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Portfolio (Quarterly) Guide ↗

FRANKLIN STREET ADVISORS INC /NC

· CIK 0001010873
13F Portfolio $1.6B AUM 172 positions Filed Apr 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 10 New 31 Added 75 Reduced 11 Exited
Page 3 of 4  ·  75 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SO SOUTHERN CO Utilities 8,435.0 $814K 0.05% -71.0 -0.8% $96.52 -2.0%
42 T AT&T INC. Communication Services 27,440.0 $795K 0.05% -725.0 -2.6% $28.99 -12.9%
43 KO COCA COLA COMPANY Consumer Defensive 10,207.0 $776K 0.05% -348.0 -3.3% $76.05 +7.1%
44 LRCX LAM RESEARCH CORP Technology 3,395.0 $725K 0.04% -335.0 -9.0% $213.66 +42.9%
45 TRV TRAVELERS COS INC (NEW) Financial Services 2,414.0 $704K 0.04% -65.0 -2.6% $291.68 +5.1%
46 ZTS ZOETIS INC Healthcare 4,928.0 $583K 0.04% -9K -65.3% $118.21 -31.2%
47 QCOM QUALCOMM INC COM Technology 4,375.0 $563K 0.04% -65K -93.7% $128.78 +84.9%
48 KR KROGER CO Consumer Defensive 6,897.0 $499K 0.03% -500.0 -6.8% $72.36 -7.1%
49 DHR DANAHER CORP COM Healthcare 2,305.0 $437K 0.03% -2K -48.6% $189.60 -9.3%
50 UNH UNITED HEALTHCARE CORP Healthcare 1,603.0 $434K 0.03% -108.0 -6.3% $270.59 +43.6%
51 BAC BANK OF AMERICA CORP Financial Services 8,573.0 $418K 0.03% -452.0 -5.0% $48.75 +6.3%
52 MDLZ MONDELEZ INTL INC COM Consumer Defensive 7,103.0 $409K 0.03% -4K -35.0% $57.64 +7.1%
53 BX BLACKSTONE, INC. Financial Services 3,505.0 $403K 0.03% -742.0 -17.5% $114.99 +3.1%
54 Q QNITY ELECTRONICS INC Technology 3,485.0 $402K 0.03% -82.0 -2.3% $115.38 +36.0%
55 SYY SYSCO CORP Consumer Defensive 5,607.0 $400K 0.03% -143.0 -2.5% $71.33 +7.0%
56 CARR CARRIER GLOBAL CORP Industrials 6,953.0 $392K 0.02% -94.0 -1.3% $56.31 +12.1%
57 BMY BRISTOLMYERS SQUIBB Healthcare 5,668.0 $344K 0.02% -3K -36.7% $60.65 -2.0%
58 XLK TECHNOLOGY SLECT SECTOR 2,566.0 $341K 0.02% -300.0 -10.5% $132.90 +35.7%
59 GLW CORNING INC Technology 2,445.0 $332K 0.02% -235.0 -8.8% $135.97 +42.7%
60 VTV VANGUARD ETF VALUE 1,691.0 $332K 0.02% -333.0 -16.4% $196.18 +7.5%
Page 3 of 4  ·  75 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 31.4%
Financial Services 16.4%
Communication Services 11.6%
Healthcare 8.8%
Industrials 8.5%
Consumer Cyclical 8.4%
Consumer Defensive 6.1%
Basic Materials 3.3%
Energy 2.8%
Utilities 2.3%