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Holdings (Monthly) Guide ↗

Franklin Natural Resources Fund

· Franklin Strategic Series
Monthly Holdings $470M AUM 99 positions Period Jan 2026 Filed Mar 27, 2026 EDGAR ↗ ← All Funds
# Name Ticker Since Shares Value % Port Cat
1 Franklin Institutional U.S. Government Money Market Fund 8611239C3 Jan 2026 19,748,375 $19.7M 4.39% STIV
2 Newmont Corp. 651639106 Jan 2026 172,300 $19.4M 4.30% EC
3 Exxon Mobil Corp. 30231G102 Jan 2026 133,806 $18.9M 4.20% EC
4 Franklin Institutional U.S. Government Money Market Fund 457756500 Jan 2026 18,193,767 $18.2M 4.04% STIV
5 ConocoPhillips 20825C104 Jan 2026 142,200 $14.8M 3.29% EC
6 Barrick Mining Corp. 06849F108 Jan 2026 322,500 $14.8M 3.28% EC
7 Chevron Corp. 166764100 Jan 2026 74,640 $13.2M 2.93% EC
8 BHP Group Ltd. 088606108 Jan 2026 182,400 $12.5M 2.78% EC
9 Agnico Eagle Mines Ltd. 008474108 Jan 2026 57,900 $11.0M 2.44% EC
10 Coterra Energy, Inc. 127097103 Jan 2026 375,300 $10.8M 2.40% EC
11 Freeport-McMoRan, Inc. 35671D857 Jan 2026 158,500 $9.5M 2.12% EC
12 Lundin Mining Corp. 550372106 Jan 2026 368,100 $9.3M 2.06% EC
13 Martin Marietta Materials, Inc. 573284106 Jan 2026 13,100 $8.5M 1.90% EC
14 Corteva, Inc. 22052L104 Jan 2026 115,200 $8.4M 1.86% EC
15 Canadian Natural Resources Ltd. 136385101 Jan 2026 218,700 $8.1M 1.81% EC
16 Linde plc N/A Jan 2026 17,400 $8.0M 1.77% EC
17 Air Products and Chemicals, Inc. 009158106 Jan 2026 28,400 $7.7M 1.72% EC
18 Teck Resources Ltd. 878742204 Jan 2026 138,400 $7.4M 1.65% EC
19 Nutrien Ltd. 67077M108 Jan 2026 103,400 $7.1M 1.58% EC
20 Shell plc 780259305 Jan 2026 91,200 $7.0M 1.56% EC
21 Williams Cos., Inc. (The) 969457100 Jan 2026 103,900 $7.0M 1.55% EC
22 Rio Tinto plc 767204100 Jan 2026 76,500 $7.0M 1.55% EC
23 Phillips 66 718546104 Jan 2026 48,100 $6.9M 1.53% EC
24 Suncor Energy, Inc. 867224107 Jan 2026 129,300 $6.8M 1.52% EC
25 Alamos Gold, Inc. 011532108 Jan 2026 180,800 $6.7M 1.49% EC
26 Targa Resources Corp. 87612G101 Jan 2026 33,200 $6.7M 1.48% EC
27 EOG Resources, Inc. 26875P101 Jan 2026 56,100 $6.3M 1.40% EC
28 Antofagasta plc N/A Jan 2026 126,400 $6.3M 1.39% EC
29 SLB Ltd. 806857108 Jan 2026 127,700 $6.2M 1.37% EC
30 TC Energy Corp. 87807B107 Jan 2026 104,300 $6.1M 1.36% EC
31 Equinox Gold Corp. 29446Y502 Jan 2026 414,700 $5.9M 1.32% EC
32 Kinder Morgan, Inc. 49456B101 Jan 2026 193,500 $5.9M 1.31% EC
33 EQT Corp. 26884L109 Jan 2026 100,000 $5.8M 1.28% EC
34 ERO Copper Corp. 296006109 Jan 2026 166,700 $5.6M 1.24% EC
35 Capstone Copper Corp. 14071L108 Jan 2026 495,300 $5.5M 1.22% EC
36 TechnipFMC plc N/A Jan 2026 92,600 $5.2M 1.15% EC
37 Valero Energy Corp. 91913Y100 Jan 2026 25,900 $4.7M 1.04% EC
38 TotalEnergies SE N/A Jan 2026 63,100 $4.6M 1.01% EC
39 Marathon Petroleum Corp. 56585A102 Jan 2026 23,600 $4.2M 0.92% EC
40 Occidental Petroleum Corp. 674599105 Jan 2026 84,000 $3.8M 0.85% EC
41 T1 Energy, Inc. 35834F104 Jan 2026 449,500 $3.7M 0.83% EC
42 Hudbay Minerals, Inc. 443628102 Jan 2026 158,000 $3.7M 0.83% EC
43 Cameco Corp. 13321L108 Jan 2026 29,700 $3.7M 0.81% EC
44 Cheniere Energy, Inc. 16411R208 Jan 2026 17,300 $3.7M 0.81% EC
45 Baker Hughes Co. 05722G100 Jan 2026 60,100 $3.4M 0.75% EC
46 Liberty Energy, Inc. 53115L104 Jan 2026 134,600 $3.3M 0.74% EC
47 Infinity Natural Resources, Inc. 456941103 Jan 2026 204,900 $3.3M 0.72% EC
48 IperionX Ltd. N/A Jan 2026 649,100 $3.3M 0.72% EC
49 Bunge Global SA N/A Jan 2026 28,400 $3.2M 0.72% EC
50 Vale SA 91912E105 Jan 2026 199,400 $3.2M 0.71% EC
51 Enbridge, Inc. 29250N105 Jan 2026 64,300 $3.1M 0.70% EC
52 Reliance, Inc. 759509102 Jan 2026 9,200 $3.0M 0.67% EC
53 Matador Resources Co. 576485205 Jan 2026 66,700 $3.0M 0.67% EC
54 Ivanhoe Mines Ltd. 46579R104 Jan 2026 232,000 $2.9M 0.65% EC
55 Xylem, Inc. 98419M100 Jan 2026 21,200 $2.9M 0.65% EC
56 Aker BP ASA N/A Jan 2026 91,900 $2.7M 0.60% EC
57 Ovintiv, Inc. 69047Q102 Jan 2026 60,800 $2.6M 0.59% EC
58 GE Vernova, Inc. 36828A101 Jan 2026 3,600 $2.6M 0.58% EC
59 MP Materials Corp. 553368101 Jan 2026 43,500 $2.6M 0.57% EC
60 Anglo American plc N/A Jan 2026 51,516 $2.4M 0.53% EC
61 Permian Resources Corp. 71424F105 Jan 2026 146,500 $2.4M 0.52% EC
62 Packaging Corp. of America 695156109 Jan 2026 10,400 $2.3M 0.51% EC
63 Ball Corp. 058498106 Jan 2026 39,000 $2.2M 0.49% EC
64 South32 Ltd. N/A Jan 2026 685,800 $2.2M 0.48% EC
65 Badger Meter, Inc. 056525108 Jan 2026 14,800 $2.2M 0.48% EC
66 Cadeler A/S 12738K109 Jan 2026 90,424 $2.2M 0.48% EC
67 Glencore plc N/A Jan 2026 313,300 $2.1M 0.47% EC
68 Albemarle Corp. 012653200 Jan 2026 30,800 $2.1M 0.47% EP
69 Crown Holdings, Inc. 228368106 Jan 2026 19,300 $2.0M 0.45% EC
70 Tourmaline Oil Corp. 89156V106 Jan 2026 41,600 $2.0M 0.44% EC
71 Cactus, Inc. 127203107 Jan 2026 34,300 $1.9M 0.43% EC
72 Redwood Materials, Inc. N/A Jan 2026 39,802 $1.9M 0.42% EC
73 Albemarle Corp. 012653101 Jan 2026 10,400 $1.8M 0.39% EC
74 Halliburton Co. 406216101 Jan 2026 52,400 $1.8M 0.39% EC
75 Lindian Resources Ltd. N/A Jan 2026 5,933,452 $1.8M 0.39% EC
76 B2Gold Corp. 11777QAC4 Jan 2026 933,000 $1.6M 0.36% DBT
77 Brazilian Rare Earths Ltd. N/A Jan 2026 581,286 $1.5M 0.34% EC
78 Technip Energies NV N/A Jan 2026 39,199 $1.5M 0.34% EC
79 Solaris Energy Infrastructure, Inc. 83418M103 Jan 2026 25,400 $1.4M 0.31% EC
80 Precision Drilling Corp. 74022D407 Jan 2026 17,200 $1.4M 0.30% EC
81 Aclara Resources, Inc. N/A Jan 2026 510,754 $1.4M 0.30% EC
82 Tamboran Resources Corp. 87507T101 Jan 2026 45,074 $1.3M 0.30% EC
83 Otovo ASA N/A Jan 2026 8,112,864 $1.3M 0.29% EC
84 Trican Well Service Ltd. 895945103 Jan 2026 249,600 $1.3M 0.28% EC
85 New Gold, Inc. 644535106 Jan 2026 125,400 $1.3M 0.28% EC
86 Oil States International, Inc. 678026AK1 Jan 2026 1,200,000 $1.2M 0.27% DBT
87 Ivanhoe Electric, Inc. 46578C108 Jan 2026 71,100 $1.2M 0.27% EC
88 Neo Performance Materials, Inc. N/A Jan 2026 85,000 $1.2M 0.27% EC
89 Oceaneering International, Inc. 675232102 Jan 2026 38,600 $1.2M 0.26% EC
90 Aclara Resources, Inc. 00461M103 Jan 2026 431,100 $1.2M 0.26% EC
91 Select Water Solutions, Inc. 81617J301 Jan 2026 90,100 $1.1M 0.24% EC
92 Neo Performance Materials, Inc. 64046G106 Jan 2026 75,400 $1.1M 0.24% EC
93 Ranger Energy Services, Inc. 75282U104 Jan 2026 67,686 $1.0M 0.23% EC
94 Huntsman Corp. 447011107 Jan 2026 64,100 $694K 0.15% EC
95 Valterra Platinum Ltd. N/A Jan 2026 5,648 $509K 0.11% EC
96 Occidental Petroleum Corp. 674599162 Jan 2026 17,900 $421K 0.09%
97 EURO N/A Jan 2026 53,635 $64K 0.01% STIV
98 Canadian Dollar N/A Jan 2026 75,357 $55K 0.01% STIV
99 Ranger Energy Services, Inc. 75282U104 Jan 2026 1,114 $17K 0.00% EC