AGP FRANKLIN, LLC 13F Portfolio
AGP FRANKLIN, LLC runs AGP FRANKLIN, LLC and currently holds 93 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $230.64M. Their top holdings are NVDA, AMZN, GOOGL, PLTR, JPM. The top five represent 24.3% of reported portfolio weight. AGP FRANKLIN, LLC ranks #745 out of 1000 investors tracked by Alpha Score. In the most recent quarter, AGP FRANKLIN, LLC initiated 13 new positions. They added to 49 existing positions. They trimmed 16 positions. Their current best-performing preview position is INTC with returns of +216.41%.
Portfolio Value
$230.64M
Alpha Score
32.8
#745 of 1000
Holdings
93
AGP FRANKLIN, LLC Current 13F Holdings
Reported holdings from AGP FRANKLIN, LLC's latest SEC 13F filing, ranked by portfolio weight.
93 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 NVDA NVIDIA CORPORATION | 6.65% | $134.63 | $229.28 | +70.30% | Added +2.15% |
 AMZN AMAZON COM INC | 5.96% | $215.01 | $262.43 | +22.05% | Added +2.46% |
 GOOGL ALPHABET INC | 4.47% | $185.65 | $351.66 | +89.42% | Added +0.85% |
 PLTR PALANTIR TECHNOLOGIES INC | 3.71% | $95.79 | $209.05 | +118.24% | Trimmed -7.76% |
 JPM JPMORGAN CHASE & CO | 3.46% | $246.09 | $333.01 | +35.32% | Added +2.38% |
 CRWD CROWDSTRIKE HLDGS INC | 3.37% | $91.21 | $275.04 | +201.55% | Added +2.42% |
 GLW CORNING INC | 3.04% | $48.85 | $156.69 | +220.76% | Trimmed -21.23% |
 ORCL ORACLE CORP | 2.88% | $167.95 | $141.53 | -15.73% | Added +8.75% |
 AAPL APPLE INC | 2.71% | $244.29 | $336.68 | +37.82% | Added +2.68% |
 COST COSTCO WHOLESALE CORPORATION | 2.68% | $915.41 | $946.92 | +3.44% | Added +2.41% |
Showing 1-10 of 93