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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 67 of 73  ·  1,452 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1321 ESRT EMPIRE ST RLTY TR INC Real Estate 103,713.0 $539K +20K +23.5% $5.20 +10.3%
1322 RWT REDWOOD TRUST INC Real Estate 96,119.0 $539K +15K +19.1% $5.61 -4.2%
1323 BWB BRIDGEWATER BANCSHARES INC Financial Services 29,145.0 $516K +16K +126.6% $17.70 +6.4%
1324 BVS BIOVENTUS INC Healthcare 55,901.0 $510K +768.0 +1.4% $9.13 -3.0%
1325 NUVB NUVATION BIO INC Healthcare 118,593.0 $509K +118K +10000.0% $4.29 +9.2%
1326 CMCL CALEDONIA MNG CORP Basic Materials 22,173.0 $501K +6K +40.0% $22.59 +6.0%
1327 COTY COTY INC Consumer Defensive 247,969.0 $498K +237K +2123.3% $2.01 +11.9%
1328 CTKB CYTEK BIOSCIENCES INC Healthcare 113,973.0 $498K +104K +1000.4% $4.37 -5.1%
1329 KRNY KEARNY FINL CORP MD Financial Services 65,354.0 $493K +25K +61.3% $7.55 +8.0%
1330 ONB OLD NATL BANCORP IND Financial Services 21,994.0 $486K +218.0 +1.0% $22.10 +8.8%
1331 ALRM ALARM COM HLDGS INC Technology 11,216.0 $484K +2K +21.0% $43.19 +2.3%
1332 NATWEST GROUP PLC 32,448.0 $483K +2K +6.6% $14.90
1333 ODC OIL DRI CORP AMER Basic Materials 7,404.0 $482K +156.0 +2.1% $65.09 +21.0%
1334 TAK TAKEDA PHARMACEUTICAL CO LTD Healthcare 26,017.0 $482K +9K +49.4% $18.52 -12.7%
1335 MYGN MYRIAD GENETICS INC Healthcare 106,283.0 $478K +3K +2.8% $4.50 -6.4%
1336 FC FRANKLIN COVEY CO Industrials 29,122.0 $460K +9K +44.1% $15.79 +53.3%
1337 MRTN MARTEN TRANS LTD Industrials 34,955.0 $459K +8K +28.2% $13.13 +33.0%
1338 APLS APELLIS PHARMACEUTICALS INC Healthcare 11,380.0 $458K +76.0 +0.7% $40.23 +2.0%
1339 COMP COMPASS INC Technology 62,272.0 $455K +839.0 +1.4% $7.31 +13.3%
1340 CNS COHEN & STEERS INC Financial Services 7,232.0 $452K +1K +16.5% $62.55 +11.1%
Page 67 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%