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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 12 of 29  ·  569 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 NFG NATIONAL FUEL GAS CO Energy 29,188.0 $2.7M 0.04% -912.0 -3.0% $93.96 -13.5%
222 VEU VANGUARD INTL EQUITY INDEX F 36,221.0 $2.7M 0.04% -1K -2.9% $75.10 +10.0%
223 NFLX NETFLIX INC. Communication Services 28,231.0 $2.7M 0.04% -383K -93.1% $96.15 -7.1%
224 OKE ONEOK INC NEW Energy 29,975.0 $2.7M 0.04% $90.39 +2.5%
225 IWV ISHARES TR 7,289.0 $2.7M 0.04% -67.0 -0.9% $370.68 +13.5%
226 VTV VANGUARD INDEX FDS 13,509.0 $2.7M 0.04% -177.0 -1.3% $196.20 +6.5%
227 AFL AFLAC INC Financial Services 24,134.0 $2.6M 0.04% -2K -6.1% $109.71 +7.4%
228 DHR DANAHER CORP DEL Healthcare 13,805.0 $2.6M 0.04% -390.0 -2.8% $189.60 -8.6%
229 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 16,639.0 $2.6M 0.04% -2K -11.8% $157.28 -3.7%
230 MPC MARATHON PETE CORP Energy 10,677.0 $2.6M 0.04% +453.0 +4.4% $244.17 +1.7%
231 CLIP GLOBAL X FDS 25,582.0 $2.6M 0.04% -10K -28.2% $100.36 -0.1%
232 AEP AMERICAN ELEC PWR CO INC Utilities 19,167.0 $2.5M 0.04% -395.0 -2.0% $131.08 -1.1%
233 MTB M & T BK CORP Financial Services 12,133.0 $2.5M 0.04% -380.0 -3.0% $206.72 +2.7%
234 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 34,427.0 $2.5M 0.04% +25K +278.6% $72.69 +6.1%
235 WEC WEC ENERGY GROUP INC Utilities 20,783.0 $2.4M 0.04% $115.77 -4.4%
236 SLB SLB LIMITED Energy 46,054.0 $2.4M 0.04% -2K -4.8% $51.39 +11.5%
237 ED CONSOLIDATED EDISON INC Utilities 20,868.0 $2.4M 0.04% -395.0 -1.9% $113.18 -5.1%
238 DIS DISNEY WALT CO Communication Services 24,298.0 $2.3M 0.04% -47K -65.8% $96.38 +7.5%
239 AIG AMERICAN INTL GROUP INC Financial Services 31,091.0 $2.3M 0.04% -1K -3.4% $75.25 +4.5%
240 URI UNITED RENTALS INC Industrials 3,208.0 $2.3M 0.04% $728.56 +28.5%
Page 12 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%