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Holdings (Monthly) Guide ↗

Franklin Universal Trust

Monthly Holdings $282M AUM 6 positions Period May 2026 Filed Jul 27, 2026 EDGAR ↗ ← All Funds
All 342 New 6 Added 14 Reduced 32 Exited · May 2026 vs Feb 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 Franklin Institutional U.S. Government Money Market Fund 457756500 Feb 2026 8,051,822 +1,210,071 $8.1M +17.7% 3.64% STIV
2 Froneri Lux FinCo SARL 35901MAA5 Feb 2026 920,000 +450,000 $898K +89.8% 0.41% DBT
3 VZ Secured Financing BV 91845AAB1 Feb 2026 895,000 +200,000 $861K +26.0% 0.39% DBT
4 Archrock Services LP / Archrock Partners Finance Corp. 03958CAA7 Feb 2026 625,000 +175,000 $626K +37.2% 0.28% DBT
5 Hilcorp Energy I LP / Hilcorp Finance Co. 431318AY0 Feb 2026 600,000 +300,000 $597K +101.4% 0.27% DBT
6 CHS/Community Health Systems, Inc. N/A Feb 2026 500,000 +498,746 $535K +2551.5% 0.24% DBT