Holdings of Franklin Dynatech Fund
Franklin Custodian Funds · 95 declared positions · as of Mar 31, 2026
Original filing · Net assets 24.8B $ · Ten largest lines: 57.9 % of the equity sleeve
Country breakdown
Shares computed on the equity sleeve, the only part this site carries.
| Country | Lines | Value (USD) | Share |
|---|---|---|---|
| US | 77 | 21.5B $ | 87.81 % |
| CA | 2 | 1.1B $ | 4.48 % |
| TW | 1 | 675.9M $ | 2.76 % |
| DK | 1 | 251.6M $ | 1.03 % |
| KR | 3 | 192.4M $ | 0.78 % |
| GB | 3 | 163.2M $ | 0.67 % |
| NL | 1 | 158.5M $ | 0.65 % |
| BE | 1 | 145.1M $ | 0.59 % |
| IL | 2 | 110.9M $ | 0.45 % |
| KY | 1 | 78.2M $ | 0.32 % |
| IE | 1 | 70.9M $ | 0.29 % |
| JP | 1 | 34.5M $ | 0.14 % |
Sector breakdown is published in no regulatory filing: neither Form N-PORT nor the LEI reference data carries an activity code. It is absent rather than estimated.
Positions
| Company | Shares | Value (USD) | Weight |
|---|---|---|---|
| NVIDIA Corp | 18,000,000 | 3.1B $ | 12.67 % |
| Amazon.com Inc | 10,000,000 | 2.1B $ | 8.41 % |
| Alphabet Inc | 6,000,000 | 1.7B $ | 6.96 % |
| Microsoft Corp | 4,500,000 | 1.7B $ | 6.72 % |
| Broadcom Inc | 4,750,000 | 1.5B $ | 5.93 % |
| Meta Platforms Inc | 2,000,000 | 1.1B $ | 4.62 % |
| Apple Inc | 4,200,000 | 1.1B $ | 4.30 % |
| Taiwan Semiconductor Manufacturing Co Ltd | 2,000,000 | 675.9M $ | 2.73 % |
| Tesla Inc | 1,800,000 | 669.2M $ | 2.70 % |
| Celestica Inc | 2,000,000 | 563.4M $ | 2.27 % |
| Shopify Inc | 4,500,000 | 533.9M $ | 2.16 % |
| Lam Research Corp | 2,100,000 | 448.7M $ | 1.81 % |
| Cloudflare Inc | 2,000,000 | 412.7M $ | 1.67 % |
| Netflix Inc | 4,000,000 | 384.6M $ | 1.55 % |
| KLA Corp | 260,000 | 382.8M $ | 1.55 % |
| Mastercard Inc | 750,000 | 374.7M $ | 1.51 % |
| AppLovin Corp | 800,000 | 318.4M $ | 1.29 % |
| Visa Inc | 1,000,000 | 302.2M $ | 1.22 % |
| Amphenol Corp | 2,350,000 | 296.9M $ | 1.20 % |
| Natera Inc | 1,450,000 | 290M $ | 1.17 % |
| MercadoLibre Inc | 160,000 | 276.6M $ | 1.12 % |
| Eli Lilly & Co | 300,000 | 275.9M $ | 1.11 % |
| Monolithic Power Systems Inc | 250,000 | 273.3M $ | 1.10 % |
| Palantir Technologies Inc | 1,750,000 | 256M $ | 1.03 % |
| Axon Enterprise Inc | 600,000 | 254.8M $ | 1.03 % |
| Ascendis Pharma A/S | 1,100,000 | 251.6M $ | 1.02 % |
| Arista Networks Inc | 2,000,000 | 245.6M $ | 0.99 % |
| GE Vernova Inc | 275,000 | 240M $ | 0.97 % |
| Intuitive Surgical Inc | 500,000 | 230.5M $ | 0.93 % |
| Bloom Energy Corp | 1,700,000 | 230.3M $ | 0.93 % |
| Kratos Defense & Security Solutions, Inc. | 2,500,000 | 176.3M $ | 0.71 % |
| SK hynix Inc | 300,000 | 170.2M $ | 0.69 % |
| Guardant Health Inc | 1,750,000 | 161.6M $ | 0.65 % |
| Sandisk Corp/DE | 250,000 | 158.8M $ | 0.64 % |
| ASML Holding NV | 120,000 | 158.5M $ | 0.64 % |
| Quanta Services Inc | 280,000 | 153.7M $ | 0.62 % |
| Argenx SE | 200,000 | 145.1M $ | 0.59 % |
| Cadence Design Systems Inc | 500,000 | 138.9M $ | 0.56 % |
| TechnipFMC PLC | 2,000,000 | 138.3M $ | 0.56 % |
| Palo Alto Networks Inc | 750,000 | 120.2M $ | 0.49 % |
| DoorDash Inc | 800,000 | 120.1M $ | 0.48 % |
| Insmed Inc | 700,000 | 114.5M $ | 0.46 % |
| Booking Holdings Inc | 25,000 | 105.3M $ | 0.42 % |
| Ligand Pharmaceuticals Inc | 525,000 | 104.8M $ | 0.42 % |
| Robinhood Markets Inc | 1,500,000 | 104M $ | 0.42 % |
| Synopsys Inc | 250,000 | 99.1M $ | 0.40 % |
| Karman Holdings Inc | 1,200,000 | 96.1M $ | 0.39 % |
| Elbit Systems Ltd | 110,000 | 93.4M $ | 0.38 % |
| Rocket Lab Corp | 1,400,000 | 89.9M $ | 0.36 % |
| United Therapeutics Corp | 150,000 | 88.9M $ | 0.36 % |
| Legence Corp | 1,450,000 | 81.9M $ | 0.33 % |
| Analog Devices Inc | 250,000 | 79.5M $ | 0.32 % |
| Carvana Co | 250,000 | 78.6M $ | 0.32 % |
| Fabrinet | 150,000 | 78.2M $ | 0.32 % |
| Crowdstrike Holdings Inc | 200,000 | 78.1M $ | 0.32 % |
| Jazz Pharmaceuticals PLC | 375,000 | 70.9M $ | 0.29 % |
| Lumentum Holdings Inc | 100,000 | 70.3M $ | 0.28 % |
| Ionis Pharmaceuticals Inc | 800,000 | 60.1M $ | 0.24 % |
| IDEXX Laboratories Inc | 100,000 | 56.2M $ | 0.23 % |
| Vertiv Holdings Co | 200,000 | 50.1M $ | 0.20 % |
| Tempus AI Inc | 1,000,000 | 45.2M $ | 0.18 % |
| Bridgebio Pharma Inc | 600,000 | 44.6M $ | 0.18 % |
| BEONE MEDICINES LTD | 150,000 | 44.5M $ | 0.18 % |
| Micron Technology Inc | 125,000 | 42.2M $ | 0.17 % |
| Krystal Biotech Inc | 150,000 | 38.7M $ | 0.16 % |
| Nextpower Inc | 300,000 | 36.2M $ | 0.15 % |
| Uber Technologies Inc | 500,000 | 36M $ | 0.15 % |
| Coherent Corp | 150,000 | 35.7M $ | 0.14 % |
| Forgent Power Solutions Inc | 1,200,000 | 35.1M $ | 0.14 % |
| SiTime Corp | 100,000 | 34.5M $ | 0.14 % |
| Advantest Corp | 250,000 | 34.5M $ | 0.14 % |
| Hinge Health Inc | 700,000 | 27M $ | 0.11 % |
| Symbotic Inc | 500,000 | 26.6M $ | 0.11 % |
| Revolution Medicines Inc | 250,000 | 24.3M $ | 0.10 % |
| Intuit Inc | 50,000 | 21.6M $ | 0.09 % |
| Baker Hughes Co | 350,000 | 21.4M $ | 0.09 % |
| Oceaneering International Inc | 600,000 | 21.3M $ | 0.09 % |
| Axsome Therapeutics Inc | 125,000 | 21.1M $ | 0.09 % |
| HeartFlow Inc | 750,000 | 18.2M $ | 0.07 % |
| Tower Semiconductor Ltd | 100,000 | 17.5M $ | 0.07 % |
| Advanced Energy Industries Inc | 50,000 | 16.1M $ | 0.07 % |
| Samsung Biologics Co Ltd | 15,000 | 15.4M $ | 0.06 % |
| ARM Holdings PLC | 100,000 | 15.1M $ | 0.06 % |
| Circle Internet Group Inc | 150,000 | 14.3M $ | 0.06 % |
| Medline Inc | 300,000 | 13.4M $ | 0.05 % |
| TTM Technologies Inc | 125,000 | 12.2M $ | 0.05 % |
| Akamai Technologies Inc | 100,000 | 11.5M $ | 0.05 % |
| AstraZeneca PLC | 50,000 | 9.9M $ | 0.04 % |
| Arcutis Biotherapeutics Inc | 400,000 | 9.4M $ | 0.04 % |
| eBay Inc | 100,000 | 9.1M $ | 0.04 % |
| Kestra Medical Technologies Ltd | 400,000 | 8M $ | 0.03 % |
| Teradyne Inc | 25,000 | 7.4M $ | 0.03 % |
| Tarsus Pharmaceuticals Inc | 100,000 | 7M $ | 0.03 % |
| Samsung Episholdings Co Ltd | 20,000 | 6.8M $ | 0.03 % |
| CH Robinson Worldwide Inc | 25,000 | 4.2M $ | 0.02 % |