13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001483866
Total reported value
$15.2B
$15.2B
25 檔
31.6%
The Q2 2025 SEC filing reveals that Independent Franchise Partners LLP held a total portfolio value of $15.2B, covering 25 public equity positions.
In Q2 2025, Independent Franchise Partners LLP adopted a defensive or profit-taking posture, trimming 20 positions and completely liquidating 0 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ICE | Intercontinental Exchange In | Stock-Financials | 7.45% | -1.21% | -1.41% | |
| 2 | CTVA | Corteva Inc | Stock-Materials | 6.64% | -0.08% | -20.20% | |
| 3 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 6.46% | -0.79% | +20.60% | |
| 4 | NWSA | News CORP - Class A | Stock-Comm Services | 5.77% | -0.18% | +7.29% | |
| 5 | LYV | Live Nation Entertainment In | Stock-Comm Services | 5.68% | +0.96% | -1.02% | |
| 6 | JNJ | Johnson & Johnson | Stock-Healthcare | 5.33% | -0.01% | -1.10% | |
| 7 | ORCL | Oracle CORP | Stock-Tech | 5.19% | — | -15.01% | |
| 8 | Z | Zillow Group Inc - C | Stock-Comm Services | 5.14% | -0.45% | -1.02% | |
| 9 | SOLV | Solventum CORP | Stock-Healthcare | 5.12% | +0.99% | +74.22% | |
| 10 | PM | Philip Morris International | Stock-Consumer Staples | 4.62% | +0.10% | -12.37% | |
| 11 | KVUE | Kenvue Inc | Stock-Consumer Staples | 4.35% | +0.38% | +233.36% | |
| 12 | EL | Estee Lauder Companies-cl A | Stock-Consumer Staples | 4.24% | -0.77% | -1.06% | |
| 13 | RBA | Rb Global Inc | Stock-Industrials | 4.03% | — | -0.83% | |
| 14 | EBAY | Ebay Inc | Stock-Consumer Disc | 4.02% | -0.98% | -30.59% | |
| 15 | FOXA | Fox CORP - Class A | Stock-Comm Services | 4.00% | -0.47% | -16.70% | |
| 16 | TKO | Tko Group Holdings Inc | Stock-Comm Services | 3.81% | -0.08% | -1.01% | |
| 17 | EA | Electronic Arts Inc | Stock-Comm Services | 3.63% | — | -13.45% | |
| 18 | AON | Aon plc | Stock-Financials | 3.51% | -0.09% | -6.46% | |
| 19 | TRU | Transunion | Stock-Financials | 2.72% | +0.74% | +119.55% | |
| 20 | WMG | Warner Music Group Corp-cl A | Stock-Other | 2.41% | -0.02% | -0.74% | |
| 21 | NWS | News CORP - Class B | Stock-Comm Services | 2.15% | -0.16% | -3.13% | |
| 22 | FOX | Fox CORP - Class B | Stock-Comm Services | 1.79% | -0.29% | -1.00% | |
| 23 | WBD | Warner Bros Discovery Inc | Stock-Comm Services | 0.99% | -0.24% | -0.23% | |
| 24 | ZG | Zillow Group Inc - A | Stock-Comm Services | 0.93% | -0.03% | -1.06% | |
| 25 | RTO | Rentokil Initial Plc-sp Adr | Stock-Other | 0.02% | — | -39.19% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | KVUE | Kenvue Inc | +2.8% | +233.36% | Add |
| 2 | SOLV | Solventum CORP | +2% | +74.22% | Add |
| 3 | TRU | Transunion | +1.5% | +119.55% | Add |
| 4 | ORCL | Oracle CORP | +1% | -15.01% | Trim |
| 5 | NWSA | News CORP - Class A | +0.5% | +7.29% | Add |
| 6 | EL | Estee Lauder Companies-cl A | +0.5% | -1.06% | Trim |
| 7 | LYV | Live Nation Entertainment In | +0.4% | -1.02% | Trim |
| 8 | TKO | Tko Group Holdings Inc | +0.4% | -1.01% | Trim |
| 9 | NWS | News CORP - Class B | 0% | -3.13% | Trim |
| 10 | WBD | Warner Bros Discovery Inc | 0% | -0.23% | Trim |
| 11 | RTO | Rentokil Initial Plc-sp Adr | 0% | -39.19% | Trim |
| 12 | ZG | Zillow Group Inc - A | -0.1% | -1.06% | Trim |
| 13 | RBA | Rb Global Inc | -0.1% | -0.83% | Trim |
| 14 | ICE | Intercontinental Exchange In | -0.2% | -1.41% | Trim |
| 15 | FOX | Fox CORP - Class B | -0.2% | -1.00% | Trim |
| 16 | Z | Zillow Group Inc - C | -0.3% | -1.02% | Trim |
| 17 | PM | Philip Morris International | -0.3% | -12.37% | Trim |
| 18 | EA | Electronic Arts Inc | -0.4% | -13.45% | Trim |
| 19 | WMG | Warner Music Group Corp-cl A | -0.6% | -0.74% | Trim |
| 20 | CTVA | Corteva Inc | -0.9% | -20.20% | Trim |
| 21 | JNJ | Johnson & Johnson | -0.9% | -1.10% | Trim |
| 22 | AON | Aon plc | -1% | -6.46% | Trim |
| 23 | BMY | Bristol-myers Squibb Co | -1.1% | +20.60% | Add |
| 24 | FOXA | Fox CORP - Class A | -1.2% | -16.70% | Trim |
| 25 | EBAY | Ebay Inc | -1.6% | -30.59% | Trim |
According to official SEC Form 13F filings, Independent Franchise Partners LLP reported a total U.S. public equity portfolio value of $15.2B across 25 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including ICE, CTVA, BMY) accounted for 31.6% of total reported equity market value during Q2 2025.
Top Position Liquidated / Trimmed
ICE
前期市值: $1.1B
During Q2 2025, Independent Franchise Partners LLP's top holdings by market value included ICE (7.5%)、CTVA (6.6%)、BMY (6.5%). The largest single position, ICE, represented 7.5% of total portfolio value.
In Q2 2025, Independent Franchise Partners LLP made 25 total portfolio adjustments, initiating 0 new buys, adding to 5 positions, trimming 20 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.