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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 15 of 30  ·  589 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 FDX FEDEX CORP Industrials 5,381.0 $1.6M 0.02% NEW $288.87 +34.6%
282 IRM IRON MTN INC DEL Real Estate 18,706.0 $1.6M 0.02% NEW $82.95 +53.5%
283 NVS NOVARTIS AG Healthcare 11,017.0 $1.5M 0.02% NEW $137.87 +10.1%
284 RMD RESMED INC Healthcare 6,289.0 $1.5M 0.02% NEW $240.87 -12.9%
285 VXF VANGUARD INDEX FDS 7,240.0 $1.5M 0.02% NEW $209.12 +9.3%
286 BERKSHIRE HATHAWAY INC DEL 2.0 $1.5M 0.02% NEW $754800.00
287 XLC SELECT SECTOR SPDR TR 12,527.0 $1.5M 0.02% NEW $117.72 -1.4%
288 KMB KIMBERLY-CLARK CORP Consumer Defensive 14,585.0 $1.5M 0.02% NEW $100.89 -2.1%
289 ECL ECOLAB INC Basic Materials 5,589.0 $1.5M 0.02% NEW $262.54 -4.7%
290 SJM SMUCKER J M CO Consumer Defensive 14,761.0 $1.4M 0.02% NEW $97.81 +2.7%
291 VBR VANGUARD INDEX FDS 6,667.0 $1.4M 0.02% NEW $211.79 +9.0%
292 SNOW SNOWFLAKE INC Technology 6,326.0 $1.4M 0.02% NEW $219.36 -23.9%
293 VRT VERTIV HOLDINGS CO Industrials 8,536.0 $1.4M 0.02% NEW $162.01 +94.8%
294 WCMI FIRST TR EXCHANGE-TRADED FD 80,585.0 $1.4M 0.02% NEW $17.01 +11.5%
295 BK BANK NEW YORK MELLON CORP Financial Services 11,799.0 $1.4M 0.02% NEW $116.09 +19.7%
296 COP CONOCOPHILLIPS Energy 14,546.0 $1.4M 0.02% NEW $93.61 +28.8%
297 CRWD CROWDSTRIKE HLDGS INC Technology 2,885.0 $1.4M 0.02% NEW $468.68 +38.3%
298 VTEB VANGUARD MUN BD FDS 26,668.0 $1.3M 0.02% NEW $50.29 -0.9%
299 GENELUX CORPORATION 303,314.0 $1.3M 0.02% NEW $4.36
300 BWA BORGWARNER INC Consumer Cyclical 29,133.0 $1.3M 0.02% NEW $45.06 +41.0%
Page 15 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%