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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 33 of 53  ·  1,055 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 DXC DXC TECHNOLOGY CO Technology 114,062.0 $1.4M -11K -8.6% $12.57 -28.6%
642 NBTB NBT BANCORP INC Financial Services 33,372.0 $1.4M -29K -46.7% $42.58 +8.9%
643 CNA CNA FINL CORP Financial Services 30,873.0 $1.4M -3K -7.9% $45.92 -1.4%
644 MCRI MONARCH CASINO & RESORT INC Consumer Cyclical 14,810.0 $1.4M -1K -6.7% $95.60 +33.6%
645 DCO DUCOMMUN INC DEL Industrials 11,605.0 $1.4M -672.0 -5.5% $122.00 +34.0%
646 JKHY HENRY JACK & ASSOC INC Technology 8,880.0 $1.4M -484.0 -5.2% $158.04 -21.4%
647 NEOG NEOGEN CORP Healthcare 150,125.0 $1.4M -4K -2.7% $9.29 -3.9%
648 SEM SELECT MED HLDGS CORP Healthcare 85,249.0 $1.4M -58K -40.6% $16.29 +1.6%
649 WEN WENDYS CO Consumer Cyclical 199,331.0 $1.4M -220K -52.5% $6.95 -2.6%
650 BILS SPDR SERIES TRUST 13,876.0 $1.4M -1K -6.8% $99.44 -0.2%
651 GOVT ISHARES TR 60,179.0 $1.4M -6K -9.1% $22.91 -1.0%
652 LTC LTC PPTYS INC Real Estate 36,660.0 $1.4M -13K -25.8% $37.16 -3.0%
653 IWP ISHARES TR 10,608.0 $1.4M -770.0 -6.8% $128.12 +9.7%
654 HLMN HILLMAN SOLUTIONS CORP Industrials 160,091.0 $1.3M -18K -10.1% $8.32 -7.0%
655 QBTS D-WAVE QUANTUM INC Technology 91,934.0 $1.3M -589.0 -0.6% $14.43 +58.8%
656 SRRK SCHOLAR ROCK HLDG CORP Healthcare 26,882.0 $1.3M -15K -35.6% $49.16 -4.5%
657 EWTX EDGEWISE THERAPEUTICS INC Healthcare 41,726.0 $1.3M -1K -3.3% $31.50 +10.5%
658 SOFI SOFI TECHNOLOGIES INC Financial Services 81,929.0 $1.3M -96K -54.1% $15.88 +9.7%
659 FPI FARMLAND PARTNERS INC Real Estate 115,606.0 $1.3M -11K -8.6% $11.23 -13.7%
660 HOMB HOME BANCSHARES INC Financial Services 47,113.0 $1.3M -4K -8.1% $26.93 +2.0%
Page 33 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%