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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 48 of 73  ·  1,452 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 CDLR CADELER A S Industrials 182,596.0 $4.3M 0.00% +33K +22.0% $23.53 +9.9%
942 VICR VICOR CORP Technology 26,591.0 $4.3M 0.00% +16K +163.4% $161.00 +101.7%
943 SPYG SPDR SERIES TRUST 43,698.0 $4.3M 0.00% +6K +17.2% $97.91 +24.2%
944 NTB BANK OF N T BUTTERFIELD & SO Financial Services 81,495.0 $4.3M 0.00% +10K +13.3% $52.48 +7.2%
945 CAKE CHEESECAKE FACTORY INC Consumer Cyclical 77,916.0 $4.3M 0.00% +59K +316.5% $54.75 +20.6%
946 TE T1 ENERGY INC Industrials 971,200.0 $4.3M 0.00% +37K +4.0% $4.39 +137.5%
947 MPB MID PENN BANCORP INC Financial Services 132,295.0 $4.3M 0.00% +1K +0.9% $32.16 +1.7%
948 ASIX ADVANSIX INC Basic Materials 174,324.0 $4.3M 0.00% +157K +897.9% $24.40 -6.8%
949 VRP INVESCO EXCH TRADED FD TR II 177,345.0 $4.3M 0.00% +4K +2.1% $23.98 +1.6%
950 RVTY REVVITY INC Healthcare 48,314.0 $4.2M 0.00% +39K +445.7% $87.61 +16.5%
951 AWR AMER STATES WTR CO Utilities 55,480.0 $4.2M 0.00% +22K +65.1% $75.62 +2.1%
952 UCB UNITED CMNTY BKS BLAIRSVLE G Financial Services 132,111.0 $4.2M 0.00% +101K +328.0% $31.49 +5.1%
953 VSCO VICTORIAS SECRET AND CO Consumer Cyclical 89,710.0 $4.2M 0.00% +1K +1.3% $46.36 +20.2%
954 UVE UNIVERSAL INS HLDGS INC Financial Services 120,992.0 $4.1M 0.00% +78K +180.6% $34.16 +8.5%
955 VAC MARRIOTT VACATIONS WORLDWIDE Consumer Cyclical 63,400.0 $4.1M 0.00% +59K +1465.8% $65.12 +32.5%
956 HRTG HERITAGE INSURANCE HLDGS INC Financial Services 156,321.0 $4.1M 0.00% +65K +71.9% $26.25 -16.4%
957 MICC MAGNUM ICE CREAM CO NV Consumer Defensive 279,150.0 $4.1M 0.00% +18K +6.7% $14.69 +10.9%
958 LAUR LAUREATE ED INC Consumer Defensive 117,602.0 $4.1M 0.00% +21K +21.2% $34.84 -8.0%
959 UPWK UPWORK INC Industrials 373,536.0 $4.1M 0.00% +99K +35.9% $10.96 -18.5%
960 EATON VANCE TAX-MANAGED BUY- 297,695.0 $4.1M 0.00% +4K +1.4% $13.67
Page 48 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%