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IFP

Independent Franchise Partners Portfolio holdings

AUM $14.3B
1-Year Est. Return 3.49%
This Fund
S&P 500
This Quarter Est. Return
+2.84%
1 Year Est. Return
+3.49%
3 Year Est. Return
+55.26%
5 Year Est. Return
+61.47%
10 Year Est. Return
+309.34%
AUM
$15.2B
AUM Growth
+$138M
Cap. Flow
-$407M
Cap. Flow %
-2.69%
Top 10 Hldgs %
55.67%
Holding
29
New
4
Increased
4
Reduced
21
Closed
–

Top Buys

Rank Stock Value
1
IT icon
Gartner
IT
+$932M
2
ABNB icon
Airbnb
ABNB
+$539M
3
AON icon
Aon
AON
+$223M
4
SOLV icon
Solventum
SOLV
+$202M
5
RYAN icon
Ryan Specialty Holdings
RYAN
+$101M

Top Sells

Rank Stock Value
1
ORCL icon
Oracle
ORCL
+$870M
2
TKO icon
TKO Group
TKO
+$472M
3
RBA icon
RB Global
RBA
+$310M
4
ICE icon
Intercontinental Exchange
ICE
+$236M
5
CTVA icon
Corteva
CTVA
+$218M

Sector Composition

Rank Sector Weight
1 Communication Services 35.74%
2 Healthcare 17.95%
3 Financials 13.4%
4 Consumer Staples 11.84%
5 Consumer Discretionary 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
OTIS icon
26
Otis Worldwide
OTIS
$27.7B
$100M 0.66%
+1,098,496
New +$99.7M
RYAN icon
27
Ryan Specialty Holdings
RYAN
$10.9B
$95.8M 0.63%
+1,699,753
New +$101M
ORCL icon
28
Oracle
ORCL
$435B
$42.5M 0.28%
151,033
-3,417,437
-96% -$870M
RTO icon
29
Rentokil
RTO
$12.2B
$19.7M 0.13%
778,628
+676,473
+662% +$16.5M
1
2

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BIP
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Independent Franchise Partners's Q3 2025 Portfolio in Review

As of Q3 2025, Independent Franchise Partners held 29 positions worth $15.2B, up 0.92% from $15B the previous quarter. Its ten largest holdings account for 56% of the portfolio.

Independent Franchise Partners's Q3 2025 filing shows 4 new, 4 increased and 21 reduced positions. Its largest new stake was Gartner: 3,196,127 shares worth $840M. The largest sale was Oracle, an estimated $870M.

By sector, the portfolio is most concentrated in Communication Services at 36% of assets, down from 36% a quarter earlier, followed by Healthcare and Financials.

  • Independent Franchise Partners's largest Q3 2025 buy was Gartner: 3,196,127 shares worth $840M.
  • Independent Franchise Partners added most to Aon in Q3 2025, an estimated $223M increase.
  • Independent Franchise Partners's biggest Q3 2025 reduction was Oracle, cutting an estimated $870M.
  • Independent Franchise Partners's ten largest holdings make up 56% of its $15.2B portfolio in Q3 2025.
  • Independent Franchise Partners opened 4 new positions and closed 0 in Q3 2025.
  • Independent Franchise Partners's portfolio value rose 0.92% quarter-over-quarter to $15.2B.

Based on Independent Franchise Partners's 13F filing for Q3 2025, filed 14 Nov 2025.