FRANKLIN STREET ADVISORS INC /NC

CIK: 0001010873SEC EDGAR →

Portfolio Value

$1.8B

Holdings

173

As of

Q4 2025

New Positions

7

Closed Positions

11

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

NVIDIA CORP

710,616$132.5M
7.56%
2

APPLE INC COM

432,929$117.7M
6.72%
3

MICROSOFT CORP

222,885$107.8M
6.15%
4

ALPHABET INC CAP STK CL C

321,598$100.9M
5.76%
5

AMAZON.COM INC

341,409$78.8M
4.50%
6

BROADCOM INC

183,138$63.4M
3.62%
7

THERMO FISHER CORP COM

103,108$59.7M
3.41%
8

META PLATFORMS INC. CL A

88,424$58.4M
3.33%
9

GOLDMAN SACHS GROUP INC

56,027$49.2M
2.81%
10

JPMORGAN CHASE & CO

146,561$47.2M
2.69%

Quarterly Changes

Top Buys

IQVNEW
$15.7M
ORCL↑ Increased
$13.9M
MRK↑ Increased
$12.9M
SHOPNEW
$10.9M
UPS↑ Increased
$9.1M

Top Sells

BMY↓ Decreased
$20.6M
ALPHABET INC CAP STK CL C↓ Decreased
$16.9M
LNGCLOSED
$15.4M
ZTS↓ Decreased
$14.7M
TMO↓ Decreased
$9.3M

New Positions (16)

$15.7M · 70K shares
$10.9M · 68K shares
$1.8M · 10K shares
$393K · 1K shares
$332K · 1K shares
$317K · 5K shares
$316K · 1K shares
$303K · 1K shares
$301K · 2K shares
$291K · 4K shares
$282K · 7K shares
$246K · 2K shares
$215K · 1K shares
$209K · 150 shares
$205K · 2K shares
$203K · 360 shares

Closed Positions (13)

$15.4M · 65K shares
$748K · 20K shares
CALL (AXSM) AXSOME THERAPEUTIC
$503K · 100 shares
$356K · 2K shares
PB FINL CORP
$323K · 6K shares
$316K · 5K shares
$306K · 885 shares
CALL (AXSM) AXSOME THERAPEUTIC
$275K · 50 shares
$235K · 5K shares
$232K · 7K shares
$223K · 777 shares
$208K · 867 shares
$6K · 81K shares

Sector Breakdown

Sector# HoldingsValue%
Technology26$559.9M32.0%
Unknown25$256.3M14.6%
Financial Services27$237.6M13.6%
Healthcare28$156.4M8.9%
Consumer Cyclical9$140.0M8.0%
Communication Services7$126.6M7.2%
Industrials20$104.4M6.0%
Consumer Defensive12$76.9M4.4%
Basic Materials6$47.0M2.7%
Energy6$34.5M2.0%
Utilities7$12.7M0.7%