Agp Franklin, LLC holds a diversified book of 93 stocks worth $230.6M as of Q2 2026 (disclosed Jul 30, 2026, a ~30-day 13F lag). This quarter they opened Pinnacle Financial Partners and trimmed Palantir Technologies Inc-A. Their largest long position is Nvidia Corp at 7% of the equity book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
98% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Agp Franklin, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 80 / 80 | $2.1T |
| FMR LLC | 80 / 80 | $732.2B |
| MORGAN STANLEY | 80 / 80 | $451.6B |
| JPMORGAN CHASE & CO | 80 / 80 | $431.0B |
| NORTHERN TRUST CORP | 80 / 80 | $270.3B |
| BANK OF AMERICA CORP /DE/ | 80 / 80 | $266.1B |
| GOLDMAN SACHS GROUP INC | 80 / 80 | $211.2B |
| ROYAL BANK OF CANADA | 80 / 80 | $128.9B |
Ranked by the share of each fund's own book sitting in the names it shares with Agp Franklin, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation COM | $15.3M | 76.6K | 6.6% | ▲+2.1% Added · +2K sh | |
| 2 | Amazon Com Inc COM | $13.8M | 57.7K | 6.0% | ▲+2.5% Added · +1K sh | |
| 3 | Alphabet Inc CAP STK CL A | $10.3M | 28.9K | 4.5% | ▲+0.8% Added · +242 sh | |
| 4 | Palantir Technologies Inc CL A | $8.6M | 73.4K | 3.7% | ▼−7.8% Reduced · −6K sh | |
| 5 | JPMorgan Chase & Co COM | $8.0M | 24.4K | 3.5% | ▲+2.4% Added · +568 sh | |
| 6 | Crowdstrike Hldgs Inc CL A | $7.8M | 10.2K | 3.4% | ▲+2.4% Added · +241 sh | |
| 7 | Corning Inc COM | $7.0M | 27.5K | 3.0% | ▼−21% Reduced · −7K sh | |
| 8 | Oracle Corp COM | $6.6M | 45.3K | 2.9% | ▲+8.7% Added · +4K sh | |
| 9 | Apple Inc COM | $6.2M | 21.6K | 2.7% | ▲+2.7% Added · +564 sh | |
| 10 | Costco Wholesale Corporation COM | $6.2M | 6.6K | 2.7% | ▲+2.4% Added · +156 sh | |
| 11 | Microsoft Corp COM | $5.6M | 15.0K | 2.4% | ▲+3.5% Added · +500 sh | |
| 12 | Advanced Micro Devices Inc COM | $5.5M | 9.4K | 2.4% | ▼−7.3% Reduced · −743 sh | |
| 13 | Applied Digital Corp COM NEW | $5.5M | 146.4K | 2.4% | ▲+1.7% Added · +2K sh | |
| 14 | Pinnacle Finl Partners Inc COM | $5.3M | 52.9K | 2.3% | ▲New New position | |
| 15 | Ishares Silver TR ISHARES | $5.3M | 99.6K | 2.3% | ▲+4.4% Added · +4K sh | |
| 16 | Citigroup Inc COM NEW | $4.9M | 34.7K | 2.1% | ▼−0.7% Reduced · −252 sh | |
| 17 | Southern Copper Corp COM | $4.3M | 24.5K | 1.9% | ▲+2.6% Added · +617 sh | |
| 18 | Nucor Corp COM | $4.0M | 18.1K | 1.7% | ▼−1.5% Reduced · −268 sh | |
| 19 | Boeing Co COM | $3.6M | 16.6K | 1.6% | ▲+5.0% Added · +800 sh | |
| 20 | Bank Of Amer Corp COM | $3.5M | 60.9K | 1.5% | ▲+6.5% Added · +4K sh | |
| 21 | Visa Inc COM CL A | $3.4M | 10.0K | 1.5% | ▲+1.9% Added · +192 sh | |
| 22 | Meta Platforms Inc CL A | $3.4M | 6.1K | 1.5% | ▲+2.1% Added · +127 sh | |
| 23 | Coreweave Inc COM CL A | $3.3M | 33.6K | 1.5% | ▲+4.1% Added · +1K sh | |
| 24 | Generac Hldgs Inc COM | $3.3M | 11.3K | 1.4% | ▲+2.2% Added · +243 sh | |
| 25 | Carpenter Technology Corp COM | $3.1M | 5.0K | 1.3% | ▼−3.0% Reduced · −151 sh | |
| 26 | Abbvie Inc COM | $2.9M | 11.5K | 1.3% | ▲+1.6% Added · +187 sh | |
| 27 | Oreilly Automotive Inc COM | $2.7M | 29.3K | 1.2% | ▼−0.8% Reduced · −244 sh | |
| 28 | Aflac Inc COM | $2.6M | 22.1K | 1.1% | ▲+8.9% Added · +2K sh | |
| 29 | Snowflake Inc COM SHS | $2.5M | 9.7K | 1.1% | ▲+356% Added · +8K sh | |
| 30 | Brinker Intl Inc COM | $2.4M | 14.5K | 1.1% | ▲+4.2% Added · +581 sh | |
| 31 | Tesla Inc COM | $2.4M | 5.8K | 1.1% | ▲+19% Added · +933 sh | |
| 32 | 3M Co COM | $2.4M | 15.0K | 1.1% | ▼−0.5% Reduced · −68 sh | |
| 33 | TJX Cos Inc New COM | $2.3M | 15.5K | 1.0% | ▲+0.1% Added · +16 sh | |
| 34 | Walmart Inc COM | $2.3M | 19.9K | 1.0% | ▼−1.8% Reduced · −373 sh | |
| 35 | Autozone Inc COM | $2.0M | 619 | 0.9% | ▼−3.7% Reduced · −24 sh | |
| 36 | Darden Restaurants Inc COM | $1.8M | 8.7K | 0.8% | ▼−1.4% Reduced · −122 sh | |
| 37 | Duke Energy Corp New COM NEW | $1.8M | 13.9K | 0.8% | ▲+9.9% Added · +1K sh | |
| 38 | Netapp Inc COM | $1.7M | 11.2K | 0.7% | ▲New New position | |
| 39 | Mongodb Inc CL A | $1.7M | 5.0K | 0.7% | ▲New New position | |
| 40 | Quest Diagnostics Inc COM | $1.7M | 7.9K | 0.7% | ▲+2.5% Added · +193 sh | |
| 41 | Robinhood MKTS Inc COM CL A | $1.7M | 16.6K | 0.7% | ▲+16% Added · +2K sh | |
| 42 | Steel Dynamics Inc COM | $1.6M | 7.1K | 0.7% | ▲+0.4% Added · +28 sh | |
| 43 | Gilead Sciences Inc COM | $1.6M | 12.9K | 0.7% | ▲+4.6% Added · +572 sh | |
| 44 | Amphenol Corp CL A | $1.6M | 9.3K | 0.7% | ▲New New position | |
| 45 | Southern Co COM | $1.6M | 16.9K | 0.7% | ▲+8.0% Added · +1K sh | |
| 46 | Agree Rlty Corp COM | $1.6M | 21.3K | 0.7% | ▼−2.9% Reduced · −646 sh | |
| 47 | Dominion Energy Inc COM | $1.6M | 23.4K | 0.7% | ▲+6.4% Added · +1K sh | |
| 48 | Atmos Energy Corp COM | $1.5M | 9.0K | 0.7% | ▲+7.3% Added · +612 sh | |
| 49 | Idacorp Inc COM | $1.5M | 10.0K | 0.7% | ▲+3.6% Added · +346 sh | |
| 50 | Ge Aerospace COM NEW | $1.5M | 4.0K | 0.7% | ▲+56% Added · +1K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2056566/holdings"
Use Arkolith to show AGP FRANKLIN, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.