- Portfolio
- Activity
Independent Franchise Partners Holdings Activity
US Equity Fund Portfolio 13F
US Equity Fund has disclosed a total of 30 changes to the portfolio in the latest (2025 Q2) SEC report(s): increased the number of shares of 22 and decreased the number of shares of 8 position(s).
What stocks is Independent Franchise Partners buying now?
In the recent quarter Independent Franchise Partners has bought 22 securities out of which top 5 purchases (by % change to portfolio) are (TRU) TRANSUNION (added shares +183%), (BMY) BRISTOL-MYERS SQUIBB CO (added shares +39.29%), (AON) AON PLC-CLASS A (added shares +8.81%), (NWSA) NEWS CORP - CLASS A (added shares +6.41%) and (ORCL) ORACLE CORP (added shares +4.21%).
What does Independent Franchise Partners invest in?
Independent Franchise Partners's top 5 holdings (by % of portfolio) are (BMY) BRISTOL-MYERS SQUIBB CO (5.13%), (CTVA) CORTEVA INC (5.13%), (ICE) INTERCONTINENTAL EXCHANGE IN (5.06%), (KVUE) KENVUE INC (4.46%) and (Z) ZILLOW GROUP INC - C (4.37%).
In the latest report(s) the following changes have been made to the top investments: (BMY) BRISTOL-MYERS SQUIBB CO (added shares +39.29%), (CTVA) CORTEVA INC (reduced shares -10.72%), (ICE) INTERCONTINENTAL EXCHANGE IN (reduced shares -4.85%), (KVUE) KENVUE INC (added shares +0.18%) and (Z) ZILLOW GROUP INC - C (added shares +0.18%).
Shares, change to shares, sold shares - split-adjusted.
Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.
Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.