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Portfolio (Quarterly) Guide ↗

FLPUTNAM INVESTMENT MANAGEMENT CO

· CIK 0001140334
13F Portfolio $6.7B AUM 569 positions Filed May 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 35 New 169 Added 293 Reduced 55 Exited
Page 8 of 9  ·  169 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 CSX CSX CORP Industrials 10,864.0 $446K 0.01% +72.0 +0.7% $41.05 +11.8%
142 NKE NIKE INC Consumer Cyclical 8,120.0 $429K 0.01% +270.0 +3.4% $52.82 -16.0%
143 DE DEERE & CO Industrials 761.0 $429K 0.01% +21.0 +2.8% $563.37 -5.7%
144 BBJP J P MORGAN EXCHANGE TRADED F 6,146.0 $424K 0.01% +760.0 +14.1% $68.91 +7.7%
145 HPE HEWLETT PACKARD ENTERPRISE C Technology 16,966.0 $404K 0.01% +95.0 +0.6% $23.81 +42.7%
146 MET METLIFE INC Financial Services 5,522.0 $391K 0.01% +208.0 +3.9% $70.72 +19.2%
147 CHT CHUNGHWA TELECOM CO LTD Communication Services 8,860.0 $374K 0.01% +2K +27.6% $42.24 +3.7%
148 XLU SELECT SECTOR SPDR TR 8,133.0 $373K 0.01% +639.0 +8.5% $45.89 -1.9%
149 EQIX EQUINIX INC Real Estate 373.0 $366K 0.01% +38.0 +11.3% $980.24 +10.0%
150 REGN REGENERON PHARMACEUTICALS Healthcare 454.0 $351K 0.01% +44.0 +10.7% $772.64 -15.9%
151 WM WASTE MGMT INC DEL Industrials 1,507.0 $346K 0.01% +88.0 +6.2% $229.82 -4.4%
152 HUBB HUBBELL INC Industrials 660.0 $324K 0.01% +172.0 +35.2% $490.74 -6.1%
153 XSD SPDR SERIES TRUST 976.0 $318K 0.01% +26.0 +2.7% $326.20 +76.7%
154 MFC MANULIFE FINL CORP Financial Services 8,815.0 $304K 0.01% +607.0 +7.4% $34.44 +13.4%
155 IWO ISHARES TR 927.0 $291K 0.00% +127.0 +15.9% $313.83 +17.3%
156 SAP SAP SE Technology 1,611.0 $276K 0.00% +224.0 +16.1% $171.21 +5.1%
157 VTHR VANGUARD SCOTTSDALE FDS 957.0 $275K 0.00% +204.0 +27.1% $287.57 +13.6%
158 MFG MIZUHO FINANCIAL GROUP INC Financial Services 32,626.0 $259K 0.00% +8K +33.2% $7.94 +16.8%
159 MLM MARTIN MARIETTA MATLS INC Basic Materials 432.0 $254K 0.00% +8.0 +1.9% $588.68 -8.6%
160 ROST ROSS STORES INC Consumer Cyclical 1,163.0 $252K 0.00% +18.0 +1.6% $216.63 -1.8%
Page 8 of 9  ·  169 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 36.6%
Financial Services 14.9%
Healthcare 10.5%
Communication Services 8.9%
Industrials 8.6%
Consumer Cyclical 8.2%
Consumer Defensive 4.0%
Energy 3.0%
Utilities 2.5%
Basic Materials 1.4%