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Portfolio (Quarterly) Guide ↗

FRANKLIN STREET ADVISORS INC /NC

· CIK 0001010873
13F Portfolio $1.6B AUM 172 positions Filed Apr 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 10 New 31 Added 75 Reduced 11 Exited
Page 6 of 9  ·  172 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ZTS ZOETIS INC Healthcare 4,928.0 $583K 0.04% -9K -65.3% $118.21 -32.3%
102 BKNG BOOKING HOLDINGS INC Consumer Cyclical 135.0 $568K 0.04% +29.0 +27.4% $4210.32 -96.2%
103 QCOM QUALCOMM INC COM Technology 4,375.0 $563K 0.04% -65K -93.7% $128.78 +84.9%
104 KR KROGER CO Consumer Defensive 6,897.0 $499K 0.03% -500.0 -6.8% $72.36 -7.1%
105 DXCM DEXCOM INC Healthcare 7,860.0 $494K 0.03% $62.80 +14.8%
106 MU MICRONTECHNOLOGY Technology 1,450.0 $490K 0.03% $337.84 +122.3%
107 TGT TARGET CORPORATION Consumer Defensive 4,030.0 $488K 0.03% $121.20 +3.6%
108 FERG FERGUSON PLC Industrials 2,018.0 $471K 0.03% $233.26 -4.3%
109 ARMK ARAMARK Industrials 11,006.0 $446K 0.03% $40.54 +26.4%
110 DHR DANAHER CORP COM Healthcare 2,305.0 $437K 0.03% -2K -48.6% $189.60 -9.3%
111 UNH UNITED HEALTHCARE CORP Healthcare 1,603.0 $434K 0.03% -108.0 -6.3% $270.59 +43.6%
112 AVY AVERY-DENNISON Industrials 2,458.0 $424K 0.03% $172.68 -7.5%
113 BAC BANK OF AMERICA CORP Financial Services 8,573.0 $418K 0.03% -452.0 -5.0% $48.75 +6.3%
114 MDLZ MONDELEZ INTL INC COM Consumer Defensive 7,103.0 $409K 0.03% -4K -35.0% $57.64 +7.1%
115 BX BLACKSTONE, INC. Financial Services 3,505.0 $403K 0.03% -742.0 -17.5% $114.99 +3.1%
116 Q QNITY ELECTRONICS INC Technology 3,485.0 $402K 0.03% -82.0 -2.3% $115.38 +36.0%
117 SYY SYSCO CORP Consumer Defensive 5,607.0 $400K 0.03% -143.0 -2.5% $71.33 +7.0%
118 CARR CARRIER GLOBAL CORP Industrials 6,953.0 $392K 0.02% -94.0 -1.3% $56.31 +12.1%
119 ACN ACCENTURE PLC Technology 1,974.0 $391K 0.02% +508.0 +34.6% $198.29 -9.6%
120 IAU ISHARES COMEX GOLD TR Financial Services 4,420.0 $390K 0.02% $88.16 -3.8%
Page 6 of 9  ·  172 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 31.4%
Financial Services 16.4%
Communication Services 11.6%
Healthcare 8.8%
Industrials 8.5%
Consumer Cyclical 8.4%
Consumer Defensive 6.1%
Basic Materials 3.3%
Energy 2.8%
Utilities 2.3%