Agp Franklin, LLC

13F filer · CIK 0002056566

Reported Jul 30, 2026

Net buyer this quarter

13F portfolio value$231MU.S. long equity reported on 13F

Positions9014 new · 13 closed

Net flow last quarter+$3.02MBuys minus sells

Top 10 positions weight38.9%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 30, 202690 positions
NVDANvidia Corp	$15.3M	6.65%	0.00%	+2.2%	Q4 2024
AMZNAmazon Com Inc	$13.8M	5.96%	0.00%	+2.5%	Q4 2024
GOOGLAlphabet Inc.	$10.3M	4.47%	0.00%	+0.9%	Q4 2024
PLTRPalantir Technologies Inc.	$8.56M	3.71%	0.00%	-7.8%	Q4 2024
JPMJPMorgan Chase & Co	$7.99M	3.46%	0.00%	+2.4%	Q4 2024
CRWDCrowdStrike Holdings, Inc.	$7.78M	3.37%	0.00%	+2.4%	Q4 2024
GLWCorning Inc	$7.02M	3.04%	0.00%	-21.2%	Q4 2024
ORCLOracle Corp	$6.63M	2.88%	0.00%	+8.8%	Q4 2024
AAPLApple Inc.	$6.25M	2.71%	0.00%	+2.7%	Q4 2024
COSTCostco Wholesale Corp	$6.19M	2.68%	0.00%	+2.4%	Q4 2024
MSFTMicrosoft Corp	$5.58M	2.42%	0.00%	+3.5%	Q4 2024
AMDAdvanced Micro Devices Inc	$5.47M	2.37%	0.00%	-7.3%	Q4 2024
APLDApplied Digital Corp.	$5.46M	2.37%	0.05%	+1.7%	Q3 2025
PNFPPinnacle Financial Partners, Inc.	$5.33M	2.31%	0.04%	Not reported	Q4 2024
SLViShares Silver Trust	$5.33M	2.31%	0.02%	+4.4%	Q4 2024
CCitigroup Inc	$4.85M	2.10%	0.00%	-0.7%	Q4 2024
SCCOSouthern Copper Corp/	$4.28M	1.85%	0.00%	+1.6%	Q4 2024
NUENucor Corp	$4.03M	1.75%	0.01%	-1.5%	Q3 2025
BABoeing Co	$3.6M	1.56%	0.00%	+5.1%	Q4 2024
BACBank of America Corp	$3.47M	1.50%	0.00%	+6.5%	Q4 2024
VVisa Inc.	$3.44M	1.49%	0.00%	+2.0%	Q4 2024
METAMeta Platforms, Inc.	$3.43M	1.49%	Not reported	+2.1%	Q1 2025
CRWVCoreWeave, Inc.	$3.35M	1.45%	Not reported	+4.1%	Q2 2025
GNRCGenerac Holdings Inc.	$3.32M	1.44%	0.02%	+2.2%	Q1 2026
CRSCarpenter Technology Corp	$3.06M	1.33%	0.01%	-3.0%	Q1 2025
ABBVAbbVie Inc.	$2.88M	1.25%	0.00%	+1.7%	Q4 2024
ORLYO Reilly Automotive Inc	$2.7M	1.17%	0.00%	-0.8%	Q4 2024
AFLAflac Inc	$2.59M	1.12%	0.00%	+8.9%	Q4 2024
SNOWSnowflake Inc.	$2.47M	1.07%	0.00%	+355.6%	Q3 2025
EATBrinker International, Inc	$2.44M	1.06%	0.03%	+4.2%	Q4 2025
TSLATesla, Inc.	$2.43M	1.05%	0.00%	+19.3%	Q1 2025
MMM3m Co	$2.42M	1.05%	0.00%	-0.5%	Q1 2025
TJXTJX Companies Inc	$2.34M	1.02%	0.00%	+0.1%	Q4 2024
WMTWalmart Inc.	$2.26M	0.98%	0.00%	-1.8%	Q4 2024
AZOAutozone Inc	$1.98M	0.86%	0.00%	-3.7%	Q4 2024
DRIDarden Restaurants Inc	$1.8M	0.78%	0.01%	-1.4%	Q4 2024
DUKDuke Energy CORP	$1.75M	0.76%	0.00%	+9.9%	Q4 2024
NTAPNetApp, Inc.	$1.73M	0.75%	0.01%	New	Q2 2026
MDBMongoDB, Inc.	$1.69M	0.73%	0.01%	New	Q2 2026
DGXQuest Diagnostics Inc	$1.67M	0.73%	0.01%	+2.5%	Q4 2024
HOODRobinhood Markets, Inc.	$1.67M	0.72%	0.01%	+16.3%	Q1 2025
STLDSteel Dynamics Inc	$1.64M	0.71%	0.01%	+0.4%	Q4 2025
GILDGilead Sciences, Inc.	$1.63M	0.71%	0.00%	+4.6%	Q3 2025
APHAmphenol Corp	$1.63M	0.71%	0.00%	New	Q2 2026
SOSouthern Co	$1.62M	0.70%	0.00%	+8.0%	Q4 2024
ADCAgree Realty Corp	$1.62M	0.70%	0.02%	-2.9%	Q3 2025
DDominion Energy, Inc	$1.6M	0.69%	0.00%	+6.4%	Q4 2024
ATOAtmos Energy Corp	$1.55M	0.67%	0.01%	+7.3%	Q4 2024
IDAIdacorp Inc	$1.51M	0.65%	0.02%	+3.6%	Q4 2024
GEGeneral Electric Co	$1.51M	0.65%	0.00%	+56.4%	Q4 2024

Q1 2026Reported Apr 17, 202689 positions
NVDANvidia Corp	$13.1M	6.54%	0.00%	+9.0%	Q4 2024
AMZNAmazon Com Inc	$11.7M	5.86%	0.00%	+26.7%	Q4 2024
PLTRPalantir Technologies Inc.	$11.6M	5.81%	0.00%	+35.1%	Q4 2024
GOOGLAlphabet Inc.	$8.23M	4.11%	0.00%	+1.3%	Q4 2024
JPMJPMorgan Chase & Co	$7.01M	3.50%	0.00%	+2.7%	Q4 2024
SLViShares Silver Trust	$6.5M	3.25%	0.02%	-34.8%	Q4 2024
COSTCostco Wholesale Corp	$6.44M	3.22%	0.00%	-6.0%	Q4 2024
ORCLOracle Corp	$6.12M	3.06%	0.00%	+16.1%	Q4 2024
MSFTMicrosoft Corp	$5.36M	2.68%	0.00%	+10.0%	Q4 2024
AAPLApple Inc.	$5.34M	2.67%	0.00%	-1.4%	Q4 2024
GLWCorning Inc	$4.74M	2.37%	0.00%	-16.8%	Q4 2024
SCCOSouthern Copper Corp/	$4.12M	2.06%	0.00%	+2.3%	Q4 2024
CCitigroup Inc	$3.96M	1.98%	0.00%	-6.4%	Q4 2024
CRWDCrowdStrike Holdings, Inc.	$3.89M	1.94%	0.00%	+2.5%	Q4 2024
LADLithia Motors Inc	$3.65M	1.82%	0.06%	+40.2%	Q4 2024
APLDApplied Digital Corp.	$3.42M	1.71%	0.05%	+4.5%	Q3 2025
METAMeta Platforms, Inc.	$3.42M	1.71%	Not reported	+5.6%	Q1 2025
BABoeing Co	$3.15M	1.57%	0.00%	+3.6%	Q4 2024
NUENucor Corp	$3.1M	1.55%	0.01%	+5.6%	Q3 2025
VVisa Inc.	$2.98M	1.49%	0.00%	+4.0%	Q4 2024
BACBank of America Corp	$2.79M	1.39%	0.00%	-5.5%	Q4 2024
ORLYO Reilly Automotive Inc	$2.72M	1.36%	0.00%	+5.8%	Q4 2024
WMTWalmart Inc.	$2.52M	1.26%	0.00%	+36.0%	Q4 2024
CRWVCoreWeave, Inc.	$2.5M	1.25%	Not reported	+3.0%	Q2 2025
TJXTJX Companies Inc	$2.47M	1.23%	0.00%	-36.1%	Q4 2024
ABBVAbbVie Inc.	$2.45M	1.22%	0.00%	+2.4%	Q4 2024
MAMastercard Inc	$2.33M	1.16%	0.00%	+9.9%	Q3 2025
AFLAflac Inc	$2.22M	1.11%	0.00%	+7.8%	Q4 2024
MMM3m Co	$2.18M	1.09%	0.00%	+4.9%	Q1 2025
AZOAutozone Inc	$2.17M	1.08%	0.00%	-19.1%	Q4 2024
GNRCGenerac Holdings Inc.	$2.16M	1.08%	0.02%	New	Q1 2026
TSCOTractor Supply Co	$2.13M	1.06%	0.01%	+2.1%	Q4 2024
AMDAdvanced Micro Devices Inc	$2.07M	1.03%	0.00%	Not reported	Q4 2024
CRSCarpenter Technology Corp	$2.02M	1.01%	0.01%	-59.8%	Q1 2025
EATBrinker International, Inc	$1.99M	0.99%	0.03%	+298.5%	Q4 2025
PCARPaccar Inc	$1.87M	0.93%	0.00%	-15.6%	Q3 2025
TSLATesla, Inc.	$1.8M	0.90%	0.00%	-13.6%	Q1 2025
DRIDarden Restaurants Inc	$1.74M	0.87%	0.01%	-32.6%	Q4 2024
GILDGilead Sciences, Inc.	$1.72M	0.86%	0.00%	+5.0%	Q3 2025
ADCAgree Realty Corp	$1.66M	0.83%	0.02%	+12.1%	Q3 2025
DUKDuke Energy CORP	$1.65M	0.82%	0.00%	-20.0%	Q4 2024
ATOAtmos Energy Corp	$1.55M	0.77%	0.01%	-26.1%	Q4 2024
SOSouthern Co	$1.51M	0.76%	0.00%	-10.8%	Q4 2024
DGXQuest Diagnostics Inc	$1.51M	0.75%	0.01%	-3.2%	Q4 2024
NEENextera Energy Inc	$1.48M	0.74%	0.00%	-48.4%	Q4 2024
IDAIdacorp Inc	$1.38M	0.69%	0.02%	-19.1%	Q4 2024
WTRGEssential Utilities, Inc.	$1.36M	0.68%	0.01%	-12.7%	Q4 2024
DDominion Energy, Inc	$1.36M	0.68%	0.00%	-61.1%	Q4 2024
DPZDominos Pizza Inc	$1.35M	0.68%	0.01%	-24.6%	Q4 2024
AEPAmerican Electric Power Co Inc	$1.28M	0.64%	0.00%	New	Q1 2026

Q4 2025Reported Jan 28, 202686 positions
NVDANvidia Corp	$12.8M	6.02%	0.00%	+0.7%	Q4 2024
PLTRPalantir Technologies Inc.	$10.5M	4.91%	0.00%	-1.0%	Q4 2024
AMZNAmazon Com Inc	$10.3M	4.81%	0.00%	+1.0%	Q4 2024
SLViShares Silver Trust	$9.43M	4.42%	0.03%	-1.8%	Q4 2024
GOOGLAlphabet Inc.	$8.84M	4.15%	0.00%	-0.2%	Q4 2024
JPMJPMorgan Chase & Co	$7.48M	3.51%	0.00%	-1.7%	Q4 2024
ORCLOracle Corp	$6.99M	3.28%	0.00%	+30.4%	Q4 2024
MSFTMicrosoft Corp	$6.36M	2.98%	0.00%	-0.4%	Q4 2024
COSTCostco Wholesale Corp	$5.93M	2.78%	0.00%	+7.8%	Q4 2024
AAPLApple Inc.	$5.8M	2.72%	0.00%	-0.2%	Q4 2024
CRWDCrowdStrike Holdings, Inc.	$4.55M	2.14%	0.00%	+1.1%	Q4 2024
CCitigroup Inc	$4.35M	2.04%	0.00%	+0.5%	Q4 2024
PNFPPinnacle Financial Partners, Inc.	$4.31M	2.02%	0.06%	+4.8%	Q4 2024
CRSCarpenter Technology Corp	$4.01M	1.88%	0.03%	-1.1%	Q1 2025
ADBEAdobe Inc.	$3.81M	1.79%	0.00%	+2.0%	Q4 2024
METAMeta Platforms, Inc.	$3.73M	1.75%	Not reported	+58.1%	Q1 2025
TJXTJX Companies Inc	$3.71M	1.74%	0.00%	+1.4%	Q4 2024
GLWCorning Inc	$3.67M	1.72%	0.00%	+3.0%	Q4 2024
LADLithia Motors Inc	$3.46M	1.62%	0.04%	-0.5%	Q4 2024
APLDApplied Digital Corp.	$3.38M	1.58%	0.05%	+0.7%	Q3 2025
SCCOSouthern Copper Corp/	$3.33M	1.56%	0.00%	-1.1%	Q4 2024
BACBank of America Corp	$3.33M	1.56%	0.00%	+0.6%	Q4 2024
VVisa Inc.	$3.32M	1.56%	0.00%	+2.7%	Q4 2024
BABoeing Co	$3.31M	1.55%	0.00%	-8.3%	Q4 2024
DDominion Energy, Inc	$3.31M	1.55%	0.01%	-1.4%	Q4 2024
NUENucor Corp	$2.83M	1.33%	0.01%	-0.6%	Q3 2025
AZOAutozone Inc	$2.7M	1.26%	0.00%	+0.6%	Q4 2024
ORLYO Reilly Automotive Inc	$2.55M	1.19%	0.00%	+3.7%	Q4 2024
TSLATesla, Inc.	$2.52M	1.18%	0.00%	+1.7%	Q1 2025
ABBVAbbVie Inc.	$2.52M	1.18%	0.00%	+1.3%	Q4 2024
NEENextera Energy Inc	$2.47M	1.16%	0.00%	-3.6%	Q4 2024
MAMastercard Inc	$2.42M	1.14%	0.00%	+0.2%	Q3 2025
DRIDarden Restaurants Inc	$2.42M	1.13%	0.01%	+0.5%	Q4 2024
TSCOTractor Supply Co	$2.31M	1.08%	0.01%	+0.2%	Q4 2024
MMM3m Co	$2.29M	1.08%	0.00%	+10.8%	Q1 2025
CRWVCoreWeave, Inc.	$2.25M	1.05%	Not reported	-1.3%	Q2 2025
PCARPaccar Inc	$2.1M	0.98%	0.00%	+1.8%	Q3 2025
DPZDominos Pizza Inc	$2.08M	0.98%	0.01%	+0.2%	Q4 2024
AFLAflac Inc	$2.07M	0.97%	0.00%	+2.8%	Q4 2024
ATOAtmos Energy Corp	$1.9M	0.89%	0.01%	-1.6%	Q4 2024
DUKDuke Energy CORP	$1.85M	0.87%	0.00%	+1.4%	Q4 2024
HOODRobinhood Markets, Inc.	$1.74M	0.82%	0.01%	+3.0%	Q1 2025
ARHSArhaus, Inc.	$1.7M	0.80%	0.11%	New	Q4 2025
WMTWalmart Inc.	$1.66M	0.78%	0.00%	+12.1%	Q4 2024
SOSouthern Co	$1.53M	0.72%	0.00%	+1.4%	Q4 2024
IDAIdacorp Inc	$1.51M	0.71%	0.02%	+2.5%	Q4 2024
WTRGEssential Utilities, Inc.	$1.49M	0.70%	0.01%	-0.2%	Q4 2024
GILDGilead Sciences, Inc.	$1.45M	0.68%	0.00%	+5.7%	Q3 2025
ADCAgree Realty Corp	$1.41M	0.66%	0.02%	-0.3%	Q3 2025
CPKChesapeake Utilities Corp	$1.39M	0.65%	0.00%	-1.5%	Q4 2024

Q3 2025Reported Nov 3, 202581 positions
NVDANvidia Corp	$12.8M	6.22%	0.00%	-5.4%	Q4 2024
PLTRPalantir Technologies Inc.	$10.9M	5.29%	0.00%	-39.0%	Q4 2024
AMZNAmazon Com Inc	$9.66M	4.71%	0.00%	+21.2%	Q4 2024
ORCLOracle Corp	$7.73M	3.77%	0.00%	-1.2%	Q4 2024
JPMJPMorgan Chase & Co	$7.45M	3.63%	0.00%	+3.3%	Q4 2024
GOOGLAlphabet Inc.	$6.89M	3.36%	0.00%	+1.8%	Q4 2024
MSFTMicrosoft Corp	$6.84M	3.33%	0.00%	+1.8%	Q4 2024
SLViShares Silver Trust	$6.31M	3.08%	0.03%	Not reported	Q4 2024
COSTCostco Wholesale Corp	$5.9M	2.87%	0.00%	+4.1%	Q4 2024
AAPLApple Inc.	$5.44M	2.65%	0.00%	+4.6%	Q4 2024
CRWDCrowdStrike Holdings, Inc.	$4.71M	2.30%	0.00%	+6.3%	Q4 2024
CRWVCoreWeave, Inc.	$4.35M	2.12%	Not reported	+141.2%	Q2 2025
PNFPPinnacle Financial Partners, Inc.	$4.04M	1.97%	0.06%	+99.9%	Q4 2024
CCitigroup Inc	$3.77M	1.84%	0.00%	+4.3%	Q4 2024
ADBEAdobe Inc.	$3.76M	1.83%	0.00%	+35.3%	Q4 2024
BABoeing Co	$3.59M	1.75%	0.00%	+1.0%	Q4 2024
DDominion Energy, Inc	$3.5M	1.71%	0.01%	+1.7%	Q4 2024
TJXTJX Companies Inc	$3.44M	1.68%	0.00%	+3.0%	Q4 2024
AZOAutozone Inc	$3.39M	1.65%	0.00%	-0.4%	Q4 2024
GLWCorning Inc	$3.34M	1.63%	0.00%	-26.5%	Q4 2024
LADLithia Motors Inc	$3.31M	1.61%	0.04%	+0.3%	Q4 2024
CRSCarpenter Technology Corp	$3.16M	1.54%	0.03%	+0.1%	Q1 2025
VVisa Inc.	$3.15M	1.53%	0.00%	+7.0%	Q4 2024
APLDApplied Digital Corp.	$3.14M	1.53%	0.05%	New	Q3 2025
BACBank of America Corp	$3.11M	1.51%	0.00%	+46.7%	Q4 2024
ORLYO Reilly Automotive Inc	$2.9M	1.41%	0.00%	+0.1%	Q4 2024
SCCOSouthern Copper Corp/	$2.83M	1.38%	0.00%	+4.3%	Q4 2024
METAMeta Platforms, Inc.	$2.62M	1.28%	Not reported	+19.5%	Q1 2025
TSCOTractor Supply Co	$2.62M	1.28%	0.01%	+1.1%	Q4 2024
ABBVAbbVie Inc.	$2.52M	1.23%	0.00%	+3.3%	Q4 2024
DRIDarden Restaurants Inc	$2.49M	1.21%	0.01%	-25.2%	Q4 2024
TSLATesla, Inc.	$2.45M	1.20%	0.00%	+13.5%	Q1 2025
MAMastercard Inc	$2.41M	1.18%	0.00%	New	Q3 2025
NEENextera Energy Inc	$2.41M	1.17%	0.00%	+1.4%	Q4 2024
NUENucor Corp	$2.37M	1.15%	0.01%	New	Q3 2025
FNDFloor & Decor Holdings, Inc.	$2.18M	1.06%	0.03%	+10.6%	Q4 2024
DPZDominos Pizza Inc	$2.16M	1.05%	0.01%	-1.4%	Q4 2024
HOODRobinhood Markets, Inc.	$2.14M	1.04%	0.01%	-52.7%	Q1 2025
AFLAflac Inc	$2.04M	0.99%	0.00%	+9.1%	Q4 2024
MMM3m Co	$2.01M	0.98%	0.00%	+4.4%	Q1 2025
ATOAtmos Energy Corp	$1.96M	0.96%	0.01%	+1.1%	Q4 2024
DUKDuke Energy CORP	$1.92M	0.94%	0.00%	+4.8%	Q4 2024
PCARPaccar Inc	$1.85M	0.90%	0.00%	New	Q3 2025
CPRTCopart Inc	$1.69M	0.82%	0.00%	+0.4%	Q2 2025
SOSouthern Co	$1.64M	0.80%	0.00%	+3.6%	Q4 2024
CTVACorteva, Inc.	$1.58M	0.77%	0.00%	-20.0%	Q4 2024
WTRGEssential Utilities, Inc.	$1.55M	0.76%	0.01%	+0.9%	Q4 2024
IDAIdacorp Inc	$1.53M	0.75%	0.02%	+9.2%	Q4 2024
CPKChesapeake Utilities Corp	$1.53M	0.74%	0.00%	+5.5%	Q4 2024
DGXQuest Diagnostics Inc	$1.42M	0.69%	0.01%	-0.1%	Q4 2024

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