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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 17 of 29  ·  569 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 CGDV CAPITAL GROUP DIVIDEND VALUE 23,569.0 $1.0M 0.01% -1K -4.3% $42.54 +12.6%
322 ORA ORMAT TECHNOLOGIES INC Utilities 8,810.0 $986K 0.01% $111.92 +19.6%
323 XLF SELECT SECTOR SPDR TR 19,966.0 $986K 0.01% -2K -8.5% $49.37 +4.8%
324 XLC SELECT SECTOR SPDR TR 8,887.0 $985K 0.01% -4K -29.1% $110.86 +4.7%
325 VNQ VANGUARD INDEX FDS 11,056.0 $981K 0.01% -972.0 -8.1% $88.70 +9.0%
326 ISRG INTUITIVE SURGICAL INC Healthcare 2,114.0 $975K 0.01% +80.0 +3.9% $460.99 -4.6%
327 SUSA ISHARES TR 7,356.0 $972K 0.01% +225.0 +3.2% $132.10 +14.0%
328 CRDF CARDIFF ONCOLOGY INC Healthcare 595,127.0 $964K 0.01% $1.62 +10.5%
329 CRWD CROWDSTRIKE HLDGS INC Technology 2,467.0 $963K 0.01% -418.0 -14.5% $390.33 +66.1%
330 ALL ALLSTATE CORP Financial Services 4,642.0 $962K 0.01% -27K -85.3% $207.32 +3.4%
331 LEGR FIRST TR EXCHANGE TRADED FD 16,578.0 $958K 0.01% -11K -40.6% $57.76 +12.6%
332 AMPX AMPRIUS TECHNOLOGIES INC Industrials 56,604.0 $954K 0.01% NEW $16.86 -9.3%
333 BE BLOOM ENERGY CORP Industrials 7,003.0 $949K 0.01% -2K -25.9% $135.49 +127.2%
334 DOV DOVER CORP Industrials 4,461.0 $930K 0.01% -170.0 -3.7% $208.45 -0.3%
335 HOLOGIC INC 12,275.0 $928K 0.01% $75.59
336 XLI SELECT SECTOR SPDR TR 5,716.0 $924K 0.01% -2K -23.6% $161.73 +5.4%
337 TM TOYOTA MOTOR CORP Consumer Cyclical 4,435.0 $914K 0.01% +227.0 +5.4% $206.09 -7.8%
338 SPGI S&P GLOBAL INC Financial Services 2,142.0 $911K 0.01% -271.0 -11.2% $425.34 -2.0%
339 HASI HA SUSTAINABLE INFRA CAP INC Financial Services 24,737.0 $909K 0.01% -129.0 -0.5% $36.75 +10.6%
340 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 2,741.0 $907K 0.01% NEW $330.87 -9.2%
Page 17 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%