Agp Franklin, LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 30, 2026), Agp Franklin, LLC reported 93 stock positions worth $230.6 million. Its top holding was Nvidia (NVDA) at 6.6% of the portfolio, followed by Amazon.com (AMZN, 6.0%) and Alphabet Class A (GOOGL, 4.5%). Compared with Q1 2026, it opened 14 new positions, sold out of 14, added to 47 and reduced 16. The biggest buy was a new position in Pinnacle Financial Partners (PNFP) and the biggest sale Palantir Technologies Class A (PLTR, shares −8%).

Most Recent 13F
Q2 2026
Location
FRANKLIN, TN
CIK
0002056566
Portfolio Value
$230.6M (Q2 2026)
SEC Filing
0001951757-26-001079 ↗ filed Jul 30, 2026

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q4 2024: $164.4M Q4 2024 Q1 2025: $162.1M Q1 2025 Q2 2025: $189.0M Q2 2025 Q3 2025: $205.2M Q3 2025 Q4 2025: $213.2M Q4 2025 Q1 2026: $200.2M Q1 2026 Q2 2026: $230.6M $230.6M Q2 2026

Holdings 93 stocks · $230.6M
NVDA Nvidia Corp. 6.65% 76,632 $15.3M Add +2.1%
AMZN Amazon.com Inc. 5.96% 57,717 $13.8M Add +2.5%
GOOGL Alphabet Inc. Class A 4.47% 28,877 $10.3M Add +0.8%
PLTR Palantir Technologies Inc. Class A 3.71% 73,396 $8.6M Reduce -7.8%
JPM JPMorgan Chase & Co. 3.46% 24,405 $8.0M Add +2.4%
CRWD CrowdStrike Holdings Inc. Class A 3.37% 10,198 $7.8M Add +2.4%
GLW Corning Inc. 3.04% 27,469 $7.0M Reduce -21.2%
ORCL Oracle Corp. 2.88% 45,262 $6.6M Add +8.8%
AAPL Apple Inc. 2.71% 21,592 $6.2M Add +2.7%
COST Costco Wholesale Corp. 2.68% 6,618 $6.2M Add +2.4%
MSFT Microsoft Corp. 2.42% 14,970 $5.6M Add +3.5%
AMD Advanced Micro Devices 2.37% 9,409 $5.5M Reduce -7.3%
APLD Applied Digital Corp. 2.37% 146,354 $5.5M Add +1.7%
PNFP Pinnacle Financial Partners 2.31% 52,884 $5.3M New
SLV iShares Silver Trust 2.31% 99,609 $5.3M Add +4.4%
C Citigroup Inc. 2.10% 34,658 $4.9M Reduce -0.7%
SCCO Southern Copper Corp. 1.85% 24,536 $4.3M Add +2.6%
NUE Nucor Corp. 1.75% 18,080 $4.0M Reduce -1.5%
BA The Boeing Co. 1.56% 16,621 $3.6M Add +5.1%
BAC Bank of America Corp. 1.50% 60,903 $3.5M Add +6.5%
V Visa Inc. Class A 1.49% 10,041 $3.4M Add +1.9%
META Meta Platforms Inc. Class A 1.49% 6,096 $3.4M Add +2.1%
CRWV Coreweave Inc. Class A 1.45% 33,622 $3.3M Add +4.1%
GNRC Generac Holdings Inc. 1.44% 11,323 $3.3M Add +2.2%
CRS Carpenter Technology 1.33% 4,963 $3.1M Reduce -3.0%
ABBV Abbvie Inc. 1.25% 11,463 $2.9M Add +1.7%
ORLY O'reilly Automotive Inc. 1.17% 29,272 $2.7M Reduce -0.8%
AFL Aflac Inc. 1.12% 22,053 $2.6M Add +8.9%
SNOW Snowflake Inc. 1.07% 9,713 $2.5M Add +355.6%
EAT Brinker International Inc. 1.06% 14,515 $2.4M Add +4.2%
TSLA Tesla Inc. 1.05% 5,780 $2.4M Add +19.3%
MMM 3M Co. 1.05% 14,964 $2.4M Reduce -0.5%
TJX TJX Companies Inc. filed as TJX COS INC NEW 1.02% 15,454 $2.3M Add +0.1%
WMT Walmart Inc. 0.98% 19,930 $2.3M Reduce -1.8%
AZO AutoZone Inc. 0.86% 619 $2.0M Reduce -3.7%
DRI Darden Restaurants Inc. 0.78% 8,736 $1.8M Reduce -1.4%
DUK Duke Energy Corp. 0.76% 13,860 $1.8M Add +9.9%
NTAP Netapp Inc. 0.75% 11,162 $1.7M New
MDB Mongodb Inc. 0.73% 5,037 $1.7M New
DGX Quest Diagnostics Inc. 0.73% 7,891 $1.7M Add +2.5%
HOOD Robinhood Markets Inc. Class A 0.72% 16,638 $1.7M Add +16.3%
STLD Steel Dynamics Inc. 0.71% 7,127 $1.6M Add +0.4%
GILD Gilead Sciences Inc. 0.71% 12,941 $1.6M Add +4.6%
APH Amphenol Corp. Class A 0.71% 9,260 $1.6M New
SO The Southern Co. 0.70% 16,919 $1.6M Add +8.0%
ADC Agree Realty Corp. 0.70% 21,337 $1.6M Reduce -2.9%
D Dominion Energy Inc. 0.69% 23,357 $1.6M Add +6.4%
ATO Atmos Energy Corp. 0.67% 8,979 $1.5M Add +7.3%
IDA Idacorp Inc. 0.65% 9,975 $1.5M Add +3.6%
GE General Electric filed as GE AEROSPACE 0.65% 4,034 $1.5M Add +56.4%
NEE Nextera Energy Inc. 0.61% 16,123 $1.4M Add +1.5%
AEP American Electric Power 0.58% 9,848 $1.3M Add +0.9%
CVS CVS Health Corp. 0.54% 11,972 $1.2M Add +3.5%
AWK American Water Works Co. Inc. 0.54% 9,384 $1.2M Add +8.8%
BIIB Biogen Inc. 0.52% 5,566 $1.2M Add +168.5%
PWR Quanta Services Inc. 0.51% 1,649 $1.2M New
NOW ServiceNow Inc. 0.51% 11,805 $1.2M New
XSD SS SPDR S&P Semiconductor 0.49% 1,815 $1.1M No change
CPK Chesapeake Utilities Corp. 0.49% 9,227 $1.1M Reduce -1.2%
QQQM Invesco Nasdaq 100 ETF 0.46% 3,505 $1.1M Add +13.4%
BWXT BWX Technologies Inc. 0.45% 5,373 $1.0M New
HAL Halliburton Co. 0.43% 29,346 $996K Reduce -2.8%
INTC Intel Corp. 0.41% 6,700 $936K No change
DDOG Datadog Inc. Class A 0.37% 3,266 $850K New
DAL Delta Air Lines Inc. 0.35% 8,505 $797K Add +6.1%
KLAC KLA Corp. 0.33% 2,500 $754K No change
WTRG Essential Utilities Inc. 0.30% 18,246 $699K Reduce -46.1%
DE Deere & Co. 0.30% 1,085 $688K No change
LYV Live Nation Entertainment Inc. 0.27% 3,418 $626K Add +25.1%
PG The Procter & Gamble Co. 0.26% 4,114 $603K No change
SMBK Smartfinancial Inc. 0.25% 12,355 $580K Add +5.5%
OZK Bank Ozk 0.25% 10,911 $568K No change
IOT Samsara Inc. Class A 0.19% 13,168 $427K New
CAT Caterpillar Inc. 0.18% 400 $426K No change
CVX Chevron Corp. 0.18% 2,519 $418K Add +27.9%
NBR Nabors Industries Ltd. 0.18% 4,965 $417K Add +18.4%
MTZ Mastec Inc. 0.18% 1,000 $416K No change
RKLB Rocket Lab Corp. 0.18% 4,013 $408K Add +3.0%
MRK Merck & Co. Inc. 0.16% 2,822 $363K No change
LOW Lowe's Cos Inc. 0.15% 1,600 $353K No change
CII BlackRock Enhan LRG Cap Core 0.14% 12,618 $330K No change
TEAM Atlassian Corp. Class A 0.14% 4,218 $328K New
DTE DTE Energy Company 0.14% 2,145 $327K No change
LLY Eli Lilly & Co. 0.14% 265 $318K No change
PNC PNC Financial Services Group 0.13% 1,216 $299K No change
XOM Exxon Mobil Corp. 0.12% 1,954 $267K Add +27.4%
QQQ Invesco QQQ Trust Series 1 0.10% 329 $242K New
TSCO Tractor Supply Company 0.10% 7,087 $224K Reduce -84.9%
ES Eversource Energy 0.09% 2,989 $216K New
RTX RTX Corp. 0.09% 1,099 $209K New
ATI Ati Inc. 0.09% 1,035 $204K New
XLE SS Energy Select Sector 0.09% 3,800 $202K No change
MMLP Martin Midstream Partners LP 0.01% 14,693 $34K No change

Portfolio Sells Q1 2026 → Q2 2026
PLTR Palantir Technologies Inc. Class A Reduce -7.8% 3.71% −2.10
LAD Lithia Motors Inc. Sold out 0.00% −1.82
MA Mastercard Inc. Class A Sold out 0.00% −1.16
TSCO Tractor Supply Company Reduce -84.9% 0.10% −0.97
PCAR Paccar Inc. Sold out 0.00% −0.93
DPZ Domino's Pizza Inc. Sold out 0.00% −0.68
FND Floor & Decor Holdings Inc. Class A Sold out 0.00% −0.61
AVAV Aerovironment Inc. Sold out 0.00% −0.59
PFE Pfizer Inc. Sold out 0.00% −0.50
DLTR Dollar Tree Inc. Sold out 0.00% −0.49
WYNN WYNN Resorts Ltd. Sold out 0.00% −0.44
ADSK Autodesk Inc. Sold out 0.00% −0.42
WTRG Essential Utilities Inc. Reduce -46.1% 0.30% −0.38
WMT Walmart Inc. Reduce -1.8% 0.98% −0.28
AZO AutoZone Inc. Reduce -3.7% 0.86% −0.23
SHOP Shopify Inc. Class A Sold out 0.00% −0.21
ORLY O'reilly Automotive Inc. Reduce -0.8% 1.17% −0.19
SMG Scotts Miracle-Gro Co. Sold out 0.00% −0.17
HAL Halliburton Co. Reduce -2.8% 0.43% −0.16
ADC Agree Realty Corp. Reduce -2.9% 0.70% −0.13
KTOS Kratos Defense & Security Sold out 0.00% −0.10
IYE iShares U.S. Energy ETF Sold out 0.00% −0.10
CPK Chesapeake Utilities Corp. Reduce -1.2% 0.49% −0.10
DRI Darden Restaurants Inc. Reduce -1.4% 0.78% −0.09
MMM 3M Co. Reduce -0.5% 1.05% −0.04
C Citigroup Inc. Reduce -0.7% 2.10% +0.13
NUE Nucor Corp. Reduce -1.5% 1.75% +0.20
CRS Carpenter Technology Reduce -3.0% 1.33% +0.32
GLW Corning Inc. Reduce -21.2% 3.04% +0.67
AMD Advanced Micro Devices Reduce -7.3% 2.37% +1.34

Portfolio Buys Q1 2026 → Q2 2026
PNFP Pinnacle Financial Partners New 2.31% +2.31
CRWD CrowdStrike Holdings Inc. Class A Add +2.4% 3.37% +1.43
SNOW Snowflake Inc. Add +355.6% 1.07% +0.91
NTAP Netapp Inc. New 0.75% +0.75
MDB Mongodb Inc. New 0.73% +0.73
APH Amphenol Corp. Class A New 0.71% +0.71
APLD Applied Digital Corp. Add +1.7% 2.37% +0.66
PWR Quanta Services Inc. New 0.51% +0.51
NOW ServiceNow Inc. New 0.51% +0.51
BWXT BWX Technologies Inc. New 0.45% +0.45
DDOG Datadog Inc. Class A New 0.37% +0.37
GOOGL Alphabet Inc. Class A Add +0.8% 4.47% +0.36
GNRC Generac Holdings Inc. Add +2.2% 1.44% +0.36
BIIB Biogen Inc. Add +168.5% 0.52% +0.33
GE General Electric Add +56.4% 0.65% +0.29
HOOD Robinhood Markets Inc. Class A Add +16.3% 0.72% +0.23
CRWV Coreweave Inc. Class A Add +4.1% 1.45% +0.20
IOT Samsara Inc. Class A New 0.19% +0.19
TSLA Tesla Inc. Add +19.3% 1.05% +0.15
TEAM Atlassian Corp. Class A New 0.14% +0.14
CVS CVS Health Corp. Add +3.5% 0.54% +0.12
NVDA Nvidia Corp. Add +2.1% 6.65% +0.11
BAC Bank of America Corp. Add +6.5% 1.50% +0.11
QQQ Invesco QQQ Trust Series 1 New 0.10% +0.10
AMZN Amazon.com Inc. Add +2.5% 5.96% +0.10
ES Eversource Energy New 0.09% +0.09
QQQM Invesco Nasdaq 100 ETF Add +13.4% 0.46% +0.09
RTX RTX Corp. New 0.09% +0.09
ATI Ati Inc. New 0.09% +0.09
DAL Delta Air Lines Inc. Add +6.1% 0.35% +0.08
STLD Steel Dynamics Inc. Add +0.4% 0.71% +0.07
EAT Brinker International Inc. Add +4.2% 1.06% +0.06
LYV Live Nation Entertainment Inc. Add +25.1% 0.27% +0.06
RKLB Rocket Lab Corp. Add +3.0% 0.18% +0.05
AAPL Apple Inc. Add +2.7% 2.71% +0.04
ABBV Abbvie Inc. Add +1.7% 1.25% +0.03
SMBK Smartfinancial Inc. Add +5.5% 0.25% +0.02
D Dominion Energy Inc. Add +6.4% 0.69% +0.01
AFL Aflac Inc. Add +8.9% 1.12% +0.01
V Visa Inc. Class A Add +1.9% 1.49% +0.01
NBR Nabors Industries Ltd. Add +18.4% 0.18% +0.00
BA The Boeing Co. Add +5.1% 1.56% −0.01
XOM Exxon Mobil Corp. Add +27.4% 0.12% −0.01
CVX Chevron Corp. Add +27.9% 0.18% −0.02
DGX Quest Diagnostics Inc. Add +2.5% 0.73% −0.03
IDA Idacorp Inc. Add +3.6% 0.65% −0.03
JPM JPMorgan Chase & Co. Add +2.4% 3.46% −0.04
AWK American Water Works Co. Inc. Add +8.8% 0.54% −0.05
SO The Southern Co. Add +8.0% 0.70% −0.05
AEP American Electric Power Add +0.9% 0.58% −0.05

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 93$230.6MNVDA, AMZN, GOOGL, PLTR, JPM
Q1 2026 93$200.2MNVDA, AMZN, PLTR, GOOGL, JPM
Q4 2025 88$213.2MNVDA, PLTR, AMZN, SLV, GOOGL
Q3 2025 83$205.2MNVDA, PLTR, AMZN, ORCL, JPM
Q2 2025 82$189.0MPLTR, NVDA, AMZN, JPM, MSFT
Q1 2025 79$162.1MPLTR, NVDA, AMZN, COST, QQQM
Q4 2024 80$164.4MNVDA, ORCL, AMZN, QQQM, PLTR