1y return+20.0%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2024: $135 against $127 in the S&P 500.2
Agp Franklin, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| NVDANvidia Corporation | $15.3M | 6.6% | +2.1% |
| AMZNAmazon Com Inc | $13.8M | 6.0% | +2.5% |
| GOOGLAlphabet Inc | $10.3M | 4.5% | |
| PLTRPalantir Technologies Inc | $8.6M | 3.7% | −7.8% |
| JPMJpmorgan Chase & Co | $8.0M | 3.5% | +2.4% |
| CRWDCrowdstrike Hldgs Inc | $7.8M | 3.4% | +2.4% |
| GLWCorning Inc | $7.0M | 3.0% | −21.2% |
| ORCLOracle Corp | $6.6M | 2.9% | +8.7% |
| AAPLApple Inc | $6.2M | 2.7% | +2.7% |
| COSTCostco Wholesale Corporation | $6.2M | 2.7% | +2.4% |
| MSFTMicrosoft Corp | $5.6M | 2.4% | +3.5% |
| AMDAdvanced Micro Devices Inc | $5.5M | 2.4% | −7.3% |
| APLDApplied Digital Corp | $5.5M | 2.4% | +1.7% |
| PNFPPinnacle Finl Partners Inc | $5.3M | 2.3% | New |
| SLVIshares Silver Tr | $5.3M | 2.3% | +4.4% |
| CCitigroup Inc | $4.9M | 2.1% | |
| SCCOSouthern Copper Corp | $4.3M | 1.9% | +2.6% |
| NUENucor Corp | $4.0M | 1.7% | −1.5% |
| BABoeing Co | $3.6M | 1.6% | +5.1% |
| BACBank Of Amer Corp | $3.5M | 1.5% | +6.5% |
| VVisa Inc | $3.4M | 1.5% | +1.9% |
| METAMeta Platforms Inc | $3.4M | 1.5% | +2.1% |
| CRWVCoreweave Inc | $3.3M | 1.5% | +4.1% |
| GNRCGenerac Hldgs Inc | $3.3M | 1.4% | +2.2% |
| CRSCarpenter Technology Corp | $3.1M | 1.3% | −3.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| GLWCorning Inc | December 31, 2024 | +437.5% | $7.0M |
| CRSCarpenter Technology Corp | March 31, 2025 | +240.5% | $3.1M |
| AMDAdvanced Micro Devices Inc | March 31, 2026 | +185.6% | $5.5M |
| CRWDCrowdstrike Hldgs Inc | December 31, 2024 | +123.0% | $7.8M |
| SLVIshares Silver Tr | December 31, 2024 | +103.1% | $5.3M |
| CCitigroup Inc | December 31, 2024 | +98.8% | $4.9M |
| SCCOSouthern Copper Corp | December 31, 2024 | +91.2% | $4.3M |
| GOOGLAlphabet Inc | December 31, 2024 | +88.8% | $10.3M |
| NUENucor Corp | September 30, 2025 | +64.5% | $4.0M |
| APLDApplied Digital Corp | September 30, 2025 | +62.6% | $5.5M |
Sold off last quarter
- LADLithia Mtrs Inc was $3.6M
- MAMastercard Incorporated was $2.3M
- PCARPaccar Inc was $1.9M
- DPZDominos Pizza Inc was $1.4M
- FNDFloor & Decor Hldgs Inc was $1.2M
- AVAVAerovironment Inc was $1.2M
- PFEPfizer Inc was $1.0M
- DLTRDollar Tree Inc was $981K
- WYNNWynn Resorts Ltd was $878K
- ADSKAutodesk Inc was $832K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +13.2% | +14.8% |
| March 31, 2026 | −4.6% | −4.6% |
| December 31, 2025 | +0.4% | +2.4% |
| September 30, 2025 | +10.6% | +7.8% |
| June 30, 2025 | +15.0% | +10.5% |
| March 31, 2025 | −1.9% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Agp Franklin, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2056566&type=13F-HR&dateb=&owner=include&count=40CIK 2056566
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2056566/000195175726001079/Filed July 30, 2026 · accession 0001951757-26-001079