StockDriftsStockDriftsTop 50 Junto Capital Management Lp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TJX | TJX COS INC NEW | 3.31% | 974.7K | $155.7M | +98.07%(+482.61K) | $152.83(-3.53%) | 2026-03-31 | |
| BLK | BLACKROCK INC | 3.29% | 161.1K | $154.9M | -31.33%(-73.48K) | $1036.02(+4.43%) | 2026-03-31 | |
| GWW | WW GRAINGER INC | 3.16% | 136.2K | $148.6M | +12.52%(+15.15K) | $988.67(+28.70%) | 2026-03-31 | |
| CSX | CSX CORP | 3.02% | 3.46M | $142.1M | -14.58%(-590.66K) | $34.07(+34.02%) | 2026-03-31 | |
| ARMK | ARAMARK | 2.85% | 3.30M | $134.0M | new | $35.50(+49.51%) | 2026-03-31 | |
| MAR | MARRIOTT INTL INC NEW | 2.7% | 388.3K | $127.0M | new | $318.65(+10.83%) | 2026-03-31 | |
| FFIV | F5 INC | 2.18% | 354.2K | $102.5M | +33.11%(+88.10K) | $285.01(+27.21%) | 2026-03-31 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 2.08% | 509.6K | $97.8M | new | $165.08(+22.10%) | 2026-03-31 | |
| PNC | PNC FINL SVCS GROUP INC | 2.06% | 464.8K | $96.7M | new | $194.70(+9.32%) | 2026-03-31 | |
| MS | MORGAN STANLEY | 1.98% | 565.3K | $93.0M | -43.12%(-428.54K) | $149.91(+28.42%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +20.06% | +73.05% |
| Top 20 Holdings Unweighted | +19.85% | +72.15% |
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