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Holdings (Monthly) Guide ↗

Franklin Templeton SMACS Series E

· Franklin Strategic Series
Monthly Holdings $626M AUM 16 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
Chevron Corp. 166764100 40,000 SOLD $7.5M
Merrill Lynch BV into Advanced Micro Devices, Inc. 59027W336 53,614 SOLD $5.9M
Goldman Sachs Bank USA into Applied Materials, Inc. 38151L407 29,000 SOLD $4.9M
Toronto-Dominion Bank (The) into Amazon.com, Inc. 89116B638 22,800 SOLD $4.8M
Goldman Sachs Bank USA into Home Depot, Inc. (The) 38151L506 10,000 SOLD $3.7M
Goldman Sachs Bank USA into RTX Corp. 38151L308 25,000 SOLD $3.6M
Mizuho Markets Cayman LP into Analog Devices, Inc. 60701E345 13,000 SOLD $3.0M
Home Depot, Inc. (The) 437076102 6,990 SOLD $2.7M
Mizuho Markets Cayman LP into Exxon Mobil Corp. 60701E246 20,000 SOLD $2.5M
Royal Bank of Canada into Cisco Systems, Inc. 779942879 30,000 SOLD $2.2M
QUALCOMM, Inc. 747525103 7,497 SOLD $1.1M
Merrill Lynch BV into Freeport-McMoRan, Inc. 59027W351 22,869 SOLD $1.0M
Merrill Lynch BV into Dell Technologies, Inc. 59027W310 7,000 SOLD $1.0M
Toronto-Dominion Bank (The) into Medtronic plc 89116B620 8,000 SOLD $0.8M
Citigroup Global Markets Holdings, Inc. into Intel Corp. 17332B207 19,000 SOLD $0.7M
JPMorgan Chase Bank NA into Truist Financial Corp. 4662AA448 12,000 SOLD $0.6M