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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 9  ·  172 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 DVY ISHARES TR DOW JONES SEL DIVID 17,000.0 $2.6M 0.16% $151.41 +2.9%
62 RY ROYAL BANK OF CANADA Financial Services 15,906.0 $2.6M 0.16% $161.78 +17.3%
63 EMR EMERSON ELECTRIC Industrials 19,105.0 $2.5M 0.15% -1K -5.0% $131.02 +4.1%
64 PANW PALO ALTO NETWORKS INC Technology 15,341.0 $2.5M 0.15% -128K -89.3% $160.32 +62.5%
65 XLU SELECT SECTOR SPDR AMEX UTILIT 45,508.0 $2.1M 0.13% $45.89 -1.2%
66 GD GENERAL DYNAMICS CRP Industrials 5,850.0 $2.0M 0.12% $343.22 -0.1%
67 AXSM AXSOME THERAPEUTICS INC COM Healthcare 10,000.0 $1.7M 0.10% $169.02 +39.6%
68 HON HONEYWELL INTERNATIONAL INC CO Industrials 7,192.0 $1.6M 0.10% $226.03 +0.8%
69 KKR KKR & CO INC Financial Services 17,547.0 $1.6M 0.10% $92.50 +1.7%
70 NSC NORFOLK SOUTHERN CORP Industrials 5,000.0 $1.4M 0.09% $287.00 +9.6%
71 EATON VANCE TAX MANAGED BUY WR 150,334.0 $1.3M 0.08% $8.78
72 PFE PFIZER INC Healthcare 46,653.0 $1.3M 0.08% +249.0 +0.5% $28.08 -7.8%
73 MO ALTRIA GROUP INC Consumer Defensive 18,931.0 $1.2M 0.08% -303.0 -1.6% $65.99 +12.0%
74 SCHW SCHWAB (CHARLES) CORP Financial Services 13,010.0 $1.2M 0.07% $93.98 -4.1%
75 PTGX PROTAGONIST THERAPEUTICS INC Healthcare 11,085.0 $1.2M 0.07% -215.0 -1.9% $105.40 -5.9%
76 AMGN AMGEN INC COM Healthcare 3,277.0 $1.2M 0.07% $351.85 -3.6%
77 NEE NEXTERA ENERGY INC Utilities 11,981.0 $1.1M 0.07% -300.0 -2.4% $92.88 -4.7%
78 PM PHILIP MORRIS INTL INC Consumer Defensive 6,710.0 $1.1M 0.07% $165.34 +14.3%
79 ABT ABBOTT LABORATORIES Healthcare 10,498.0 $1.1M 0.07% $102.67 -14.9%
80 WM WASTE MANAGEMENT INC DEL Industrials 4,542.0 $1.0M 0.06% -47.0 -1.0% $229.79 -5.2%
Page 4 of 9  ·  172 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%