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Portfolio (Quarterly) Guide ↗

FRANKLIN STREET ADVISORS INC /NC

· CIK 0001010873
13F Portfolio $1.8B AUM 173 positions Filed Jan 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 173 New
Page 4 of 9  ·  173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 RY ROYAL BANK OF CANADA Financial Services 15,897.0 $2.7M 0.15% NEW $170.49 +11.3%
62 EMR EMERSON ELECTRIC Industrials 20,117.0 $2.7M 0.15% NEW $132.72 +2.8%
63 DVY ISHARES TR DOW JONES SEL DIVID 17,000.0 $2.4M 0.14% NEW $141.14 +10.4%
64 KKR KKR & CO INC Financial Services 17,547.0 $2.2M 0.13% NEW $127.48 -26.2%
65 GD GENERAL DYNAMICS CRP Industrials 5,850.0 $2.0M 0.11% NEW $336.66 +1.9%
66 XLU SELECT SECTOR SPDR AMEX UTILIT 45,508.0 $1.9M 0.11% NEW $42.69 +6.2%
67 AXSM AXSOME THERAPEUTICS INC COM Healthcare 10,000.0 $1.8M 0.10% NEW $182.64 +29.2%
68 ZTS ZOETIS INC Healthcare 14,200.0 $1.8M 0.10% NEW $125.82 -36.4%
69 NSC NORFOLK SOUTHERN CORP Industrials 5,000.0 $1.4M 0.08% NEW $288.72 +8.9%
70 HON HONEYWELL INTERNATIONAL INC CO Industrials 7,192.0 $1.4M 0.08% NEW $195.09 +16.8%
71 EATON VANCE TAX MANAGED BUY WR 150,334.0 $1.4M 0.08% NEW $9.22
72 ABT ABBOTT LABORATORIES Healthcare 10,498.0 $1.3M 0.07% NEW $125.29 -30.2%
73 SCHW SCHWAB (CHARLES) CORP Financial Services 13,067.0 $1.3M 0.07% NEW $99.91 -9.8%
74 PFE PFIZER INC Healthcare 46,404.0 $1.2M 0.07% NEW $24.90 +4.0%
75 LLY LILLY ELI & CO Healthcare 1,042.0 $1.1M 0.06% NEW $1074.67 -0.9%
76 MO ALTRIA GROUP INC Consumer Defensive 19,234.0 $1.1M 0.06% NEW $57.66 +28.2%
77 HD HOME DEPOT INC COM Consumer Cyclical 3,206.0 $1.1M 0.06% NEW $344.10 -9.0%
78 AMGN AMGEN INC COM Healthcare 3,282.0 $1.1M 0.06% NEW $327.31 +3.7%
79 PM PHILIP MORRIS INTL INC Consumer Defensive 6,681.0 $1.1M 0.06% NEW $160.39 +17.8%
80 DHR DANAHER CORP COM Healthcare 4,485.0 $1.0M 0.06% NEW $228.92 -24.9%
Page 4 of 9  ·  173 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 32.9%
Financial Services 16.9%
Communication Services 13.9%
Healthcare 9.9%
Consumer Cyclical 8.2%
Industrials 7.6%
Consumer Defensive 4.6%
Basic Materials 2.8%
Energy 2.0%
Utilities 0.7%