AGP FRANKLIN, LLC
RIA/Wealth
AGP FRANKLIN, LLC is a RIA/Wealth based in Franklin, TN led by Charles David Crouch, managing $205.2M across 83 long positions as of Q3 2025 with 32% Technology concentration.
Managing PartnerCharles David Crouch
- Portfolio Value
- $205.2M
- Positions
- 83
- Top Holding
- NVDA at 6.22%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in AGP FRANKLIN, LLC's portfolio (38.9% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Semiconductors Technology | $12.8M | 6.22% | -$720.8K Sold | 0.00% 68.4K shares | |
Software - Infrastructure Technology | $10.9M | 5.29% | -$6.9M Sold | 0.00% 59.5K shares | |
Specialty Retail Consumer Cyclical | $9.7M | 4.71% | +$1.7M Bought | 0.00% 44.0K shares | |
Software - Infrastructure Technology | $7.7M | 3.77% | -$93.9K Sold | 0.00% 27.5K shares | |
Banks - Diversified Financial Services | $7.5M | 3.63% | +$235.6K Bought | 0.00% 23.6K shares | |
Internet Content & Information Communication Services | $6.9M | 3.36% | +$121.3K Bought | 0.00% 28.3K shares | |
Software - Infrastructure Technology | $6.8M | 3.33% | +$122.2K Bought | 0.00% 13.2K shares | |
Unknown Unknown | $6.3M | 3.08% | — | — 149.0K shares | |
Discount Stores Consumer Defensive | $5.9M | 2.87% | +$231.4K Bought | 0.00% 6.4K shares | |
Consumer Electronics Technology | $5.4M | 2.65% | +$238.8K Bought | 0.00% 21.4K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in AGP FRANKLIN, LLC's latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for AGP FRANKLIN, LLC
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