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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 49 of 158  ·  3,148 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
961 STWD STARWOOD PPTY TR INC Real Estate 1,257,017.0 $21.6M 0.01% +34K +2.8% $17.22 -0.8%
962 HPQ HP INC Technology 1,124,063.0 $21.6M 0.01% -33K -2.9% $19.21 +40.8%
963 HCSG HEALTHCARE SVCS GROUP INC Healthcare 1,161,222.0 $21.5M 0.01% -23K -1.9% $18.55 +11.1%
964 ALK ALASKA AIR GROUP INC Industrials 578,608.0 $21.3M 0.01% -11K -1.8% $36.78 +25.1%
965 DINO HF SINCLAIR CORP Energy 339,543.0 $21.2M 0.01% +82K +31.7% $62.39 +12.0%
966 ADMA ADMA BIOLOGICS INC Healthcare 2,344,899.0 $21.1M 0.01% -449K -16.1% $9.01 -11.4%
967 VALE VALE S A Basic Materials 1,321,035.0 $21.0M 0.01% +348K +35.8% $15.91 +2.1%
968 CNR CORE NATURAL RESOURCES INC Energy 200,560.0 $21.0M 0.01% +145K +259.0% $104.73 -15.6%
969 TNL TRAVEL PLUS LEISURE CO Consumer Cyclical 303,194.0 $21.0M 0.01% +258K +575.7% $69.19 -1.7%
970 KVYO KLAVIYO INC Technology 1,077,930.0 $21.0M 0.01% -902K -45.6% $19.46 -18.6%
971 SN SHARKNINJA INC Consumer Cyclical 198,071.0 $21.0M 0.01% +15K +7.9% $105.90 +15.1%
972 MLI MUELLER INDS INC Industrials 188,679.0 $20.9M 0.01% +76K +67.4% $110.80 +16.1%
973 CRL CHARLES RIV LABS INTL INC Healthcare 120,828.0 $20.8M 0.01% $172.50 +4.8%
974 AVT AVNET INC Technology 337,051.0 $20.8M 0.01% +326K +3070.4% $61.62 +41.1%
975 ACM AECOM Industrials 244,814.0 $20.8M 0.01% +162K +196.8% $84.82 -18.2%
976 BLUE OWL CAPITAL CORPORATION 1,876,390.0 $20.8M 0.01% +332K +21.5% $11.06
977 LH LABCORP HOLDINGS INC Healthcare 77,500.0 $20.7M 0.01% +56K +267.6% $266.81 -2.5%
978 TSN TYSON FOODS INC Consumer Defensive 322,463.0 $20.7M 0.01% +269K +498.0% $64.07 -4.8%
979 HBAN HUNTINGTON BANCSHARES INC Financial Services 1,319,386.0 $20.6M 0.01% +106K +8.7% $15.65 +4.5%
980 FLBL FRANKLIN TEMPLETON ETF TR 895,319.0 $20.6M 0.01% -4.2M -82.4% $23.00 +0.0%
Page 49 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%