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CIK: 0002056566
Total reported value
$230.6M
$230.6M
82 檔
19.8%
In Q2 2025, Agp Franklin, LLC's U.S. equity holdings reached a combined market value of $230.6M, distributed across 82 disclosed stock positions.
During Q2 2025, Agp Franklin, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including PLTR, NVDA, AMZN) accounted for 19.8% of total reported equity market value during Q2 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 7.03% | -2.10% | +1.02% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 6.04% | +0.11% | +0.26% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.21% | +0.10% | +3.24% | |
| 4 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.51% | -0.04% | +1.30% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.41% | -0.26% | +0.91% | |
| 6 | ORCL | Oracle CORP | Stock-Tech | 3.22% | -0.18% | +0.63% | |
| 7 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 3.21% | -0.54% | +2.65% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.59% | +0.36% | +1.18% | |
| 9 | SLV | Ishares Silver Trust | ETF-Commodities | 2.59% | -0.94% | +1.05% | |
| 10 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 2.44% | +1.43% | +1.14% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 2.22% | +0.04% | +0.84% | |
| 12 | DRI | Darden Restaurants Inc | Stock-Consumer Disc | 2.02% | -0.09% | -1.01% | |
| 13 | CRS | Carpenter Technology | Stock-Industrials | 1.88% | +0.32% | -0.80% | |
| 14 | LAD | Lithia Motors Inc | Stock-Consumer Disc | 1.86% | -1.82% | EXIT | |
| 15 | BA | Boeing Co/the | Stock-Industrials | 1.83% | -0.01% | +1.18% | |
| 16 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.70% | -0.04% | -0.33% | |
| 17 | D | Dominion Energy Inc | Stock-Utilities | 1.68% | +0.01% | +10.98% | |
| 18 | V | Visa Inc-class A Shares | Stock-Financials | 1.62% | — | +1.85% | |
| 19 | ADBE | Adobe Inc | Stock-Tech | 1.61% | — | +59.59% | |
| 20 | C | Citigroup Inc | Stock-Financials | 1.60% | +0.12% | +1.29% | |
| 21 | HOOD | Robinhood Markets Inc - A | Stock-Financials | 1.57% | +0.22% | -0.41% | |
| 22 | AZO | Autozone Inc | Stock-Consumer Disc | 1.56% | -0.22% | -0.88% | |
| 23 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.55% | — | +0.31% | |
| 24 | GLW | Corning Inc | Stock-Tech | 1.54% | +0.67% | +4.78% | |
| 25 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.51% | -0.21% | -0.97% | |
| 26 | AIG | American International Group | Stock-Financials | 1.35% | — | +0.72% | |
| 27 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 1.28% | -0.19% | +1393.00% | |
| 28 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 1.27% | -0.96% | +6.48% | |
| 29 | PNW | Pinnacle West Capital Corporation | Stock-Utilities | 1.26% | — | +2.01% | |
| 30 | WMT | Walmart Inc | Stock-Consumer Staples | 1.24% | -0.28% | +2.90% | |
| 31 | DPZ | Domino's Pizza Inc | Stock-Consumer Disc | 1.21% | -0.68% | EXIT | |
| 32 | SCCO | Southern Copper CORP | Stock-Materials | 1.18% | -0.21% | +3.53% | |
| 33 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.17% | -0.22% | +0.64% | |
| 34 | NEE | Nextera Energy Inc | Stock-Utilities | 1.16% | -0.13% | +4.43% | |
| 35 | CTVA | Corteva Inc | Stock-Materials | 1.15% | — | -3.96% | |
| 36 | CRWV | Coreweave Inc-cl A | Stock-Tech | 1.14% | +0.20% | — | |
| 37 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 1.10% | +0.09% | -67.58% | |
| 38 | TEVA | Teva Pharmaceutical-sp Adr | Stock-Healthcare | 1.10% | — | +0.06% | |
| 39 | FND | Floor & Decor Holdings Inc-a | Stock-Consumer Disc | 1.08% | -0.61% | EXIT | |
| 40 | ABBV | Abbvie Inc | Stock-Healthcare | 1.03% | +0.03% | +0.19% | |
| 41 | BAC | Bank Of America CORP | Stock-Financials | 1.03% | +0.11% | +2.22% | |
| 42 | MMM | 3m Co | Stock-Industrials | 1.00% | -0.04% | +6.00% | |
| 43 | CPRT | Copart Inc | Stock-Industrials | 0.97% | — | — | |
| 44 | AFL | Aflac Inc | Stock-Financials | 0.93% | +0.01% | +1.81% | |
| 45 | ATO | Atmos Energy CORP | Stock-Utilities | 0.93% | -0.10% | +10.58% | |
| 46 | DUK | Duke Energy CORP | Stock-Utilities | 0.92% | -0.06% | +9.22% | |
| 47 | UUP | Invesco Db US Dollar Index B | ETF-Large Cap & Growth | 0.82% | — | — | |
| 48 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.82% | +0.15% | +21.22% | |
| 49 | SO | Southern Co/the | Stock-Utilities | 0.81% | -0.06% | +289.86% | |
| 50 | WTRG | Essential Utilities Inc | Stock-Utilities | 0.76% | -0.38% | +187.52% |
According to official SEC Form 13F filings, Agp Franklin, LLC reported a total U.S. public equity portfolio value of $230.6M across 82 disclosed positions in Q2 2025.
During Q2 2025, Agp Franklin, LLC's top holdings by market value included PLTR (7.0%)、NVDA (6.0%)、AMZN (4.2%). The largest single position, PLTR, represented 7.0% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In Q2 2025, Agp Franklin, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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