FundWatcher
FDYZX
Franklin Dynatech Fund
Franklin Custodian Funds

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

Dec 31, 2025 → Mar 31, 2026

Expand a category to see the positions behind it, ranked by weight.

Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
SK HYNIX INC 0 300,000 300,000 0.69% $170.21M
SANDISK CORPORATION 0 250,000 250,000 0.64% $158.84M
FABRINET 0 150,000 150,000 0.32% $78.23M
LUMENTUM HOLDINGS INC 0 100,000 100,000 0.28% $70.28M
VERTIV HOLDINGS CO 0 200,000 200,000 0.20% $50.12M
MICRON TECHNOLOGY INC 0 125,000 125,000 0.17% $42.23M
COHERENT CORP 0 150,000 150,000 0.14% $35.73M
FORGENT POWER SOLUTIONS INC 0 1,200,000 1,200,000 0.14% $35.12M
ADVANTEST CORP 0 250,000 250,000 0.14% $34.50M
TOWER SEMICONDCT 0 100,000 100,000 0.07% $17.55M
ADV ENERGY INDS 0 50,000 50,000 0.07% $16.14M
MEDLINE INC-A 0 300,000 300,000 0.05% $13.35M
TTM TECHNOLOGIES INC 0 125,000 125,000 0.05% $12.18M
AKAMAI TECHNOLOGIES INC 0 100,000 100,000 0.05% $11.48M
ASTRAZENECA PLC 0 50,000 50,000 0.04% $9.86M
EBAY INC 0 100,000 100,000 0.04% $9.10M
TERADYNE INC 0 25,000 25,000 0.03% $7.41M
CH ROBINSON WORLDWIDE INC 0 25,000 25,000 0.02% $4.15M
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
SEA LTD ADR 1,450,000 0 -1,450,000 0.00% -$184.98M
ROBLOX CORP - A 2,000,000 0 -2,000,000 0.00% -$162.06M
REDDIT INC-A 450,000 0 -450,000 0.00% -$103.44M
ALNYLAM PHARMACEUTICALS INC 225,000 0 -225,000 0.00% -$89.47M
SPOTIFY TECHNOLOGY SA 150,000 0 -150,000 0.00% -$87.11M
SERVICETITAN INC-A 800,000 0 -800,000 0.00% -$85.20M
TRADEWEB MARKETS INC A 750,000 0 -750,000 0.00% -$80.66M
AFFIRM HOLDINGS INC 1,000,000 0 -1,000,000 0.00% -$74.43M
PRO MEDICUS LTD 500,000 0 -500,000 0.00% -$73.43M
SNOWFLAKE INC CL A 300,000 0 -300,000 0.00% -$65.81M
GENEDX HOLDINGS CORP-A 500,000 0 -500,000 0.00% -$65.03M
GUIDEWIRE SOFTWARE INC 300,000 0 -300,000 0.00% -$60.30M
MEDPACE HOLDINGS INC 100,000 0 -100,000 0.00% -$56.16M
MONGODB INC CL A 100,000 0 -100,000 0.00% -$41.97M
ROKU INC CLASS A 250,000 0 -250,000 0.00% -$27.12M
LIFE360 INC 400,000 0 -400,000 0.00% -$25.66M
CONSTELLATION SOFTWARE INC 10,000 0 -10,000 0.00% -$24.05M
VEEVA SYSTEMS-A 100,000 0 -100,000 0.00% -$22.32M
FIRST SOLAR INC 50,000 0 -50,000 0.00% -$13.06M
PTC THERAPEUTICS INC 150,000 0 -150,000 0.00% -$11.39M
RHYTHM PHARMACEUTICALS INC 100,000 0 -100,000 0.00% -$10.70M
UNITY SOFTWARE INC 200,000 0 -200,000 0.00% -$8.83M
FIGURE TECHNOLOGY SOLUTIONS INC A 200,000 0 -200,000 0.00% -$8.17M
Franklin Institutional U.S. Government Money Market Fund 7,707,000 0 -7,707,000 0.00% -$7.71M
TENCENT HOLDINGS LTD 100,000 0 -100,000 0.00% -$7.67M
CORCEPT THERAPEUTICS INC 200,000 0 -200,000 0.00% -$6.96M
CARIS LIFE SCIENCES INC 250,000 0 -250,000 0.00% -$6.74M
DOXIMITY INC-A 100,000 0 -100,000 0.00% -$4.43M
TOAST INC-A 100,000 0 -100,000 0.00% -$3.55M
FIGMA INC-CL A 80,458 0 -80,458 0.00% -$3.01M
ADAPTIVE BIOTECHNOLOGIES CORP 100,000 0 -100,000 0.00% -$1.62M
BULLISH 37,900 0 -37,900 0.00% -$1.44M
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
APPLE INC 4,000,000 4,200,000 200,000 4.31% -$21.52M
TESLA INC 1,750,000 1,800,000 50,000 2.71% -$117.86M
CELESTICA INC SUB VTG 1,900,000 2,000,000 100,000 2.28% $1.70M
LAM RESEARCH CORP 2,050,000 2,100,000 50,000 1.82% $97.77M
KLA CORP 250,000 260,000 10,000 1.55% $79.06M
AMPHENOL CORPORATION CL A 2,250,000 2,350,000 100,000 1.20% -$7.14M
PALANTIR TECHNOLOGIES INC 1,600,000 1,750,000 150,000 1.04% -$28.41M
Ascendis Pharma A/S 1,000,000 1,100,000 100,000 1.02% $38.36M
ARISTA NETWORKS INC 1,650,000 2,000,000 350,000 0.99% $29.36M
GE VERNOVA LLC 200,000 275,000 75,000 0.97% $109.33M
BLOOM ENERGY CORP CL A 900,000 1,700,000 800,000 0.93% $152.13M
Franklin Institutional US Government Money Market Fund 62,964,232 211,080,465 148,116,233 0.85% $148.12M
KRATOS DEFENSE and SEC SOLTN INC 2,350,000 2,500,000 150,000 0.71% -$2.11M
ASML HOLDING-NY 100,000 120,000 20,000 0.64% $51.51M
QUANTA SVCS INC 220,000 280,000 60,000 0.62% $60.87M
TECHNIPFMC PLC 1,200,000 2,000,000 800,000 0.56% $84.79M
LIGAND PHARMACEUTICALS 450,000 525,000 75,000 0.42% $19.73M
KARMAN HOLDINGS INC 1,150,000 1,200,000 50,000 0.39% $11.91M
ELBIT SYSTEMS LTD 75,000 110,000 35,000 0.38% $50.07M
ROCKET LAB CORP 1,300,000 1,400,000 100,000 0.36% -$780.00K
UNITED THERAPEUTICS CORP DEL 100,000 150,000 50,000 0.36% $40.22M
LEGENCE CORP-A 650,000 1,450,000 800,000 0.33% $53.89M
JAZZ PHARMA PLC 350,000 375,000 25,000 0.29% $11.39M
IONIS PHARMACEUTICALS INC 700,000 800,000 100,000 0.24% $4.70M
TEMPUS AI INC-A 750,000 1,000,000 250,000 0.18% $932.50K
BRIDGEBIO PHARMA INC 400,000 600,000 200,000 0.18% $13.96M
BEONE MEDICINES LTD ADR 50,000 150,000 100,000 0.18% $29.36M
KRYSTAL BIOTECH INC 100,000 150,000 50,000 0.16% $14.09M
NEXTRACKER INC CL A 100,000 300,000 200,000 0.15% $27.45M
SITIME CORP 25,000 100,000 75,000 0.14% $25.71M
HINGE HEALTH INC 600,000 700,000 100,000 0.11% -$878.00K
SYMBOTIC INC 400,000 500,000 100,000 0.11% $2.80M
REVOLUTION MEDICINES INC 200,000 250,000 50,000 0.10% $8.38M
BAKER HUGHES CO 100,000 350,000 250,000 0.09% $16.81M
OCEANEERING INTL 250,000 600,000 350,000 0.09% $15.27M
AXSOME THERAPEUTICS INC 50,000 125,000 75,000 0.09% $12.00M
HEARTFLOW INC 650,000 750,000 100,000 0.07% -$700.00K
SAMSUNG EPISHOLD 10,000 20,000 10,000 0.03% $1.63M
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
NVIDIA CORP 19,000,000 18,000,000 -1,000,000 12.70% -$404.30M
META PLATFORMS INC CL A 2,150,000 2,000,000 -150,000 4.63% -$274.93M
SHOPIFY INC CL A 5,000,000 4,500,000 -500,000 2.16% -$271.13M
CLOUDFLARE INC-A 2,500,000 2,000,000 -500,000 1.67% -$80.20M
NETFLIX INC 4,350,000 4,000,000 -350,000 1.56% -$23.26M
MASTERCARD INC CL A 1,000,000 750,000 -250,000 1.52% -$196.14M
APPLOVIN CORP 1,100,000 800,000 -300,000 1.29% -$422.80M
MERCADOLIBRE INC 200,000 160,000 -40,000 1.12% -$126.21M
AXON ENTERPRISE INC 700,000 600,000 -100,000 1.03% -$142.74M
INTUITIVE SURGICAL INC 650,000 500,000 -150,000 0.93% -$137.64M
ARGENX SE 225,000 200,000 -25,000 0.59% -$44.65M
CADENCE DESIGN SYSTEMS INC 600,000 500,000 -100,000 0.56% -$48.61M
PALO ALTO NETWORKS INC 1,000,000 750,000 -250,000 0.49% -$63.96M
DOORDASH INC-A 1,250,000 800,000 -450,000 0.49% -$162.98M
INSMED INC 925,000 700,000 -225,000 0.46% -$46.52M
THE BOOKING HOLDINGS INC 50,000 25,000 -25,000 0.43% -$162.51M
ROBINHOOD MARKETS INC 1,800,000 1,500,000 -300,000 0.42% -$99.63M
SYNOPSYS INC 300,000 250,000 -50,000 0.40% -$41.80M
CARVANA CO CL A 350,000 250,000 -100,000 0.32% -$69.11M
UBER TECHNOLOGIES INC 1,200,000 500,000 -700,000 0.15% -$62.09M
INTUIT INC 150,000 50,000 -100,000 0.09% -$77.74M
ARM HOLDINGS LTD 250,000 100,000 -150,000 0.06% -$12.20M
TARSUS PHARMACEUTICALS INC 200,000 100,000 -100,000 0.03% -$9.36M
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
AMAZON.COM INC 10,000,000 10,000,000 0 8.43% -$225.50M
ALPHABET INC CL A 6,000,000 6,000,000 0 6.98% -$152.64M
MICROSOFT CORP 4,500,000 4,500,000 0 6.74% -$510.52M
BROADCOM INC 4,750,000 4,750,000 0 5.95% -$173.80M
TAIWAN SEMIC MFG CO LTD SP ADR 2,000,000 2,000,000 0 2.73% $68.12M
VISA INC-CLASS A 1,000,000 1,000,000 0 1.22% -$48.47M
NATERA INC 1,450,000 1,450,000 0 1.17% -$42.20M
LILLY ELI and CO 300,000 300,000 0 1.12% -$46.47M
MONOLITHIC POWER SYS INC 250,000 250,000 0 1.11% $46.75M
GUARDANT HEALTH INC 1,750,000 1,750,000 0 0.65% -$17.10M
ANALOG DEVICES INC 250,000 250,000 0 0.32% $11.74M
CROWDSTRIKE HOLDINGS INC 200,000 200,000 0 0.32% -$15.67M
IDEXX LABS INC 100,000 100,000 0 0.23% -$11.46M
SAMSUNG BIOLOGIC 15,000 15,000 0 0.06% -$2.24M
CIRCLE INTERNET GROUP INC A 150,000 150,000 0 0.06% $2.42M
ARCUTIS BIOTHERAPEUTICS INC 400,000 400,000 0 0.04% -$2.19M
KESTRA MEDICAL TECHNOLOGIES INC 400,000 400,000 0 0.03% -$2.64M
FX Forward Contract: AUD/USD SETTLE 2026-03-18 18 18 0 0.00% $0
CONSTELLATION SO 50,000 50,000 0 0.00% $0

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