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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 6 of 15  ·  293 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 KRE SPDR SERIES TRUST 44,900.0 $2.9M 0.04% -1K -3.0% $65.15 +6.2%
102 IWD ISHARES TR 13,373.0 $2.9M 0.04% -615.0 -4.4% $213.67 +9.8%
103 SYY SYSCO CORP Consumer Defensive 39,750.0 $2.8M 0.04% -2K -4.8% $71.33 +5.8%
104 VYM VANGUARD WHITEHALL FDS 19,058.0 $2.8M 0.04% -572.0 -2.9% $148.10 +6.2%
105 ISHARES TR 60,760.0 $2.8M 0.04% -3K -4.9% $46.23
106 XLK SELECT SECTOR SPDR TR 20,928.0 $2.8M 0.04% -9K -31.0% $132.90 +34.4%
107 CRM SALESFORCE INC Technology 14,726.0 $2.7M 0.04% -52K -77.9% $186.67 -5.5%
108 NFG NATIONAL FUEL GAS CO Energy 29,188.0 $2.7M 0.04% -912.0 -3.0% $93.96 -13.5%
109 VEU VANGUARD INTL EQUITY INDEX F 36,221.0 $2.7M 0.04% -1K -2.9% $75.10 +10.0%
110 NFLX NETFLIX INC. Communication Services 28,231.0 $2.7M 0.04% -383K -93.1% $96.15 -7.1%
111 IWV ISHARES TR 7,289.0 $2.7M 0.04% -67.0 -0.9% $370.68 +13.5%
112 VTV VANGUARD INDEX FDS 13,509.0 $2.7M 0.04% -177.0 -1.3% $196.20 +6.5%
113 AFL AFLAC INC Financial Services 24,134.0 $2.6M 0.04% -2K -6.1% $109.71 +7.4%
114 DHR DANAHER CORP DEL Healthcare 13,805.0 $2.6M 0.04% -390.0 -2.8% $189.60 -8.6%
115 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 16,639.0 $2.6M 0.04% -2K -11.8% $157.28 -3.7%
116 CLIP GLOBAL X FDS 25,582.0 $2.6M 0.04% -10K -28.2% $100.36 -0.1%
117 AEP AMERICAN ELEC PWR CO INC Utilities 19,167.0 $2.5M 0.04% -395.0 -2.0% $131.08 -1.1%
118 MTB M & T BK CORP Financial Services 12,133.0 $2.5M 0.04% -380.0 -3.0% $206.72 +2.7%
119 SLB SLB LIMITED Energy 46,054.0 $2.4M 0.04% -2K -4.8% $51.39 +11.5%
120 ED CONSOLIDATED EDISON INC Utilities 20,868.0 $2.4M 0.04% -395.0 -1.9% $113.18 -5.1%
Page 6 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%