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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 110 of 158  ·  3,148 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2181 SXC SUNCOKE ENERGY INC Energy 152,722.0 $994K +21K +16.1% $6.51 +38.4%
2182 BGS B & G FOODS INC Consumer Defensive 205,102.0 $987K NEW $4.81 -15.0%
2183 FMNB FARMERS NATIONAL BANC CORP Financial Services 74,662.0 $983K +50K +199.1% $13.16 +7.8%
2184 COLM COLUMBIA SPORTSWEAR CO Consumer Cyclical 17,905.0 $981K -165.0 -0.9% $54.81 +20.7%
2185 CDRE CADRE HLDGS INC Industrials 31,864.0 $978K +11K +53.3% $30.68 +1.5%
2186 FMBH FIRST MID BANCSHARES INC Financial Services 23,634.0 $973K +10K +79.4% $41.19 +6.9%
2187 RPD RAPID7 INC Technology 176,666.0 $973K +18K +11.1% $5.51 +52.1%
2188 XPO XPO INC Industrials 4,991.0 $971K NEW $194.55 +10.0%
2189 ITT ITT INC Industrials 5,089.0 $970K $190.53 +2.3%
2190 BILL BILL HOLDINGS INC Technology 25,299.0 $969K +10K +69.5% $38.30 -3.3%
2191 IWS ISHARES TR 6,648.0 $969K -82.0 -1.2% $145.74 +10.0%
2192 PRGS PROGRESS SOFTWARE CORP Technology 37,759.0 $969K -3K -7.3% $25.65 +28.0%
2193 FBIZ FIRST BUSINESS FINL SVCS INC Financial Services 17,867.0 $964K -230.0 -1.3% $53.93 +6.7%
2194 IDU ISHARES TR 8,280.0 $961K $116.11 -3.4%
2195 MERITAGE HOMES CORP 993,000.0 $961K -7.9M -88.8% $0.97
2196 CWCO CONSOLIDATED WATER CO INC Utilities 28,993.0 $960K -4K -13.1% $33.12 -8.9%
2197 SCHF SCHWAB STRATEGIC TR 38,790.0 $960K -2K -5.0% $24.75 +12.2%
2198 FMC FMC CORP Basic Materials 55,616.0 $958K +9K +18.7% $17.22 -20.7%
2199 BSM BLACK STONE MINERALS L P Energy 63,214.0 $956K $15.12 -10.3%
2200 FISI FINANCIAL INSTITUTIONS INC Financial Services 30,108.0 $955K +13K +78.8% $31.71 +14.3%
Page 110 of 158  ·  3,148 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%