AGP FRANKLIN, LLC

data from 30/09/2025

Capitalization

$ 205.190 M 8.56 %

Average holding period

3 ans

Performance

$ 39.649 M 22.76 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in AGP FRANKLIN, LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 NVDA NVIDIA CORPORATION 6.22% 12.755 M $ 68364 2024/12/31 2.065 M $ 18.10 %
2025/09/30 PLTR PALANTIR TECHNOLOGIES INC 5.29% 10.851 M $ 59483 2024/12/31 4.494 M $ 33.82 %
2025/09/30 AMZN AMAZON COM INC 4.71% 9.664 M $ 44013 2024/12/31 6.536 K $ 0.08 %
2025/09/30 ORCL ORACLE CORP 3.77% 7.732 M $ 27493 2024/12/31 1.742 M $ 28.64 %
2025/09/30 JPM JPMORGAN CHASE & CO. 3.63% 7.453 M $ 23629 2024/12/31 583.948 K $ 8.80 %
2025/09/30 GOOGL ALPHABET INC 3.36% 6.885 M $ 28322 2024/12/31 1.861 M $ 37.94 %
2025/09/30 MSFT MICROSOFT CORP 3.33% 6.835 M $ 13197 2024/12/31 266.218 K $ 4.13 %
2025/09/30 SLV ISHARES SILVER TR 3.08% 6.313 M $ 149006 2024/12/31 1.424 M $ 29.14 %
2025/09/30 COST COSTCO WHSL CORP NEW 2.87% 5.898 M $ 6372 2024/12/31 -393.705 K $ -6.50 %
2025/09/30 AAPL APPLE INC 2.65% 5.440 M $ 21363 2024/12/31 1.010 M $ 24.11 %
2025/09/30 CRWD CROWDSTRIKE HLDGS INC 2.30% 4.711 M $ 9606 2024/12/31 -171.146 K $ -3.72 %
2025/09/30 CRWV COREWEAVE INC 2.12% 4.348 M $ 31774 2025/06/30 -345.238 K $ -16.07 %
2025/09/30 PNFP PINNACLE FINL PARTNERS INC 1.97% 4.043 M $ 43106 2024/12/31 -358.393 K $ -15.05 %
2025/09/30 C CITIGROUP INC 1.84% 3.768 M $ 37122 2024/12/31 583.127 K $ 19.24 %
2025/09/30 ADBE ADOBE INC 1.83% 3.761 M $ 10661 2024/12/31 -269.012 K $ -8.82 %
2025/09/30 BA BOEING CO 1.75% 3.594 M $ 16650 2024/12/31 103.874 K $ 3.01 %
2025/09/30 D DOMINION ENERGY INC 1.71% 3.500 M $ 57210 2024/12/31 261.599 K $ 8.23 %
2025/09/30 TJX TJX COS INC NEW 1.68% 3.442 M $ 23811 2024/12/31 486.802 K $ 17.05 %
2025/09/30 AZO AUTOZONE INC 1.65% 3.389 M $ 790 2024/12/31 458.361 K $ 15.57 %
2025/09/30 GLW CORNING INC 1.63% 3.338 M $ 40689 2024/12/31 1.630 M $ 55.98 %
2025/09/30 LAD LITHIA MTRS INC 1.61% 3.305 M $ 10459 2024/12/31 -227.473 K $ -6.46 %
2025/09/30 CRS CARPENTER TECHNOLOGY CORP 1.54% 3.160 M $ 12869 2025/03/31 -396.324 K $ -11.16 %
2025/09/30 V VISA INC 1.53% 3.149 M $ 9223 2024/12/31 -117.890 K $ -3.85 %
2025/09/30 APLD APPLIED DIGITAL CORP 1.53% 3.139 M $ 136848 2025/09/30 0.000 $ 0.00 %
2025/09/30 BAC BANK AMERICA CORP 1.51% 3.106 M $ 60198 2024/12/31 175.172 K $ 9.02 %
2025/09/30 ORLY OREILLY AUTOMOTIVE INC 1.41% 2.902 M $ 26919 2024/12/31 475.397 K $ 19.62 %
2025/09/30 SCCO SOUTHERN COPPER CORP 1.38% 2.826 M $ 23288 2024/12/31 446.360 K $ 19.96 %
2025/09/30 META META PLATFORMS INC 1.28% 2.625 M $ 3574 2025/03/31 -11.100 K $ -0.50 %
2025/09/30 TSCO TRACTOR SUPPLY CO 1.28% 2.618 M $ 46035 2024/12/31 186.718 K $ 7.77 %
2025/09/30 ABBV ABBVIE INC 1.23% 2.518 M $ 10873 2024/12/31 483.216 K $ 24.74 %
2025/09/30 DRI DARDEN RESTAURANTS INC 1.21% 2.489 M $ 13075 2024/12/31 -482.595 K $ -12.67 %
2025/09/30 TSLA TESLA INC 1.20% 2.454 M $ 5519 2025/03/31 617.638 K $ 40.00 %
2025/09/30 MA MASTERCARD INCORPORATED 1.18% 2.412 M $ 4240 2025/09/30 0.000 $ 0.00 %
2025/09/30 NEE NEXTERA ENERGY INC 1.17% 2.410 M $ 31922 2024/12/31 191.083 K $ 8.74 %
2025/09/30 NUE NUCOR CORP 1.15% 2.367 M $ 17477 2025/09/30 0.000 $ 0.00 %
2025/09/30 FND FLOOR & DECOR HLDGS INC 1.06% 2.183 M $ 29621 2024/12/31 -60.516 K $ -2.98 %
2025/09/30 DPZ DOMINOS PIZZA INC 1.05% 2.156 M $ 4993 2024/12/31 -95.658 K $ -4.19 %
2025/09/30 HOOD ROBINHOOD MKTS INC 1.04% 2.142 M $ 14958 2025/03/31 1.567 M $ 52.92 %
2025/09/30 AFL AFLAC INC 0.99% 2.041 M $ 18276 2024/12/31 104.488 K $ 5.92 %
2025/09/30 MMM 3M CO 0.98% 2.006 M $ 12928 2025/03/31 36.391 K $ 1.93 %
2025/09/30 ATO ATMOS ENERGY CORP 0.96% 1.964 M $ 11504 2024/12/31 189.446 K $ 10.80 %
2025/09/30 DUK DUKE ENERGY CORP NEW 0.94% 1.922 M $ 15528 2024/12/31 85.197 K $ 4.87 %
2025/09/30 PCAR PACCAR INC 0.90% 1.851 M $ 18829 2025/09/30 0.000 $ 0.00 %
2025/09/30 CPRT COPART INC 0.82% 1.687 M $ 37521 2025/06/30 -153.155 K $ -8.36 %
2025/09/30 SO SOUTHERN CO 0.80% 1.641 M $ 17320 2024/12/31 49.171 K $ 3.20 %
2025/09/30 CTVA CORTEVA INC 0.77% 1.582 M $ 23393 2024/12/31 -201.811 K $ -9.26 %
2025/09/30 WTRG ESSENTIAL UTILS INC 0.76% 1.550 M $ 38857 2024/12/31 106.287 K $ 7.43 %
2025/09/30 IDA IDACORP INC 0.75% 1.535 M $ 11612 2024/12/31 177.671 K $ 14.47 %
2025/09/30 CPK CHESAPEAKE UTILS CORP 0.74% 1.525 M $ 11326 2024/12/31 155.422 K $ 12.04 %
2025/09/30 DGX QUEST DIAGNOSTICS INC 0.69% 1.422 M $ 7464 2024/12/31 81.807 K $ 6.10 %
2025/09/30 ADC AGREE RLTY CORP 0.68% 1.398 M $ 19672 2025/09/30 0.000 $ 0.00 %
2025/09/30 WMT WALMART INC 0.67% 1.373 M $ 13318 2024/12/31 126.989 K $ 5.40 %
2025/09/30 GILD GILEAD SCIENCES INC 0.60% 1.237 M $ 11148 2025/09/30 0.000 $ 0.00 %
2025/09/30 PANW PALO ALTO NETWORKS INC 0.57% 1.172 M $ 5754 2024/12/31 -2.364 K $ -0.50 %
2025/09/30 RF REGIONS FINANCIAL CORP NEW 0.52% 1.061 M $ 40221 2024/12/31 114.629 K $ 12.12 %
2025/09/30 AVAV AEROVIRONMENT INC 0.49% 999.146 K $ 3173 2025/09/30 0.000 $ 0.00 %
2025/09/30 SHOP SHOPIFY INC 0.47% 972.950 K $ 6547 2025/09/30 0.000 $ 0.00 %
2025/09/30 AWK AMERICAN WTR WKS CO INC NEW 0.45% 924.931 K $ 6645 2025/03/31 478.000 $ 0.06 %
2025/09/30 SNOW SNOWFLAKE INC 0.38% 778.148 K $ 3450 2025/09/30 0.000 $ 0.00 %
2025/09/30 GE GE AEROSPACE 0.38% 774.442 K $ 2574 2024/12/31 111.658 K $ 16.87 %
2025/09/30 QQQM INVESCO EXCH TRADED FD TR II 0.34% 701.172 K $ 2837 2024/12/31 184.043 K $ 8.82 %
2025/09/30 XSD SPDR SERIES TRUST 0.29% 595.159 K $ 1865 2024/12/31 124.093 K $ 24.41 %
2025/09/30 DE DEERE & CO 0.29% 587.579 K $ 1285 2024/12/31 -70.185 K $ -10.07 %
2025/09/30 PG PROCTER AND GAMBLE CO 0.28% 580.029 K $ 3775 2024/12/31 -114.165 K $ -3.56 %
2025/09/30 OZK BANK OZK LITTLE ROCK ARK 0.27% 556.243 K $ 10911 2024/12/31 42.771 K $ 8.33 %
2025/09/30 LOW LOWES COS INC 0.25% 502.620 K $ 2000 2024/12/31 58.879 K $ 13.27 %
2025/09/30 ADSK AUTODESK INC 0.22% 454.903 K $ 1432 2025/09/30 0.000 $ 0.00 %
2025/09/30 DAL DELTA AIR LINES INC DEL 0.16% 330.626 K $ 5826 2025/06/30 38.871 K $ 15.39 %
2025/09/30 DTE DTE ENERGY CO 0.15% 303.396 K $ 2145 2024/12/31 19.240 K $ 6.77 %
2025/09/30 CMI CUMMINS INC 0.14% 295.659 K $ 700 2024/12/31 66.409 K $ 28.97 %
2025/09/30 HLT HILTON WORLDWIDE HLDGS INC 0.14% 281.233 K $ 1084 2025/06/30 -7.224 K $ -2.59 %
2025/09/30 UBER UBER TECHNOLOGIES INC 0.14% 277.647 K $ 2834 2025/06/30 12.352 K $ 5.01 %
2025/09/30 KLAC KLA CORP 0.13% 269.650 K $ 250 2025/06/30 45.714 K $ 20.41 %
2025/09/30 XOM EXXON MOBIL CORP 0.13% 269.093 K $ 2387 2024/12/31 12.404 K $ 4.59 %
2025/09/30 MRK MERCK & CO INC 0.13% 268.828 K $ 3203 2024/12/31 15.278 K $ 6.03 %
2025/09/30 CII BLACKROCK ENHANCED LARGE CAP 0.13% 268.525 K $ 11675 2024/12/31 19.263 K $ 7.73 %
2025/09/30 INTC INTEL CORP 0.13% 265.045 K $ 7900 2025/09/30 0.000 $ 0.00 %
2025/09/30 NFLX NETFLIX INC 0.13% 261.365 K $ 218 2025/03/31 -30.565 K $ -10.47 %
2025/09/30 LYV LIVE NATION ENTERTAINMENT IN 0.12% 252.126 K $ 1543 2025/09/30 0.000 $ 0.00 %
2025/09/30 PNC PNC FINL SVCS GROUP INC 0.12% 244.331 K $ 1216 2024/12/31 17.644 K $ 7.78 %
2025/09/30 LLY ELI LILLY & CO 0.11% 220.507 K $ 289 2024/12/31 -4.777 K $ -2.12 %
2025/09/30 MTZ MASTEC INC 0.10% 212.810 K $ 1000 2025/09/30 0.000 $ 0.00 %
2025/09/30 MMLP MARTIN MIDSTREAM PRTNRS L P 0.05% 94.860 K $ 31000 2024/12/31 3.409 K $ 3.73 %
2025/09/30 CAT CATERPILLAR INC 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 TEVA TEVA PHARMACEUTICAL INDS LTD 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2025/09/30 GT GOODYEAR TIRE & RUBR CO 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2025/09/30 MCD MCDONALDS CORP 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2025/09/30 OKE ONEOK INC NEW 0.00% 0.000 $ 0 2025/03/31 0.000 $ 0.00 %
2025/09/30 AIG AMERICAN INTL GROUP INC 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2025/09/30 GTLS CHART INDS INC 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2025/09/30 UUP INVESCO DB US DLR INDEX TR 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 GFL GFL ENVIRONMENTAL INC 0.00% 0.000 $ 0 2025/03/31 0.000 $ 0.00 %
2025/09/30 QQQ INVESCO QQQ TR 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2025/09/30 TT TRANE TECHNOLOGIES PLC 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 T AT&T INC 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %