Independent Franchise Partners US Equity Fund (IFPUX) is an MF managed by Independent / Boutique. Its largest position is BRISTOL MYERS SQUIBB CO (BMY), representing 6.29% of fund assets.
Independent Franchise Partners US Equity Fund Portfolio Holdings
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- IFPUX
- Type:
- MF
- Manager:
- Independent / Boutique
- Total Assets:
- —
- Report Date:
- Mar 31, 2026
- Filing Date:
- May 29, 2026
| Holding | Weight | Market Value | Shares |
|---|---|---|---|
|
-
BRISTOL MYERS SQUIBB CO
|
6.29% | $96,221,103.70 | 1,586,498 |
|
-
Warner Bros. Discovery, Inc.
|
5.53% | $84,683,509.56 | 3,083,886 |
|
-
Aon plc
|
4.51% | $68,976,794.88 | 213,696 |
|
-
Solventum Corp
|
4.25% | $65,061,524.40 | 996,348 |
|
-
Live Nation Entertainment, Inc.
|
4.17% | $63,869,815.41 | 418,791 |
|
-
Kenvue Inc.
|
4.05% | $61,952,405.48 | 3,593,527 |
|
-
JOHNSON & JOHNSON
|
3.93% | $60,186,750.12 | 246,223 |
|
-
TransUnion
|
3.79% | $57,999,832.11 | 838,269 |
|
-
EBAY INC
|
3.58% | $54,737,243.52 | 601,376 |
|
-
NEWS CORP
|
3.57% | $54,624,297.51 | 2,191,107 |
|
-
Warner Music Group Corp.
|
3.53% | $54,096,554.94 | 2,118,111 |
|
-
British American Tobacco p.l.c.
|
3.53% | $53,989,944.09 | 926,855 |
|
-
Intercontinental Exchange, Inc.
|
3.42% | $52,375,812.80 | 333,010 |
|
-
NOVARTIS AG
|
3.39% | $51,950,148.49 | 342,161 |
|
-
Salesforce, Inc.
|
3.27% | $50,110,628.15 | 268,445 |
|
-
Universal Music Group N.V./ADR
|
3.13% | $47,867,959.54 | 2,468,671 |
|
-
Philip Morris International Inc.
|
3.04% | $46,597,110.84 | 281,826 |
|
-
GARTNER INC
|
3.04% | $46,514,908.44 | 293,766 |
|
-
ZILLOW GROUP, INC.
|
2.75% | $42,126,412.44 | 1,018,038 |
|
-
Airbnb, Inc.
|
2.71% | $41,471,109.68 | 328,406 |
|
-
Fox Corp
|
2.45% | $37,507,049.60 | 642,244 |
|
-
Corteva, Inc.
|
2.31% | $35,286,862.27 | 421,537 |
|
-
NINTENDO CO LTD
|
2.27% | $34,719,821.83 | 608,470 |
|
-
RYAN SPECIALTY HOLDINGS, INC.
|
2.20% | $33,745,702.06 | 1,000,169 |
|
-
TKO Group Holdings, Inc.
|
2.14% | $32,722,350.45 | 162,273 |
|
-
ESTEE LAUDER COMPANIES INC
|
2.11% | $32,249,347.11 | 449,343 |
|
-
Otis Worldwide Corp
|
1.79% | $27,408,029.32 | 355,579 |
|
-
RECKITT BENCKISER GROUP PLC
|
1.68% | $25,696,601.41 | 378,656 |
|
-
UNILEVER PLC
|
1.31% | $20,118,470.78 | 356,986 |
|
-
NEWS CORP
|
1.24% | $19,052,662.80 | 668,280 |
|
-
Fox Corp
|
1.14% | $17,425,508.40 | 328,164 |
|
-
ZILLOW GROUP, INC.
|
0.47% | $7,204,840.08 | 174,072 |
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