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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 50 of 73  ·  1,452 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 RWAY RUNWAY GROWTH FINANCE CORP Financial Services 539,750.0 $3.7M 0.00% +35K +7.0% $6.87 -5.5%
982 KE KIMBALL ELECTRONICS INC Industrials 156,407.0 $3.7M 0.00% +99K +171.5% $23.69 +10.3%
983 IPI INTREPID POTASH INC Basic Materials 86,511.0 $3.7M 0.00% +62K +249.4% $42.77 -7.8%
984 TVTX TRAVERE THERAPEUTICS INC Healthcare 124,192.0 $3.7M 0.00% +30K +32.5% $29.71 +59.9%
985 NWBI NORTHWEST BANCSHARES INC Financial Services 288,018.0 $3.7M 0.00% +207K +256.0% $12.69 +11.8%
986 SMBC SOUTHERN MO BANCORP INC Financial Services 56,777.0 $3.6M 0.00% +24K +71.4% $63.94 +8.5%
987 AXGN AXOGEN INC Healthcare 108,957.0 $3.6M 0.00% +28K +33.8% $33.13 +19.8%
988 DPZ DOMINOS PIZZA INC Consumer Cyclical 10,042.0 $3.6M 0.00% +1K +15.9% $358.79 -13.7%
989 TCMD TACTILE SYS TECHNOLOGY INC Healthcare 136,912.0 $3.6M 0.00% +91K +197.1% $26.13 -3.7%
990 IAG IAMGOLD CORP Basic Materials 189,492.0 $3.6M 0.00% +157K +492.0% $18.81 -5.0%
991 WNC WABASH NATL CORP Industrials 411,346.0 $3.5M 0.00% +379K +1161.6% $8.62 -7.3%
992 EZU ISHARES INC 56,008.0 $3.5M 0.00% +24K +74.2% $62.64 +10.2%
993 FRME FIRST MERCHANTS CORP Financial Services 89,763.0 $3.5M 0.00% +34K +61.2% $38.73 +4.6%
994 WERN WERNER ENTERPRISES INC Industrials 117,973.0 $3.5M 0.00% +109K +1157.8% $29.41 +41.8%
995 CCB COASTAL FINL CORP WA Financial Services 45,587.0 $3.5M 0.00% +11K +31.4% $76.10 -7.9%
996 BIPC BROOKFIELD INFRASTRUCTURE CO Utilities 87,540.0 $3.5M 0.00% +12K +15.6% $39.52 +4.9%
997 SMP STANDARD MTR PRODS INC Consumer Cyclical 99,517.0 $3.5M 0.00% +85K +574.9% $34.74 +14.6%
998 TDOC TELADOC HEALTH INC Healthcare 627,417.0 $3.4M 0.00% +161K +34.5% $5.45 +44.1%
999 VAL VALARIS LTD Energy 34,836.0 $3.4M 0.00% +7K +23.6% $98.04 -5.9%
1000 OUTFRONT MEDIA INC 128,364.0 $3.4M 0.00% +5K +3.6% $26.50
Page 50 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%