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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 2 of 2  ·  35 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VSGX VANGUARD WORLD FD 7,906.0 $567K 0.01% NEW $71.73 +11.9%
22 SAM BOSTON BEER INC Consumer Defensive 2,024.0 $466K 0.01% NEW $230.40 -20.4%
23 FMX FOMENTO ECONOMICO MEXICANO S Consumer Defensive 3,898.0 $433K 0.01% NEW $111.06 +9.3%
24 VT VANGUARD INTL EQUITY INDEX F 2,872.0 $397K 0.01% NEW $138.32 +12.2%
25 DVYE ISHARES INC 9,375.0 $322K 0.01% NEW $34.38 -0.3%
26 OXY OCCIDENTAL PETE CORP Energy 4,651.0 $302K 0.01% NEW $65.00 -9.5%
27 DINO HF SINCLAIR CORP Energy 4,020.0 $251K 0.00% NEW $62.39 +9.6%
28 EIS ISHARES INC 2,111.0 $245K 0.00% NEW $116.04 +14.4%
29 EPD ENTERPRISE PRODS PARTNERS L Energy 6,456.0 $244K 0.00% NEW $37.84 +4.3%
30 EMXC ISHARES INC 2,949.0 $232K 0.00% NEW $78.66 +21.5%
31 WAT WATERS CORP Healthcare 772.0 $230K 0.00% NEW $297.80 +14.6%
32 MTDR MATADOR RES CO Energy 3,440.0 $217K 0.00% NEW $63.18 -11.2%
33 XLB SELECT SECTOR SPDR TR 4,281.0 $214K 0.00% NEW $49.97 +0.1%
34 PNW PINNACLE WEST CAP CORP Utilities 2,080.0 $210K 0.00% NEW $100.75 +1.2%
35 NGEN NERVGEN PHARMA CORP Healthcare 10,200.0 $38K 0.00% NEW $3.77 -2.4%
Page 2 of 2  ·  35 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%