Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
AGP FRANKLIN, LLC (CIK 2056566) reported $200.2M across 93 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($13.1M, 6.54%), AMZN ($11.7M, 5.86%), PLTR ($11.6M, 5.81%), GOOGL ($8.2M, 4.11%), JPM ($7.0M, 3.50%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $13.1M | 6.54% | 75,022 | Added |
| 2 | AMZN | AMAZON COM INC | $11.7M | 5.86% | 56,330 | Added |
| 3 | PLTR | PALANTIR TECHNOLOGIES INC | $11.6M | 5.81% | 79,570 | Added |
| 4 | GOOGL | ALPHABET INC | $8.2M | 4.11% | 28,635 | Added |
| 5 | JPM | JPMORGAN CHASE & CO | $7.0M | 3.50% | 23,837 | Added |
| 6 | SLV | ISHARES SILVER TR | $6.5M | 3.25% | 95,407 | Trimmed |
| 7 | COST | COSTCO WHOLESALE CORPORATION | $6.4M | 3.22% | 6,462 | Trimmed |
| 8 | ORCL | ORACLE CORP | $6.1M | 3.06% | 41,622 | Added |
| 9 | MSFT | MICROSOFT CORP | $5.4M | 2.68% | 14,470 | Added |
| 10 | AAPL | APPLE INC | $5.3M | 2.67% | 21,028 | Trimmed |
| 11 | GLW | CORNING INC | $4.7M | 2.37% | 34,872 | Trimmed |
| 12 | SCCO | SOUTHERN COPPER CORP | $4.1M | 2.06% | 23,919 | Added |
| 13 | C | CITIGROUP INC | $4.0M | 1.98% | 34,910 | Trimmed |
| 14 | CRWD | CROWDSTRIKE HLDGS INC | $3.9M | 1.94% | 9,957 | Added |
| 15 | LAD | LITHIA MTRS INC | $3.6M | 1.82% | 14,597 | Added |
| 16 | META | META PLATFORMS INC | $3.4M | 1.71% | 5,969 | Added |
| 17 | APLD | APPLIED DIGITAL CORP | $3.4M | 1.71% | 143,922 | Added |
| 18 | BA | BOEING CO | $3.1M | 1.57% | 15,821 | Added |
| 19 | NUE | NUCOR CORP | $3.1M | 1.55% | 18,348 | Added |
| 20 | V | VISA INC | $3.0M | 1.49% | 9,849 | Added |
| 21 | BAC | BANK AMERICA CORP | $2.8M | 1.39% | 57,200 | Trimmed |
| 22 | ORLY | OREILLY AUTOMOTIVE INC | $2.7M | 1.36% | 29,516 | Added |
| 23 | WMT | WALMART INC | $2.5M | 1.26% | 20,303 | Added |
| 24 | CRWV | COREWEAVE INC | $2.5M | 1.25% | 32,306 | Added |
| 25 | TJX | TJX COS INC NEW | $2.5M | 1.23% | 15,438 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31