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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 10 of 15  ·  293 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 PAYX PAYCHEX INC Industrials 9,757.0 $899K 0.01% -33K -77.3% $92.12 +2.3%
182 SNOW SNOWFLAKE INC Technology 5,849.0 $882K 0.01% -477.0 -7.5% $150.82 +10.7%
183 VXF VANGUARD INDEX FDS 4,263.0 $877K 0.01% -3K -41.1% $205.80 +11.1%
184 GPC GENUINE PARTS CO Consumer Cyclical 7,986.0 $845K 0.01% -604.0 -7.0% $105.75 -7.7%
185 MO ALTRIA GROUP INC Consumer Defensive 12,255.0 $809K 0.01% -2K -16.4% $65.99 +11.7%
186 MMM 3M CO Industrials 5,395.0 $784K 0.01% -392.0 -6.8% $145.24 +4.4%
187 NEM NEWMONT CORP Basic Materials 7,219.0 $781K 0.01% -450.0 -5.9% $108.25 +0.1%
188 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 12,543.0 $770K 0.01% -115.0 -0.9% $61.35 -14.7%
189 DTH WISDOMTREE TR 14,004.0 $757K 0.01% -4K -22.2% $54.09 +5.0%
190 TGT TARGET CORP Consumer Defensive 6,230.0 $755K 0.01% -2K -20.3% $121.20 +0.9%
191 INTU INTUIT Technology 1,676.0 $725K 0.01% -12K -88.0% $432.40 -29.0%
192 BLD TOPBUILD COR Industrials 2,030.0 $713K 0.01% -37.0 -1.8% $351.30 +17.0%
193 VAW VANGUARD WORLD FD 3,144.0 $709K 0.01% -228.0 -6.8% $225.36 +0.6%
194 XLV SELECT SECTOR SPDR TR 4,819.0 $706K 0.01% -176.0 -3.5% $146.60 +1.1%
195 CTAS CINTAS CORP Industrials 4,095.0 $693K 0.01% -16K -79.5% $169.14 +1.9%
196 GENELUX CORPORATION 280,904.0 $680K 0.01% -22K -7.4% $2.42
197 ENB ENBRIDGE INC Energy 12,318.0 $667K 0.01% -840.0 -6.4% $54.14 +6.7%
198 KNG FIRST TR EXCHANGE-TRADED FD 13,519.0 $659K 0.01% -7K -35.1% $48.71 -0.5%
199 ADBE ADOBE INC Technology 2,686.0 $653K 0.01% -2K -41.8% $243.08 +0.4%
200 SGOV ISHARES TR 6,414.0 $646K 0.01% -1K -16.2% $100.66 -0.1%
Page 10 of 15  ·  293 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%