AGP FRANKLIN, LLC — 13F holdings

AGP FRANKLIN, LLC reported 93 holdings worth $231M in its 13F filing for Q2 2026, filed July 30, 2026.

Largest positions

1. NVDA NVIDIA CORPORATION — $15.3M (6.6%)
2. AMZN AMAZON COM INC — $13.8M (6.0%)
3. GOOGL ALPHABET INC — $10.3M (4.5%)
4. PLTR PALANTIR TECHNOLOGIES INC — $8.56M (3.7%)
5. JPM JPMorgan Chase & Co. — $7.99M (3.5%)
6. CRWD CROWDSTRIKE HLDGS INC — $7.78M (3.4%)
7. GLW CORNING INC — $7.02M (3.0%)
8. ORCL ORACLE CORP — $6.63M (2.9%)
9. AAPL APPLE INC — $6.25M (2.7%)
10. COST COSTCO WHSL CORP NEW — $6.19M (2.7%)