IFPUX holdings — Independent Franchise Partners US Equity Fund

Independent Franchise Partners US Equity Fund (IFPUX) held 32 positions with net assets of $1.35B as of June 30, 2026, according to its Form N-PORT report to the SEC. Its top 10 holdings make up 45.7% of the fund, led by BMY, WBD, SOLV.

IFPUX top holdings

  1. BMY BRISTOL-MYERS SQUIBB COMPANY — 5.91% ($79.7M)
  2. WBD WARNER BROS. DISCOVERY INC — 5.31% ($71.7M)
  3. SOLV SOLVENTUM CORP — 4.97% ($67.1M)
  4. LYV LIVE NATION ENTERTAINMENT INC — 4.96% ($66.9M)
  5. AON AON PLC — 4.58% ($61.8M)
  6. KVUE KENVUE INC — 4.44% ($59.9M)
  7. JNJ JOHNSON & JOHNSON — 4.04% ($54.6M)
  8. TRU TRANSUNION — 3.91% ($52.8M)
  9. UMGNF UNIVERSAL MUSIC GROUP NV — 3.84% ($51.8M)
  10. CRM SALESFORCE INC — 3.72% ($50.2M)
  11. BTAFF BRITISH AMERICAN TOBACCO PLC — 3.72% ($50.2M)
  12. WMG WARNER MUSIC GROUP CORP — 3.71% ($50.0M)
  13. OTIS OTIS WORLDWIDE CORP — 3.70% ($50.0M)
  14. NWSA NEWS CORP — 3.58% ($48.3M)
  15. NVSEF NOVARTIS AG — 3.46% ($46.8M)
  16. PM PHILIP MORRIS INTERNATIONAL INC — 3.30% ($44.5M)
  17. ICE INTERCONTINENTAL EXCHANGE INC — 3.14% ($42.4M)
  18. ABNB AIRBNB INC — 3.04% ($41.0M)
  19. IT GARTNER INC — 2.91% ($39.3M)
  20. RYAN RYAN SPECIALTY HOLDINGS INC — 2.44% ($32.9M)
  21. CTVA CORTEVA INC — 2.31% ($31.1M)
  22. Z ZILLOW GROUP INC — 2.24% ($30.3M)
  23. FOXA FOX CORP — 2.17% ($29.2M)
  24. TKO TKO GROUP HOLDINGS INC — 2.11% ($28.5M)
  25. EBAY EBAY INC — 2.04% ($27.5M)

What are IFPUX's top 10 holdings?

BMY (5.9%), WBD (5.3%), SOLV (5.0%), LYV (5.0%), AON (4.6%), KVUE (4.4%), JNJ (4.0%), TRU (3.9%), UMGNF (3.8%), CRM (3.7%).

How many stocks are in IFPUX?

Independent Franchise Partners US Equity Fund reported 32 holdings as of June 30, 2026.

All ETF and mutual fund holdings