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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 34 of 158  ·  3,148 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 FORM FORMFACTOR INC Technology 493,767.0 $47.9M 0.01% +206K +71.7% $96.99 +28.5%
662 DATADOG INC 49,326,000.0 $47.9M 0.01% $0.97
663 TXNM ENERGY INC 818,066.0 $47.8M 0.01% $58.46
664 CFG CITIZENS FINL GROUP INC Financial Services 796,299.0 $47.8M 0.01% +196K +32.6% $59.97 +3.8%
665 HUM HUMANA INC Healthcare 273,907.0 $47.5M 0.01% -982K -78.2% $173.39 +76.2%
666 BIO BIO RAD LABS INC Healthcare 170,354.0 $47.5M 0.01% +33K +24.1% $278.75 +12.1%
667 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 666,430.0 $47.4M 0.01% +168K +33.8% $71.18 -12.4%
668 VSNT VERSANT MEDIA GROUP INC Industrials 1,278,486.0 $47.3M 0.01% NEW $37.02 +16.5%
669 FIS FIDELITY NATL INFORMATION SV Technology 1,007,216.0 $47.2M 0.01% -109K -9.7% $46.91 -8.3%
670 SUNB SUNBELT RENTALS HOLDINGS INC Financial Services 738,119.0 $47.1M 0.01% NEW $63.75 +22.4%
671 EQIX EQUINIX INC Real Estate 47,959.0 $47.0M 0.01% -8K -14.0% $980.24 +9.0%
672 MCO MOODYS CORP Financial Services 107,709.0 $47.0M 0.01% -101K -48.3% $436.25 +3.9%
673 BMO BANK MONTREAL MEDIUM Financial Services 344,903.0 $46.7M 0.01% +28K +8.7% $135.47 +19.6%
674 STEP STEPSTONE GROUP INC Financial Services 977,423.0 $46.6M 0.01% -205K -17.4% $47.72 +3.3%
675 KRYS KRYSTAL BIOTECH INC Healthcare 179,265.0 $46.3M 0.01% +54K +42.6% $258.32 +19.6%
676 BHF BRIGHTHOUSE FINL INC Financial Services 773,273.0 $46.3M 0.01% +271K +53.9% $59.88 +4.5%
677 MGA MAGNA INTL INC Consumer Cyclical 819,751.0 $45.8M 0.01% +737K +893.4% $55.86 +16.0%
678 KGC KINROSS GOLD CORP Basic Materials 1,483,572.0 $45.4M 0.01% +65K +4.6% $30.58 -1.2%
679 LVS LAS VEGAS SANDS CORP Consumer Cyclical 836,615.0 $45.1M 0.01% +672K +408.2% $53.88 -6.2%
680 EVEREST GROUP LTD 137,718.0 $45.0M 0.01% -12K -8.1% $326.85
Page 34 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%