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Independent Franchise Partners's all historical holdings

US Equity Fund

Independent Franchise Partners all 13F holdings

Holdings history details

Positions ever held:
60
Currently held:
31
Sold out:
29
Across its SEC filing history, Independent Franchise Partners has reported positions in 60 different stocks that we track. 31 of them are present in the latest reported portfolio, while 29 stakes have been completely sold out. Pick any ticker to see the full trade history - every buy and sell reported across quarterly SEC filings.

How many stocks does Independent Franchise Partners currently hold?

According to the latest reported portfolio, Independent Franchise Partners holds 31 of the 60 tracked stocks it has ever reported. 29 historical stakes were sold out over time.

What is Independent Franchise Partners's largest holding?

Independent Franchise Partners's most valuable position is Bristol-Myers Squibb Company (BMY), with a market value of roughly $79.74M in the latest reported portfolio.

Which stock has Independent Franchise Partners held the longest?

Among the positions Independent Franchise Partners currently holds, the longest held is Johnson & Johnson (JNJ), held for ~7 years.

Filters

Status
Held for
For re-entered positions, counted since the latest "new buy"
First bought
For re-entered positions, this is the latest "new buy"
Exited
For re-entered positions, this is the most recent sell-out
60 results
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TICKER
currently held - the position is present in the latest reported portfolio
*
TICKER
previously held - the position was sold out
* sorted: currently held first, largest position value on top; previously held follow, most recent exit on top