Agp Franklin
Agp Franklin reported 93 stocks worth $231M in its 13F filing for Q2 2026, filed Jul 30, 2026. Its largest holdings are NVDA (6.7%), AMZN (6.0%) and GOOGL (4.5%). Compared with Q1 2026, the fund opened new positions in PNFP, NTAP and MDB, added to NVDA, AMZN and GOOGL, trimmed PLTR, GLW and AMD and sold out of LAD, MA and PCAR.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 7 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  NVDA Nvidia Corporation | $15.3M | 6.7% | 77K | +1,610 (+2%) | 7 of 7 | |
| 2 |  AMZN Amazon Com Inc | $13.8M | 6.0% | 58K | +1,387 (+2%) | 7 of 7 | |
| 3 |  GOOGL Alphabet Inc | $10.3M | 4.5% | 29K | +242 (+1%) | 7 of 7 | |
| 4 |  PLTR Palantir Technologies Inc | $8.6M | 3.7% | 73K | −6,174 (−8%) | 7 of 7 | |
| 5 |  JPM Jpmorgan Chase & Co. | $8M | 3.5% | 24K | +568 (+2%) | 7 of 7 | |
| 6 |  CRWD Crowdstrike Hldgs Inc | $7.8M | 3.4% | 10K | +241 (+2%) | 7 of 7 | |
| 7 |  GLW Corning Inc | $7M | 3.0% | 27K | −7,403 (−21%) | 7 of 7 | |
| 8 |  ORCL Oracle Corp | $6.6M | 2.9% | 45K | +3,640 (+9%) | 7 of 7 | |
| 9 |  AAPL Apple Inc | $6.2M | 2.7% | 22K | +564 (+3%) | 7 of 7 | |
| 10 |  COST Costco Whsl Corp New | $6.2M | 2.7% | 6,618 | +156 (+2%) | 7 of 7 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 LAD Lithia Mtrs Inc | $3.6M | 15K |
 MA Mastercard Incorporated | $2.3M | 4,667 |
 PCAR Paccar Inc | $1.9M | 16K |
 DPZ Dominos Pizza Inc | $1.4M | 3,769 |
 FND FLOOR & DECOR HLDGS INC | $1.2M | 24K |
🔒 Free account: see all 14.
Reported value
last 7 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 30, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Agp Franklin 13F FAQ
What does Agp Franklin own?
Agp Franklin reported 93 stocks worth $231M in its 13F filing for Q2 2026, filed Jul 30, 2026. Its largest holdings are NVDA (6.7%), AMZN (6.0%) and GOOGL (4.5%). The table above lists every position in the filing (the top 10 without an account).
What did Agp Franklin buy and sell in Q2 2026?
Compared with Q1 2026: 14 new positions, 48 added to, 16 trimmed and 14 sold out. New positions include PNFP, NTAP and MDB. It sold all of LAD, MA and PCAR.
When will Agp Franklin file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Agp Franklin's portfolio worth?
The Q2 2026 filing reports $231M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.