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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 16 of 29  ·  569 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 VV VANGUARD INDEX FDS 4,115.0 $1.2M 0.02% $298.87 +14.3%
302 JEPI J P MORGAN EXCHANGE TRADED F 21,548.0 $1.2M 0.02% +2K +10.8% $56.68 -1.1%
303 GIS GENERAL MILLS INC Consumer Defensive 32,368.0 $1.2M 0.02% -5K -13.2% $37.22 -10.1%
304 TRV TRAVELERS COMPANIES INC Financial Services 4,103.0 $1.2M 0.02% +103.0 +2.6% $291.70 +5.2%
305 CI THE CIGNA GROUP Healthcare 4,480.0 $1.2M 0.02% -7K -59.9% $266.75 +5.7%
306 SCHF SCHWAB STRATEGIC TR 48,186.0 $1.2M 0.02% -2K -3.5% $24.75 +10.5%
307 KMB KIMBERLY-CLARK CORP Consumer Defensive 12,232.0 $1.2M 0.02% -2K -16.1% $96.47 +2.3%
308 JAAA JANUS DETROIT STR TR 22,866.0 $1.2M 0.02% -24K -51.6% $50.37 +0.6%
309 TOTALENERGIES SE 12,252.0 $1.1M 0.02% -64K -83.8% $90.98
310 SHEL SHELL PLC Energy 11,761.0 $1.1M 0.02% +601.0 +5.4% $93.00 -6.8%
311 FDVV FIDELITY COVINGTON TRUST 19,791.0 $1.1M 0.02% +237.0 +1.2% $55.24 +8.9%
312 VTEB VANGUARD MUN BD FDS 21,876.0 $1.1M 0.02% -5K -18.0% $49.89 -0.1%
313 CGGR CAPITAL GROUP GROWTH ETF 27,105.0 $1.1M 0.02% -924.0 -3.3% $40.19 +14.6%
314 KZIA KAZIA THERAPEUTICS LTD Healthcare 142,469.0 $1.1M 0.02% NEW $7.44 +77.0%
315 MUFG MITSUBISHI UFJ FINANCIAL GRO Financial Services 61,941.0 $1.1M 0.02% +7K +11.9% $16.97 +14.2%
316 VXUS VANGUARD STAR FDS 13,444.0 $1.0M 0.01% -13K -49.6% $77.11 +9.7%
317 PAYO PAYONEER GLOBAL INC Technology 214,042.0 $1.0M 0.01% $4.83 +3.5%
318 SCZ ISHARES TR 13,143.0 $1.0M 0.01% -806.0 -5.8% $78.41 +8.5%
319 IXUS ISHARES TR 11,688.0 $1.0M 0.01% -3K -17.8% $86.64 +9.8%
320 SPDW SPDR INDEX SHS FDS 22,075.0 $1.0M 0.01% -5K -18.0% $45.65 +10.3%
Page 16 of 29  ·  569 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%