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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 62 of 73  ·  1,452 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1221 IGIC INTL GNRL INSURANCE HLDNGS L Financial Services 45,740.0 $1.1M +3K +5.9% $24.23 +0.8%
1222 BLND BLEND LABS INC Technology 645,906.0 $1.1M +94K +17.0% $1.70 +1.0%
1223 IJJ ISHARES TR 7,993.0 $1.1M +2K +26.6% $132.50 +7.6%
1224 JBI JANUS INTERNATIONAL GROUP IN Industrials 204,413.0 $1.1M +26K +14.6% $5.15 +5.6%
1225 DMXF ISHARES TR 13,941.0 $1.1M +5K +53.8% $75.45 +10.8%
1226 ALX ALEXANDERS INC Real Estate 4,424.0 $1.0M +3K +184.9% $236.20 +5.2%
1227 JJSF J & J SNACK FOODS CORP Consumer Defensive 13,026.0 $1.0M +3K +26.0% $79.27 -3.0%
1228 MUFG MITSUBISHI UFJ FINANCIAL GRO Financial Services 60,432.0 $1.0M +4K +7.8% $16.97 +10.6%
1229 SMG SCOTTS MIRACLE-GRO CO Basic Materials 16,736.0 $1.0M +985.0 +6.2% $60.81 -3.9%
1230 CIG CIA ENERGETICA DE MINAS GERA Utilities 420,008.0 $1.0M +147K +54.0% $2.39 -10.7%
1231 XAR SPDR SERIES TRUST 3,919.0 $995K +787.0 +25.1% $253.98 +11.0%
1232 SXC SUNCOKE ENERGY INC Energy 152,722.0 $994K +21K +16.1% $6.51 +38.2%
1233 FMNB FARMERS NATIONAL BANC CORP Financial Services 74,662.0 $983K +50K +199.1% $13.16 +8.4%
1234 CDRE CADRE HLDGS INC Industrials 31,864.0 $978K +11K +53.3% $30.68 +1.5%
1235 FMBH FIRST MID BANCSHARES INC Financial Services 23,634.0 $973K +10K +79.4% $41.19 +7.4%
1236 RPD RAPID7 INC Technology 176,666.0 $973K +18K +11.1% $5.51 +42.8%
1237 BILL BILL HOLDINGS INC Technology 25,299.0 $969K +10K +69.5% $38.30 -6.1%
1238 FMC FMC CORP Basic Materials 55,616.0 $958K +9K +18.7% $17.22 -20.2%
1239 FISI FINANCIAL INSTITUTIONS INC Financial Services 30,108.0 $955K +13K +78.8% $31.71 +13.7%
1240 PGNY PROGYNY INC Healthcare 56,061.0 $952K +6K +12.7% $16.98 +50.3%
Page 62 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%