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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 19 of 29  ·  569 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 KEY KEYCORP Financial Services 37,330.0 $748K 0.01% +23K +162.6% $20.05 +7.2%
362 CARR CARRIER GLOBAL CORPORATION Industrials 13,195.0 $743K 0.01% $56.31 +10.4%
363 JCI JOHNSON CONTROLS INTERNATION Industrials 5,570.0 $729K 0.01% +227.0 +4.2% $130.94 +3.5%
364 USB US BANCORP Financial Services 14,014.0 $729K 0.01% +293.0 +2.1% $52.01 +4.8%
365 ROK ROCKWELL AUTOMATION INC Industrials 2,022.0 $726K 0.01% $358.88 +21.6%
366 INTU INTUIT Technology 1,676.0 $725K 0.01% -12K -88.0% $432.40 -29.0%
367 C CITIGROUP INC Financial Services 6,351.0 $720K 0.01% +95.0 +1.5% $113.41 +10.4%
368 WELL WELLTOWER INC Real Estate 3,625.0 $717K 0.01% +72.0 +2.0% $197.73 +10.6%
369 BLD TOPBUILD COR Industrials 2,030.0 $713K 0.01% -37.0 -1.8% $351.30 +17.0%
370 XPO XPO INC Industrials 3,645.0 $709K 0.01% $194.55 +8.3%
371 VAW VANGUARD WORLD FD 3,144.0 $709K 0.01% -228.0 -6.8% $225.36 +0.6%
372 XLV SELECT SECTOR SPDR TR 4,819.0 $706K 0.01% -176.0 -3.5% $146.60 +1.1%
373 ALC ALCON AG Healthcare 9,234.0 $696K 0.01% NEW $75.35 -9.8%
374 CTAS CINTAS CORP Industrials 4,095.0 $693K 0.01% -16K -79.5% $169.14 +1.9%
375 GENELUX CORPORATION 280,904.0 $680K 0.01% -22K -7.4% $2.42
376 ENB ENBRIDGE INC Energy 12,318.0 $667K 0.01% -840.0 -6.4% $54.14 +6.7%
377 SMFG SUMITOMO MITSUI FIN GRP INC Financial Services 33,675.0 $665K 0.01% +4K +12.4% $19.75 +15.6%
378 KNG FIRST TR EXCHANGE-TRADED FD 13,519.0 $659K 0.01% -7K -35.1% $48.71 -0.5%
379 ADBE ADOBE INC Technology 2,686.0 $653K 0.01% -2K -41.8% $243.08 +0.4%
380 SGOV ISHARES TR 6,414.0 $646K 0.01% -1K -16.2% $100.66 -0.1%
Page 19 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%