FundWatcher
LMUOX
Franklin U.S. Large Cap Equity Fund
Legg Mason Partners Investment Trust

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.

Nov 28, 2025 → Feb 27, 2026

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

Security Shares Nov 2025 Shares Feb 2026 Δ shares End % Δ value
CHEVRON CORP 0 27,709 27,709 1.10% $5.17M
KLA CORP 0 1,764 1,764 0.57% $2.69M
SUN COMMUNITIES INC - REIT 0 19,266 19,266 0.56% $2.63M
TERADATA CORP 0 75,420 75,420 0.51% $2.37M
T ROWE PRICE GRP 0 22,842 22,842 0.46% $2.16M
MATCH GROUP INC 0 66,714 66,714 0.45% $2.11M
SALESFORCE INC 0 10,577 10,577 0.44% $2.06M
BEST BUY CO INC 0 31,536 31,536 0.42% $1.95M
ALBERTSONS COS INC CL A 0 107,934 107,934 0.41% $1.93M
MUELLER INDUSTRIES INC 0 5,057 5,057 0.13% $596.52K
DUKE ENERGY CORP NEW 0 4,280 4,280 0.12% $560.04K
SOUTHERN CO 0 5,410 5,410 0.11% $526.83K
VERSANT MEDIA GROUP INC - A 0 4,329 4,329 0.03% $144.24K
Security Shares Nov 2025 Shares Feb 2026 Δ shares End % Δ value
WELLS FARGO & CO 34,614 0 -34,614 0.00% -$2.97M
PFIZER INC 94,398 0 -94,398 0.00% -$2.43M
ADT INC 247,636 0 -247,636 0.00% -$2.04M
VERISIGN INC 7,155 0 -7,155 0.00% -$1.80M
OSHKOSH CORP 13,703 0 -13,703 0.00% -$1.76M
SERVICENOW INC 1,191 0 -1,191 0.00% -$967.58K
VISTRA CORP 4,463 0 -4,463 0.00% -$798.25K
ALNYLAM PHARMACEUTICALS INC 1,010 0 -1,010 0.00% -$455.74K
TALEN ENERGY CORP 985 0 -985 0.00% -$388.36K
Security Shares Nov 2025 Shares Feb 2026 Δ shares End % Δ value
NVIDIA CORP 180,898 187,758 6,860 7.09% $1.25M
APPLE INC 107,802 117,786 9,984 6.63% $1.06M
ALPHABET INC CL A 36,738 47,202 10,464 3.14% $2.95M
ALPHABET INC CL C 30,681 38,736 8,055 2.57% $2.24M
BROADCOM INC 25,600 28,564 2,964 1.95% -$1.19M
VISA INC-CLASS A 18,198 19,627 1,429 1.34% $197.25K
CATERPILLAR INC 5,628 6,993 1,365 1.11% $1.95M
BANK OF AMERICA CORPORATION 21,257 81,908 60,651 0.87% $2.94M
AMGEN INC 9,036 10,436 1,400 0.86% $929.26K
TJX COS INC 17,204 22,616 5,412 0.78% $1.04M
BRISTOL-MYERS SQUIBB CO 43,960 57,355 13,395 0.76% $1.41M
LOCKHEED MARTIN CORP 3,791 5,174 1,383 0.73% $1.67M
RTX CORP 2,794 16,247 13,453 0.70% $2.80M
QUALCOMM INC 19,758 22,884 3,126 0.69% -$63.36K
LILLY ELI and CO 2,440 2,848 408 0.64% $371.92K
ADOBE INC 8,947 11,256 2,309 0.63% $89.48K
UBER TECHNOLOGIES INC 33,470 38,778 5,308 0.62% -$5.33K
WESTERN UNION CO 91,382 237,482 146,100 0.49% $1.48M
INTUIT INC 4,526 5,258 732 0.46% -$719.17K
Security Shares Nov 2025 Shares Feb 2026 Δ shares End % Δ value
MICROSOFT CORP 57,582 55,336 -2,246 4.63% -$6.60M
MICRON TECHNOLOGY INC 19,807 16,106 -3,701 1.42% $1.96M
Invesco Treasury Portfolio, Institutional Class 40,712,946 5,846,786 -34,866,159 1.25% -$34.87M
JPMORGAN CHASE and CO 18,700 17,862 -838 1.14% -$490.64K
NEWMONT CORP 43,584 35,845 -7,739 0.99% $705.47K
WESTERN DIGITAL CORP 19,946 15,740 -4,206 0.94% $1.14M
GENERAL MOTORS CO 52,161 46,647 -5,514 0.78% -$163.29K
BANK OF NEW YORK MELLON CORP 33,813 30,063 -3,750 0.76% -$209.93K
RYDER SYSTEM INC 17,331 10,724 -6,607 0.51% -$625.89K
ANGLOGOLD ASHANTI PLC 22,826 17,796 -5,030 0.48% $318.06K
ABBOTT LABS 26,413 12,367 -14,046 0.31% -$1.97M
UNITED AIRLINES HOLDINGS INC 23,445 8,325 -15,120 0.19% -$1.51M
CIRRUS LOGIC INC 10,037 4,174 -5,863 0.13% -$618.82K
NETFLIX INC 51,321 5,260 -46,061 0.11% -$5.01M
HOME DEPOT INC 9,063 1,294 -7,769 0.11% -$2.74M
Security Shares Nov 2025 Shares Feb 2026 Δ shares End % Δ value
AMAZON.COM INC 59,860 59,860 0 2.68% -$1.39M
META PLATFORMS INC CL A 19,059 19,059 0 2.63% $4.38K
WALMART INC 56,284 56,284 0 1.54% $981.59K
TESLA INC 15,627 15,627 0 1.34% -$432.24K
GENERAL ELECTRIC CO 17,458 17,458 0 1.27% $764.83K
ABBVIE INC 25,546 25,546 0 1.26% $111.89K
LAM RESEARCH CORP 22,487 22,487 0 1.12% $1.75M
BERKSHIRE HATH-B 9,879 9,879 0 1.06% -$87.53K
MASTERCARD INC CL A 9,599 9,599 0 1.06% -$319.84K
GOLDMAN SACHS GROUP INC 5,472 5,472 0 1.00% $183.48K
CITIGROUP INC 38,794 38,794 0 0.91% $255.65K
PROCTER & GAMBLE 24,772 24,772 0 0.88% $471.66K
GILEAD SCIENCES INC 27,797 27,797 0 0.88% $642.39K
CISCO SYSTEMS INC 45,952 45,952 0 0.78% $115.80K
PALANTIR TECHNOLOGIES INC 26,058 26,058 0 0.76% -$814.57K
MCKESSON CORP 3,620 3,620 0 0.76% $384.62K
ALTRIA GROUP INC 51,093 51,093 0 0.75% $512.46K
AT&T INC 125,538 125,538 0 0.75% $249.82K
TAPESTRY INC 22,555 22,555 0 0.75% $1.04M
CARDINAL HEALTH INC 15,190 15,190 0 0.74% $257.77K
REGENERON PHARMACEUTICALS INC 4,447 4,447 0 0.74% $6.58K
COMCAST CORP CL A 108,233 108,233 0 0.71% $462.15K
HCA HEALTHCARE INC 6,185 6,185 0 0.70% $132.42K
LOWES COS INC 12,280 12,280 0 0.69% $271.27K
DOLLAR TREE INC 25,519 25,519 0 0.69% $399.88K
APA CORP 104,547 104,547 0 0.68% $564.55K
DEVON ENERGY CORP 70,144 70,144 0 0.65% $453.83K
GENERAL DYNAMICS CORPORATION 8,401 8,401 0 0.64% $129.54K
RINGCENTRAL INC CL A 81,634 81,634 0 0.63% $670.22K
VERIZON COMMUNICATIONS INC 57,960 57,960 0 0.62% $523.38K
FORD MOTOR CO 205,880 205,880 0 0.62% $166.76K
EXELIXIS INC 65,030 65,030 0 0.61% -$7.15K
KROGER CO 41,154 41,154 0 0.60% $39.51K
CROCS INC 30,475 30,475 0 0.59% $174.62K
FERGUSON ENTERPRISES INC 10,571 10,571 0 0.59% $96.09K
CORTEVA INC 33,948 33,948 0 0.58% $429.44K
IDEXX LABS INC 4,117 4,117 0 0.58% -$395.85K
HALOZYME THERAPEUTICS INC 38,577 38,577 0 0.57% -$72.14K
NRG ENERGY INC 14,868 14,868 0 0.57% $140.80K
ARCHER DANIELS MIDLAND CO 38,497 38,497 0 0.57% $319.53K
CF INDUSTRIES HOLDINGS INC 26,474 26,474 0 0.56% $551.72K
THE BOOKING HOLDINGS INC 615 615 0 0.56% -$415.33K
APPLOVIN CORP 5,790 5,790 0 0.54% -$953.67K
AMERICAN INTERNATIONAL GROUP 31,128 31,128 0 0.53% $134.78K
CROWN HOLDINGS INC 21,341 21,341 0 0.52% $379.23K
MORGAN STANLEY 14,667 14,667 0 0.52% -$46.20K
COLGATE-PALMOLIVE CO 23,780 23,780 0 0.50% $445.88K
ULTA BEAUTY INC 3,335 3,335 0 0.49% $486.78K
EXXON MOBIL CORP 14,550 14,550 0 0.47% $532.24K
MGIC INVT CORP 82,461 82,461 0 0.47% -$150.08K
DROPBOX INC CL A 86,446 86,446 0 0.46% -$422.72K
VICI PROPERTIES 70,123 70,123 0 0.45% $97.47K
MACYS INC 106,495 106,495 0 0.45% -$274.76K
EXPEDIA INC 9,656 9,656 0 0.44% -$386.24K
FASTENAL CO 45,129 45,129 0 0.44% $254.53K
ZOOM VIDEO COMMUNICATIONS INC CL A 28,069 28,069 0 0.44% -$309.32K
SEI INVESTMENTS 24,737 24,737 0 0.43% $11.38K
PEGASYSTEMS INC 44,388 44,388 0 0.41% -$490.04K
ALLEGION PLC 11,868 11,868 0 0.41% -$57.92K
STATE STREET CORP 14,114 14,114 0 0.39% $135.49K
ELECTRONIC ARTS INC 8,815 8,815 0 0.38% -$12.87K
SKYWORKS SOLUTIONS INC 28,607 28,607 0 0.36% -$182.23K
BIOGEN INC 8,710 8,710 0 0.36% $84.75K
LYFT INC-A 120,528 120,528 0 0.36% -$866.60K
JOHNSON&JOHNSON 6,673 6,673 0 0.35% $277.00K
PAYPAL HOLDINGS 34,137 34,137 0 0.34% -$562.58K
MEDPACE HOLDINGS INC 3,491 3,491 0 0.34% -$491.18K
DOCUSIGN INC 27,198 27,198 0 0.26% -$660.37K
L3HARRIS TECHNOLOGIES INC 3,074 3,074 0 0.24% $263.90K
DOLLAR GENERAL CORP 6,716 6,716 0 0.22% $313.97K
BOSTON BEER COMPANY CL A 3,638 3,638 0 0.18% $116.34K
COSTCO WHOLESALE CORP 735 735 0 0.16% $71.44K
ORACLE CORP 3,317 3,317 0 0.10% -$187.58K
BOYD GAMING CORP 5,399 5,399 0 0.10% -$378
ADV MICRO DEVICE 2,209 2,209 0 0.09% -$38.26K

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