Agp Franklin, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 17, 2026), Agp Franklin, LLC reported 93 stock positions worth $200.2 million. Its top holding was Nvidia (NVDA) at 6.5% of the portfolio, followed by Amazon.com (AMZN, 5.9%) and Palantir Technologies Class A (PLTR, 5.8%). Compared with Q4 2025, it opened 16 new positions, sold out of 11, added to 36 and reduced 29. The biggest buy was a new position in Generac (GNRC) and the biggest sale an exit from Pinnacle Financial Partners (PNFP).
- Most Recent 13F
- Q2 2026
- Location
- FRANKLIN, TN
- CIK
- 0002056566
- Portfolio Value
- $200.2M (Q1 2026)
- SEC Filing
- 0001951757-26-000634 ↗ filed Apr 17, 2026
Holdings Value
Holdings 93 stocks · $200.2M
| NVDA Nvidia Corp. | 6.54% | 75,022 | $13.1M | Add +9.0% |
| AMZN Amazon.com Inc. | 5.86% | 56,330 | $11.7M | Add +26.7% |
| PLTR Palantir Technologies Inc. Class A | 5.81% | 79,570 | $11.6M | Add +35.0% |
| GOOGL Alphabet Inc. Class A | 4.11% | 28,635 | $8.2M | Add +1.3% |
| JPM JPMorgan Chase & Co. | 3.50% | 23,837 | $7.0M | Add +2.6% |
| SLV iShares Silver Trust | 3.25% | 95,407 | $6.5M | Reduce -34.8% |
| COST Costco Wholesale Corp. | 3.22% | 6,462 | $6.4M | Reduce -6.0% |
| ORCL Oracle Corp. | 3.06% | 41,622 | $6.1M | Add +16.1% |
| MSFT Microsoft Corp. | 2.68% | 14,470 | $5.4M | Add +10.0% |
| AAPL Apple Inc. | 2.67% | 21,028 | $5.3M | Reduce -1.4% |
| GLW Corning Inc. | 2.37% | 34,872 | $4.7M | Reduce -16.8% |
| SCCO Southern Copper Corp. | 2.06% | 23,919 | $4.1M | Add +3.1% |
| C Citigroup Inc. | 1.98% | 34,910 | $4.0M | Reduce -6.4% |
| CRWD CrowdStrike Holdings Inc. Class A | 1.94% | 9,957 | $3.9M | Add +2.5% |
| LAD Lithia Motors Inc. | 1.82% | 14,597 | $3.6M | Add +40.2% |
| APLD Applied Digital Corp. | 1.71% | 143,922 | $3.4M | Add +4.5% |
| META Meta Platforms Inc. Class A | 1.71% | 5,969 | $3.4M | Add +5.6% |
| BA The Boeing Co. | 1.57% | 15,821 | $3.1M | Add +3.6% |
| NUE Nucor Corp. | 1.55% | 18,348 | $3.1M | Add +5.6% |
| V Visa Inc. Class A | 1.49% | 9,849 | $3.0M | Add +4.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.39% | 57,200 | $2.8M | Reduce -5.5% |
| ORLY O'reilly Automotive Inc. | 1.36% | 29,516 | $2.7M | Add +5.8% |
| WMT Walmart Inc. | 1.26% | 20,303 | $2.5M | Add +36.0% |
| CRWV Coreweave Inc. Class A | 1.25% | 32,306 | $2.5M | Add +3.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.23% | 15,438 | $2.5M | Reduce -36.1% |
| ABBV Abbvie Inc. | 1.22% | 11,276 | $2.5M | Add +2.4% |
| MA Mastercard Inc. Class A | 1.16% | 4,667 | $2.3M | Add +9.9% |
| AFL Aflac Inc. | 1.11% | 20,252 | $2.2M | Add +7.8% |
| MMM 3M Co. | 1.09% | 15,032 | $2.2M | Add +4.9% |
| AZO AutoZone Inc. | 1.08% | 643 | $2.2M | Reduce -19.1% |
| GNRC Generac Holdings Inc. | 1.08% | 11,080 | $2.2M | New |
| TSCO Tractor Supply Company | 1.06% | 47,066 | $2.1M | Add +2.1% |
| AMD Advanced Micro Devices | 1.03% | 10,152 | $2.1M | New |
| CRS Carpenter Technology | 1.01% | 5,114 | $2.0M | Reduce -59.8% |
| EAT Brinker International Inc. | 0.99% | 13,934 | $2.0M | Add +298.5% |
| PCAR Paccar Inc. | 0.93% | 16,182 | $1.9M | Reduce -15.6% |
| TSLA Tesla Inc. | 0.90% | 4,847 | $1.8M | Reduce -13.6% |
| DRI Darden Restaurants Inc. | 0.87% | 8,858 | $1.7M | Reduce -32.6% |
| GILD Gilead Sciences Inc. | 0.86% | 12,369 | $1.7M | Add +5.0% |
| ADC Agree Realty Corp. | 0.83% | 21,983 | $1.7M | Add +12.1% |
| DUK Duke Energy Corp. | 0.82% | 12,610 | $1.7M | Reduce -19.9% |
| ATO Atmos Energy Corp. | 0.77% | 8,367 | $1.5M | Reduce -26.1% |
| SO The Southern Co. | 0.76% | 15,671 | $1.5M | Reduce -10.8% |
| DGX Quest Diagnostics Inc. | 0.75% | 7,698 | $1.5M | Reduce -3.2% |
| NEE Nextera Energy Inc. | 0.74% | 15,889 | $1.5M | Reduce -48.4% |
| IDA Idacorp Inc. | 0.69% | 9,629 | $1.4M | Reduce -19.1% |
| WTRG Essential Utilities Inc. | 0.68% | 33,849 | $1.4M | Reduce -12.7% |
| D Dominion Energy Inc. | 0.68% | 21,953 | $1.4M | Reduce -61.1% |
| DPZ Domino's Pizza Inc. | 0.68% | 3,769 | $1.4M | Reduce -24.6% |
| AEP American Electric Power | 0.64% | 9,759 | $1.3M | New |
| STLD Steel Dynamics Inc. | 0.64% | 7,099 | $1.3M | Add +17.4% |
| FND Floor & Decor Holdings Inc. Class A | 0.61% | 23,867 | $1.2M | New |
| AVAV Aerovironment Inc. | 0.59% | 6,496 | $1.2M | Add +98.8% |
| CPK Chesapeake Utilities Corp. | 0.59% | 9,340 | $1.2M | Reduce -16.3% |
| HAL Halliburton Co. | 0.59% | 30,205 | $1.2M | New |
| AWK American Water Works Co. Inc. | 0.59% | 8,622 | $1.2M | Add +30.4% |
| PFE Pfizer Inc. | 0.50% | 35,830 | $1.0M | Reduce -1.5% |
| HOOD Robinhood Markets Inc. Class A | 0.50% | 14,307 | $991K | Reduce -7.2% |
| DLTR Dollar Tree Inc. | 0.49% | 8,961 | $981K | No change |
| WYNN WYNN Resorts Ltd. | 0.44% | 8,647 | $878K | New |
| ADSK Autodesk Inc. | 0.42% | 3,474 | $832K | Reduce -7.4% |
| CVS CVS Health Corp. | 0.41% | 11,563 | $830K | Add +1.3% |
| QQQM Invesco Nasdaq 100 ETF | 0.37% | 3,090 | $734K | Add +6.8% |
| GE General Electric filed as GE AEROSPACE | 0.37% | 2,580 | $732K | Add +0.1% |
| DE Deere & Co. | 0.31% | 1,085 | $611K | No change |
| PG The Procter & Gamble Co. | 0.30% | 4,114 | $594K | Add +10.7% |
| XSD SS SPDR S&P Semiconductor | 0.30% | 1,815 | $592K | No change |
| DAL Delta Air Lines Inc. | 0.27% | 8,014 | $533K | Add +36.5% |
| OZK Bank Ozk | 0.25% | 10,911 | $501K | No change |
| SMBK Smartfinancial Inc. | 0.23% | 11,706 | $457K | New |
| SHOP Shopify Inc. Class A | 0.21% | 3,605 | $428K | Reduce -47.0% |
| LYV Live Nation Entertainment Inc. | 0.21% | 2,732 | $417K | Add +41.3% |
| CVX Chevron Corp. | 0.20% | 1,970 | $408K | New |
| BIIB Biogen Inc. | 0.19% | 2,073 | $380K | New |
| LOW Lowe's Cos Inc. | 0.19% | 1,600 | $378K | No change |
| KLAC KLA Corp. | 0.18% | 250 | $368K | No change |
| NBR Nabors Industries Ltd. | 0.18% | 4,194 | $361K | New |
| SMG Scotts Miracle-Gro Co. | 0.17% | 5,696 | $346K | New |
| MRK Merck & Co. Inc. | 0.17% | 2,822 | $339K | Reduce -8.1% |
| MTZ Mastec Inc. | 0.16% | 1,000 | $322K | No change |
| SNOW Snowflake Inc. | 0.16% | 2,132 | $322K | Reduce -41.4% |
| DTE DTE Energy Company | 0.16% | 2,145 | $314K | No change |
| INTC Intel Corp. | 0.15% | 6,700 | $296K | No change |
| CAT Caterpillar Inc. | 0.14% | 400 | $283K | No change |
| CII BlackRock Enhan LRG Cap Core | 0.13% | 12,618 | $265K | Add +8.1% |
| XOM Exxon Mobil Corp. | 0.13% | 1,534 | $260K | New |
| PNC PNC Financial Services Group | 0.13% | 1,216 | $253K | No change |
| RKLB Rocket Lab Corp. | 0.13% | 3,898 | $250K | New |
| LLY Eli Lilly & Co. | 0.12% | 265 | $244K | No change |
| XLE SS Energy Select Sector | 0.12% | 3,800 | $233K | New |
| KTOS Kratos Defense & Security | 0.10% | 2,933 | $207K | New |
| IYE iShares U.S. Energy ETF | 0.10% | 3,144 | $204K | New |
| MMLP Martin Midstream Partners LP | 0.02% | 14,693 | $41K | Reduce -52.6% |
Portfolio Sells Q4 2025 → Q1 2026
| PNFP Pinnacle Financial Partners | Sold out | 0.00% | −2.02 |
| ADBE Adobe Inc. | Sold out | 0.00% | −1.78 |
| SLV iShares Silver Trust | Reduce -34.8% | 3.25% | −1.17 |
| D Dominion Energy Inc. | Reduce -61.1% | 0.68% | −0.87 |
| CRS Carpenter Technology | Reduce -59.8% | 1.01% | −0.87 |
| ARHS Arhaus Inc. | Sold out | 0.00% | −0.80 |
| PANW Palo Alto Networks Inc. | Sold out | 0.00% | −0.52 |
| HD Home Depot Inc. | Sold out | 0.00% | −0.51 |
| TJX TJX Companies Inc. | Reduce -36.1% | 1.23% | −0.51 |
| NEE Nextera Energy Inc. | Reduce -48.4% | 0.74% | −0.42 |
| A Agilent Technologies Inc. | Sold out | 0.00% | −0.37 |
| HOOD Robinhood Markets Inc. Class A | Reduce -7.2% | 0.50% | −0.32 |
| DPZ Domino's Pizza Inc. | Reduce -24.6% | 0.68% | −0.30 |
| SHOP Shopify Inc. Class A | Reduce -47.0% | 0.21% | −0.30 |
| TSLA Tesla Inc. | Reduce -13.6% | 0.90% | −0.28 |
| DRI Darden Restaurants Inc. | Reduce -32.6% | 0.87% | −0.27 |
| HLT Hilton Worldwide Holdings Inc. | Sold out | 0.00% | −0.23 |
| SNOW Snowflake Inc. | Reduce -41.4% | 0.16% | −0.21 |
| AZO AutoZone Inc. | Reduce -19.1% | 1.08% | −0.18 |
| BAC Bank of America Corp. | Reduce -5.5% | 1.39% | −0.17 |
| UBER Uber Technologies Inc. | Sold out | 0.00% | −0.15 |
| ATO Atmos Energy Corp. | Reduce -26.1% | 0.77% | −0.12 |
| ADSK Autodesk Inc. | Reduce -7.4% | 0.42% | −0.11 |
| QQQ Invesco QQQ Trust Series 1 | Sold out | 0.00% | −0.10 |
| GWRE Guidewire Software Inc. | Sold out | 0.00% | −0.10 |
| NFLX Netflix Inc. | Sold out | 0.00% | −0.10 |
| C Citigroup Inc. | Reduce -6.4% | 1.98% | −0.06 |
| CPK Chesapeake Utilities Corp. | Reduce -16.3% | 0.59% | −0.06 |
| AAPL Apple Inc. | Reduce -1.4% | 2.67% | −0.05 |
| PCAR Paccar Inc. | Reduce -15.6% | 0.93% | −0.05 |
| DUK Duke Energy Corp. | Reduce -19.9% | 0.82% | −0.04 |
| IDA Idacorp Inc. | Reduce -19.1% | 0.69% | −0.02 |
| MMLP Martin Midstream Partners LP | Reduce -52.6% | 0.02% | −0.02 |
| WTRG Essential Utilities Inc. | Reduce -12.7% | 0.68% | −0.02 |
| MRK Merck & Co. Inc. | Reduce -8.1% | 0.17% | +0.02 |
| SO The Southern Co. | Reduce -10.8% | 0.76% | +0.04 |
| PFE Pfizer Inc. | Reduce -1.5% | 0.50% | +0.08 |
| DGX Quest Diagnostics Inc. | Reduce -3.2% | 0.75% | +0.11 |
| COST Costco Wholesale Corp. | Reduce -6.0% | 3.22% | +0.44 |
| GLW Corning Inc. | Reduce -16.8% | 2.37% | +0.65 |
Portfolio Buys Q4 2025 → Q1 2026
| GNRC Generac Holdings Inc. | New | 1.08% | +1.08 |
| AMZN Amazon.com Inc. | Add +26.7% | 5.86% | +1.05 |
| AMD Advanced Micro Devices | New | 1.03% | +1.03 |
| PLTR Palantir Technologies Inc. Class A | Add +35.0% | 5.81% | +0.90 |
| EAT Brinker International Inc. | Add +298.5% | 0.99% | +0.76 |
| AEP American Electric Power | New | 0.64% | +0.64 |
| FND Floor & Decor Holdings Inc. Class A | New | 0.61% | +0.61 |
| HAL Halliburton Co. | New | 0.59% | +0.59 |
| NVDA Nvidia Corp. | Add +9.0% | 6.54% | +0.52 |
| SCCO Southern Copper Corp. | Add +3.1% | 2.06% | +0.49 |
| WMT Walmart Inc. | Add +36.0% | 1.26% | +0.48 |
| WYNN WYNN Resorts Ltd. | New | 0.44% | +0.44 |
| SMBK Smartfinancial Inc. | New | 0.23% | +0.23 |
| AVAV Aerovironment Inc. | Add +98.8% | 0.59% | +0.22 |
| NUE Nucor Corp. | Add +5.6% | 1.55% | +0.22 |
| CVX Chevron Corp. | New | 0.20% | +0.20 |
| LAD Lithia Motors Inc. | Add +40.2% | 1.82% | +0.20 |
| CRWV Coreweave Inc. Class A | Add +3.0% | 1.25% | +0.20 |
| BIIB Biogen Inc. | New | 0.19% | +0.19 |
| GILD Gilead Sciences Inc. | Add +5.0% | 0.86% | +0.18 |
| AWK American Water Works Co. Inc. | Add +30.4% | 0.59% | +0.18 |
| NBR Nabors Industries Ltd. | New | 0.18% | +0.18 |
| SMG Scotts Miracle-Gro Co. | New | 0.17% | +0.17 |
| ORLY O'reilly Automotive Inc. | Add +5.8% | 1.36% | +0.17 |
| ADC Agree Realty Corp. | Add +12.1% | 0.83% | +0.17 |
| STLD Steel Dynamics Inc. | Add +17.4% | 0.64% | +0.16 |
| AFL Aflac Inc. | Add +7.8% | 1.11% | +0.14 |
| XOM Exxon Mobil Corp. | New | 0.13% | +0.13 |
| RKLB Rocket Lab Corp. | New | 0.13% | +0.13 |
| APLD Applied Digital Corp. | Add +4.5% | 1.71% | +0.12 |
| XLE SS Energy Select Sector | New | 0.12% | +0.12 |
| KTOS Kratos Defense & Security | New | 0.10% | +0.10 |
| IYE iShares U.S. Energy ETF | New | 0.10% | +0.10 |
| LYV Live Nation Entertainment Inc. | Add +41.3% | 0.21% | +0.08 |
| DAL Delta Air Lines Inc. | Add +36.5% | 0.27% | +0.08 |
| PG The Procter & Gamble Co. | Add +10.7% | 0.30% | +0.05 |
| ABBV Abbvie Inc. | Add +2.4% | 1.22% | +0.04 |
| MA Mastercard Inc. Class A | Add +9.9% | 1.16% | +0.03 |
| QQQM Invesco Nasdaq 100 ETF | Add +6.8% | 0.37% | +0.02 |
| BA The Boeing Co. | Add +3.6% | 1.57% | +0.02 |
| MMM 3M Co. | Add +4.9% | 1.09% | +0.01 |
| CII BlackRock Enhan LRG Cap Core | Add +8.1% | 0.13% | +0.00 |
| JPM JPMorgan Chase & Co. | Add +2.6% | 3.50% | −0.01 |
| GE General Electric | Add +0.1% | 0.37% | −0.01 |
| CVS CVS Health Corp. | Add +1.3% | 0.41% | −0.01 |
| TSCO Tractor Supply Company | Add +2.1% | 1.06% | −0.02 |
| GOOGL Alphabet Inc. Class A | Add +1.3% | 4.11% | −0.03 |
| META Meta Platforms Inc. Class A | Add +5.6% | 1.71% | −0.04 |
| V Visa Inc. Class A | Add +4.0% | 1.49% | −0.07 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +2.5% | 1.94% | −0.19 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 93 | $230.6M | NVDA, AMZN, GOOGL, PLTR, JPM |
| Q1 2026 | 93 | $200.2M | NVDA, AMZN, PLTR, GOOGL, JPM |
| Q4 2025 | 88 | $213.2M | NVDA, PLTR, AMZN, SLV, GOOGL |
| Q3 2025 | 83 | $205.2M | NVDA, PLTR, AMZN, ORCL, JPM |
| Q2 2025 | 82 | $189.0M | PLTR, NVDA, AMZN, JPM, MSFT |
| Q1 2025 | 79 | $162.1M | PLTR, NVDA, AMZN, COST, QQQM |
| Q4 2024 | 80 | $164.4M | NVDA, ORCL, AMZN, QQQM, PLTR |