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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 20 of 30  ·  589 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 BWXT BWX TECHNOLOGIES INC Industrials 3,642.0 $629K 0.01% NEW $172.84 +17.2%
382 ENB ENBRIDGE INC Energy 13,158.0 $629K 0.01% NEW $47.83 +20.8%
383 MSCI MSCI INC Financial Services 1,091.0 $626K 0.01% NEW $573.73 +1.5%
384 VHT VANGUARD WORLD FD 2,171.0 $625K 0.01% NEW $287.88 -3.9%
385 VGK VANGUARD INTL EQUITY INDEX F 7,411.0 $620K 0.01% NEW $83.61 +6.2%
386 NXT NEXTPOWER INC Technology 7,065.0 $615K 0.01% NEW $87.11 +38.9%
387 TSCO TRACTOR SUPPLY CO Consumer Cyclical 12,266.0 $613K 0.01% NEW $50.01 -36.6%
388 CLX CLOROX CO DEL Consumer Defensive 6,060.0 $611K 0.01% NEW $100.82 -5.6%
389 GLDM WORLD GOLD TR Financial Services 7,156.0 $611K 0.01% NEW $85.37 +5.3%
390 UNILEVER PLC 9,091.0 $595K 0.01% NEW $65.40
391 JEPQ J P MORGAN EXCHANGE TRADED F 10,224.0 $594K 0.01% NEW $58.12 +3.4%
392 SHOP SHOPIFY INC Technology 3,676.0 $592K 0.01% NEW $160.97 -34.8%
393 FTEC FIDELITY COVINGTON TRUST 2,612.0 $587K 0.01% NEW $224.63 +21.7%
394 IEMG ISHARES INC 8,719.0 $586K 0.01% NEW $67.22 +19.9%
395 DSI ISHARES TR 4,529.0 $583K 0.01% NEW $128.83 +9.3%
396 SMFG SUMITOMO MITSUI FINL GROUP I Financial Services 29,967.0 $579K 0.01% NEW $19.33 +18.2%
397 IYW ISHARES TR 2,890.0 $577K 0.01% NEW $199.68 +20.2%
398 DISV DIMENSIONAL ETF TRUST 15,051.0 $572K 0.01% NEW $38.00 +11.1%
399 NXP NUVEEN SELECT TAX-FREE INCOM Financial Services 40,262.0 $568K 0.01% NEW $14.10 +0.1%
400 EOSE EOS ENERGY ENTERPRISES INC Industrials 49,386.0 $566K 0.01% NEW $11.46 -28.7%
Page 20 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%