StockDriftsStockDriftsTop 50 Agp Franklin LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 6.65% | 76.6K | $15.3M | +2.15%(+1.61K) | $132.46(+66.43%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 5.96% | 57.7K | $13.8M | +2.46%(+1.39K) | $209.33(+31.35%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 4.47% | 28.9K | $10.3M | +0.85%(+242) | $179.60(+95.70%) | 2026-06-30 | |
| PLTR | PALANTIR TECHNOLOGIES INC | 3.71% | 73.4K | $8.6M | -7.76%(-6.17K) | $87.91(+100.99%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 3.46% | 24.4K | $8.0M | +2.38%(+568) | $232.35(+55.58%) | 2026-06-30 | |
| CRWD | CROWDSTRIKE HLDGS INC | 3.37% | 10.2K | $7.8M | +2.42%(+241) | $328.14(-32.90%) | 2026-06-30 | |
| GLW | CORNING INC | 3.04% | 27.5K | $7.0M | -21.23%(-7.40K) | $47.58(+234.96%) | 2026-06-30 | |
| ORCL | ORACLE CORP | 2.88% | 45.3K | $6.6M | +8.75%(+3.64K) | $179.65(-17.91%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.71% | 21.6K | $6.2M | +2.68%(+564) | $233.21(+31.50%) | 2026-06-30 | |
| COST | COSTCO WHOLESALE CORPORATION | 2.68% | 6.6K | $6.2M | +2.41%(+156) | $906.24(+5.15%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +32.27% |
| Top 20 Holdings Unweighted | — | — | — | — | +28.79% |
Agp Franklin LLC reports $230.64M in US-listed equity holdings across 93 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (6.7%), AMZN (6.0%) and GOOGL (4.5%). The top 20 holdings account for 59.47% of reported assets. Its disclosed equity book has returned +32.27% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Agp Franklin LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2056566). View Agp Franklin LLC’s 13F filings on SEC