FRANKLIN STREET ADVISORS INC /NC Q1 2025 Filing

Filed April 15, 2025

Portfolio Value

$1.4B

Holdings

166

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (166 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INC COM
437,005$97.1M6.86%
2
MSFTMICROSOFT CORP
226,407$85.0M6.00%
3
NVDANVIDIA CORP
781,819$84.7M5.99%
4
AMZNAMAZON.COM INC
300,745$57.2M4.04%
5
ALPHABET INC CAP STK CL C
335,520$52.4M3.70%
6
METAMETA PLATFORMS INC. CL A
82,521$47.6M3.36%
7
JPMORGAN CHASE & CO
149,549$36.7M2.59%
8
AVGOBROADCOM INC
209,611$35.1M2.48%
9
ABBVABBVIE INC COM
155,679$32.6M2.30%
10
BLKBLACKROCK INC COM
33,282$31.5M2.23%
11
CMECME GROUP INC COM
115,966$30.8M2.17%
12
CGCARLYLE GROUP LP
692,173$30.2M2.13%
13
AFLAFLAC INC COM
269,762$30.0M2.12%
14
LULULULULEMON ATHLETICA INC
95,193$26.9M1.90%
15
RTXRTX CORPORATION
199,231$26.4M1.86%
16
ORCLORACLE CORP COM
185,488$25.9M1.83%
17
BRK/BBERKSHIRE HATHAWAY INC DEL CL
48,509$25.8M1.83%
18
DASHDOORDASH INC CL A
138,721$25.4M1.79%
19
TJXTJX COMPANIES
206,017$25.1M1.77%
20
GSGOLDMAN SACHS GROUP INC
43,296$23.7M1.67%
21
CRMSALESFORCE INC
83,448$22.4M1.58%
22
LINLINDE PLC NEW
47,448$22.1M1.56%
23
BMYBRISTOLMYERS SQUIBB
355,593$21.7M1.53%
24
DISDISNEY WALT CO
219,588$21.7M1.53%
25
AXPAMERICAN EXPRESS CO COM
78,700$21.2M1.50%
26
COSTCOSTCO WHOLESALE
22,168$21.0M1.48%
27
CITCINTASCORP
96,265$19.8M1.40%
28
ISRGINTUITIVE SURGICAL INC
39,299$19.5M1.38%
29
XOMEXXON MOBIL CORP COM
151,885$18.1M1.28%
30
WMTWALMART INC.
201,637$17.7M1.25%
31
PANWPALO ALTO NETWORKS INC
101,730$17.4M1.23%
32
TMOTHERMO FISHER CORP COM
32,703$16.3M1.15%
33
ZTSZOETIS INC
93,503$15.4M1.09%
34
ACNACCENTURE PLC
46,042$14.4M1.02%
35
LLYLILLY ELI & CO
17,317$14.3M1.01%
36
IBMINTL BUSINESS MACHINES
56,973$14.2M1.00%
37
LNGCHENIERE ENERGY INC
59,386$13.7M0.97%
38
IDEXX LABORATORIES
31,909$13.4M0.95%
39
ETNEATON CORP
48,191$13.1M0.93%
40
DELLDELL TECHNOLOGIES INC CL C
130,287$11.9M0.84%
41
ARMARM HOLDINGS PLC
108,639$11.6M0.82%
42
PGPROCTER & GAMBLE
63,729$10.9M0.77%
43
PHPARKER HANNIFIN CORP
17,734$10.8M0.76%
44
MLMMARTIN MARIETTA MATERIALS INC
21,914$10.5M0.74%
45
QCOMQUALCOMM INC COM
66,523$10.2M0.72%
46
CMICUMMINS INC
32,240$10.1M0.71%
47
ENBENBRIDGE INC
221,025$9.8M0.69%
48
FQIDIGITAL REALTY TRUST
63,975$9.2M0.65%
49
HDHOME DEPOT INC COM
23,838$8.7M0.62%
50
VZVERIZON COMMUNICATIONS
187,536$8.5M0.60%
51
AMGNAMGEN INC COM
24,422$7.6M0.54%
52
LOWLOWE'S COS
28,144$6.6M0.46%
53
KOCOCA COLA COMPANY
84,106$6.0M0.43%
54
MCDMC DONALDS CORP
16,985$5.3M0.37%
55
MDTMEDTRONIC, PLC
56,512$5.1M0.36%
56
ADBEADOBE SYS INC
12,981$5.0M0.35%
57
ALPHABET INC CAP STK CL A
30,533$4.7M0.33%
58
CSCOCISCO SYS INC COM
71,777$4.4M0.31%
59
IDEX CORPORATION
24,125$4.4M0.31%
60
TXNTEXAS INSTRUMENTS
20,275$3.6M0.26%
61
CBOECBOE GLOBAL MARKETS INC
15,828$3.6M0.25%
62
DUKDUKE ENERGY CORPORATION NEW
26,223$3.2M0.23%
63
JNJJOHNSON & JOHNSON
18,853$3.1M0.22%
64
EMREMERSON ELECTRIC
28,184$3.1M0.22%
65
CVXCHEVRON CORPORATION
18,459$3.1M0.22%
66
WFCWELLS FARGO & CO NEW
42,821$3.1M0.22%
67
DWDMORGAN ST DEAN WITTER, DISC &
25,000$2.9M0.21%
68
MRKMERCK & CO INC NEW
29,763$2.7M0.19%
69
NSCNORFOLK SOUTHERN CORP
11,200$2.7M0.19%
70
CATCATERPILLAR INC
6,961$2.3M0.16%
71
AQLTISHARES TR DOW JONES SEL DIVID
16,000$2.1M0.15%
72
KKRKKR & CO INC
17,547$2.0M0.14%
73
RYROYAL BANK OF CANADA
16,030$1.8M0.13%
74
XLFISELECT SECTOR SPDR AMEX UTILIT
22,754$1.8M0.13%
75
GDGENERAL DYNAMICS CRP
5,850$1.6M0.11%
76
HONHONEYWELL INTERNATIONAL INC CO
6,983$1.5M0.10%
77
BXBLACKSTONE, INC.
9,928$1.4M0.10%
78
4I1PHILIP MORRIS INTL INC
8,214$1.3M0.09%
79
EVSBEATON VANCE TAX MANAGED BUY WR
150,334$1.2M0.09%
80
MOALTRIA GROUP INC
18,669$1.1M0.08%
81
PFEPFIZER INC
43,163$1.1M0.08%
82
ABTABBOTT LABORATORIES
7,881$1.0M0.07%
83
UNHUNITED HEALTHCARE CORP
1,953$1.0M0.07%
84
SCHWSCHWAB (CHARLES) CORP
13,059$1.0M0.07%
85
WASTE MANAGEMENT INC DEL
4,407$1.0M0.07%
86
HUNHUNTSMAN CORP
62,500$987K0.07%
87
SYKSTRYKER CORP
2,380$886K0.06%
88
NEENEXTERA ENERGY INC
12,176$863K0.06%
89
LMTLOCKHEED MARTIN CORP
1,923$859K0.06%
90
GILDGILEAD SCIENCES INC COM
7,552$846K0.06%
91
PB FINL CORP
18,271$831K0.06%
92
ECLECOLAB INC COM
3,249$824K0.06%
93
PEPPEPSICO INCORPORATED
5,310$796K0.06%
94
VANGUARD WORLD FUNDS INDLS ETF
3,157$782K0.06%
95
TAT&T INC.
25,797$730K0.05%
96
SOSOUTHERN CO
7,443$684K0.05%
97
SBRSABINE ROYALTY TRUST UBI
10,081$682K0.05%
98
TRVTRAVELERS COS INC (NEW)
2,579$682K0.05%
99
MDLZMONDELEZ INTL INC COM
9,943$675K0.05%
100
DKNGDRAFTKINGS, NEW CL A
20,000$664K0.05%
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