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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 4 of 15  ·  293 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BSX BOSTON SCIENTIFIC CORP Healthcare 108,824.0 $6.8M 0.10% -226K -67.5% $62.75 -8.9%
62 SCHX SCHWAB STRATEGIC TR 257,991.0 $6.6M 0.10% -12K -4.5% $25.64 +13.9%
63 CMCSA COMCAST CORP NEW Communication Services 212,784.0 $6.1M 0.09% -13K -5.6% $28.71 -12.6%
64 MUB ISHARES TR 57,059.0 $6.1M 0.09% -9K -13.1% $106.15 -0.1%
65 ITOT ISHARES TR 40,044.0 $5.7M 0.09% -1K -2.5% $142.43 +13.8%
66 A AGILENT TECHNOLOGIES INC Healthcare 49,484.0 $5.6M 0.08% -476.0 -0.9% $113.98 +0.7%
67 PCAR PACCAR INC Industrials 47,770.0 $5.5M 0.08% -3K -5.1% $115.50 -5.3%
68 HIG HARTFORD INSURANCE GROUP INC Financial Services 40,785.0 $5.5M 0.08% -3K -7.6% $135.23 +0.6%
69 LMT LOCKHEED MARTIN CORP Industrials 8,865.0 $5.4M 0.08% -540.0 -5.7% $604.37 -13.5%
70 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 8,516.0 $5.3M 0.08% -138.0 -1.6% $616.76 +7.9%
71 VBIL VANGUARD INSTL INDEX FD 67,311.0 $5.1M 0.08% -197K -74.6% $75.65 -0.1%
72 ORCL ORACLE CORP Technology 33,592.0 $4.9M 0.07% -11K -24.8% $147.11 +29.0%
73 FOXA FOX CORP Communication Services 82,816.0 $4.8M 0.07% -7K -7.6% $58.40 +10.0%
74 SUSC ISHARES TR 205,630.0 $4.8M 0.07% -5K -2.1% $23.14 -0.6%
75 EXC EXELON CORP Utilities 96,364.0 $4.7M 0.07% -48K -33.3% $49.02 -7.5%
76 ADP AUTOMATIC DATA PROCESSING IN Industrials 23,159.0 $4.7M 0.07% -5K -16.7% $203.18 +8.3%
77 GLD SPDR GOLD TR Financial Services 10,369.0 $4.5M 0.07% -316.0 -3.0% $430.27 -3.1%
78 COIN COINBASE GLOBAL INC Financial Services 25,540.0 $4.5M 0.07% -14K -35.3% $174.61 +10.9%
79 B BARRICK MNG CORP Basic Materials 108,593.0 $4.4M 0.07% -9K -7.3% $40.79 +1.1%
80 CMI CUMMINS INC Industrials 8,166.0 $4.4M 0.07% -536.0 -6.2% $538.04 +18.7%
Page 4 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%