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.
FRANKLIN STREET ADVISORS INC /NC (CIK 1010873) reported $1.63B across 166 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($121.4M, 7.45%), AAPL ($106.7M, 6.55%), MSFT ($95.1M, 5.84%), GOOG ($85.3M, 5.23%), AVGO ($72.6M, 4.46%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORP | $121.4M | 7.45% | 696,126 | Trimmed |
| 2 | AAPL | APPLE INC COM | $106.7M | 6.55% | 420,327 | Trimmed |
| 3 | MSFT | MICROSOFT CORP | $95.1M | 5.84% | 256,867 | Added |
| 4 | GOOG | ALPHABET INC CAP STK CL C | $85.3M | 5.23% | 297,311 | Trimmed |
| 5 | AVGO | BROADCOM INC | $72.6M | 4.46% | 234,674 | Added |
| 6 | AMZN | AMAZON.COM INC | $72.3M | 4.43% | 346,936 | Added |
| 7 | META | META PLATFORMS INC. CL A | $50.7M | 3.11% | 88,586 | Added |
| 8 | GS | GOLDMAN SACHS GROUP INC | $50.1M | 3.08% | 59,260 | Added |
| 9 | TMO | THERMO FISHER CORP COM | $45.9M | 2.82% | 93,341 | Trimmed |
| 10 | JPM | JPMORGAN CHASE & CO | $42.2M | 2.59% | 143,423 | Trimmed |
| 11 | ABBV | ABBVIE INC COM | $39.0M | 2.39% | 179,217 | Trimmed |
| 12 | RTX | RTX CORPORATION | $37.7M | 2.32% | 195,662 | Trimmed |
| 13 | CME | CME GROUP INC COM | $35.0M | 2.15% | 118,388 | Added |
| 14 | BLK | BLACKROCK INC COM | $33.7M | 2.07% | 34,990 | Added |
| 15 | TJX | TJX COMPANIES | $33.5M | 2.05% | 209,606 | Trimmed |
| 16 | CG | CARLYLE GROUP LP | $32.1M | 1.97% | 663,226 | Trimmed |
| 17 | ORCL | ORACLE CORP COM | $29.6M | 1.81% | 201,018 | Added |
| 18 | XOM | EXXON MOBIL CORP COM | $25.6M | 1.57% | 150,833 | Trimmed |
| 19 | LIN | LINDE PLC NEW | $25.5M | 1.57% | 51,519 | Added |
| 20 | PEP | PEPSICO INCORPORATED | $24.7M | 1.52% | 159,282 | Trimmed |
| 21 | MLM | MARTIN MARIETTA MATERIALS INC | $24.1M | 1.48% | 40,940 | Added |
| 22 | BRK/B | BERKSHIRE HATHAWAY INC DEL CL | $23.3M | 1.43% | 48,598 | Trimmed |
| 23 | AFL | AFLAC INC COM | $22.5M | 1.38% | 205,160 | Trimmed |
| 24 | DASH | DOORDASH INC CL A | $22.2M | 1.36% | 147,576 | Added |
| 25 | GEV | GE VERNOVA INC COM | $21.7M | 1.33% | 24,864 | New |
Source: SEC Form 13F filings · as of 2026-03-31