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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 8 of 15  ·  293 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 COF CAPITAL ONE FINL CORP Financial Services 9,646.0 $1.8M 0.03% -35K -78.2% $182.44 +2.3%
142 XBI SPDR SERIES TRUST 13,517.0 $1.7M 0.03% -189.0 -1.4% $127.73 +4.0%
143 ACWX ISHARES TR 24,993.0 $1.7M 0.03% -1K -5.4% $68.47 +10.0%
144 VST VISTRA CORP Utilities 10,913.0 $1.6M 0.02% -7K -39.4% $150.33 -4.2%
145 NVS NOVARTIS AG Healthcare 9,937.0 $1.5M 0.02% -1K -9.8% $152.75 -0.6%
146 CDNS CADENCE DESIGN SYSTEM INC Technology 5,458.0 $1.5M 0.02% -24K -81.6% $277.87 +29.0%
147 ECL ECOLAB INC Basic Materials 5,553.0 $1.5M 0.02% -36.0 -0.6% $266.04 -6.0%
148 BWA BORGWARNER INC Consumer Cyclical 26,733.0 $1.5M 0.02% -2K -8.2% $54.26 +17.1%
149 SCHD SCHWAB STRATEGIC TR 47,164.0 $1.4M 0.02% -23K -33.0% $30.68 +5.1%
150 SJM SMUCKER J M CO Consumer Defensive 14,539.0 $1.4M 0.02% -222.0 -1.5% $96.44 +4.2%
151 SDY SPDR SERIES TRUST 9,584.0 $1.4M 0.02% -3K -23.1% $145.93 +2.0%
152 BK BANK NEW YORK MELLON CORP Financial Services 11,599.0 $1.4M 0.02% -200.0 -1.7% $118.63 +17.2%
153 VBR VANGUARD INDEX FDS 6,209.0 $1.3M 0.02% -458.0 -6.9% $217.25 +6.2%
154 WCMI FIRST TR EXCHANGE-TRADED FD 78,783.0 $1.3M 0.02% -2K -2.2% $16.77 +13.1%
155 UNH UNITEDHEALTH GROUP INC Healthcare 4,651.0 $1.3M 0.02% -749.0 -13.9% $270.58 +41.7%
156 RMD RESMED INC Healthcare 5,546.0 $1.2M 0.02% -743.0 -11.8% $224.48 -6.5%
157 GIS GENERAL MILLS INC Consumer Defensive 32,368.0 $1.2M 0.02% -5K -13.2% $37.22 -10.1%
158 CI THE CIGNA GROUP Healthcare 4,480.0 $1.2M 0.02% -7K -59.9% $266.75 +5.7%
159 SCHF SCHWAB STRATEGIC TR 48,186.0 $1.2M 0.02% -2K -3.5% $24.75 +10.5%
160 KMB KIMBERLY-CLARK CORP Consumer Defensive 12,232.0 $1.2M 0.02% -2K -16.1% $96.47 +2.3%
Page 8 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%