- Portfolio
- Activity
Independent Franchise Partners Holdings Activity
US Equity Fund Portfolio 13F
US Equity Fund has disclosed a total of 29 changes to the portfolio in the latest (2024 Q1) SEC report(s): increased the number of shares of 8, bought 1 totally new, decreased the number of shares of 18 and completely sold out 2 position(s).
What stocks is Independent Franchise Partners buying now?
In the recent quarter Independent Franchise Partners has bought 9 securities out of which top 5 purchases (by % change to portfolio) are (RBGPF) RECKITT BENCKISER GROUP PLC (new buy), (JNJ) JOHNSON & JOHNSON (added shares +105.43%), (AON) AON PLC-CLASS A (added shares +38.97%), (PM) PHILIP MORRIS INTERNATIONAL (added shares +20.18%) and (AZPN) ASPEN TECHNOLOGY INC (added shares +37.16%).
What does Independent Franchise Partners invest in?
Independent Franchise Partners's top 5 holdings (by % of portfolio) are (RBA) RB GLOBAL INC (6.89%), (AON) AON PLC-CLASS A (5.57%), (PM) PHILIP MORRIS INTERNATIONAL (5.44%), (BMY) BRISTOL-MYERS SQUIBB CO (5.2%) and (CTVA) CORTEVA INC (5.11%).
In the latest report(s) the following changes have been made to the top investments: (RBA) RB GLOBAL INC (reduced shares -2.76%), (AON) AON PLC-CLASS A (added shares +38.97%), (PM) PHILIP MORRIS INTERNATIONAL (added shares +20.18%), (BMY) BRISTOL-MYERS SQUIBB CO (added shares +7.6%) and (CTVA) CORTEVA INC (added shares +16.59%).
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.