FQTEX
Franklin Templeton SMACS Series E
Franklin Strategic Series

Portfolio concentration

As of February 28, 2026 · N-PORT
Holdings
119
Top-10 weight
27.59%
Effective holdings ?
68
Crowding ?
460.0

Holdings

As of February 28, 2026 · N-PORT
#SecurityTickerSharesValue% of fund
1 Boeing Co. (The), Conv. Pfd. 315,000 $22.97M 4.33%
2 Ares Management Corp., Series B, Conv. Pfd. ARES PRB 500,000 $18.80M 3.54%
3 NEXTERA ENERGY INC PREFERRED STOCK 11/27 7.234 NEEPT 350,000 $18.40M 3.46%
4 ALBEMARLE CORP PFD ALB PRA 225,000 $15.99M 3.01%
5 UNITEDHEALTH GRP 54,279 $15.92M 3.00%
6 PHILIP MORRIS INTL INC 67,500 $12.61M 2.38%
7 Franklin Institutional US Government Money Market Fund INFXX 10,671,517 $10.67M 2.01%
8 TOTALENERGIES SE 130,000 $10.44M 1.97%
9 BNP Paribas Issuance BV into Microchip Technology, Inc. 153,820 $9.84M 1.85%
10 SHELL PLC 225,000 $9.42M 1.77%
11 SLB LTD 150,000 $7.70M 1.45%
12 ANALOG DEVICES INC 21,200 $7.54M 1.42%
13 CHEVRON CORP 40,000 $7.47M 1.41%
14 Morgan Stanley Finance LLC into International Business Machines Corp. 30,000 $7.41M 1.40%
15 NORTHROP GRUMMAN CORP 10,000 $7.24M 1.36%
16 MCDONALDS CORP 20,000 $6.82M 1.28%
17 Citigroup Global Markets Holdings Inc/United States 149,300 $6.81M 1.28%
18 Wells Fargo Bank NA into Alphabet, Inc. 36,000 $6.81M 1.28%
19 FIFTH THIRD BANCORP 135,000 $6.68M 1.26%
20 UBS AG into Marvell Technology, Inc. 78,000 $6.62M 1.25%
21 Morgan Stanley Finance LLC into Freeport-McMoRan, Inc. 142,593 $6.39M 1.20%
22 BROADCOM INC 20,000 $6.39M 1.20%
23 MEDTRONIC PLC 65,000 $6.35M 1.20%
24 Merrill Lynch BV into Advanced Micro Devices, Inc. 53,614 $5.92M 1.12%
25 ABBVIE INC 25,000 $5.80M 1.09%
26 Mizuho Markets Cayman LP into Dell Technologies, Inc. 39,000 $5.79M 1.09%
27 Toronto-Dominion Bank (The) into Starbucks Corp. 60,000 $5.72M 1.08%
28 COMCAST CORP CL A 175,000 $5.42M 1.02%
29 Wells Fargo Bank NA into Schlumberger NV 130,000 $5.39M 1.01%
30 Merrill Lynch BV into Alphabet, Inc. 17,200 $5.38M 1.01%
31 Citigroup Global Markets Holdings, Inc. into Alphabet, Inc. 16,800 $5.24M 0.99%
32 ACCENTURE PLC CL A 25,000 $5.22M 0.98%
33 National Bank of Canada into Meta Platforms, Inc. 8,000 $5.20M 0.98%
34 BNP Paribas Issuance BV into Meta Platforms, Inc. 8,000 $5.19M 0.98%
35 UNITED PARCEL SERVICE INC CL B 44,000 $5.10M 0.96%
36 Wells Fargo Bank NA into Amazon.com, Inc. 25,000 $5.09M 0.96%
37 Citigroup Global Markets Holdings, Inc. into NextEra Energy, Inc. 65,000 $5.05M 0.95%
38 UBS AG into Marvell Technology, Inc. 67,000 $4.91M 0.93%
39 J.P. Morgan Structured Products BV into Freeport-McMoRan, Inc. 107,000 $4.91M 0.93%
40 UBS AG into Texas Instruments, Inc. 22,500 $4.88M 0.92%
41 Goldman Sachs Bank USA into Applied Materials, Inc. 29,000 $4.87M 0.92%
42 Barclays Bank plc into Micron Technology, Inc. 32,500 $4.85M 0.91%
43 Toronto-Dominion Bank (The) into Amazon.com, Inc. 22,800 $4.77M 0.90%
44 NORFOLK SOUTHERN CORP 15,000 $4.72M 0.89%
45 Barclays Bank plc into Halliburton Co. 186,567 $4.69M 0.88%
46 JPMorgan Chase Bank NA into Marvell Technology, Inc. 55,000 $4.53M 0.85%
47 Morgan Stanley Finance LLC 12,500 $4.47M 0.84%
48 CATERPILLAR INC 6,000 $4.46M 0.84%
49 BNP Paribas Issuance BV into NextEra Energy, Inc. 48,000 $4.30M 0.81%
50 Royal Bank of Canada into Oracle Corp. 31,000 $4.30M 0.81%
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