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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 30 of 53  ·  1,055 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 OSIS OSI SYSTEMS INC Technology 8,775.0 $2.3M 0.00% -948.0 -9.8% $265.51 -18.1%
582 SEB SEABOARD CORP DEL Industrials 408.0 $2.3M 0.00% -45.0 -9.9% $5654.02 -13.9%
583 FLO FLOWERS FOODS INC Consumer Defensive 282,964.0 $2.3M 0.00% -312K -52.5% $8.15 -10.1%
584 CNXC CONCENTRIX CORP Technology 84,237.0 $2.3M 0.00% -138K -62.2% $27.36 -7.1%
585 NABORS INDS INC 2,527,000.0 $2.3M 0.00% -141K -5.3% $0.91
586 QTWO Q2 HLDGS INC Technology 47,968.0 $2.3M 0.00% -850.0 -1.7% $47.30 -7.5%
587 REXR REXFORD INDL RLTY INC Real Estate 69,297.0 $2.3M 0.00% -20K -22.6% $32.73 -0.8%
588 VYM VANGUARD WHITEHALL FDS 15,300.0 $2.3M 0.00% -18K -54.3% $148.10 +7.4%
589 ALNT ALLIENT INC Technology 38,071.0 $2.2M 0.00% -2K -5.4% $59.09 +58.6%
590 ADEA ADEIA INC Technology 93,173.0 $2.2M 0.00% -9K -8.6% $24.03 +30.6%
591 INSP INSPIRE MED SYS INC Healthcare 43,227.0 $2.2M 0.00% -188K -81.3% $51.58 -20.3%
592 ROIV ROIVANT SCIENCES LTD Healthcare 80,032.0 $2.2M 0.00% -26K -24.6% $27.70 +12.6%
593 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 101,602.0 $2.2M 0.00% -8K -7.3% $21.66 +13.0%
594 HWKN HAWKINS INC Basic Materials 14,223.0 $2.2M 0.00% -8K -36.1% $153.60 +3.1%
595 NOG NORTHERN OIL & GAS INC Energy 72,954.0 $2.1M 0.00% -15K -16.7% $29.23 -33.9%
596 TLN TALEN ENERGY CORP Utilities 6,569.0 $2.1M 0.00% -52K -88.7% $319.23 +28.4%
597 APEI AMERICAN PUB ED INC Consumer Defensive 36,456.0 $2.1M 0.00% -5K -12.3% $56.88 -8.1%
598 ELAN ELANCO ANIMAL HEALTH INC Healthcare 86,588.0 $2.1M 0.00% -2K -2.1% $23.93 -2.3%
599 ICUI ICU MED INC Healthcare 16,025.0 $2.1M 0.00% -2K -12.1% $129.15 +6.8%
600 LRN STRIDE INC Consumer Defensive 22,756.0 $2.0M -2K -8.6% $88.17 -4.4%
Page 30 of 53  ·  1,055 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%