AGP FRANKLIN, LLC

Est. AUM

$200.2M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	NVIDIA CORPORATION	COM	$13.1M	75022	6.54%	SOLE
2	AMAZON COM INC	COM	$11.7M	56330	5.86%	SOLE
3	PALANTIR TECHNOLOGIES INC	CL A	$11.6M	79570	5.81%	SOLE
4	ALPHABET INC	CAP STK CL A	$8.2M	28635	4.11%	SOLE
5	JPMORGAN CHASE & CO	COM	$7.0M	23837	3.50%	SOLE
6	ISHARES SILVER TR	ISHARES	$6.5M	95407	3.25%	SOLE
7	COSTCO WHOLESALE CORPORATION	COM	$6.4M	6462	3.22%	SOLE
8	ORACLE CORP	COM	$6.1M	41622	3.06%	SOLE
9	MICROSOFT CORP	COM	$5.4M	14470	2.68%	SOLE
10	APPLE INC	COM	$5.3M	21028	2.67%	SOLE
11	CORNING INC	COM	$4.7M	34872	2.37%	SOLE
12	SOUTHERN COPPER CORP	COM	$4.1M	23919	2.06%	SOLE
13	CITIGROUP INC	COM NEW	$4.0M	34910	1.98%	SOLE
14	CROWDSTRIKE HLDGS INC	CL A	$3.9M	9957	1.94%	SOLE
15	LITHIA MTRS INC	COM	$3.6M	14597	1.82%	SOLE
16	APPLIED DIGITAL CORP	COM NEW	$3.4M	143922	1.71%	SOLE
17	META PLATFORMS INC	CL A	$3.4M	5969	1.71%	SOLE
18	BOEING CO	COM	$3.1M	15821	1.57%	SOLE
19	NUCOR CORP	COM	$3.1M	18348	1.55%	SOLE
20	VISA INC	COM CL A	$3.0M	9849	1.49%	SOLE
21	BANK AMERICA CORP	COM	$2.8M	57200	1.39%	SOLE
22	OREILLY AUTOMOTIVE INC	COM	$2.7M	29516	1.36%	SOLE
23	WALMART INC	COM	$2.5M	20303	1.26%	SOLE
24	COREWEAVE INC	COM CL A	$2.5M	32306	1.25%	SOLE
25	TJX COS INC NEW	COM	$2.5M	15438	1.23%	SOLE
26	ABBVIE INC	COM	$2.5M	11276	1.22%	SOLE
27	MASTERCARD INCORPORATED	CL A	$2.3M	4667	1.16%	SOLE
28	AFLAC INC	COM	$2.2M	20252	1.11%	SOLE
29	3M CO	COM	$2.2M	15032	1.09%	SOLE
30	AUTOZONE INC	COM	$2.2M	643	1.08%	SOLE
31	GENERAC HLDGS INC	COM	$2.2M	11080	1.08%	SOLE
32	TRACTOR SUPPLY CO	COM	$2.1M	47066	1.06%	SOLE
33	ADVANCED MICRO DEVICES INC	COM	$2.1M	10152	1.03%	SOLE
34	CARPENTER TECHNOLOGY CORP	COM	$2.0M	5114	1.01%	SOLE
35	BRINKER INTL INC	COM	$2.0M	13934	0.99%	SOLE
36	PACCAR INC	COM	$1.9M	16182	0.93%	SOLE
37	TESLA INC	COM	$1.8M	4847	0.90%	SOLE
38	DARDEN RESTAURANTS INC	COM	$1.7M	8858	0.87%	SOLE
39	GILEAD SCIENCES INC	COM	$1.7M	12369	0.86%	SOLE
40	AGREE RLTY CORP	COM	$1.7M	21983	0.83%	SOLE
41	DUKE ENERGY CORP NEW	COM NEW	$1.7M	12610	0.82%	SOLE
42	ATMOS ENERGY CORP	COM	$1.5M	8367	0.77%	SOLE
43	SOUTHERN CO	COM	$1.5M	15671	0.76%	SOLE
44	QUEST DIAGNOSTICS INC	COM	$1.5M	7698	0.75%	SOLE
45	NEXTERA ENERGY INC	COM	$1.5M	15889	0.74%	SOLE
46	IDACORP INC	COM	$1.4M	9629	0.69%	SOLE
47	ESSENTIAL UTILS INC	COM	$1.4M	33849	0.68%	SOLE
48	DOMINION ENERGY INC	COM	$1.4M	21953	0.68%	SOLE
49	DOMINOS PIZZA INC	COM	$1.4M	3769	0.68%	SOLE
50	AMERICAN ELEC PWR CO INC	COM	$1.3M	9759	0.64%	SOLE

1–50 of 93

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.