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Portfolio (Quarterly) Guide ↗

FRANKLIN RESOURCES INC

· CIK 0000038777
13F Portfolio $408.3B AUM 14,782 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 239 New 1452 Added 1055 Reduced 208 Exited
Page 15 of 73  ·  1,452 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 NVR NVR INC Consumer Cyclical 12,632.0 $83.2M 0.02% +5K +58.8% $6589.83 -6.5%
282 SBCF SEACOAST BKG CORP FLA Financial Services 2,736,124.0 $82.9M 0.02% +390K +16.6% $30.29 -0.2%
283 RPRX ROYALTY PHARMA PLC Healthcare 1,718,182.0 $82.4M 0.02% +1.0M +153.6% $47.97 +13.6%
284 HURN HURON CONSULTING GROUP INC Industrials 643,147.0 $82.0M 0.02% +33K +5.3% $127.49 -16.1%
285 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 897,336.0 $82.0M 0.02% +838K +1423.6% $91.37 -10.1%
286 GLOBAL PMTS INC 92,736,000.0 $81.9M 0.02% +22.6M +32.2% $0.88
287 TROW PRICE T ROWE GROUP INC Financial Services 902,875.0 $81.4M 0.02% +127K +16.4% $90.14 +14.9%
288 DNTH DIANTHUS THERAPEUTICS INC Healthcare 968,182.0 $81.2M 0.02% +505K +109.2% $83.92 +8.3%
289 JLL JONES LANG LASALLE INC Real Estate 265,258.0 $80.7M 0.02% +133K +100.9% $304.32 -6.1%
290 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 611,264.0 $80.5M 0.02% +79K +14.7% $131.74 +18.7%
291 APA APA CORPORATION Energy 1,891,635.0 $80.3M 0.02% +36K +1.9% $42.44 -13.9%
292 ENB ENBRIDGE INC Energy 1,475,970.0 $80.0M 0.02% +226K +18.1% $54.20 +2.5%
293 AFL AFLAC INC Financial Services 725,624.0 $79.6M 0.02% +148K +25.6% $109.71 +2.7%
294 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 1,093,506.0 $79.5M 0.02% +459K +72.5% $72.69 +10.1%
295 NUE NUCOR CORP Basic Materials 468,673.0 $79.3M 0.02% +185K +65.0% $169.10 +47.4%
296 IESC IES HOLDINGS INC Industrials 165,174.0 $78.7M 0.02% +11K +7.3% $476.47 +46.7%
297 GABC GERMAN AMERN BANCORP INC Financial Services 1,880,546.0 $78.6M 0.02% +51K +2.8% $41.79 +3.9%
298 TCBK TRICO BANCSHARES Financial Services 1,649,900.0 $78.4M 0.02% +13K +0.8% $47.54 +5.8%
299 THC TENET HEALTHCARE CORP Healthcare 414,167.0 $78.2M 0.02% +143K +53.0% $188.71 -8.2%
300 SEIC SEI INVTS CO Financial Services 983,113.0 $77.1M 0.02% +164K +20.1% $78.47 +12.9%
Page 15 of 73  ·  1,452 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 25.1%
Financial Services 13.8%
Healthcare 12.6%
Industrials 10.0%
Consumer Cyclical 9.1%
Communication Services 7.9%
Consumer Defensive 5.8%
Energy 5.4%
Utilities 5.3%
Basic Materials 3.7%