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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 59 of 158  ·  3,148 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1161 PSA PUBLIC STORAGE OPER CO Real Estate 45,544.0 $12.3M 0.00% -7K -13.6% $270.88 +12.1%
1162 CORT CORCEPT THERAPEUTICS INC Healthcare 305,211.0 $12.3M 0.00% -163K -34.8% $40.31 +72.4%
1163 MDU MDU RES GROUP INC Industrials 590,225.0 $12.2M 0.00% +580K +5437.9% $20.72 +1.7%
1164 COCO VITA COCO CO INC Consumer Defensive 254,750.0 $12.2M 0.00% -53K -17.1% $47.91 +56.8%
1165 RACE FERRARI N V Consumer Cyclical 35,854.0 $12.2M 0.00% -199K -84.7% $339.24 +0.3%
1166 SF STIFEL FINL CORP Financial Services 164,005.0 $12.1M 0.00% +130K +382.2% $73.92 -5.1%
1167 VC VISTEON CORP Consumer Cyclical 133,054.0 $12.1M 0.00% +105K +371.9% $91.11 +29.8%
1168 CNX CNX RES CORP Energy 312,842.0 $12.1M 0.00% +278K +787.2% $38.55 -12.6%
1169 IAC IAC INC Technology 300,563.0 $12.0M 0.00% +294K +4567.9% $40.03 +12.1%
1170 AHRT AH RLTY TR INC Financial Services 2,181,150.0 $12.0M 0.00% -53K -2.4% $5.50 +23.8%
1171 CORPAY INC 41,199.0 $12.0M 0.00% +23K +121.1% $290.99
1172 CATY CATHAY GEN BANCORP Financial Services 239,622.0 $11.9M 0.00% +151K +171.7% $49.86 +15.6%
1173 OSW ONESPAWORLD HOLDINGS LIMITED Consumer Cyclical 520,319.0 $11.9M 0.00% -364K -41.1% $22.95 +3.5%
1174 IGSB ISHARES TR 226,058.0 $11.9M 0.00% +20K +9.9% $52.56 -0.0%
1175 CWAN CLEARWATER ANALYTICS HLDGS I Technology 500,111.0 $11.8M 0.00% -22K -4.2% $23.65 +2.9%
1176 LII LENNOX INTL INC Industrials 25,431.0 $11.8M 0.00% -4K -13.6% $464.13 +8.2%
1177 UNFI UNITED NAT FOODS INC Consumer Defensive 261,456.0 $11.8M 0.00% +163K +166.8% $45.06 +14.0%
1178 INSW INTERNATIONAL SEAWAYS INC Energy 160,912.0 $11.7M 0.00% +114K +244.0% $72.88 +5.9%
1179 TKR TIMKEN CO Industrials 115,676.0 $11.6M 0.00% -1K -0.9% $100.57 +27.3%
1180 SGOL ETFS GOLD TR Financial Services 258,871.0 $11.6M 0.00% $44.62 -3.0%
Page 59 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%