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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 42 of 73  ·  1,452 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 WTS WATTS WATER TECHNOLOGIES INC Industrials 23,128.0 $6.7M 0.00% +221.0 +1.0% $290.29 +6.7%
822 TEX TEREX CORP NEW Industrials 113,565.0 $6.7M 0.00% +72K +171.5% $59.10 -1.4%
823 SNEX STONEX GROUP INC Financial Services 83,204.0 $6.7M 0.00% +30K +56.9% $80.65 +43.0%
824 MMS MAXIMUS INC Industrials 104,588.0 $6.7M 0.00% +96K +1131.5% $64.10 -1.9%
825 DIOD DIODES INC Technology 97,605.0 $6.7M 0.00% +66K +207.3% $68.26 +55.8%
826 CG CARLYLE GROUP INC Financial Services 137,611.0 $6.7M 0.00% +126K +1042.1% $48.39 -5.5%
827 PBI PITNEY BOWES INC Industrials 598,220.0 $6.6M 0.00% +488K +445.0% $11.05 +44.2%
828 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 98,437.0 $6.6M 0.00% +12K +13.6% $67.07 +29.2%
829 MOOG INC 22,558.0 $6.6M 0.00% +17K +275.1% $292.64
830 TNK TEEKAY TANKERS LTD Energy 89,926.0 $6.6M 0.00% +24K +35.8% $73.32 -3.6%
831 SAH SONIC AUTOMOTIVE INC Consumer Cyclical 95,797.0 $6.6M 0.00% +84K +703.2% $68.57 +20.7%
832 RARE ULTRAGENYX PHARMACEUTICAL IN Healthcare 312,628.0 $6.5M 0.00% +4K +1.1% $20.95 +13.7%
833 SCZ ISHARES TR 83,218.0 $6.5M 0.00% +3K +4.0% $78.41 +10.5%
834 FDS FACTSET RESH SYS INC Financial Services 29,931.0 $6.5M 0.00% +459.0 +1.6% $216.99 +14.5%
835 EFSC ENTERPRISE FINL SVCS CORP Financial Services 119,990.0 $6.5M 0.00% +65K +119.9% $54.11 +12.3%
836 KSS KOHLS CORP Consumer Cyclical 503,064.0 $6.5M 0.00% +383K +319.1% $12.90 +11.2%
837 FIVE FIVE BELOW INC Consumer Cyclical 28,327.0 $6.5M 0.00% +17K +148.2% $228.48 -1.7%
838 EPD ENTERPRISE PRODS PARTNERS L Energy 170,776.0 $6.5M 0.00% +10K +6.2% $37.84 -2.7%
839 NMRK NEWMARK GROUP INC Real Estate 430,594.0 $6.5M 0.00% +39K +9.9% $14.99 -6.3%
840 ITOT ISHARES TR 44,918.0 $6.4M 0.00% +2K +4.8% $142.43 +16.1%
Page 42 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%