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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 5 of 15  ·  293 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 10,814.0 $4.2M 0.06% -5K -31.8% $391.76 +91.7%
82 WFC WELLS FARGO & CO Financial Services 52,488.0 $4.2M 0.06% -64K -54.9% $79.61 -4.8%
83 LIN LINDE PLC Basic Materials 7,764.0 $3.8M 0.06% -1K -12.0% $495.77 +3.8%
84 T AT&T INC Communication Services 131,530.0 $3.8M 0.06% -14K -9.8% $28.99 -14.0%
85 MOAT VANECK ETF TRUST 39,391.0 $3.8M 0.06% -17K -29.6% $96.70 +4.7%
86 LHX L3HARRIS TECHNOLOGIES INC Industrials 11,018.0 $3.8M 0.06% -1K -9.0% $345.14 -11.2%
87 SPYX SPDR SERIES TRUST 70,599.0 $3.7M 0.06% -5K -6.7% $53.03 +14.6%
88 NSC NORFOLK SOUTHN CORP Industrials 12,552.0 $3.6M 0.05% -669.0 -5.1% $287.01 +8.5%
89 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 12,388.0 $3.6M 0.05% -620.0 -4.8% $290.49 -0.1%
90 GD GENERAL DYNAMICS CORP Industrials 10,356.0 $3.6M 0.05% -458.0 -4.2% $343.23 -1.3%
91 VO VANGUARD INDEX FDS 12,327.0 $3.5M 0.05% -1K -9.4% $287.18 -73.0%
92 AIRR FIRST TR EXCHANGE TRADED FD 31,024.0 $3.4M 0.05% -10K -24.6% $110.78 +12.5%
93 ITW ILLINOIS TOOL WKS INC Industrials 12,985.0 $3.4M 0.05% -728.0 -5.3% $260.28 -4.0%
94 ACN ACCENTURE PLC IRELAND Technology 16,253.0 $3.2M 0.05% -8K -32.1% $198.29 -10.3%
95 VCSH VANGUARD SCOTTSDALE FDS 40,551.0 $3.2M 0.05% -7K -14.1% $79.27 -0.5%
96 PEP PEPSICO INC Consumer Defensive 20,227.0 $3.1M 0.05% -12K -38.0% $155.29 -4.1%
97 TXN TEXAS INSTRS INC Technology 15,832.0 $3.1M 0.05% -2K -9.4% $194.14 +57.0%
98 EMLP FIRST TR EXCHANGE-TRADED FD 69,882.0 $3.1M 0.04% -29K -29.1% $43.66 +1.4%
99 NRG NRG ENERGY INC Utilities 20,693.0 $3.0M 0.04% -12K -36.8% $146.14 -6.3%
100 IJR ISHARES TR 24,184.0 $3.0M 0.04% -4K -13.5% $124.31 +9.6%
Page 5 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%