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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 4 of 4  ·  75 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CEG CONSTELLATION ENERGY GROUP Utilities 1,147.0 $320K 0.02% -50.0 -4.2% $279.25 +5.3%
62 MAR MARRIOTT INTL NEW Consumer Cyclical 900.0 $294K 0.02% -120.0 -11.8% $327.07 +12.9%
63 CINF CINCINNATI FINL Financial Services 1,853.0 $292K 0.02% -1K -40.8% $157.35 +6.8%
64 V VISA INC CL A Financial Services 949.0 $287K 0.02% -12.0 -1.2% $302.24 +8.8%
65 GE GE AEROSPACE Industrials 994.0 $282K 0.02% -84.0 -7.8% $283.80 +6.7%
66 DGX QUEST DIAGNOSTICS INC Healthcare 1,431.0 $280K 0.02% -407.0 -22.1% $195.98 -0.5%
67 CTVA CORTEVA INC Basic Materials 3,249.0 $272K 0.02% -705.0 -17.8% $83.71 -5.0%
68 PHG KONINKLIJKE PHILIPS ELECTR NV Healthcare 9,894.0 $271K 0.02% -1K -11.0% $27.40 -1.6%
69 CRM SALESFORCE INC Technology 1,395.0 $260K 0.02% -364.0 -20.7% $186.67 -3.5%
70 KLAC KLA-TENCOR CORP Technology 150.0 $221K 0.01% -70.0 -31.8% $1472.41 +28.3%
71 YUM YUM BRANDS INC Consumer Cyclical 1,385.0 $215K 0.01% -40.0 -2.8% $155.48 -0.2%
72 SLF SUNLIFE FINANCIAL INC Financial Services 3,400.0 $213K 0.01% -5K -59.5% $62.56 +16.8%
73 FBIN FORTUNE BRANDS INNOVATIONS INC Industrials 5,333.0 $208K 0.01% -58.0 -1.1% $38.97 -3.4%
74 COF CAPITAL ONE FINANCIAL Financial Services 1,135.0 $207K 0.01% -31.0 -2.7% $182.43 +2.9%
75 AEGON LTD AMER REGD CERT (1SH 14,551.0 $106K 0.01% -1K -6.4% $7.26
Page 4 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%