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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 8 of 9  ·  172 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 MAS MASCO CORP Industrials 4,669.0 $282K 0.02% $60.37 +11.4%
142 DGX QUEST DIAGNOSTICS INC Healthcare 1,431.0 $280K 0.02% -407.0 -22.1% $195.98 -0.5%
143 UNILEVER PLC-SPONSORED ADR 4,911.0 $280K 0.02% +56.0 +1.1% $56.97
144 ACGL ARCH CAPITAL GROUP LTC Financial Services 2,880.0 $276K 0.02% NEW $95.99 +0.3%
145 CTVA CORTEVA INC Basic Materials 3,249.0 $272K 0.02% -705.0 -17.8% $83.71 -5.0%
146 ITIC INVESTORS TITLE Financial Services 1,250.0 $272K 0.02% $217.34 +11.0%
147 PHG KONINKLIJKE PHILIPS ELECTR NV Healthcare 9,894.0 $271K 0.02% -1K -11.0% $27.40 -1.6%
148 PGR PROGRESSIVE CORP-OHIO Financial Services 1,359.0 $269K 0.02% +444.0 +48.5% $198.24 +0.6%
149 CRM SALESFORCE INC Technology 1,395.0 $260K 0.02% -364.0 -20.7% $186.67 -3.5%
150 SUNB SUNBELT RENTALS HOLDINGS INC Financial Services 3,775.0 $246K 0.01% NEW $65.09 +19.7%
151 PRQR PROQR THERAPEUTICS N.V. Healthcare 150,000.0 $243K 0.01% $1.62 -3.7%
152 MACQUARIE GROUP LTD 1,700.0 $235K 0.01% $138.30
153 DE DEERE & CO Industrials 405.0 $228K 0.01% NEW $563.30 -6.1%
154 INTC INTEL CORP Technology 5,148.0 $227K 0.01% NEW $44.13 +171.6%
155 ADI ANALOG DEVICES Technology 714.0 $227K 0.01% NEW $318.14 +24.8%
156 KLAC KLA-TENCOR CORP Technology 150.0 $221K 0.01% -70.0 -31.8% $1472.41 +28.3%
157 PODD INSULET CORP Healthcare 1,050.0 $220K 0.01% $209.84 -26.2%
158 DLTR DOLLAR TREE STORES INC Consumer Defensive 2,003.0 $219K 0.01% $109.51 -13.3%
159 ENTERGY CORP 1,950.0 $219K 0.01% NEW $112.36
160 YUM YUM BRANDS INC Consumer Cyclical 1,385.0 $215K 0.01% -40.0 -2.8% $155.48 -0.2%
Page 8 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%