Holdings (Monthly)
Guide ↗
Independent Franchise Partners US Equity Fund
· Advisers Investment Trust| # | Name | Ticker | Since | Shares | Value | % Port | Cat |
|---|---|---|---|---|---|---|---|
| 1 | BRISTOL-MYERS SQUIBB COMPANY | BMY | Jun 2026 | 1,383,863 | $79.7M | 5.91% | EC |
| 2 | WARNER BROS. DISCOVERY INC | WBD | Jun 2026 | 2,689,997 | $71.7M | 5.31% | EC |
| 3 | SOLVENTUM CORP | SOLV | Jun 2026 | 869,091 | $67.1M | 4.97% | EC |
| 4 | LIVE NATION ENTERTAINMENT INC | LYV | Jun 2026 | 365,302 | $66.9M | 4.96% | EC |
| 5 | AON PLC | AON | Jun 2026 | 186,451 | $61.8M | 4.58% | EC |
| 6 | KENVUE INC | KVUE | Jun 2026 | 3,134,544 | $59.9M | 4.44% | EC |
| 7 | JOHNSON & JOHNSON | JNJ | Jun 2026 | 214,832 | $54.6M | 4.04% | EC |
| 8 | TRANSUNION | TRU | Jun 2026 | 731,252 | $52.8M | 3.91% | EC |
| 9 | UNIVERSAL MUSIC GROUP NV | UMGNF | Jun 2026 | 2,471,194 | $51.8M | 3.84% | EC |
| 10 | SALESFORCE INC | CRM | Jun 2026 | 320,386 | $50.2M | 3.72% | EC |
| 11 | BRITISH AMERICAN TOBACCO PLC | BTAFF | Jun 2026 | 808,473 | $50.2M | 3.72% | EC |
| 12 | WARNER MUSIC GROUP CORP | WMG | Jun 2026 | 1,847,576 | $50.0M | 3.71% | EC |
| 13 | OTIS WORLDWIDE CORP | OTIS | Jun 2026 | 698,297 | $50.0M | 3.70% | EC |
| 14 | NEWS CORP | NWSA | Jun 2026 | 1,945,569 | $48.3M | 3.58% | EC |
| 15 | NOVARTIS AG | NVSEF | Jun 2026 | 298,459 | $46.8M | 3.46% | EC |
| 16 | PHILIP MORRIS INTERNATIONAL INC | PM | Jun 2026 | 245,830 | $44.5M | 3.30% | EC |
| 17 | INTERCONTINENTAL EXCHANGE INC | ICE | Jun 2026 | 344,418 | $42.4M | 3.14% | EC |
| 18 | AIRBNB INC | ABNB | Jun 2026 | 286,462 | $41.0M | 3.04% | EC |
| 19 | GARTNER INC | IT | Jun 2026 | 302,955 | $39.3M | 2.91% | EC |
| 20 | RYAN SPECIALTY HOLDINGS INC | RYAN | Jun 2026 | 872,423 | $32.9M | 2.44% | EC |
| 21 | CORTEVA INC | CTVA | Jun 2026 | 367,697 | $31.1M | 2.31% | EC |
| 22 | ZILLOW GROUP INC | Z | Jun 2026 | 959,741 | $30.3M | 2.24% | EC |
| 23 | FOX CORP | FOXA | Jun 2026 | 560,214 | $29.2M | 2.17% | EC |
| 24 | TKO GROUP HOLDINGS INC | TKO | Jun 2026 | 141,548 | $28.5M | 2.11% | EC |
| 25 | EBAY INC | EBAY | Jun 2026 | 246,424 | $27.5M | 2.04% | EC |
| 26 | ESTEE LAUDER COMPANIES INC (THE) | EL | Jun 2026 | 286,801 | $22.6M | 1.68% | EC |
| 27 | NINTENDO COMPANY LTD | NTDOF | Jun 2026 | 530,870 | $22.3M | 1.65% | EC |
| 28 | RECKITT BENCKISER GROUP PLC | RBGPF | Jun 2026 | 330,293 | $21.5M | 1.59% | EC |
| 29 | UNILEVER PLC | UNLYF | Jun 2026 | 311,391 | $18.7M | 1.39% | EC |
| 30 | NEWS CORP | NWS | Jun 2026 | 552,853 | $15.5M | 1.15% | EC |
| 31 | FOX CORP | FOX | Jun 2026 | 286,250 | $13.4M | 0.99% | EC |
| 32 | ZILLOW GROUP INC | ZG | Jun 2026 | 172,592 | $5.4M | 0.40% | EC |