Franklin Street Advisors Inc Purchases in Q4 2025

Franklin Street Advisors Inc

  • $1.65 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
IQV
Iqvia Holdings Inc.

Healthcare
69.8K
New
$198.17 - $223.55 $13.8M - $15.6M
69.8K $15.4M
MRK
Merck & Co., Inc.

Healthcare
117K
+ 462.78%
$82.49 - $92.93 $9.67M - $10.9M
143K $13.2M
SHOP
Shopify Inc.

Technology
67.7K
New
$146.04 - $179.01 $9.88M - $12.1M
67.7K $9.88M
UPS
United Parcel Service Inc

Industrials
91.3K
+ 3691.91%
$82.87 - $97.4 $7.56M - $8.89M
93.7K $8.83M
AMZN
Amazon Com Inc

Consumer Cyclical
11.4K
+ 3.44%
$213.04 - $254.0 $2.42M - $2.89M
341K $80.1M
IDXX
Idexx Laboratories Inc

Healthcare
3.47K
+ 9.45%
$616.15 - $722.94 $2.14M - $2.51M
40.2K $27.7M
CSCO
Cisco Systems, Inc.

Technology
32.3K
+ 21.51%
$67.46 - $78.0 $2.18M - $2.52M
182K $14.2M
PANW
Palo Alto Networks Inc

Technology
11.5K
+ 8.73%
$204.77 - $221.38 $2.36M - $2.55M
144K $29.5M
MCD
Mcdonalds Corp

Consumer Cyclical
8.03K
+ 38.86%
$293.81 - $310.11 $2.36M - $2.49M
28.7K $8.75M
XLU
Utilities Sector Spdr

ETFs
22.8K
+ 100.0%
$87.89 - $92.9 $2M - $2.11M
45.5K $4.04M
AXSM
Axsome Therapeutics, Inc.

Healthcare
10K
New
$118.57 - $140.86 $1.19M - $1.41M
10K $1.4M
XOM
Exxon Mobil Corp

Energy
4.48K
+ 2.93%
$110.64 - $119.78 $496K - $537K
158K $18.5M
CME
Cme Group Inc.

Financial Services
421
+ 0.37%
$261.53 - $285.04 $110K - $120K
114K $31.7M
AXP
American Express CO

Financial Services
891
+ 1.05%
$316.26 - $372.77 $282K - $332K
85.4K $29.1M
NOW
Service Now, Inc.

Technology
1.17K
+ 403.46%
$835.79 - $946.29 $975K - $1.1M
1.46K $1.22M
AFL
Aflac Inc

Financial Services
2.99K
+ 1.34%
$105.7 - $115.01 $316K - $344K
227K $26M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
682
+ 1.38%
$475.68 - $513.11 $324K - $350K
50K $25.5M
TJX
Tjx Companies Inc

Consumer Cyclical
1.74K
+ 0.79%
$138.56 - $147.63 $241K - $257K
223K $32.6M
XLK
Technology Sector Spdr

ETFs
2.02K
+ 237.18%
$278.39 - $304.13 $561K - $613K
2.87K $825K
CAT
Caterpillar Inc

Industrials
220
+ 3.62%
$480.82 - $585.49 $106K - $129K
6.29K $3.47M
DHR
Danaher Corp

Healthcare
2.15K
+ 91.67%
$202.46 - $223.01 $434K - $478K
4.49K $988K
LLY
Eli Lilly & CO

Healthcare
264
+ 33.93%
$799.57 - $1025.28 $211K - $271K
1.04K $1.06M
NVDA
Nvidia Corp

Technology
2.29K
+ 0.32%
$179.83 - $207.04 $411K - $474K
711K $133M
ACN
Accenture PLC

Technology
1.47K
New
$234.02 - $253.35 $343K - $371K
1.47K $353K
GE
General Electric CO

Industrials
1.08K
New
$291.49 - $314.28 $314K - $339K
1.08K $323K
JNJ
Johnson & Johnson

Healthcare
148
+ 0.77%
$185.98 - $199.58 $27.5K - $29.5K
19.4K $3.87M
MAR
Marriott International Inc

Consumer Cyclical
1.02K
New
$259.04 - $291.9 $264K - $298K
1.02K $291K
ROST
Ross Stores, Inc.

Consumer Cyclical
1.68K
New
$147.71 - $162.85 $247K - $273K
1.68K $268K
BA
Boeing CO

Industrials
1.4K
New
$191.81 - $225.32 $269K - $315K
1.4K $268K
UBSI
United Bankshares Inc

Financial Services
7.35K
New
$34.31 - $37.58 $252K - $276K
7.35K $267K
ABT
Abbott Laboratories

Healthcare
2.25K
+ 27.33%
$123.62 - $134.59 $279K - $303K
10.5K $1.37M
EVRG
Evergy, Inc.

Utilities
2.51K
+ 2.77%
$75.56 - $78.73 $190K - $198K
93.1K $7.12M
AMGN
Amgen Inc

Healthcare
110
+ 3.47%
$290.13 - $341.71 $31.9K - $37.6K
3.28K $1.12M
PSX
Phillips 66

Energy
1.59K
New
$126.76 - $142.32 $202K - $226K
1.59K $226K
TFC
Truist Financial Corp

Financial Services
5.13K
+ 46.75%
$41.09 - $45.64 $211K - $234K
16.1K $722K
KO
Coca Cola CO

Consumer Defensive
2.56K
+ 32.09%
$66.1 - $71.61 $169K - $184K
10.6K $746K
YUM
Yum Brands Inc

Consumer Cyclical
1.43K
New
$138.21 - $153.19 $197K - $218K
1.43K $212K
MTD
Mettler Toledo International Inc

Healthcare
150
New
$1273.67 - $1447.81 $191K - $217K
150 $210K
DLTR
Dollar Tree, Inc.

Consumer Defensive
2K
New
$85.04 - $106.29 $170K - $213K
2K $209K
ISRG
Intuitive Surgical Inc

Healthcare
360
New
$429.59 - $576.2 $155K - $207K
360 $196K
IAU
Ishares Gold Trust

ETFs
1.5K
+ 51.37%
$72.65 - $82.5 $109K - $124K
4.42K $340K
DVY
Ishares Tr

ETFs
1K
+ 6.25%
$138.1 - $143.11 $138K - $143K
17K $2.39M
AEP
American Electric Power CO Inc

Utilities
250
+ 5.54%
$112.75 - $122.73 $28.2K - $30.7K
4.76K $577K
DUK
Duke Energy Corp

Utilities
250
+ 0.98%
$121.57 - $129.03 $30.4K - $32.3K
25.8K $3.23M
ALLE
Allegion PLC

Industrials
517
+ 40.61%
$161.25 - $179.47 $83.4K - $92.8K
1.79K $288K
CTVA
Corteva, Inc.

Basic Materials
747
+ 23.29%
$61.0 - $66.48 $45.6K - $49.7K
3.95K $260K
CVX
Chevron Corp

Energy
303
+ 1.67%
$148.9 - $157.72 $45.1K - $47.8K
18.4K $2.85M
SO
Southern CO

Utilities
723
+ 9.29%
$90.58 - $99.72 $65.5K - $72.1K
8.51K $770K
MS
Morgan Stanley

Financial Services
61
+ 0.24%
$151.86 - $169.92 $9.26K - $10.4K
25.1K $4M
Activity Summary
Buys All Purchases 82 New Holdings 16 Increased Positions 66 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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