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CIK: 0002056566
Total reported value
$230.6M
$230.6M
83 檔
21.0%
According to the latest 13F quarterly dataset, Agp Franklin, LLC managed an equity portfolio of $230.6M at the end of Q3 2025, spanning 83 distinct U.S. exchange-listed positions.
In Q3 2025, Agp Franklin, LLC displayed an active expansion posture, initiating 20 new positions and adding to 35 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 6.22% | +0.11% | -5.35% | |
| 2 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 5.29% | -2.10% | -38.98% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.71% | +0.10% | +21.21% | |
| 4 | ORCL | Oracle CORP | Stock-Tech | 3.77% | -0.18% | -1.20% | |
| 5 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.63% | -0.04% | +3.26% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.36% | +0.36% | +1.79% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 3.33% | -0.26% | +1.82% | |
| 8 | SLV | Ishares Silver Trust | ETF-Commodities | 3.08% | -0.94% | — | |
| 9 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.87% | -0.54% | +4.08% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 2.65% | +0.04% | +4.59% | |
| 11 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 2.30% | +1.43% | +6.25% | |
| 12 | CRWV | Coreweave Inc-cl A | Stock-Tech | 2.12% | +0.20% | +141.22% | |
| 13 | PNW | Pinnacle West Capital Corporation | Stock-Utilities | 1.97% | — | +99.90% | |
| 14 | C | Citigroup Inc | Stock-Financials | 1.84% | +0.12% | +4.28% | |
| 15 | ADBE | Adobe Inc | Stock-Tech | 1.83% | — | +35.26% | |
| 16 | BA | Boeing Co/the | Stock-Industrials | 1.75% | -0.01% | +0.98% | |
| 17 | D | Dominion Energy Inc | Stock-Utilities | 1.71% | +0.01% | +1.69% | |
| 18 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.68% | -0.21% | +2.96% | |
| 19 | AZO | Autozone Inc | Stock-Consumer Disc | 1.65% | -0.22% | -0.38% | |
| 20 | GLW | Corning Inc | Stock-Tech | 1.63% | +0.67% | -26.51% | |
| 21 | LAD | Lithia Motors Inc | Stock-Consumer Disc | 1.61% | -1.82% | EXIT | |
| 22 | CRS | Carpenter Technology | Stock-Industrials | 1.54% | +0.32% | +0.14% | |
| 23 | V | Visa Inc-class A Shares | Stock-Financials | 1.53% | — | +6.95% | |
| 24 | APLD | Applied Digital CORP | Stock-Tech | 1.53% | +0.66% | — | |
| 25 | BAC | Bank Of America CORP | Stock-Financials | 1.51% | +0.11% | +46.74% | |
| 26 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 1.41% | -0.19% | +0.11% | |
| 27 | SCCO | Southern Copper CORP | Stock-Materials | 1.38% | -0.21% | +5.34% | |
| 28 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.28% | -0.22% | +19.45% | |
| 29 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 1.28% | -0.96% | +1.08% | |
| 30 | ABBV | Abbvie Inc | Stock-Healthcare | 1.23% | +0.03% | +3.33% | |
| 31 | DRI | Darden Restaurants Inc | Stock-Consumer Disc | 1.21% | -0.09% | -25.20% | |
| 32 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.20% | +0.15% | +13.54% | |
| 33 | MA | Mastercard Inc - A | Stock-Financials | 1.18% | -1.16% | EXIT | |
| 34 | NEE | Nextera Energy Inc | Stock-Utilities | 1.17% | -0.13% | +1.40% | |
| 35 | NUE | Nucor CORP | Stock-Materials | 1.15% | +0.20% | — | |
| 36 | FND | Floor & Decor Holdings Inc-a | Stock-Consumer Disc | 1.06% | -0.61% | EXIT | |
| 37 | DPZ | Domino's Pizza Inc | Stock-Consumer Disc | 1.05% | -0.68% | EXIT | |
| 38 | HOOD | Robinhood Markets Inc - A | Stock-Financials | 1.04% | +0.22% | -52.70% | |
| 39 | AFL | Aflac Inc | Stock-Financials | 0.99% | +0.01% | +9.14% | |
| 40 | MMM | 3m Co | Stock-Industrials | 0.98% | -0.04% | +4.44% | |
| 41 | ATO | Atmos Energy CORP | Stock-Utilities | 0.96% | -0.10% | +1.05% | |
| 42 | DUK | Duke Energy CORP | Stock-Utilities | 0.94% | -0.06% | +4.80% | |
| 43 | PCAR | Paccar Inc | Stock-Industrials | 0.90% | -0.93% | EXIT | |
| 44 | CPRT | Copart Inc | Stock-Industrials | 0.82% | — | +0.44% | |
| 45 | SO | Southern Co/the | Stock-Utilities | 0.80% | -0.06% | +3.56% | |
| 46 | CTVA | Corteva Inc | Stock-Materials | 0.77% | — | -20.02% | |
| 47 | WTRG | Essential Utilities Inc | Stock-Utilities | 0.76% | -0.38% | +0.90% | |
| 48 | IDA | Idacorp Inc | Stock-Utilities | 0.75% | -0.04% | +9.15% | |
| 49 | CPK | Chesapeake Utilities CORP | Stock-Other | 0.74% | -0.10% | +5.45% | |
| 50 | DGX | Quest Diagnostics Inc | Stock-Healthcare | 0.69% | -0.02% | -0.09% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ORCL | Oracle CORP | +1.5% | -1.20% | Trim |
| 2 | NVDA | Nvidia CORP | +1.2% | -5.35% | Trim |
| 3 | AMZN | Amazon.com Inc | +0.8% | +21.21% | Add |
| 4 | ADBE | Adobe Inc | +0.8% | +35.26% | Add |
| 5 | PNW | Pinnacle West Capital Corporation | +0.7% | +99.90% | Add |
| 6 | GOOGL | Alphabet Inc-cl A | +0.7% | +1.79% | Add |
| 7 | BAC | Bank Of America CORP | +0.6% | +46.74% | Add |
| 8 | TSLA | Tesla Inc | +0.6% | +13.54% | Add |
| 9 | SO | Southern Co/the | +0.6% | +3.56% | Add |
| 10 | C | Citigroup Inc | +0.5% | +4.28% | Add |
| 11 | WTRG | Essential Utilities Inc | +0.4% | +0.90% | Add |
| 12 | IDA | Idacorp Inc | +0.4% | +9.15% | Add |
| 13 | SLV | Ishares Silver Trust | +0.4% | — | Add |
| 14 | CPK | Chesapeake Utilities CORP | +0.4% | +5.45% | Add |
| 15 | JPM | Jpmorgan Chase & Co | +0.4% | +3.26% | Add |
| 16 | META | Meta Platforms Inc-class A | +0.3% | +19.45% | Add |
| 17 | MSFT | Microsoft CORP | +0.3% | +1.82% | Add |
| 18 | GLW | Corning Inc | +0.3% | -26.51% | Trim |
| 19 | SCCO | Southern Copper CORP | +0.2% | +5.34% | Add |
| 20 | BA | Boeing Co/the | +0.2% | +0.98% | Add |
| 21 | HOOD | Robinhood Markets Inc - A | +0.2% | -52.70% | Trim |
| 22 | CRS | Carpenter Technology | +0.1% | +0.14% | Trim |
| 23 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +6.25% | Add |
| 24 | AAPL | Apple Inc | +0.1% | +4.59% | Add |
| 25 | AWK | American Water Works Co Inc | +0.1% | +11.12% | Add |
| 26 | GE | General Electric | +0.1% | +0.12% | Add |
| 27 | ABBV | Abbvie Inc | +0.1% | +3.33% | Add |
| 28 | XSD | Ss Spdr S&p Semiconductor | +0.1% | -5.90% | Trim |
| 29 | RF | Regions Financial CORP | 0% | — | Unchanged |
| 30 | D | Dominion Energy Inc | 0% | +1.69% | Add |
| 31 | CMI | Cummins Inc | 0% | — | Unchanged |
| 32 | MMM | 3m Co | 0% | +4.44% | Add |
| 33 | OZK | Bank Ozk | 0% | — | Unchanged |
| 34 | CII | Blackrock Enhan Lrg Cap Core | — | — | Unchanged |
| 35 | NFLX | Netflix Inc | — | — | Unchanged |
| 36 | MMLP | Martin Midstream Partners LP | — | — | Unchanged |
| 37 | MRK | Merck & Co. Inc. | 0% | — | Unchanged |
| 38 | ATO | Atmos Energy CORP | 0% | +1.05% | Add |
| 39 | LOW | Lowe's Cos Inc | 0% | — | Unchanged |
| 40 | DTE | Dte Energy Company | 0% | — | Unchanged |
| 41 | XOM | Exxon Mobil CORP | 0% | -4.75% | Trim |
| 42 | LLY | Eli Lilly & Co | 0% | — | Unchanged |
| 43 | FND | Floor & Decor Holdings Inc-a | -0.1% | +10.62% | Add |
| 44 | DGX | Quest Diagnostics Inc | -0.1% | -0.09% | Add |
| 45 | TSCO | Tractor Supply Company | -0.1% | +1.08% | Add |
| 46 | DUK | Duke Energy CORP | -0.1% | +4.80% | Add |
| 47 | NEE | Nextera Energy Inc | -0.1% | +1.40% | Add |
| 48 | DE | Deere & Co | -0.1% | -6.20% | Trim |
| 49 | AFL | Aflac Inc | -0.1% | +9.14% | Add |
| 50 | AZO | Autozone Inc | -0.1% | -0.38% | Trim |
According to official SEC Form 13F filings, Agp Franklin, LLC reported a total U.S. public equity portfolio value of $230.6M across 83 disclosed positions in Q3 2025.
During Q3 2025, Agp Franklin, LLC's top holdings by market value included NVDA (6.2%)、PLTR (5.3%)、AMZN (4.7%). The largest single position, NVDA, represented 6.2% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, PLTR, AMZN) accounted for 21.0% of total reported equity market value during Q3 2025.
Top New Position Initiated
CRWV
市值: $4.3M
Top Position Liquidated / Trimmed
MCD
前期市值: $3.1M
In Q3 2025, Agp Franklin, LLC made 89 total portfolio adjustments, initiating 20 new buys, adding to 35 positions, trimming 18 holdings, and fully liquidating 16 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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