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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

FRANKLIN STREET ADVISORS INC /NC

Quarter ended Q3 2025 · Filed October 9, 2025 · Accession 0001010873-25-000007

Total Value
$1.74B
Positions
170
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (170)

#IssuerTicker / CUSIPSharesValue% of Filing
1NVIDIA CORPNVDA708,328$132.2M7.61%
2MICROSOFT CORPMSFT222,393$115.2M6.64%
3APPLE INC COMAAPL433,509$110.4M6.36%
4ALPHABET INC CAP STK CL CGOOG344,863$84.0M4.84%
5AMAZON.COM INCAMZN330,043$72.5M4.17%
6META PLATFORMS INC. CL AMETA83,171$61.1M3.52%
7BROADCOM INCAVGO184,394$60.8M3.50%
8THERMO FISHER CORP COMTMO104,094$50.5M2.91%
9ORACLE CORP COMORCL-PD172,038$48.4M2.79%
10JPMORGAN CHASE & COVYLD146,551$46.2M2.66%
11GOLDMAN SACHS GROUP INCGSCE54,752$43.6M2.51%
12CARLYLE GROUP LPCGABL672,815$42.2M2.43%
13ABBVIE INC COMABBV178,664$41.4M2.38%
14DOORDASH INC CL ADASH145,214$39.5M2.28%
15BLACKROCK INC COMBLK33,630$39.2M2.26%
16RTX CORPORATIONRTX205,290$34.4M1.98%
17TJX COMPANIES872540109221,468$32.0M1.84%
18CME GROUP INC COMCME113,310$30.6M1.76%
19EATON CORPETN79,073$29.6M1.70%
20AMERICAN EXPRESS CO COMAXP84,483$28.1M1.62%
21PEPSICO INCORPORATEDPEP194,722$27.3M1.58%
22PALO ALTO NETWORKS INCPANW132,181$26.9M1.55%
23LINDE PLC NEWLIN54,001$25.7M1.48%
24AFLAC INC COMAFL224,168$25.0M1.44%
25BERKSHIRE HATHAWAY INC DEL CLBRK-A49,356$24.8M1.43%
26CINTASCORPCTAS119,661$24.6M1.41%
27MARTIN MARIETTA MATERIALS INC57328410638,292$24.1M1.39%
28IDEXX LABORATORIES45168d10436,714$23.5M1.35%
29DISNEY WALT CO254687106196,296$22.5M1.29%
30BRISTOLMYERS SQUIBBCELG-RI467,160$21.1M1.21%
31COSTCO WHOLESALECOST21,019$19.5M1.12%
32WALMART INC.WMT185,421$19.1M1.10%
33EXXON MOBIL CORP COMXOM153,079$17.3M0.99%
34ZOETIS INCZTS112,773$16.5M0.95%
35LOWE'S COS54866110763,025$15.8M0.91%
36CHENIERE ENERGY INCLNG65,484$15.4M0.89%
37SPOTIFY TECHNOLOGY S.A.SPOT22,029$15.4M0.89%
38ARM HOLDINGS PLC042068205106,540$15.1M0.87%
39CUMMINS INCCMI35,344$14.9M0.86%
40INTL BUSINESS MACHINESINTR48,532$13.7M0.79%
41ENBRIDGE INCENNPF237,236$12.0M0.69%
42QUALCOMM INC COMQCOM70,495$11.7M0.68%
43CISCO SYS INC COMCSCO150,029$10.3M0.59%
44DIGITAL REALTY TRUST25386810356,154$9.7M0.56%
45PROCTER & GAMBLE74271810955,628$8.5M0.49%
46ALPHABET INC CAP STK CL AGOOG29,601$7.2M0.41%
47EVERGY INCEVRG90,540$6.9M0.40%
48MC DONALDS CORPMCD20,657$6.3M0.36%
49MEDTRONIC, PLCMDT51,871$4.9M0.28%
50VERIZON COMMUNICATIONSVZ109,930$4.8M0.28%
51ADOBE SYS INCADBE12,966$4.6M0.26%
52MORGAN ST DEAN WITTER, DISC &MS-PQ25,000$4.0M0.23%
53CBOE GLOBAL MARKETS INCCBOE15,828$3.9M0.22%
54EMERSON ELECTRICEMR28,797$3.8M0.22%
55TEXAS INSTRUMENTS88250810420,293$3.7M0.21%
56JOHNSON & JOHNSONJNJ19,246$3.6M0.21%
57IDEX CORPORATION45167r10420,125$3.3M0.19%
58DUKE ENERGY CORPORATION NEWDUKB25,557$3.2M0.18%
59WELLS FARGO & CO NEW94974610137,606$3.2M0.18%
60CATERPILLAR INCCAT6,071$2.9M0.17%
61CHEVRON CORPORATIONCVX18,100$2.8M0.16%
62ROYAL BANK OF CANADA78008710216,030$2.4M0.14%
63KKR & CO INCKKRT17,547$2.3M0.13%
64ISHARES TR DOW JONES SEL DIVID46428716816,000$2.3M0.13%
65MERCK & CO INC NEWMRK25,328$2.1M0.12%
66GENERAL DYNAMICS CRPGD5,850$2.0M0.11%
67SELECT SECTOR SPDR AMEX UTILIT81369y88622,754$2.0M0.11%
68HOME DEPOT INC COMHD3,810$1.5M0.09%
69HONEYWELL INTERNATIONAL INC CO4385161067,192$1.5M0.09%
70NORFOLK SOUTHERN CORP6558441085,000$1.5M0.09%
71EATON VANCE TAX MANAGED BUY WR27829c105150,334$1.4M0.08%
72ALTRIA GROUP INCMO19,119$1.3M0.07%
73SCHWAB (CHARLES) CORPSCHW-PJ13,010$1.2M0.07%
74PFIZER INCPFE46,331$1.2M0.07%
75PHILIP MORRIS INTL INC7181721097,149$1.2M0.07%
76BLACKSTONE, INC.BX6,705$1.1M0.07%
77WASTE MANAGEMENT INC DELWM5,167$1.1M0.07%
78ABBOTT LABORATORIESABLZF8,245$1.1M0.06%
79SUPERNUS PHARMACEUTICALS INCSUPN20,000$955,8000.06%
80VANGUARD WORLD FUNDS INDLS ETF92204a6033,157$935,4810.05%
81NEXTERA ENERGY INCNEE-PW12,281$927,1110.05%
82STRYKER CORPSYK2,447$904,5820.05%
83AMGEN INC COMAMGN3,172$895,1380.05%
84GILEAD SCIENCES INC COMGILD7,452$827,1720.05%
85AT&T INC.T-PC28,965$817,9720.05%
86SABINE ROYALTY TRUST UBI78568810210,081$801,0360.05%
87ECOLAB INC COMECL2,918$799,1230.05%
88PROTAGONIST THERAPEUTICS INCPTGX11,300$750,6590.04%
89DRAFTKINGS, NEW CL ADKNG20,000$748,0000.04%
90SOUTHERN COSOMN7,783$737,5840.04%
91TRAVELERS COS INC (NEW)TRV2,479$692,1860.04%
92MONDELEZ INTL INC COM60920710510,921$682,2300.04%
93ISHARE MSCI TAIWAN CAPPED ETF46434g77210,000$636,2000.04%
94NETFLIX COM INCNFLX525$629,4330.04%
95APPLIED MATERIALS INC0382221053,026$619,5430.04%
96UNITED HEALTHCARE CORPUNH1,731$597,7140.03%
97LILLY ELI & COLLY778$593,6090.03%
98FERGUSON PLCFERG2,593$582,3360.03%
99BOOKING HOLDINGS INCBKNG106$572,3230.03%
100HUNTSMAN CORPHUN62,500$561,2500.03%
101AUTOMATIC DATA PROCESSINGADP1,817$533,2900.03%
102COCA COLA COMPANYKO7,991$529,9630.03%
103DEXCOM INCDXCM7,860$528,8990.03%
104AMER ELEC PWR INC COM0255371014,510$507,3750.03%
105SUNLIFE FINANCIAL INCSUNFF8,400$504,2520.03%
106CALL (AXSM) AXSOME THERAPEUTIC7842729mk100$503,0000.03%
107TRUIST FINANCIAL CORPTFC-PR10,975$501,7770.03%
108LAM RESEARCH CORPLRCX3,730$499,4470.03%
109KROGER COKR7,397$498,6320.03%
110DUPONT DE NEMOURS INC.DD6,390$497,7810.03%
111CINCINNATI FINL1720621013,132$495,1690.03%
112SYSCO CORPSYY5,657$465,7970.03%
113DANAHER CORP COM2358511022,340$463,9280.03%
114SALESFORCE INCCRM1,924$455,9880.03%
115BANK OF AMERICA CORP0605051048,787$453,3210.03%
116ARAMARKARMK11,006$422,6300.02%
117CSX CORPCSX11,887$422,1070.02%
118TARGET CORPORATIONTGT4,463$400,3310.02%
119AVERY-DENNISONAVY2,458$398,6140.02%
120CONSTELLATION ENERGY GROUPCEG1,197$393,8970.02%
121VANGUARD ETF VALUE9229087442,024$377,4560.02%
122CARRIER GLOBAL CORPCARR6,123$365,5430.02%
123BECTON DICKINSONBDX1,949$364,7940.02%
124MASTERCARD INC CL AMA627$356,6440.02%
125HERSHEY FOODSHSY1,905$356,3300.02%
126QUEST DIAGNOSTICS INCDGX1,838$350,2860.02%
127SONY GROUP CORPSNEJF11,685$336,4110.02%
128INVESTORS TITLEITIC1,250$334,7880.02%
129MASCO CORPMAS4,669$328,6510.02%
130INSULET CORPPODD1,050$324,1670.02%
131VISA INC CL AV949$323,9700.02%
132PB FINL CORP69290n1036,250$323,4380.02%
133PNC BK CORP COM6934751051,600$321,4880.02%
134FORTUNE BRANDS INNOVATIONS INCFBIN5,991$319,8590.02%
135PROQR THERAPEUTICS N.V.PRQR150,000$319,5000.02%
136UNILEVER PLC-SPONSORED ADRUNLYF5,327$315,7850.02%
137SHERWIN WILLIAMS COSHW885$306,4400.02%
138KONINKLIJKE PHILIPS ELECTR NVRYLPF11,114$302,9680.02%
139FIRST HORIZON NATIONAL CORPFHN-PH13,383$302,5900.02%
140CDW CORP COM USD0.01CDW1,819$289,7300.02%
141KLA-TENCOR CORPKLAC265$285,8290.02%
142TAIWAN SEMICONDUCTOR-SP ADR8740391001,000$279,2900.02%
143CALL (AXSM) AXSOME THERAPEUTIC7842729lj50$275,0000.02%
144NATIONAL GRID TRANSCO PLC SPONNMPWP3,677$267,2080.02%
145SERVICENOW INCNOW289$265,9610.02%
146BLACK STONE MINERALS LPBSMLP20,000$262,8000.02%
147CORNING INCGLW3,070$251,8320.01%
148ADVANCED MICRO DEVICESAMD1,551$250,9360.01%
149MACQUARIE GROUP LTD0328709451,700$247,1140.01%
150MICRONTECHNOLOGYMU1,450$242,6140.01%
151CAPITAL ONE FINANCIALCOF-PN1,135$241,2780.01%
152TECHNOLOGY SLECT SECTOR81369y803850$239,5810.01%
153CARMAX INCKMX5,241$235,1640.01%
154FRESENIUS MEDICALFMCQF8,896$234,2320.01%
155COMCAST CORP NEW CL ACCZ7,393$232,2880.01%
156PROGRESSIVE CORP-OHIO743315103915$225,9590.01%
157ALLEGION PUB LTDALLE1,273$225,7670.01%
158LABORATORY CRP OF AMER HLDGSLH777$223,0460.01%
159CORTEVA INCCTVA3,207$216,8890.01%
160ISHARES COMEX GOLD TRIAU2,920$212,4880.01%
161T MOBILE USTMUSZ867$207,5420.01%
162UNITED PARCEL SERVICE - CL BUPS2,472$206,5170.01%
163AEGON LTD AMER REGD CERT (1SHAEFC15,551$124,2520.01%
164CURIS, INC.CRIS20,000$33,2000.00%
165COHEN &STEERS INFRASTRUCTURE R19248a11781,364$6,3460.00%
166BIOSIGNIA INC090998345130,000$00.00%
167VIBE RECORDS INC NEW COM (DELI92556310811,000$00.00%
168COMMONWEALTH BANKSHARES INC (D20273610411,761$00.00%
169FOREST LABORATORIES CONTINGENT187cvr90745,000$00.00%
170SAVI MEDIA GROUP INC (NO VALUE80517r207294,999$00.00%