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Holdings (Monthly) Guide ↗

Putnam U.S. Research Fund

· Putnam Investment Funds
Monthly Holdings $677M AUM 175 positions Period Jan 2026 Filed Mar 27, 2026 EDGAR ↗ ← All Funds
# Name Ticker Since Shares Value % Port Cat
1 NVIDIA Corp. 67066G104 Apr 2024 224,619 $42.9M 6.35% EC
2 Microsoft Corp. 594918104 Apr 2024 92,855 $40.0M 5.91% EC
3 Alphabet, Inc. 02079K305 Apr 2024 114,000 $38.5M 5.70% EC
4 Apple, Inc. 037833100 Apr 2024 122,513 $31.8M 4.71% EC
5 Amazon.com, Inc. 023135106 Apr 2024 128,403 $30.7M 4.55% EC
6 Broadcom, Inc. 11135F101 Apr 2024 63,487 $21.0M 3.11% EC
7 Meta Platforms, Inc. 30303M102 Apr 2024 27,064 $19.4M 2.87% EC
8 Lam Research Corp. 512807306 Jan 2026 70,599 $16.5M 2.44% EC
9 Cisco Systems, Inc. 17275R102 Jan 2026 182,793 $14.3M 2.12% EC
10 Analog Devices, Inc. 032654105 Jan 2026 40,226 $12.5M 1.85% EC
11 Exxon Mobil Corp. 30231G102 Apr 2024 83,963 $11.9M 1.76% EC
12 Tesla, Inc. 88160R101 Apr 2024 27,205 $11.7M 1.73% EC
13 Eli Lilly & Co. 532457108 Apr 2024 11,088 $11.5M 1.70% EC
14 Putnam Short Term Investment Fund 74676P664 Apr 2024 9,803,966 $9.8M 1.45%
15 Mastercard, Inc. 57636Q104 Apr 2024 18,196 $9.8M 1.45% EC
16 Advanced Micro Devices, Inc. 007903107 Apr 2024 38,185 $9.0M 1.34% EC
17 Walmart, Inc. 931142103 Apr 2024 75,003 $8.9M 1.32% EC
18 Citigroup, Inc. 172967424 Apr 2024 67,692 $7.8M 1.16% EC
19 Marvell Technology, Inc. 573874104 Jan 2026 98,389 $7.8M 1.15% EC
20 Berkshire Hathaway, Inc. 084670702 Apr 2024 14,993 $7.2M 1.07% EC
21 Coca-Cola Co. (The) 191216100 Apr 2024 93,257 $7.0M 1.03% EC
22 Thermo Fisher Scientific, Inc. 883556102 Apr 2024 11,948 $6.9M 1.02% EC
23 Walt Disney Co. (The) 254687106 Apr 2024 60,933 $6.9M 1.02% EC
24 Capital One Financial Corp. 14040H105 Apr 2024 31,114 $6.8M 1.01% EC
25 American Tower Corp. 03027X100 Apr 2024 37,284 $6.7M 0.99% EC
26 FedEx Corp. 31428X106 Apr 2024 19,669 $6.3M 0.94% EC
27 Johnson & Johnson 478160104 Apr 2024 27,009 $6.1M 0.91% EC
28 Pure Storage, Inc. 74624M102 Jan 2026 80,717 $5.6M 0.83% EC
29 Visa, Inc. 92826C839 Apr 2024 17,305 $5.6M 0.82% EC
30 Palantir Technologies, Inc. 69608A108 Jan 2026 37,812 $5.5M 0.82% EC
31 Honeywell International, Inc. 438516106 Apr 2024 23,961 $5.5M 0.81% EC
32 AbbVie, Inc. 00287Y109 Apr 2024 23,476 $5.2M 0.77% EC
33 Allstate Corp. (The) 020002101 Jan 2026 25,749 $5.1M 0.76% EC
34 Oracle Corp. 68389X105 Apr 2024 30,373 $5.0M 0.74% EC
35 ConocoPhillips 20825C104 Apr 2024 45,969 $4.8M 0.71% EC
36 RTX Corp. 75513E101 Apr 2024 23,422 $4.7M 0.70% EC
37 Home Depot, Inc. (The) 437076102 Apr 2024 12,428 $4.7M 0.69% EC
38 Philip Morris International, Inc. 718172109 Jan 2026 25,323 $4.5M 0.67% EC
39 Charles Schwab Corp. (The) 808513105 Apr 2024 43,035 $4.5M 0.66% EC
40 Procter & Gamble Co. (The) 742718109 Apr 2024 29,227 $4.4M 0.66% EC
41 CRH plc N/A Apr 2024 35,598 $4.4M 0.64% EC
42 Netflix, Inc. 64110L106 Apr 2024 50,231 $4.2M 0.62% EC
43 JPMorgan Chase & Co. 46625H100 Jan 2026 13,640 $4.2M 0.62% EC
44 McKesson Corp. 58155Q103 Apr 2024 4,970 $4.1M 0.61% EC
45 Otis Worldwide Corp. 68902V107 Apr 2024 46,224 $3.9M 0.58% EC
46 GE Vernova, Inc. 36828A101 Jan 2026 5,403 $3.9M 0.58% EC
47 UnitedHealth Group, Inc. 91324P102 Apr 2024 13,496 $3.9M 0.57% EC
48 Northrop Grumman Corp. 666807102 Apr 2024 5,423 $3.8M 0.56% EC
49 NextEra Energy, Inc. 65339F101 Apr 2024 41,762 $3.7M 0.54% EC
50 BlackRock, Inc. 09290D101 Jan 2026 3,232 $3.6M 0.54% EC
51 Live Nation Entertainment, Inc. 538034109 Jan 2026 24,663 $3.6M 0.53% EC
52 Regeneron Pharmaceuticals, Inc. 75886F107 Apr 2024 4,685 $3.5M 0.51% EC
53 Prologis, Inc. 74340W103 Jan 2026 26,423 $3.4M 0.51% EC
54 Merck & Co., Inc. 58933Y105 Apr 2024 31,251 $3.4M 0.51% EC
55 Cenovus Energy, Inc. 15135U109 Jan 2026 169,106 $3.3M 0.49% EC
56 Glencore plc N/A Apr 2024 487,577 $3.3M 0.49% EC
57 Welltower, Inc. 95040Q104 Jan 2026 17,342 $3.3M 0.48% EC
58 Union Pacific Corp. 907818108 Apr 2024 13,800 $3.2M 0.48% EC
59 TPG, Inc. 872657101 Jan 2026 54,927 $3.2M 0.48% EC
60 NRG Energy, Inc. 629377508 Apr 2024 20,793 $3.2M 0.47% EC
61 Apollo Global Management, Inc. 03769M106 Apr 2024 23,260 $3.1M 0.46% EC
62 TJX Cos., Inc. (The) 872540109 Apr 2024 20,871 $3.1M 0.46% EC
63 Becton Dickinson & Co. 075887109 Jan 2026 15,223 $3.1M 0.46% EC
64 Ameren Corp. 023608102 Apr 2024 29,095 $3.0M 0.44% EC
65 Shell plc N/A Apr 2024 77,815 $3.0M 0.44% EC
66 Airbus SE N/A Apr 2024 13,032 $3.0M 0.44% EC
67 American International Group, Inc. 026874784 Jan 2026 39,537 $3.0M 0.44% EC
68 Fortive Corp. 34959J108 Apr 2024 55,218 $2.9M 0.43% EC
69 Costco Wholesale Corp. 22160K105 Apr 2024 3,070 $2.9M 0.43% EC
70 Boston Scientific Corp. 101137107 Apr 2024 30,643 $2.9M 0.42% EC
71 Spotify Technology SA N/A Apr 2024 5,638 $2.8M 0.42% EC
72 Bank of America Corp. 060505104 Apr 2024 50,017 $2.7M 0.39% EC
73 Prudential plc N/A Apr 2024 155,597 $2.6M 0.38% EC
74 Trane Technologies plc N/A Apr 2024 5,984 $2.5M 0.37% EC
75 Bio-Rad Laboratories, Inc. 090572207 Apr 2024 8,516 $2.5M 0.37% EC
76 Gilead Sciences, Inc. 375558103 Jan 2026 17,143 $2.4M 0.36% EC
77 United Rentals, Inc. 911363109 Apr 2024 3,096 $2.4M 0.36% EC
78 Nasdaq, Inc. 631103108 Jan 2026 24,688 $2.4M 0.35% EC
79 ROBLOX Corp. 771049103 Jan 2026 36,029 $2.4M 0.35% EC
80 Corteva, Inc. 22052L104 Apr 2024 32,321 $2.4M 0.35% EC
81 McDonald's Corp. 580135101 Apr 2024 7,384 $2.3M 0.34% EC
82 Ingersoll Rand, Inc. 45687V106 Apr 2024 26,572 $2.3M 0.34% EC
83 Aon plc N/A Apr 2024 6,282 $2.2M 0.33% EC
84 Intuitive Surgical, Inc. 46120E602 Apr 2024 4,348 $2.2M 0.32% EC
85 Arch Capital Group Ltd. N/A Apr 2024 22,364 $2.1M 0.32% EC
86 Southwest Airlines Co. 844741108 Apr 2024 45,133 $2.1M 0.32% EC
87 CME Group, Inc. 12572Q105 Jan 2026 7,007 $2.0M 0.30% EC
88 Liberty Media Corp.-Liberty Formula One Corp. 531229755 Jan 2026 23,230 $2.0M 0.30% EC
89 General Motors Co. 37045V100 Apr 2024 24,053 $2.0M 0.30% EC
90 PPG Industries, Inc. 693506107 Apr 2024 16,671 $1.9M 0.29% EC
91 Vertex Pharmaceuticals, Inc. 92532F100 Jan 2026 3,943 $1.9M 0.27% EC
92 Qnity Electronics, Inc. 74743L100 Jan 2026 18,626 $1.8M 0.27% EC
93 Solstice Advanced Materials, Inc. 83443Q103 Jan 2026 28,937 $1.8M 0.26% EC
94 PPL Corp. 69351T106 Apr 2024 48,861 $1.8M 0.26% EC
95 Xcel Energy, Inc. 98389B100 Jan 2026 21,699 $1.7M 0.24% EC
96 Barrick Mining Corp. 06849F108 Jan 2026 35,587 $1.6M 0.24% EC
97 Bristol-Myers Squibb Co. 110122108 Jan 2026 28,579 $1.6M 0.23% EC
98 CenterPoint Energy, Inc. 15189T107 Apr 2024 37,033 $1.5M 0.22% EC
99 Waste Connections, Inc. 94106B101 Jan 2026 8,689 $1.5M 0.22% EC
100 Unum Group 91529Y106 Jan 2026 18,845 $1.4M 0.21% EC
101 PNC Financial Services Group, Inc. (The) 693475105 Jan 2026 5,899 $1.3M 0.19% EC
102 BP plc N/A Apr 2024 206,351 $1.3M 0.19% EC
103 CVS Health Corp. 126650100 Jan 2026 17,553 $1.3M 0.19% EC
104 PepsiCo, Inc. 713448108 Apr 2024 8,511 $1.3M 0.19% EC
105 Mondelez International, Inc. 609207105 Jan 2026 20,862 $1.2M 0.18% EC
106 Keurig Dr. Pepper, Inc. 49271V100 Jan 2026 44,185 $1.2M 0.18% EC
107 CBRE Group, Inc. 12504L109 Jan 2026 7,073 $1.2M 0.18% EC
108 HCA Healthcare, Inc. 40412C101 Jan 2026 2,467 $1.2M 0.18% EC
109 Linde plc N/A Apr 2024 2,601 $1.2M 0.18% EC
110 Dexcom, Inc. 252131107 Apr 2024 15,975 $1.2M 0.17% EC
111 BJ's Wholesale Club Holdings, Inc. 05550J101 Apr 2024 12,340 $1.1M 0.17% EC
112 Danaher Corp. 235851102 Apr 2024 5,129 $1.1M 0.17% EC
113 Chipotle Mexican Grill, Inc. 169656105 Apr 2024 28,816 $1.1M 0.17% EC
114 Copart, Inc. 217204106 Jan 2026 27,374 $1.1M 0.16% EC
115 Cintas Corp. 172908105 Jan 2026 5,636 $1.1M 0.16% EC
116 Medtronic plc N/A Apr 2024 10,332 $1.1M 0.16% EC
117 Antero Resources Corp. 03674X106 Jan 2026 28,909 $1.1M 0.16% EC
118 Starbucks Corp. 855244109 Jan 2026 11,404 $1.0M 0.16% EC
119 Edwards Lifesciences Corp. 28176E108 Apr 2024 12,830 $1.0M 0.15% EC
120 Constellation Energy Corp. 21037T109 Jan 2026 3,589 $1.0M 0.15% EC
121 Cardinal Health, Inc. 14149Y108 Jan 2026 4,682 $1.0M 0.15% EC
122 Target Corp. 87612E106 Apr 2024 9,343 $985K 0.15% EC
123 Abbott Laboratories 002824100 Apr 2024 8,751 $956K 0.14% EC
124 Corebridge Financial, Inc. 21871X109 Jan 2026 28,664 $884K 0.13% EC
125 On Holding AG N/A Apr 2024 18,499 $837K 0.12% EC
126 Levi Strauss & Co. 52736R102 Apr 2024 37,917 $754K 0.11% EC
127 AXA SA N/A Apr 2024 13,042 $595K 0.09% EC
128 US Foods Holding Corp. 912008109 Jan 2026 6,919 $579K 0.09% EC
129 Assured Guaranty Ltd. N/A Apr 2024 6,751 $573K 0.08% EC
130 QUALCOMM, Inc. 747525103 Apr 2024 3,182 $482K 0.07% EC
131 Ulta Beauty, Inc. 90384S303 Jan 2026 738 $478K 0.07% EC
132 SLB Ltd. 806857108 Jan 2026 9,093 $440K 0.07% EC
133 Stryker Corp. 863667101 Apr 2024 1,134 $419K 0.06% EC
134 Cencora, Inc. 03073E105 Jan 2026 952 $342K 0.05% EC
135 United States of America 912797TN7 Jan 2026 300,000 $295K 0.04% STIV
136 NIKE, Inc. 654106103 Apr 2024 3,321 $205K 0.03% EC
137 Trane Technologies plc N/A Apr 2024 379 $159K 0.02% EC
138 CRH plc N/A Apr 2024 1,131 $138K 0.02% EC
139 Amgen, Inc. 031162100 Jan 2026 388 $133K 0.02% EC
140 United States of America 912797SM0 Jan 2026 100,000 $99K 0.01% STIV
141 N/A N/A Apr 2024 1 $22K 0.00% DFE
142 N/A N/A Apr 2024 1 $12K 0.00% DFE
143 N/A N/A Apr 2024 1 $9K 0.00% DFE
144 N/A N/A Apr 2024 1 $8K 0.00% DFE
145 N/A N/A Apr 2024 1 $6K 0.00% DFE
146 N/A N/A Apr 2024 1 $6K 0.00% DFE
147 N/A N/A Apr 2024 1 $797 0.00% DFE
148 N/A N/A Apr 2024 1 $486 0.00% DFE
149 Pound Sterling N/A Apr 2024 0 $0 0.00% STIV
150 Swedish Krona N/A Apr 2024 0 $0 0.00% STIV
151 Won N/A Apr 2024 -4 $0 0.00% STIV
152 Canadian Dollar N/A Apr 2024 -0 $-0 0.00% STIV
153 EURO N/A Apr 2024 -0 $-0 0.00% STIV
154 N/A N/A Apr 2024 1 $-1133 -0.00% DFE
155 N/A N/A Apr 2024 1 $-1980 -0.00% DFE
156 N/A N/A Apr 2024 1 $-2655 -0.00% DFE
157 N/A N/A Apr 2024 1 $-3466 -0.00% DFE
158 N/A N/A Apr 2024 1 $-4081 -0.00% DFE
159 N/A N/A Apr 2024 1 $-5184 -0.00% DFE
160 N/A N/A Apr 2024 4 $-5814 -0.00% DE
161 N/A N/A Apr 2024 1 $-6716 -0.00% DFE
162 N/A N/A Apr 2024 1 $-6942 -0.00% DFE
163 N/A N/A Apr 2024 1 $-7159 -0.00% DFE
164 N/A N/A Apr 2024 1 $-7525 -0.00% DFE
165 N/A N/A Apr 2024 1 $-11718 -0.00% DFE
166 N/A N/A Apr 2024 1 $-24086 -0.00% DFE
167 N/A N/A Apr 2024 1 $-24837 -0.00% DFE
168 N/A N/A Apr 2024 1 $-25270 -0.00% DFE
169 N/A N/A Apr 2024 1 $-25608 -0.00% DFE
170 N/A N/A Apr 2024 1 $-27395 -0.00% DFE
171 N/A N/A Apr 2024 1 $-31009 -0.00% DFE
172 N/A N/A Apr 2024 1 $-33252 -0.00% DFE
173 N/A N/A Apr 2024 1 $-39077 -0.01% DFE
174 N/A N/A Apr 2024 1 $-54427 -0.01% DFE
175 N/A N/A Apr 2024 1 $-92093 -0.01% DFE