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IFP

Independent Franchise Partners Portfolio holdings

AUM $15.2B
1-Year Est. Return 1.56%
This Fund
S&P 500
This Quarter Est. Return
+1.55%
1 Year Est. Return
-1.56%
3 Year Est. Return
+46.2%
5 Year Est. Return
+54.76%
10 Year Est. Return
+308.53%
AUM
$15.2B
AUM Growth
+$953M
Cap. Flow
+$911M
Cap. Flow %
5.98%
Top 10 Hldgs %
63.71%
Holding
26
New
–
Increased
18
Reduced
8
Closed
–

Top Buys

Rank Stock Value
1
CRM icon
Salesforce
CRM
+$314M
2
OTIS icon
Otis Worldwide
OTIS
+$310M
3
IT icon
Gartner
IT
+$148M
4
TRU icon
TransUnion
TRU
+$129M
5
Z icon
Zillow
Z
+$119M

Top Sells

Rank Stock Value
1
EBAY icon
eBay
EBAY
+$237M
2
EL icon
Estee Lauder
EL
+$136M
3
WBD icon
Warner Bros
WBD
+$14.6M
4
RYAN icon
Ryan Specialty Holdings
RYAN
+$5.94M
5
CTVA icon
Corteva
CTVA
+$5.92M

Sector Composition

Rank Sector Weight
1 Communication Services 27.1%
2 Healthcare 21.49%
3 Financials 17.27%
4 Consumer Staples 11.94%
5 Technology 10.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TKO icon
26
TKO Group
TKO
$13.5B
$86.4M 0.57%
429,092
-28,508
-6% -$5.56M
1
2

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JFG
Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return
AA
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II
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AAP
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Independent Franchise Partners's Q2 2026 Portfolio in Review

As of Q2 2026, Independent Franchise Partners held 26 positions worth $15.2B, up 6.7% from $14.3B the previous quarter. Its ten largest holdings account for 64% of the portfolio.

Independent Franchise Partners deployed $911M of net new capital in Q2 2026, adding to 18 existing holdings.

By sector, the portfolio is most concentrated in Communication Services at 27% of assets, down from 28% a quarter earlier, followed by Healthcare and Financials.

On the sell side, the largest reduction was eBay, an estimated $237M trimmed.

  • Independent Franchise Partners added most to Salesforce in Q2 2026, an estimated $314M increase.
  • Independent Franchise Partners's biggest Q2 2026 reduction was eBay, cutting an estimated $237M.
  • Independent Franchise Partners's ten largest holdings make up 64% of its $15.2B portfolio in Q2 2026.
  • Independent Franchise Partners opened 0 new positions and closed 0 in Q2 2026.
  • Independent Franchise Partners's portfolio value rose 6.7% quarter-over-quarter to $15.2B.

Based on Independent Franchise Partners's 13F filing for Q2 2026, filed 13 Aug 2026.