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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 4 of 30  ·  589 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PSA PUBLIC STORAGE OPER CO Real Estate 80,890.0 $21.0M 0.30% NEW $259.50 +16.7%
62 WTRG ESSENTIAL UTILS INC Utilities 545,708.0 $20.9M 0.30% NEW $38.36 -4.7%
63 VBIL VANGUARD INSTL INDEX FD 264,690.0 $20.0M 0.29% NEW $75.43 +0.2%
64 EMR EMERSON ELEC CO Industrials 150,313.0 $19.9M 0.29% NEW $132.72 +1.6%
65 VEA VANGUARD TAX-MANAGED FDS 304,104.0 $19.0M 0.28% NEW $62.47 +13.2%
66 ESGU ISHARES TR 126,592.0 $18.9M 0.27% NEW $148.98 +8.7%
67 MRSH MARSH & MCLENNAN COS INC Financial Services 100,309.0 $18.6M 0.27% NEW $185.52 -11.0%
68 IEF ISHARES TR 189,895.0 $18.3M 0.27% NEW $96.16 -2.5%
69 AMGN AMGEN INC Healthcare 55,293.0 $18.1M 0.26% NEW $327.31 +3.1%
70 TMO THERMO FISHER SCIENTIFIC INC Healthcare 30,779.0 $17.8M 0.26% NEW $579.45 -22.0%
71 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 194,874.0 $17.8M 0.26% NEW $91.21 +1.2%
72 BLK BLACKROCK INC Financial Services 16,529.0 $17.7M 0.26% NEW $1070.32 -0.6%
73 CRM SALESFORCE INC Technology 66,655.0 $17.7M 0.26% NEW $264.91 -33.4%
74 GVI ISHARES TR 163,464.0 $17.5M 0.26% NEW $107.35 -1.4%
75 VRTX VERTEX PHARMACEUTICALS INC Healthcare 36,791.0 $16.7M 0.24% NEW $453.35 -5.1%
76 APH AMPHENOL CORP NEW Technology 122,556.0 $16.6M 0.24% NEW $135.14 -7.6%
77 EFAX SPDR INDEX SHS FDS 318,662.0 $16.1M 0.23% NEW $50.47 +6.6%
78 CL COLGATE PALMOLIVE CO Consumer Defensive 200,972.0 $15.9M 0.23% NEW $79.02 +14.5%
79 ADI ANALOG DEVICES INC Technology 58,468.0 $15.9M 0.23% NEW $271.20 +41.7%
80 AMAT APPLIED MATLS INC Technology 60,960.0 $15.7M 0.23% NEW $256.99 +66.3%
Page 4 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%