Agp Franklin, LLC 13F Holdings · Q2 2026
Agp Franklin, LLC reported 93 securities worth $230.64M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: NVDA (6.65%), AMZN (5.96%), GOOGL (4.47%). Among its top 25 positions this quarter: 1 new, 18 added, 6 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $15.3M | 6.65% | 76,632 | Added |
| 2 | AMZN | AMAZON COM INC | $13.8M | 5.96% | 57,717 | Added |
| 3 | GOOGL | ALPHABET INC | $10.3M | 4.47% | 28,877 | Added |
| 4 | PLTR | PALANTIR TECHNOLOGIES INC | $8.6M | 3.71% | 73,396 | Trimmed |
| 5 | JPM | JPMORGAN CHASE & CO | $8.0M | 3.46% | 24,405 | Added |
| 6 | CRWD | CROWDSTRIKE HLDGS INC | $7.8M | 3.37% | 10,198 | Added |
| 7 | GLW | CORNING INC | $7.0M | 3.04% | 27,469 | Trimmed |
| 8 | ORCL | ORACLE CORP | $6.6M | 2.88% | 45,262 | Added |
| 9 | AAPL | APPLE INC | $6.2M | 2.71% | 21,592 | Added |
| 10 | COST | COSTCO WHOLESALE CORPORATION | $6.2M | 2.68% | 6,618 | Added |
| 11 | MSFT | MICROSOFT CORP | $5.6M | 2.42% | 14,970 | Added |
| 12 | AMD | ADVANCED MICRO DEVICES INC | $5.5M | 2.37% | 9,409 | Trimmed |
| 13 | APLD | APPLIED DIGITAL CORP | $5.5M | 2.37% | 146,354 | Added |
| 14 | PNFP | PINNACLE FINL PARTNERS INC | $5.3M | 2.31% | 52,884 | New |
| 15 | SLV | ISHARES SILVER TR | $5.3M | 2.31% | 99,609 | Added |
| 16 | C | CITIGROUP INC | $4.9M | 2.10% | 34,658 | Trimmed |
| 17 | SCCO | SOUTHERN COPPER CORP | $4.3M | 1.85% | 24,536 | Added |
| 18 | NUE | NUCOR CORP | $4.0M | 1.75% | 18,080 | Trimmed |
| 19 | BA | BOEING CO | $3.6M | 1.56% | 16,621 | Added |
| 20 | BAC | BANK OF AMER CORP | $3.5M | 1.50% | 60,903 | Added |
| 21 | META | META PLATFORMS INC | $3.4M | 1.49% | 6,096 | Added |
| 22 | V | VISA INC | $3.4M | 1.49% | 10,041 | Added |
| 23 | CRWV | COREWEAVE INC | $3.3M | 1.45% | 33,622 | Added |
| 24 | GNRC | GENERAC HLDGS INC | $3.3M | 1.44% | 11,323 | Added |
| 25 | CRS | CARPENTER TECHNOLOGY CORP | $3.1M | 1.33% | 4,963 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR