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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 12 of 15  ·  293 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 HDV ISHARES TR 3,613.0 $490K 0.01% -992.0 -21.5% $135.73 -79.6%
222 TSCO TRACTOR SUPPLY CO Consumer Cyclical 10,805.0 $489K 0.01% -1K -11.9% $45.30 -30.0%
223 EQNR EQUINOR ASA Energy 11,490.0 $485K 0.01% -1K -9.1% $42.20 -8.4%
224 J P MORGAN EXCHANGE TRADED F 9,570.0 $484K 0.01% -13K -57.5% $50.61
225 RS RELIANCE INC Basic Materials 1,593.0 $484K 0.01% -56.0 -3.4% $303.92 +19.2%
226 FTEC FIDELITY COVINGTON TRUST 2,312.0 $481K 0.01% -300.0 -11.5% $208.01 +31.5%
227 IYW ISHARES TR 2,629.0 $477K 0.01% -261.0 -9.0% $181.42 +32.3%
228 NXP NUVEEN SELECT TAX-FREE INCOM Financial Services 32,261.0 $463K 0.01% -8K -19.9% $14.35 -1.6%
229 KMI KINDER MORGAN INC DEL Energy 13,737.0 $461K 0.01% -5K -26.9% $33.53 -0.1%
230 VWO VANGUARD INTL EQUITY INDEX F 8,476.0 $458K 0.01% -3K -28.9% $54.05 +8.6%
231 TIP ISHARES TR 4,082.0 $451K 0.01% -129.0 -3.1% $110.37 -0.0%
232 DISV DIMENSIONAL ETF TRUST 11,408.0 $450K 0.01% -4K -24.2% $39.44 +7.0%
233 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 4,882.0 $443K 0.01% -37.0 -0.8% $90.67 +3.8%
234 DHI D R HORTON INC Consumer Cyclical 3,152.0 $433K 0.01% -131.0 -4.0% $137.22 +5.0%
235 NTR NUTRIEN LTD Basic Materials 5,691.0 $429K 0.01% -2K -26.7% $75.46 -6.9%
236 ACWI ISHARES TR 3,089.0 $427K 0.01% -105.0 -3.3% $138.37 +12.5%
237 MAA MID-AMER APT CMNTYS INC Real Estate 3,454.0 $422K 0.01% -2K -36.7% $122.12 +6.5%
238 SPMD SPDR SERIES TRUST 6,949.0 $412K 0.01% -163.0 -2.3% $59.22 +7.9%
239 O REALTY INCOME CORP Real Estate 6,719.0 $411K 0.01% -1K -17.2% $61.18 +1.7%
240 BDX BECTON DICKINSON & CO Healthcare 2,560.0 $403K 0.01% -31.0 -1.2% $157.23 -7.0%
Page 12 of 15  ·  293 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%