | $168M | 3.1% |
| FWONK | LIBERTY MEDIA CORP DEL | 1,707,281 | $162M | 3.0% |
| V | VISA INC | 461,921 | $158M | 2.9% |
| TJX | TJX COS INC NEW | 1,006,356 | $152M | 2.8% |
| WAB | WABTEC | 526,732 | $142M | 2.6% |
| AMZN | AMAZON COM INC | 594,790 | $142M | 2.6% |
| CSX | CSX CORP | 2,970,518 | $141M | 2.6% |
| BLK | BLACKROCK INC | 141,886 | $136M | 2.5% |
| JBHT | HUNT J B TRANS SVCS INC | 426,492 | $123M | 2.3% |
Track Junto Capital Management's 13F portfolio: $5.4B in reported holdings, 127 positions. Top holdings and quarterly changes on SentiSense.
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