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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 17 of 30  ·  589 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 VNQ VANGUARD INDEX FDS 12,028.0 $1.1M 0.01% NEW $88.49 +9.2%
322 GPC GENUINE PARTS CO Consumer Cyclical 8,590.0 $1.1M 0.01% NEW $122.96 -20.6%
323 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 12,658.0 $1.1M 0.01% NEW $83.00 -37.0%
324 HYS PIMCO ETF TR 11,077.0 $1.1M 0.01% NEW $94.82 -1.5%
325 KNG FIRST TR EXCHANGE-TRADED FD 20,831.0 $1.0M 0.01% NEW $49.15 -1.3%
326 BMI BADGER METER INC Technology 5,865.0 $1.0M 0.01% NEW $174.41 -31.1%
327 AEIS ADVANCED ENERGY INDS Industrials 4,782.0 $1.0M 0.01% NEW $209.37 +54.6%
328 SUSA ISHARES TR 7,131.0 $994K 0.01% NEW $139.34 +8.1%
329 HPQ HP INC Technology 44,411.0 $989K 0.01% NEW $22.28 -1.7%
330 MLI MUELLER INDS INC Industrials 8,609.0 $988K 0.01% NEW $114.80 +16.4%
331 ORA ORMAT TECHNOLOGIES INC Utilities 8,810.0 $973K 0.01% NEW $110.47 +21.2%
332 EOG EOG RES INC Energy 9,155.0 $961K 0.01% NEW $105.01 +33.3%
333 SONY SONY GROUP CORP Technology 37,358.0 $956K 0.01% NEW $25.60 -10.9%
334 DTH WISDOMTREE TR 18,008.0 $929K 0.01% NEW $51.60 +10.1%
335 MMM 3M CO Industrials 5,787.0 $927K 0.01% NEW $160.11 -5.3%
336 HOLOGIC INC 12,275.0 $914K 0.01% NEW $74.49
337 DOV DOVER CORP Industrials 4,631.0 $904K 0.01% NEW $195.24 +6.4%
338 TM TOYOTA MOTOR CORP Consumer Cyclical 4,208.0 $901K 0.01% NEW $214.06 -11.3%
339 SCHR SCHWAB STRATEGIC TR 35,845.0 $899K 0.01% NEW $25.08 -2.0%
340 BX BLACKSTONE INC Financial Services 5,787.0 $892K 0.01% NEW $154.14 -23.1%
Page 17 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%