AFL
AGP Franklin LLC Portfolio
Invests via AGP Franklin LLC | Managed by Charles D. Crouch, Edward B. Lewis
Invests via AGP Franklin LLC
Managed by Charles D. Crouch, Edward B. Lewis
Automatically Tracked
Company Profile
Operates as a private investment vehicle focused on middle-market real assets and structured credit opportunities across North America. AGP Franklin LLC typically deploys equity and mezzanine capital into specialized sectors such as industrial real estate, infrastructure-related services and niche operating businesses, positioning itself as a patient capital partner for sponsor-backed transitions. Portfolios are managed with emphasis on cash yield, downside protection and active asset management to drive operational improvements and exit optionality.
Operates as a private investment vehicle focused on middle-market real assets and structured credit opportunities across North America. AGP Franklin LLC typically deploys equity and mezzanine capital into specialized sectors such as industrial real estate, infrastructure-related services and niche operating businesses, positioning itself as a patient capital partner for sponsor-backed transitions. Portfolios are managed with emphasis on cash yield, downside protection and active asset management to drive operational improvements and exit optionality.
Investment Philosophy & Strategy
Positioned as a middle‑market private investor, AGP Franklin LLC emphasizes equity and mezzanine deployment into industrial real assets, infrastructure‑adjacent services and niche operating businesses across North America. Investment selection prioritizes cash yield, structural downside protection and sponsor-aligned transactions where active asset management and operational value‑add accelerate revenue stability and exit optionality. Capital allocation favors patient, income-oriented hold periods with conservative leverage, rigorous underwriting and scenario-driven runways to preserve capital.
Positioned as a middle‑market private investor, AGP Franklin LLC emphasizes equity and mezzanine deployment into industrial real assets, infrastructure‑adjacent services and niche operating businesses across North America. Investment selection prioritizes cash yield, structural downside protection and sponsor-aligned transactions where active asset management and operational value‑add accelerate revenue stability and exit optionality. Capital allocation favors patient, income-oriented hold periods with conservative leverage, rigorous underwriting and scenario-driven runways to preserve capital.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
7.65%
Gain
Monthly
0.4%
Yearly
4.89%
Drawdown
31.96%
$223.68M
Equity
Holdings
$223.68M
Investment
$176.41M
$59.59M
Profit -$1.62M
Realized
$12.32M
Unrealized
$47.27M
Dividends
$3.17M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.62M
Win %
77%
This Week
Compared To Last Week
Gain
-1.28%
Profit
-$2.9M
Win %
77%
This Month
Compared to last month
Gain
-1.78%
Profit
-$4.05M
Win %
77%
This Year
Compared to last year
Gain
11.72%
Profit
$23.47M
Win %
76%
MRK Merck & Co., Inc.
+2.94%
+$10,596.58 
GE General Electric Company
+2.44%
+$21,749.4 
MMLP Martin Midstream Partners L.P.
+2.09%
+$734.65 
ABBV AbbVie Inc.
+1.87%
+$53,673.76 
AFL Aflac Inc.
+1.84%
+$45,972.04 
CRWD CrowdStrike Holdings, Inc.
+1.82%
+$147,905.26 
CVS CVS Health Corporation
+1.81%
+$22,316.59 
DLTR Dollar Tree, Inc.
+1.68%
+$19,355.76 
GILD Gilead Sciences Inc.
+1.67%
+$28,077.75 
EAT Brinker International Inc.
+1.35%
+$34,974.34 
XOM Exxon Mobil Corporation
+1.28%
+$2,868.58 
CVX Chevron Corporation
+1.24%
+$4,491.6 
DGX Quest Diagnostics Inc.
+1.18%
+$18,937.08 
WTRG Essential Utilities Inc.
+1.15%
+$15,401.3 
AWK American Water Works Company, Inc.
+1.12%
+$12,933 
LLY Eli Lilly and Company
+1.02%
+$3,164.1 
WMT Walmart Inc.
+1.01%
+$23,551.48 
AEP American Electric Power Company, Inc.
+0.91%
+$11,857.18 
DTE DTE Energy Company
+0.89%
+$2,852.85 
XLE Energy Select Sector SPDR Fund
+0.83%
+$1,805 
D Dominion Energy, Inc.
+0.83%
+$13,062.03 
ORCL Oracle Corporation
+0.81%
+$41,830.11 
SO The Southern Company
+0.79%
+$11,909.96 
ADC Agree Realty Corporation
+0.78%
+$13,849.29 
IYE iShares U.S. Energy ETF
+0.76%
+$1,446.24 
PFE Pfizer Inc.
+0.72%
+$6,449.4 
DUK Duke Energy Corporation
+0.7%
+$11,096.8 
CPK Chesapeake Utilities Corporation
+0.67%
+$8,312.6 
PCAR PACCAR Inc.
+0.64%
+$13,188.33 
TSCO Tractor Supply Company
+0.61%
+$8,942.54 
ORLY O'Reilly Automotive Inc.
+0.58%
+$14,758 
AZO AutoZone Inc.
+0.58%
+$11,374.67 
JPM JPMorgan Chase & Co.
+0.57%
+$46,958.89 
NEE NextEra Energy, Inc.
+0.56%
+$8,023.94 
DE Deere & Company
+0.53%
+$3,439.45 
ATO Atmos Energy Corporation
+0.5%
+$7,404.8 
BAC Bank of America Corporation
+0.5%
+$17,446 
PG Procter & Gamble Co
+0.47%
+$2,962.08 
BIIB Biogen Inc.
+0.47%
+$2,052.27 
CRS Carpenter Technology Corporation
+0.41%
+$11,557.64 
MMM 3M Company
+0.39%
+$9,470.16 
RKLB Rocket Lab Corporation
+0.3%
+$799.09 
TJX The TJX Companies, Inc.
+0.27%
+$6,329.58 
DRI Darden Restaurants, Inc.
+0.26%
+$4,607.05 
NUE Nucor Corporation
+0.21%
+$9,174 
COST Costco Wholesale Corporation
+0.18%
+$11,308.37 
SLV iShares Silver Trust
+0.16%
+$7,632.56 
AAPL Apple Inc.
+0.15%
+$10,724.07 
SMG Scotts Miracle-Gro Co.
0%
$0 
APLD Applied Digital Corporation
-6.62%
-$251,863.5 
HOOD Robinhood Markets, Inc.
-5.78%
-$87,701.91 
META Meta Platforms Inc Class A
-5.47%
-$217,152.28 
KLAC KLA Corporation
-4.77%
-$26,175 
INTC Intel Corporation
-4.21%
-$27,336 
MTZ MasTec, Inc. Common Stock
-4.16%
-$14,165.01 
AVAV AeroVironment Inc.
-3.33%
-$32,285.12 
AMD Advanced Micro Devices, Inc.
-3.19%
-$162,228.96 
GLW Corning Incorporated
-3.19%
-$176,103.6 
XSD SPDR S&P Semiconductor ETF
-3.09%
-$28,459.2 
TSLA Tesla, Inc.
-2.85%
-$53,995.58 
MSFT Microsoft Corp.
-2.73%
-$158,156.96 
GOOGL Alphabet Inc
-2.33%
-$236,811.45 
SHOP Shopify Inc.
-2.25%
-$10,130.05 
KTOS Kratos Defense & Security Solutions, Inc.
-2.13%
-$2,933 
V Visa Inc. Class A
-1.98%
-$71,158.93 
NVDA NVIDIA Corporation
-1.96%
-$305,339.54 
CII BlackRock Enhanced Large Cap Core Fund, Inc.
-1.88%
-$5,930.46 
PLTR Palantir Technologies Inc.
-1.81%
-$193,991.66 
WYNN Wynn Resorts, Limited
-1.74%
-$14,786.37 
QQQM Invesco NASDAQ 100 ETF
-1.74%
-$15,638.49 
MA Mastercard Incorporated
-1.68%
-$43,169.75 
DAL Delta Air Lines, Inc.
-1.6%
-$11,099.39 
SNOW Snowflake Inc.
-1.47%
-$8,474.7 
SCCO Southern Copper Corporation
-1.22%
-$51,425.85 
DPZ Domino's Pizza Inc.
-1.19%
-$14,736.79 
OZK Bank OZK
-1.02%
-$5,891.94 
LOW Lowe's Companies Inc.
-0.87%
-$3,016.02 
C Citigroup Inc.
-0.86%
-$39,448.3 
SMBK SmartFinancial Inc.
-0.72%
-$4,097.1 
ADSK Autodesk, Inc.
-0.72%
-$5,419.44 
GNRC Generac Holdings Inc.
-0.66%
-$15,733.6 
LAD Lithia Motors Inc.
-0.61%
-$30,361.76 
FND Floor & Decor Holdings, Inc.
-0.55%
-$7,637.44 
CRWV CoreWeave, Inc.
-0.49%
-$11,630.16 
AMZN Amazon.com Inc
-0.46%
-$64,779.5 
STLD Steel Dynamics Inc.
-0.29%
-$4,827.32 
CAT Caterpillar Inc.
-0.21%
-$756 
NBR Nabors Industries Ltd.
-0.18%
-$629.1 
PNC The PNC Financial Services Group, Inc.
-0.11%
-$352.64 
LYV Live Nation Entertainment, Inc.
-0.11%
-$519.08 
HAL Halliburton Company
-0.1%
-$1,057.17 
IDA Idacorp Inc.
-0.08%
-$1,155.48 
BA Boeing Company
-0.07%
-$2,214.94 Events
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Dividends
Dividend Analysis
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No Data
| Trades 451 | Longs Won 309/451 68% | Profit Factor 5.89 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $531,962.65 |
| Average Win $232,263.1 | Best Trade (Jul 15) $4.31M | Sharpe Ratio -11.19 |
| Average Loss -$85,777.13 | Worst Trade (Jul 17) -$1.2M | Z-Score 8.3 (100%) |
| Commissions $0 | Avg. Trade Length 9m 3w 2d | Expectancy $132,126.26 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 2,611 | 2,350 | 2,089 | 1,828 | 1,567 | 1,305 | 1,044 | 783 | 522 | 261 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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Option values are updated at end of day.
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