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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 21 of 29  ·  569 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 DSI ISHARES TR 4,529.0 $549K 0.01% $121.19 +16.2%
402 RYANAIR HOLDINGS PLC 9,409.0 $544K 0.01% +195.0 +2.1% $57.80
403 DGS WISDOMTREE TR 9,038.0 $543K 0.01% $60.10 +6.8%
404 XLE SELECT SECTOR SPDR TR 8,865.0 $543K 0.01% -2K -17.1% $61.26 -3.5%
405 ENVX ENOVIX CORPORATION Industrials 104,155.0 $540K 0.01% +46K +80.1% $5.18 +21.6%
406 UNILEVER PLC 9,467.0 $539K 0.01% +376.0 +4.1% $56.97
407 TAL TAL ED GROUP Consumer Defensive 47,234.0 $537K 0.01% +6K +15.8% $11.37 -7.9%
408 OKLO OKLO INC Utilities 10,759.0 $534K 0.01% +6K +123.9% $49.59 +31.3%
409 VRSN VERISIGN INC Technology 2,140.0 $531K 0.01% $248.36 +22.0%
410 USMV ISHARES TR 5,688.0 $528K 0.01% $92.74 +3.6%
411 IWS ISHARES TR 3,587.0 $523K 0.01% +91.0 +2.6% $145.74 +8.1%
412 UPRO PROSHARES TR 5,367.0 $520K 0.01% -436.0 -7.5% $96.98 +46.0%
413 SCHR SCHWAB STRATEGIC TR 20,596.0 $513K 0.01% -15K -42.5% $24.91 -1.3%
414 DFSV DIMENSIONAL ETF TRUST 14,580.0 $511K 0.01% -2K -13.5% $35.04 +6.0%
415 SCHA SCHWAB STRATEGIC TR 17,330.0 $504K 0.01% -2K -11.2% $29.08 +14.1%
416 VSS VANGUARD INTL EQUITY INDEX F 3,440.0 $502K 0.01% -498.0 -12.7% $145.81 +8.9%
417 HSBC HSBC HLDGS PLC Financial Services 6,065.0 $500K 0.01% +444.0 +7.9% $82.49 +11.6%
418 EEM ISHARES TR 8,782.0 $499K 0.01% +858.0 +10.8% $56.79 +16.3%
419 MDLZ MONDELEZ INTL INC Consumer Defensive 8,627.0 $497K 0.01% -4K -31.9% $57.64 +6.7%
420 EFV ISHARES TR 6,685.0 $497K 0.01% -3K -31.3% $74.35 +6.2%
Page 21 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%