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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 35 of 73  ·  1,452 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 MTUM ISHARES TR 52,689.0 $12.6M 0.00% +14K +36.3% $239.99 +31.6%
682 FEDERATED HERMES INC 222,164.0 $12.6M 0.00% +193K +671.0% $56.71
683 VGK VANGUARD INTL EQUITY INDEX F 152,767.0 $12.6M 0.00% +3K +2.2% $82.43 +8.0%
684 HYG ISHARES TR 157,867.0 $12.6M 0.00% +52K +49.1% $79.56 +0.9%
685 ABCB AMERIS BANCORP Financial Services 160,686.0 $12.5M 0.00% +152K +1718.3% $77.99 +8.1%
686 MDU MDU RES GROUP INC Industrials 590,225.0 $12.2M 0.00% +580K +5437.9% $20.72 +1.7%
687 SF STIFEL FINL CORP Financial Services 164,005.0 $12.1M 0.00% +130K +382.2% $73.92 -5.1%
688 VC VISTEON CORP Consumer Cyclical 133,054.0 $12.1M 0.00% +105K +371.9% $91.11 +29.8%
689 CNX CNX RES CORP Energy 312,842.0 $12.1M 0.00% +278K +787.2% $38.55 -12.6%
690 IAC IAC INC Technology 300,563.0 $12.0M 0.00% +294K +4567.9% $40.03 +12.1%
691 CORPAY INC 41,199.0 $12.0M 0.00% +23K +121.1% $290.99
692 CATY CATHAY GEN BANCORP Financial Services 239,622.0 $11.9M 0.00% +151K +171.7% $49.86 +15.6%
693 IGSB ISHARES TR 226,058.0 $11.9M 0.00% +20K +9.9% $52.56 -0.0%
694 UNFI UNITED NAT FOODS INC Consumer Defensive 261,456.0 $11.8M 0.00% +163K +166.8% $45.06 +14.1%
695 INSW INTERNATIONAL SEAWAYS INC Energy 160,912.0 $11.7M 0.00% +114K +244.0% $72.88 +5.9%
696 AYI ACUITY INC Industrials 41,121.0 $11.5M 0.00% +27K +186.4% $280.22 +8.9%
697 SON SONOCO PRODS CO Consumer Cyclical 212,310.0 $11.5M 0.00% +163K +326.3% $54.09 -10.0%
698 JXN JACKSON FINANCIAL INC Financial Services 108,548.0 $11.5M 0.00% +9K +8.7% $105.72 -2.5%
699 FLIN FRANKLIN TEMPLETON ETF TR 343,255.0 $11.4M 0.00% +125K +57.3% $33.22 +5.1%
700 BUNGE GLOBAL SA 89,175.0 $11.3M 0.00% +16K +22.5% $127.20
Page 35 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%