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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 11 of 29  ·  569 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 AWK AMERICAN WTR WKS CO INC NEW Utilities 23,612.0 $3.2M 0.05% $136.09 -9.0%
202 PEP PEPSICO INC Consumer Defensive 20,227.0 $3.1M 0.05% -12K -38.0% $155.29 -4.1%
203 PFE PFIZER INC Healthcare 110,152.0 $3.1M 0.05% +14K +14.8% $28.08 -7.6%
204 TXN TEXAS INSTRS INC Technology 15,832.0 $3.1M 0.05% -2K -9.4% $194.14 +57.0%
205 EMLP FIRST TR EXCHANGE-TRADED FD 69,882.0 $3.1M 0.04% -29K -29.1% $43.66 +1.4%
206 NRG NRG ENERGY INC Utilities 20,693.0 $3.0M 0.04% -12K -36.8% $146.14 -6.3%
207 IJR ISHARES TR 24,184.0 $3.0M 0.04% -4K -13.5% $124.31 +9.6%
208 KRE SPDR SERIES TRUST 44,900.0 $2.9M 0.04% -1K -3.0% $65.15 +6.2%
209 QUAL ISHARES TR 15,109.0 $2.9M 0.04% $191.81 +10.9%
210 PNC PNC FINL SVCS GROUP INC Financial Services 13,895.0 $2.9M 0.04% $208.09 +4.2%
211 VUG VANGUARD INDEX FDS 6,564.0 $2.9M 0.04% +137.0 +2.1% $436.77 -80.0%
212 IWD ISHARES TR 13,373.0 $2.9M 0.04% -615.0 -4.4% $213.67 +9.8%
213 SYY SYSCO CORP Consumer Defensive 39,750.0 $2.8M 0.04% -2K -4.8% $71.33 +5.8%
214 FITB FIFTH THIRD BANCORP Financial Services 60,835.0 $2.8M 0.04% +47K +329.1% $46.46 +5.8%
215 VYM VANGUARD WHITEHALL FDS 19,058.0 $2.8M 0.04% -572.0 -2.9% $148.10 +6.2%
216 PSX PHILLIPS 66 Energy 15,480.0 $2.8M 0.04% +12K +391.6% $182.18 -1.6%
217 ISHARES TR 60,760.0 $2.8M 0.04% -3K -4.9% $46.23
218 TPL TEXAS PACIFIC LAND CORPORATI Energy 5,904.0 $2.8M 0.04% +300.0 +5.3% $474.56 -15.2%
219 XLK SELECT SECTOR SPDR TR 20,928.0 $2.8M 0.04% -9K -31.0% $132.90 +34.4%
220 CRM SALESFORCE INC Technology 14,726.0 $2.7M 0.04% -52K -77.9% $186.67 -5.5%
Page 11 of 29  ·  569 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%