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Holdings (Monthly) Guide ↗

Franklin Mutual U.S. Mid Cap Value Fund

· Franklin Value Investors Trust
Monthly Holdings $761M AUM 57 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 457756500 Jan 2026 42,011,350 $42.0M 5.52% STIV
2 Dover Corp. 260003108 Jan 2026 122,613 $24.7M 3.25% EC
3 Hartford Insurance Group, Inc. (The) 416515104 Jan 2026 173,425 $23.4M 3.08% EC
4 Brixmor Property Group, Inc. 11120U105 Jan 2026 872,045 $23.4M 3.07% EC
5 PNC Financial Services Group, Inc. (The) 693475105 Jan 2026 102,318 $22.8M 3.00% EC
6 Evergy, Inc. 30034W106 Jan 2026 274,766 $21.1M 2.77% EC
7 Citizens Financial Group, Inc. 174610105 Jan 2026 333,800 $21.0M 2.76% EC
8 Entergy Corp. 29364G103 Jan 2026 208,125 $20.0M 2.62% EC
9 Reliance, Inc. 759509102 Jan 2026 60,420 $19.9M 2.62% EC
10 PPL Corp. 69351T106 Jan 2026 533,153 $19.3M 2.54% EC
11 SLB Ltd. 806857108 Jan 2026 385,350 $18.6M 2.45% EC
12 Dollar General Corp. 256677105 Jan 2026 129,894 $18.6M 2.45% EC
13 NXP Semiconductors NV N/A Jan 2026 76,841 $17.4M 2.29% EC
14 EOG Resources, Inc. 26875P101 Jan 2026 149,016 $16.7M 2.20% EC
15 Ferguson Enterprises, Inc. 31488V107 Jan 2026 65,245 $16.5M 2.17% EC
16 Estee Lauder Cos., Inc. (The) 518439104 Jan 2026 139,482 $16.1M 2.11% EC
17 AerCap Holdings NV N/A Jan 2026 107,606 $15.5M 2.03% EC
18 Flex Ltd. N/A Jan 2026 234,018 $14.8M 1.94% EC
19 Johnson Controls International plc N/A Jan 2026 123,571 $14.7M 1.94% EC
20 Ulta Beauty, Inc. 90384S303 Jan 2026 22,706 $14.7M 1.93% EC
21 SS&C Technologies Holdings, Inc. 78467J100 Jan 2026 175,961 $14.4M 1.89% EC
22 PPG Industries, Inc. 693506107 Jan 2026 119,069 $13.8M 1.81% EC
23 Zimmer Biomet Holdings, Inc. 98956P102 Jan 2026 155,839 $13.6M 1.78% EC
24 Gap, Inc. (The) 364760108 Jan 2026 478,897 $13.4M 1.76% EC
25 Haleon plc 405552100 Jan 2026 1,264,826 $13.2M 1.74% EC
26 Valmont Industries, Inc. 920253101 Jan 2026 29,010 $12.9M 1.70% EC
27 Envista Holdings Corp. 29415F104 Jan 2026 548,061 $12.9M 1.69% EC
28 KBR, Inc. 48242W106 Jan 2026 284,719 $12.2M 1.60% EC
29 Gates Industrial Corp. plc N/A Jan 2026 521,097 $12.0M 1.58% EC
30 Amdocs Ltd. N/A Jan 2026 143,062 $11.7M 1.54% EC
31 International Paper Co. 460146103 Jan 2026 289,107 $11.7M 1.53% EC
32 Raymond James Financial, Inc. 754730109 Jan 2026 70,186 $11.6M 1.53% EC
33 Gen Digital, Inc. 668771108 Jan 2026 484,745 $11.6M 1.53% EC
34 CBRE Group, Inc. 12504L109 Jan 2026 67,763 $11.5M 1.52% EC
35 EastGroup Properties, Inc. 277276101 Jan 2026 61,173 $11.1M 1.46% EC
36 CNH Industrial NV N/A Jan 2026 984,578 $10.6M 1.39% EC
37 Apollo Global Management, Inc. 03769M106 Jan 2026 76,930 $10.4M 1.36% EC
38 United Rentals, Inc. 911363109 Jan 2026 13,222 $10.3M 1.36% EC
39 Bio-Rad Laboratories, Inc. 090572207 Jan 2026 34,514 $10.1M 1.33% EC
40 Capital One Financial Corp. 14040H105 Jan 2026 45,173 $9.9M 1.30% EC
41 Dick's Sporting Goods, Inc. 253393102 Jan 2026 48,720 $9.8M 1.29% EC
42 Boyd Gaming Corp. 103304101 Jan 2026 115,128 $9.7M 1.28% EC
43 Everest Group Ltd. N/A Jan 2026 28,917 $9.6M 1.26% EC
44 Williams Cos., Inc. (The) 969457100 Jan 2026 135,904 $9.1M 1.20% EC
45 Cooper Cos., Inc. (The) 216648501 Jan 2026 111,703 $9.1M 1.20% EC
46 Voya Financial, Inc. 929089100 Jan 2026 117,603 $9.0M 1.19% EC
47 Colgate-Palmolive Co. 194162103 Jan 2026 92,410 $8.3M 1.10% EC
48 Cencora, Inc. 03073E105 Jan 2026 21,967 $7.9M 1.04% EC
49 AECOM 00766T100 Jan 2026 74,554 $7.2M 0.95% EC
50 Baker Hughes Co. 05722G100 Jan 2026 120,227 $6.7M 0.89% EC
51 SBA Communications Corp. 78410G104 Jan 2026 35,641 $6.6M 0.86% EC
52 Aptiv plc N/A Jan 2026 63,896 $4.8M 0.64% EC
53 Fiserv, Inc. 337738108 Jan 2026 72,265 $4.6M 0.61% EC
54 Lamar Advertising Co. 512816109 Jan 2026 29,852 $3.8M 0.50% EC
55 Kroger Co. (The) 501044101 Jan 2026 60,844 $3.8M 0.50% EC
56 DR Horton, Inc. 23331A109 Jan 2026 23,470 $3.5M 0.46% EC
57 US Foods Holding Corp. 912008109 Jan 2026 38,655 $3.2M 0.43% EC