IE
Insider Edges

AGP FRANKLIN, LLC 13F portfolio summary

AGP FRANKLIN, LLC of AGP FRANKLIN, LLC has 93 current stock holdings with a reported portfolio value of $230.6M. The portfolio 1 year return is +22.02%. Top holdings include NVDA (6.65%), AMZN (5.96%), GOOGL (4.47%), PLTR (3.71%), JPM (3.46%).

Back to investors

AGP FRANKLIN, LLC

AGP FRANKLIN, LLC
Latest filing: 2026-06-30

AGP FRANKLIN, LLC runs AGP FRANKLIN, LLC and currently holds 93 stock positions, which is fewer than the average of 230 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%.

Sign in to enable email alerts for this investor.
Top 5 Holdings
NVDA6.6%
AMZN6.0%
GOOGL4.5%
PLTR3.7%
JPM3.5%
Top 5: 24.3%
Portfolio Returns
1 Year
+22.02%
#582/1000
3 Year
+38.58%
#741/1000
5 Year
+38.58%
#738/1000

Portfolio Value

$230.64M

Alpha Score

32.8

#745 of 1000

Holdings

93

Showper page

93 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
NVDA
NVIDIA CORPORATION
6.65%$134.63$214.76+59.52%
Added
+2.15%
AMZN
AMAZON COM INC
5.96%$215.01$258.63+20.29%
Added
+2.46%
GOOGL
ALPHABET INC
4.47%$185.65$344.82+85.74%
Added
+0.85%
PLTR
PALANTIR TECHNOLOGIES INC
3.71%$95.79$179.94+87.85%
Trimmed
-7.76%
JPM
JPMORGAN CHASE & CO
3.46%$246.09$351.64+42.89%
Added
+2.38%
CRWD
CROWDSTRIKE HLDGS INC
3.37%$91.21$191.95+110.45%
Added
+2.42%
GLW
CORNING INC
3.04%$48.85$149.82+206.69%
Trimmed
-21.23%
ORCL
ORACLE CORP
2.88%$167.95$146.49-12.78%
Added
+8.75%
AAPL
APPLE INC
2.71%$244.29$309.35+26.63%
Added
+2.68%
COST
COSTCO WHOLESALE CORPORATION
2.68%$915.41$947.74+3.53%
Added
+2.41%

Showing 1-10 of 93