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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 60 of 73  ·  1,452 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1181 ROCK GIBRALTAR INDS INC Industrials 35,501.0 $1.4M +6K +18.7% $39.87 -2.6%
1182 BTI BRITISH AMERN TOB PLC Consumer Defensive 24,166.0 $1.4M +789.0 +3.4% $58.47 +5.9%
1183 SII SPROTT INC Financial Services 9,896.0 $1.4M +5K +100.9% $142.73 -8.4%
1184 FLQM FRANKLIN TEMPLETON ETF TR 25,423.0 $1.4M +1K +4.8% $54.93 +4.2%
1185 CBL CBL & ASSOC PPTYS INC Real Estate 36,302.0 $1.4M +9K +34.9% $38.43 +25.1%
1186 MTW MANITOWOC CO INC Industrials 119,660.0 $1.4M +97K +418.2% $11.65 +2.3%
1187 EXPO EXPONENT INC Industrials 21,262.0 $1.4M +16K +269.5% $65.25 -10.6%
1188 PBYI PUMA BIOTECHNOLOGY INC Healthcare 215,391.0 $1.4M +33K +17.9% $6.39 +11.9%
1189 SMPL SIMPLY GOOD FOODS CO Consumer Defensive 95,693.0 $1.4M +34K +56.0% $14.35 -18.4%
1190 BBSI BARRETT BUSINESS SVCS INC Industrials 46,623.0 $1.4M +3K +7.2% $29.18 +10.7%
1191 CRSP CRISPR THERAPEUTICS AG Healthcare 28,381.0 $1.4M +4K +15.6% $47.57 +14.9%
1192 EBS EMERGENT BIOSOLUTIONS INC Healthcare 161,943.0 $1.3M +83K +105.1% $8.30 +11.8%
1193 KW KENNEDY-WILSON HOLDINGS INC Real Estate 122,619.0 $1.3M +670.0 +0.6% $10.82 +1.8%
1194 MGNI MAGNITE INC Communication Services 109,583.0 $1.3M +613.0 +0.6% $11.88 +23.6%
1195 HTBK HERITAGE COMM CORP Financial Services 102,123.0 $1.3M +6K +6.0% $12.48 +7.8%
1196 AOSL ALPHA & OMEGA SEMICONDUCTOR Technology 56,334.0 $1.2M +36K +177.8% $22.16 +106.9%
1197 TNC TENNANT CO Industrials 18,607.0 $1.2M +10K +122.5% $66.40 +30.9%
1198 SMBK SMARTFINANCIAL INC Financial Services 31,368.0 $1.2M +15K +92.8% $39.08 +6.8%
1199 ICL ICL GROUP LTD Basic Materials 237,365.0 $1.2M +86K +56.7% $5.13 +30.4%
1200 AZZ AZZ INC Industrials 9,721.0 $1.2M +255.0 +2.7% $125.13 +9.1%
Page 60 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%