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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 28 of 73  ·  1,452 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 BKLN INVESCO EXCH TRADED FD TR II 1,135,339.0 $23.2M 0.01% +109K +10.7% $20.41 +0.3%
542 KGS KODIAK GAS SVCS INC Energy 395,283.0 $23.1M 0.01% +366K +1229.6% $58.32 +14.6%
543 SKYW SKYWEST INC Industrials 250,603.0 $23.0M 0.01% +147K +142.4% $91.83 -6.7%
544 ALSN ALLISON TRANSMISSION HLDGS I Consumer Cyclical 195,226.0 $22.9M 0.01% +58K +42.7% $117.06 -3.0%
545 SCI SERVICE CORP INTL Consumer Cyclical 275,007.0 $22.7M 0.01% +244K +778.2% $82.51 -8.9%
546 TPL TEXAS PACIFIC LAND CORPORATI Energy 47,781.0 $22.7M 0.01% +2K +3.2% $474.56 -17.2%
547 DOX AMDOCS LTD Technology 347,216.0 $22.7M 0.01% +100K +40.6% $65.26 -3.5%
548 BELFB BEL FUSE INC Technology 114,353.0 $22.6M 0.01% +102K +829.6% $197.98 +38.7%
549 JOYY JOYY INC Communication Services 382,934.0 $22.4M 0.01% +301K +370.1% $58.39 +15.5%
550 BWA BORGWARNER INC Consumer Cyclical 411,708.0 $22.3M 0.01% +212K +106.6% $54.26 +32.4%
551 SEI SOLARIS ENERGY INFRAS INC Energy 395,111.0 $22.3M 0.01% +339K +604.1% $56.51 +23.1%
552 TOL TOLL BROTHERS INC Consumer Cyclical 163,318.0 $22.3M 0.01% +125K +321.7% $136.47 +1.5%
553 ADT ADT INC DEL Industrials 3,382,802.0 $22.2M 0.01% +530K +18.6% $6.57 +2.1%
554 MIAMI INTL HLDGS INC 568,174.0 $22.1M 0.01% +141K +33.0% $38.92
555 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 732,290.0 $22.1M 0.01% +715K +4172.4% $30.12 +17.3%
556 ALH ALLIANCE LAUNDRY HLDGS INC Consumer Cyclical 1,062,746.0 $22.0M 0.01% +562K +112.4% $20.74 +21.7%
557 CRC CALIFORNIA RES CORP Energy 317,615.0 $22.0M 0.01% +260K +454.8% $69.22 -14.3%
558 WASH WASHINGTON TR BANCORP INC Financial Services 655,867.0 $21.9M 0.01% +22K +3.4% $33.46 -2.7%
559 GDS GDS HLDGS LTD Technology 542,813.0 $21.9M 0.01% +100K +22.6% $40.29 -12.0%
560 FNV FRANCO NEV CORP Basic Materials 88,157.0 $21.8M 0.01% +5K +5.8% $247.66 -6.8%
Page 28 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%