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CIK: 0001483866
Total reported value
$15.2B
$15.2B
26 檔
32.1%
As reported in its official Q1 2026 Form 13F filing, Independent Franchise Partners LLP's tracked investment portfolio stood at $15.2B with 26 total positions.
During Q1 2026, Independent Franchise Partners LLP performed routine portfolio adjustments (0 new buys, 15 additions, 11 trims, and 1 full exits), keeping overall allocation balanced.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 9.03% | -0.79% | +2.15% | |
| 2 | SOLV | Solventum CORP | Stock-Healthcare | 7.19% | +0.99% | +2.46% | |
| 3 | LYV | Live Nation Entertainment In | Stock-Comm Services | 6.26% | +0.96% | +2.29% | |
| 4 | KVUE | Kenvue Inc | Stock-Consumer Staples | 5.94% | +0.38% | +2.21% | |
| 5 | TRU | Transunion | Stock-Financials | 5.87% | +0.74% | +32.78% | |
| 6 | AON | Aon plc | Stock-Financials | 5.85% | -0.09% | +22.33% | |
| 7 | ICE | Intercontinental Exchange In | Stock-Financials | 5.45% | -1.21% | +2.55% | |
| 8 | NWSA | News CORP - Class A | Stock-Comm Services | 5.40% | -0.18% | +3.31% | |
| 9 | CRM | Salesforce Inc | Stock-Tech | 5.27% | +0.71% | +650.01% | |
| 10 | IT | Gartner Inc | Stock-Tech | 5.10% | -0.35% | +39.06% | |
| 11 | JNJ | Johnson & Johnson | Stock-Healthcare | 5.08% | -0.01% | -18.73% | |
| 12 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 4.66% | +0.43% | +2.51% | |
| 13 | EBAY | Ebay Inc | Stock-Consumer Disc | 4.31% | -0.98% | -12.60% | |
| 14 | Z | Zillow Group Inc - C | Stock-Comm Services | 3.82% | -0.45% | +20.49% | |
| 15 | FOXA | Fox CORP - Class A | Stock-Comm Services | 3.34% | -0.47% | -16.39% | |
| 16 | EL | Estee Lauder Companies-cl A | Stock-Consumer Staples | 3.33% | -0.77% | -15.42% | |
| 17 | PM | Philip Morris International | Stock-Consumer Staples | 2.96% | +0.10% | -33.03% | |
| 18 | WMG | Warner Music Group Corp-cl A | Stock-Other | 2.33% | -0.02% | -0.47% | |
| 19 | FOX | Fox CORP - Class B | Stock-Comm Services | 1.97% | -0.29% | +2.57% | |
| 20 | NWS | News CORP - Class B | Stock-Comm Services | 1.82% | -0.16% | -0.54% | |
| 21 | WBD | Warner Bros Discovery Inc | Stock-Comm Services | 1.67% | -0.24% | -31.50% | |
| 22 | ZG | Zillow Group Inc - A | Stock-Comm Services | 0.79% | -0.03% | +35.26% | |
| 23 | CTVA | Corteva Inc | Stock-Materials | 0.70% | -0.08% | -88.67% | |
| 24 | RYAN | Ryan Specialty Holdings Inc | Stock-Financials | 0.67% | -0.01% | +33.35% | |
| 25 | TKO | Tko Group Holdings Inc | Stock-Comm Services | 0.65% | -0.08% | -5.81% | |
| 26 | OTIS | Otis Worldwide CORP | Stock-Industrials | 0.54% | +1.88% | -5.81% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CRM | Salesforce Inc | +4.4% | +650.01% | Add |
| 2 | BMY | Bristol-myers Squibb Co | +1.9% | +2.15% | Add |
| 3 | AON | Aon plc | +1.1% | +22.33% | Add |
| 4 | LYV | Live Nation Entertainment In | +1.1% | +2.29% | Add |
| 5 | TRU | Transunion | +0.9% | +32.78% | Add |
| 6 | KVUE | Kenvue Inc | +0.7% | +2.21% | Add |
| 7 | ICE | Intercontinental Exchange In | +0.5% | +2.55% | Add |
| 8 | NWSA | News CORP - Class A | +0.4% | +3.31% | Add |
| 9 | JNJ | Johnson & Johnson | +0.3% | -18.73% | Trim |
| 10 | ABNB | Airbnb Inc-class A | +0.2% | +2.51% | Add |
| 11 | NWS | News CORP - Class B | +0.1% | -0.54% | Trim |
| 12 | EBAY | Ebay Inc | 0% | -12.60% | Trim |
| 13 | TKO | Tko Group Holdings Inc | — | -5.81% | Trim |
| 14 | RYAN | Ryan Specialty Holdings Inc | 0% | +33.35% | Add |
| 15 | OTIS | Otis Worldwide CORP | -0.1% | -5.81% | Trim |
| 16 | ZG | Zillow Group Inc - A | -0.1% | +35.26% | Add |
| 17 | FOX | Fox CORP - Class B | -0.2% | +2.57% | Add |
| 18 | IT | Gartner Inc | -0.2% | +39.06% | Add |
| 19 | WMG | Warner Music Group Corp-cl A | -0.2% | -0.47% | Trim |
| 20 | SOLV | Solventum CORP | -0.6% | +2.46% | Add |
| 21 | WBD | Warner Bros Discovery Inc | -0.7% | -31.50% | Trim |
| 22 | Z | Zillow Group Inc - C | -0.9% | +20.49% | Add |
| 23 | PM | Philip Morris International | -0.9% | -33.03% | Trim |
| 24 | FOXA | Fox CORP - Class A | -1.2% | -16.39% | Trim |
| 25 | EL | Estee Lauder Companies-cl A | -1.9% | -15.42% | Trim |
| 26 | CTVA | Corteva Inc | -3.8% | -88.67% | Trim |
| 27 | RBA | Rb Global Inc | — | EXIT | Sold out |
According to official SEC Form 13F filings, Independent Franchise Partners LLP reported a total U.S. public equity portfolio value of $15.2B across 26 disclosed positions in Q1 2026.
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 BMY, SOLV, LYV) accounted for 32.1% of total reported equity market value during Q1 2026.
Top Position Liquidated / Trimmed
RBA
前期市值: $118.5M
During Q1 2026, Independent Franchise Partners LLP's top holdings by market value included BMY (9.0%)、SOLV (7.2%)、LYV (6.3%). The largest single position, BMY, represented 9.0% of total portfolio value.
In Q1 2026, Independent Franchise Partners LLP made 27 total portfolio adjustments, initiating 0 new buys, adding to 15 positions, trimming 11 holdings, and fully liquidating 1 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.
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