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Holdings (Monthly) Guide ↗

Franklin Templeton SMACS Series E

· Franklin Strategic Series
Monthly Holdings $626M AUM 7 positions Period May 2026 Filed Jul 27, 2026 EDGAR ↗ ← All Funds
All 56 New 7 Added 2 Reduced 16 Exited · May 2026 vs Feb 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 Ares Management Corp. 03990B309 Feb 2026 650,000 +150,000 $27.3M +45.0% 4.35% EP
2 NextEra Energy, Inc. 65339F119 Feb 2026 400,000 +50,000 $19.8M +7.7% 3.16% EP
3 Shell plc N/A Feb 2026 450,000 +385,000 $19.0M +199.5% 3.04% EC
4 McDonald's Corp. 580135101 Feb 2026 40,000 +20,000 $11.2M +63.7% 1.78% EC
5 BlackRock, Inc. 09290D101 Feb 2026 8,000 +5,500 $8.4M +215.1% 1.34% EC
6 Xcel Energy, Inc. 98389B100 Feb 2026 65,000 +25,000 $5.2M +55.0% 0.83% EC
7 NIKE, Inc. 654106103 Feb 2026 50,000 +7,000 $2.3M -13.5% 0.37% EC