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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 14 of 30  ·  589 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 AVAV AEROVIRONMENT INC Industrials 7,397.0 $1.8M 0.03% NEW $241.89 -38.5%
262 DELL DELL TECHNOLOGIES INC Technology 14,160.0 $1.8M 0.03% NEW $125.88 +221.1%
263 UNH UNITEDHEALTH GROUP INC Healthcare 5,400.0 $1.8M 0.03% NEW $330.08 +32.2%
264 ACWX ISHARES TR 26,431.0 $1.8M 0.03% NEW $67.13 +11.8%
265 DVN DEVON ENERGY CORP NEW Energy 48,381.0 $1.8M 0.03% NEW $36.63 +20.4%
266 PLTR PALANTIR TECHNOLOGIES INC Technology 9,797.0 $1.7M 0.03% NEW $177.75 -25.4%
267 SDY SPDR SERIES TRUST 12,460.0 $1.7M 0.03% NEW $139.16 +10.4%
268 GIS GENERAL MLS INC Consumer Defensive 37,271.0 $1.7M 0.03% NEW $46.50 -20.1%
269 WPC WP CAREY INC Real Estate 26,534.0 $1.7M 0.03% NEW $64.36 +16.9%
270 FIDI FIDELITY COVINGTON TRUST 65,745.0 $1.7M 0.03% NEW $25.91 +10.0%
271 SWK STANLEY BLACK & DECKER INC Industrials 22,697.0 $1.7M 0.03% NEW $74.28 +18.7%
272 CRDF CARDIFF ONCOLOGY INC Healthcare 595,328.0 $1.7M 0.02% NEW $2.81 -70.1%
273 XBI SPDR SERIES TRUST 13,706.0 $1.7M 0.02% NEW $121.93 +26.7%
274 MPC MARATHON PETE CORP Energy 10,224.0 $1.7M 0.02% NEW $162.62 +96.6%
275 LEGR FIRST TR EXCHANGE-TRADED FD 27,916.0 $1.7M 0.02% NEW $59.50 +8.1%
276 PWR QUANTA SVCS INC Industrials 3,914.0 $1.7M 0.02% NEW $422.06 +51.4%
277 TSN TYSON FOODS INC Consumer Defensive 27,785.0 $1.6M 0.02% NEW $58.62 -2.7%
278 ADBE ADOBE INC Technology 4,613.0 $1.6M 0.02% NEW $349.99 -35.1%
279 TPL TEXAS PACIFIC LAND CORPORATI Energy 5,604.0 $1.6M 0.02% NEW $287.22 +45.8%
280 DIA SPDR DOW JONES INDL AVERAGE Financial Services 3,343.0 $1.6M 0.02% NEW $480.57 +8.5%
Page 14 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%