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Portfolio (Quarterly) Guide ↗

FLPUTNAM INVESTMENT MANAGEMENT CO

· CIK 0001140334
13F Portfolio $6.9B AUM Filed Feb 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 589 New
Page 8 of 30  ·  589 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 SCHX SCHWAB STRATEGIC TR 270,198.0 $7.3M 0.11% NEW $26.91 +8.5%
142 TBIL RBB FD INC 145,634.0 $7.3M 0.11% NEW $49.88 +0.2%
143 LQD ISHARES TR 65,794.0 $7.2M 0.10% NEW $110.19 -1.8%
144 ADP AUTOMATIC DATA PROCESSING IN Industrials 27,809.0 $7.2M 0.10% NEW $257.23 -14.4%
145 MUB ISHARES TR 65,620.0 $7.0M 0.10% NEW $107.11 -1.0%
146 WK WORKIVA INC Technology 81,391.0 $7.0M 0.10% NEW $86.25 -43.7%
147 MP MP MATERIALS CORP Basic Materials 138,879.0 $7.0M 0.10% NEW $50.52 +22.2%
148 A AGILENT TECHNOLOGIES INC Healthcare 49,960.0 $6.8M 0.10% NEW $136.07 -15.6%
149 CIEN CIENA CORP Technology 29,005.0 $6.8M 0.10% NEW $233.87 +151.1%
150 XYL XYLEM INC Industrials 49,665.0 $6.8M 0.10% NEW $136.18 -20.5%
151 NVT NVENT ELECTRIC PLC Industrials 66,297.0 $6.8M 0.10% NEW $101.97 +60.4%
152 CMCSA COMCAST CORP NEW Communication Services 225,418.0 $6.7M 0.10% NEW $29.89 -16.1%
153 WAB WABTEC Industrials 30,951.0 $6.6M 0.10% NEW $213.45 +21.4%
154 ALL ALLSTATE CORP Financial Services 31,689.0 $6.6M 0.10% NEW $208.15 +3.0%
155 FOXA FOX CORP Communication Services 89,620.0 $6.5M 0.10% NEW $73.07 -12.1%
156 ACN ACCENTURE PLC IRELAND Technology 23,928.0 $6.4M 0.09% NEW $268.30 -33.7%
157 LIBERTY MEDIA CORP DEL 64,832.0 $6.4M 0.09% NEW $98.51
158 EXC EXELON CORP Utilities 144,555.0 $6.3M 0.09% NEW $43.59 +4.0%
159 AXP AMERICAN EXPRESS CO Financial Services 16,630.0 $6.2M 0.09% NEW $369.95 -16.3%
160 ITOT ISHARES TR 41,061.0 $6.1M 0.09% NEW $148.69 +9.1%
Page 8 of 30  ·  589 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 36.7%
Financial Services 16.2%
Communication Services 10.7%
Healthcare 9.3%
Consumer Cyclical 9.0%
Industrials 7.8%
Consumer Defensive 3.6%
Utilities 2.2%
Energy 2.0%
Real Estate 1.5%