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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 40 of 53  ·  1,055 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 XLV SELECT SECTOR SPDR TR 4,452.0 $653K -25K -84.9% $146.61 +2.9%
782 FLCH FRANKLIN TEMPLETON ETF TR 28,990.0 $649K -127K -81.4% $22.39 -1.9%
783 FIVN FIVE9 INC Technology 42,734.0 $648K -14K -24.1% $15.17 +50.5%
784 WAY WAYSTAR HLDG CORP Technology 26,834.0 $647K -430K -94.1% $24.11 -20.9%
785 SRCE 1ST SOURCE CORP Financial Services 9,325.0 $645K -3K -25.4% $69.21 +6.3%
786 WLDN WILLDAN GROUP INC Industrials 8,380.0 $642K -2K -20.8% $76.56 +21.5%
787 PLUS EPLUS INC Technology 8,522.0 $641K -4K -30.5% $75.25 +17.8%
788 JBGS JBG SMITH PPTYS Real Estate 43,518.0 $636K -2K -5.1% $14.61 +1.2%
789 CLSK CLEANSPARK INC Technology 74,072.0 $630K -41K -35.8% $8.51 +113.2%
790 GBCI GLACIER BANCORP INC NEW Financial Services 14,081.0 $629K -708.0 -4.8% $44.67 +6.9%
791 NOK NOKIA CORP Technology 78,136.0 $628K -252K -76.3% $8.04 +90.0%
792 CBU COMMUNITY FINANCIAL SYSTEM I Financial Services 10,705.0 $628K -2K -14.7% $58.65 +9.6%
793 ARW ARROW ELECTRS INC Technology 4,296.0 $616K -1K -24.9% $143.41 +50.6%
794 AFRM AFFIRM HLDGS INC Technology 13,339.0 $611K -1.4M -99.0% $45.82 +59.3%
795 KB KB FINL GROUP INC Financial Services 6,052.0 $604K -2K -23.6% $99.73 +1.3%
796 PRCH PORCH GROUP INC Technology 84,034.0 $603K -8K -9.1% $7.17 +44.2%
797 NFBK NORTHFIELD BANCORP INC DEL Financial Services 43,764.0 $593K -4K -8.5% $13.54 +5.3%
798 MVST MICROVAST HOLDINGS INC Industrials 394,664.0 $592K -181K -31.4% $1.50 +6.7%
799 ASTRANA HEALTH INC 24,073.0 $590K -11K -31.7% $24.52
800 ALGN ALIGN TECHNOLOGY INC Healthcare 3,382.0 $580K -348.0 -9.3% $171.43 +1.1%
Page 40 of 53  ·  1,055 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%