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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 20 of 29  ·  569 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 STEW SRH TOTAL RETURN FUND INC Financial Services 37,673.0 $644K 0.01% $17.10 +2.8%
382 USXF ISHARES TR 11,588.0 $640K 0.01% -487.0 -4.0% $55.20 +19.7%
383 BKMI BNY MELLON ETF TRUST II 24,423.0 $637K 0.01% NEW $26.10 +0.1%
384 GLDM WORLD GOLD TR Financial Services 6,779.0 $628K 0.01% -377.0 -5.3% $92.69 -3.0%
385 VGK VANGUARD INTL EQUITY INDEX F 7,486.0 $617K 0.01% +75.0 +1.0% $82.43 +7.7%
386 XLY SELECT SECTOR SPDR TR 5,644.0 $615K 0.01% -4K -44.0% $108.98 +8.9%
387 CLX CLOROX CO DEL Consumer Defensive 5,822.0 $603K 0.01% -238.0 -3.9% $103.63 -8.2%
388 NULV NUSHARES ETF TR 13,117.0 $597K 0.01% -2K -12.2% $45.50 +10.5%
389 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 7,707.0 $587K 0.01% -2K -19.1% $76.16 +10.9%
390 NET CLOUDFLARE INC Technology 2,822.0 $582K 0.01% +870.0 +44.6% $206.34 +3.1%
391 VHT VANGUARD WORLD FD 2,137.0 $582K 0.01% -34.0 -1.6% $272.36 +1.5%
392 JEPQ J P MORGAN EXCHANGE TRADED F 10,421.0 $579K 0.01% +197.0 +1.9% $55.52 +8.3%
393 SPYG SPDR SERIES TRUST 5,865.0 $574K 0.01% +579.0 +10.9% $97.92 +20.8%
394 PGR PROGRESSIVE CORP Financial Services 2,889.0 $573K 0.01% +453.0 +18.6% $198.25 +2.2%
395 AGG ISHARES TR 5,745.0 $570K 0.01% -2K -23.6% $99.27 -0.9%
396 VSGX VANGUARD WORLD FD 7,906.0 $567K 0.01% NEW $71.73 +11.9%
397 NOW SERVICENOW INC Technology 5,402.0 $565K 0.01% +262.0 +5.1% $104.55 -4.6%
398 SONY SONY GROUP CORP Technology 27,282.0 $565K 0.01% -10K -27.0% $20.70 +10.2%
399 DON WISDOMTREE TR 10,684.0 $561K 0.01% -6K -37.8% $52.54 +4.4%
400 SLV ISHARES SILVER TR Financial Services 8,118.0 $553K 0.01% -260.0 -3.1% $68.14 +1.9%
Page 20 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%