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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 30 of 158  ·  3,148 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 TPG TPG INC Financial Services 1,528,120.0 $61.9M 0.01% -1.1M -42.7% $40.51 +6.3%
582 XLI SELECT SECTOR SPDR TR 379,135.0 $61.3M 0.01% +12K +3.4% $161.73 +7.1%
583 TFC TRUIST FINL CORP Financial Services 1,331,090.0 $61.2M 0.01% +534K +67.0% $45.97 +4.2%
584 CWEN CLEARWAY ENERGY INC Utilities 1,553,138.0 $61.0M 0.01% +133K +9.3% $39.29 +4.8%
585 INDA ISHARES TR 1,300,644.0 $60.9M 0.01% -62K -4.5% $46.84 +3.9%
586 ONON ON HLDG AG Consumer Cyclical 1,790,706.0 $60.9M 0.01% -336K -15.8% $34.02 +19.8%
587 INSTALLED BLDG PRODS INC 229,491.0 $60.8M 0.01% -42K -15.4% $265.15
588 HGV HILTON GRAND VACATIONS INC Consumer Cyclical 1,549,723.0 $60.6M 0.01% -387K -20.0% $39.12 +34.5%
589 FANG DIAMONDBACK ENERGY INC Energy 306,463.0 $60.6M 0.01% +223K +269.1% $197.79 -3.1%
590 MOD MODINE MFG CO Consumer Cyclical 278,464.0 $60.3M 0.01% +265K +1999.7% $216.71 +27.3%
591 GVA GRANITE CONSTR INC Industrials 502,625.0 $60.3M 0.01% -23K -4.4% $119.88 +15.1%
592 PAY PAYMENTUS HOLDINGS INC Technology 2,365,011.0 $60.1M 0.01% +193K +8.9% $25.40 -7.9%
593 BEONE MEDICINES LTD 201,641.0 $59.9M 0.01% +107K +113.2% $296.97
594 DRI DARDEN RESTAURANTS INC Consumer Cyclical 304,919.0 $59.8M 0.01% +175K +134.3% $196.04 +5.3%
595 CE CELANESE CORP DEL Basic Materials 907,605.0 $59.7M 0.01% +859K +1758.9% $65.77 -19.5%
596 LEIDOS HOLDINGS INC 382,184.0 $59.4M 0.01% +218K +132.2% $155.52
597 SNOWFLAKE INC 48,460,000.0 $59.4M 0.01% +710K +1.5% $1.23
598 GDDY GODADDY INC Technology 716,133.0 $59.2M 0.01% +458K +177.2% $82.67 +6.7%
599 MFC MANULIFE FINL CORP Financial Services 1,716,532.0 $59.1M 0.01% -177K -9.3% $34.45 +11.1%
600 DLR DIGITAL RLTY TR INC Real Estate 324,548.0 $58.5M 0.01% -5K -1.6% $180.21 +5.7%
Page 30 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%