Not yet filed. No Q3 2026 Form 13F from Independent Franchise Partners has been detected on SEC EDGAR yet. The deadline for the quarter ended Sep 30, 2026 is Monday, Nov 16, 2026.
From the fund's 2026 Q2 Form 13F (filed Aug 13, 2026) — the latest quarter fully processed on this site.
| Stock | Shares | Portfolio weight |
|---|---|---|
| BMY · BRISTOL MYERS SQUIBB CO | 21,792,841 | 8.24% |
| SOLV · Solventum Corp | 16,170,038 | 8.18% |
| LYV · Live Nation Entertainment, Inc. | 6,013,439 | 7.22% |
| TRU · TransUnion | 13,976,652 | 6.61% |
| KVUE · Kenvue Inc. | 50,427,994 | 6.32% |
| CRM · Salesforce, Inc. | 5,818,837 | 5.98% |
| AON · Aon plc | 2,646,943 | 5.76% |
| NWSA · NEWS CORP | 32,074,535 | 5.22% |
| ABNB · Airbnb, Inc. | 5,423,764 | 5.09% |
| JNJ · JOHNSON & JOHNSON | 3,043,186 | 5.07% |
Largest increase 2026 Q1 → 2026 Q2: OTIS (+414.0% of shares). Largest trim 2026 Q1 → 2026 Q2: EBAY (-32.9% of shares).
Full record: Independent Franchise Partners fund page · manager profile & 13F-clone record · Q3 2026 season tracker.
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