Diana H. Inman
Franklin Street Advisors Inc Nc
Assets Managed
$1.79B
Holdings
176
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
9.85%(2Q avg: 1.41%)
Sustained Growth
1 quarters
Portfolio positions
This chart displays the top 10 holdings in Franklin Street Advisors Inc Nc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 176 positions.
Assets under management
The assets under management (AUM) of Franklin Street Advisors Inc Nc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 1.79B in assets, with a quarterly growth rate of 9.85% and a 2-quarter average growth rate of 1.41%. The portfolio is managed by Diana H. Inman, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
NVDA Nvidia Corp
| 7.31% | $130.73M 653,354 shares@ $200.1 avg price | Decreased -6.14% |
AAPL Apple Inc
| 6.53% | $116.744M 403,458 shares@ $289.36 avg price | Decreased -4.01% |
MSFT Microsoft Corp
| 5.4% | $96.499M 258,696 shares@ $373.03 avg price | Increased 0.72% |
GOOG Alphabet Inc-cl C
| 5.12% | $91.627M 259,323 shares@ $353.33 avg price | Decreased -12.77% |
AVGO Broadcom Inc
| 4.65% | $83.175M 220,186 shares@ $377.75 avg price | Decreased -6.17% |
AMZN Amazon.com Inc
| 4.5% | $80.419M 337,412 shares@ $238.34 avg price | Decreased -2.74% |
JPM Jpmorgan Chase & Co
| 2.82% | $50.46M 154,156 shares@ $327.33 avg price | Increased 7.49% |
GS Goldman Sachs Group Inc
| 2.78% | $49.589M 49,031 shares@ $1011.38 avg price | Decreased -17.26% |
ABBV Abbvie Inc
| 2.56% | $45.707M 181,638 shares@ $251.64 avg price | Increased 1.36% |
MU Micron Technology Inc
| 2.4% | $42.871M 37,141 shares@ $1154.3 avg price | Increased 2461.45% |
1-10 of 176