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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 12 of 30  ·  589 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 AFL AFLAC INC Financial Services 25,712.0 $2.8M 0.04% NEW $110.27 +6.8%
222 VYM VANGUARD WHITEHALL FDS 19,630.0 $2.8M 0.04% NEW $143.52 +9.6%
223 BR BROADRIDGE FINL SOLUTIONS IN Technology 12,591.0 $2.8M 0.04% NEW $223.16 -32.8%
224 GEV GE VERNOVA INC Utilities 4,269.0 $2.8M 0.04% NEW $653.59 +59.7%
225 AIG AMERICAN INTL GROUP INC Financial Services 32,197.0 $2.8M 0.04% NEW $85.55 -8.1%
226 NDAQ NASDAQ INC Financial Services 28,334.0 $2.8M 0.04% NEW $97.13 -6.9%
227 VEU VANGUARD INTL EQUITY INDEX F 37,314.0 $2.7M 0.04% NEW $73.56 +12.3%
228 VTV VANGUARD INDEX FDS 13,686.0 $2.6M 0.04% NEW $190.99 +9.4%
229 URI UNITED RENTALS INC Industrials 3,220.0 $2.6M 0.04% NEW $809.32 +15.7%
230 AJG GALLAGHER ARTHUR J & CO Financial Services 9,879.0 $2.6M 0.04% NEW $258.79 -19.9%
231 QDEF FLEXSHARES TR 31,344.0 $2.5M 0.04% NEW $80.96 +7.4%
232 MTB M & T BK CORP Financial Services 12,513.0 $2.5M 0.04% NEW $201.48 +5.4%
233 WY WEYERHAEUSER CO MTN BE Real Estate 102,114.0 $2.4M 0.04% NEW $23.69 -1.9%
234 CENCORA INC 7,157.0 $2.4M 0.04% NEW $337.75
235 NFG NATIONAL FUEL GAS CO Energy 30,100.0 $2.4M 0.04% NEW $80.06 +1.5%
236 JAAA JANUS DETROIT STR TR 47,279.0 $2.4M 0.04% NEW $50.58 +0.2%
237 PFE PFIZER INC Healthcare 95,910.0 $2.4M 0.04% NEW $24.90 +4.2%
238 STT STATE STR CORP Financial Services 18,209.0 $2.3M 0.03% NEW $129.01 +19.4%
239 AEP AMERICAN ELEC PWR CO INC Utilities 19,562.0 $2.3M 0.03% NEW $115.31 +12.4%
240 IVW ISHARES TR 18,066.0 $2.2M 0.03% NEW $123.26 +10.8%
Page 12 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%