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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 5 of 9  ·  172 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 GILD GILEAD SCIENCES INC COM Healthcare 7,476.0 $1.0M 0.06% $139.37 -3.6%
82 SUPN SUPERNUS PHARMACEUTICALS INC Healthcare 20,000.0 $1.0M 0.06% $51.69 -6.7%
83 VZ VERIZON COMMUNICATIONS Communication Services 20,516.0 $1.0M 0.06% -4K -16.1% $50.20 -3.7%
84 VIS VANGUARD WORLD FUNDS INDLS ETF 3,157.0 $986K 0.06% $312.25 +7.6%
85 LLY LILLY ELI & CO Healthcare 1,009.0 $928K 0.06% -33.0 -3.2% $919.76 +15.8%
86 HD HOME DEPOT INC COM Consumer Cyclical 2,774.0 $912K 0.06% -432.0 -13.5% $328.89 -4.8%
87 AMAT APPLIED MATERIALS INC Technology 2,620.0 $895K 0.06% -406.0 -13.4% $341.79 +26.4%
88 HUN HUNTSMAN CORP Basic Materials 62,500.0 $832K 0.05% $13.31 +9.0%
89 SO SOUTHERN CO Utilities 8,435.0 $814K 0.05% -71.0 -0.8% $96.52 -2.0%
90 T AT&T INC. Communication Services 27,440.0 $795K 0.05% -725.0 -2.6% $28.99 -12.9%
91 SYK STRYKER CORP Healthcare 2,417.0 $794K 0.05% $328.59 -3.7%
92 KO COCA COLA COMPANY Consumer Defensive 10,207.0 $776K 0.05% -348.0 -3.3% $76.05 +7.1%
93 SBR SABINE ROYALTY TRUST UBI Energy 10,081.0 $760K 0.05% $75.34 +2.3%
94 TFC TRUIST FINANCIAL CORP Financial Services 16,262.0 $748K 0.05% +156.0 +1.0% $45.97 +5.2%
95 LRCX LAM RESEARCH CORP Technology 3,395.0 $725K 0.04% -335.0 -9.0% $213.66 +42.9%
96 EWT ISHARE MSCI TAIWAN CAPPED ETF 10,000.0 $709K 0.04% $70.92 +36.5%
97 TRV TRAVELERS COS INC (NEW) Financial Services 2,414.0 $704K 0.04% -65.0 -2.6% $291.68 +5.1%
98 ECL ECOLAB INC COM Basic Materials 2,424.0 $645K 0.04% $266.02 -4.8%
99 AEP AMER ELEC PWR INC COM Utilities 4,793.0 $628K 0.04% +33.0 +0.7% $131.08 +0.4%
100 PNC PNC BK CORP COM Financial Services 2,898.0 $603K 0.04% +1K +81.1% $208.09 +5.4%
Page 5 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%