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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 40 of 73  ·  1,452 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 AEO AMERICAN EAGLE OUTFITTERS IN Consumer Cyclical 487,869.0 $8.1M 0.00% +296K +154.5% $16.70 -7.9%
782 SLRC SLR INVESTMENT CORP Financial Services 568,402.0 $8.1M 0.00% +119K +26.5% $14.31 -8.7%
783 RHI ROBERT HALF INC. Industrials 315,454.0 $8.0M 0.00% +81K +34.3% $25.40 +17.7%
784 AIZ ASSURANT INC Financial Services 36,726.0 $8.0M 0.00% +29K +349.4% $217.81 +14.9%
785 BBDC BARINGS BDC INC Financial Services 970,764.0 $8.0M 0.00% +90K +10.2% $8.23 +5.7%
786 ESS ESSEX PPTY TR INC Real Estate 32,312.0 $7.8M 0.00% +7K +30.1% $242.00 +13.1%
787 TEAM ATLASSIAN CORPORATION Technology 113,746.0 $7.8M 0.00% +29K +34.4% $68.25 +57.5%
788 HOLOGIC INC 102,232.0 $7.7M 0.00% +8K +9.1% $75.59
789 CTRE CARETRUST REIT INC Real Estate 210,125.0 $7.7M 0.00% +16K +8.1% $36.65 +11.5%
790 LC LENDINGCLUB ISSUANCE TR SER Financial Services 534,703.0 $7.7M 0.00% +364K +212.4% $14.32 +25.1%
791 GRAL GRAIL INC Healthcare 147,985.0 $7.6M 0.00% +2K +1.3% $51.68 +40.8%
792 MSC INCOME FUND INC 627,133.0 $7.6M 0.00% +209K +50.1% $12.18
793 HTH HILLTOP HLDGS INC Financial Services 211,690.0 $7.6M 0.00% +150K +244.1% $35.82 +5.9%
794 FBP FIRST BANCORP CORPORATION Financial Services 353,739.0 $7.6M 0.00% +182K +106.1% $21.36 +13.0%
795 ESNT ESSENT GROUP LTD Financial Services 128,887.0 $7.5M 0.00% +65K +101.0% $58.44 -0.4%
796 APAM ARTISAN PARTNERS ASSET MGMT Financial Services 203,551.0 $7.4M 0.00% +113K +124.8% $36.39 +3.5%
797 WULF TERAWULF INC Financial Services 510,156.0 $7.4M 0.00% +447K +709.7% $14.43 +74.5%
798 CENX CENTURY ALUM CO Basic Materials 124,816.0 $7.3M 0.00% +77K +163.4% $58.69 +11.7%
799 ING ING GROEP N.V. Financial Services 279,864.0 $7.3M 0.00% +19K +7.2% $26.05 +19.1%
800 CSWC CAPITAL SOUTHWEST CORP Financial Services 329,121.0 $7.3M 0.00% +67K +25.5% $22.12 +4.7%
Page 40 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%