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FLPUTNAM INVESTMENT MANAGEMENT CO

Q2 2026 13F filing

Updated 35 days ago

655 disclosed positions worth $8.4B

Portfolio value
$8.4B
Total holdings
655
New positions
110
Closed positions
24
Increased
253
Decreased
257
Turnover
20.5%
Filed
2026-08-06

Full holdings

Every line item disclosed in Q2 2026

E

ISHARES TR

+0.2%
Value
$922.1M
Shares
1.23M
% Port
10.99%
E

ISHARES TR

-4.0%
Value
$465M
Shares
4.82M
% Port
5.54%
N

NVIDIA CORPORATION

+8.9%
Value
$343.7M
Shares
1.72M
% Port
4.10%
A

APPLE INC

+13.0%
Value
$302.5M
Shares
1.05M
% Port
3.61%
G

ALPHABET INC

+12.2%
Value
$262.5M
Shares
734.5K
% Port
3.13%
M

MICROSOFT CORP

+5.8%
Value
$234.3M
Shares
628.2K
% Port
2.79%
A

BROADCOM INC

+30.6%
Value
$200M
Shares
529.4K
% Port
2.38%
A

AMAZON COM INC

+10.3%
Value
$162.3M
Shares
681.1K
% Port
1.93%
A
9.ADI

ANALOG DEVICES INC

-2.9%
Value
$159.9M
Shares
402.6K
% Port
1.91%
M
10.MU

MICRON TECHNOLOGY INC

-7.4%
Value
$138.6M
Shares
120.1K
% Port
1.65%
E
11.ETHA

ISHARES TR

+4.1%
Value
$131.5M
Shares
2.51M
% Port
1.57%
L
12.LRCX

LAM RESEARCH CORP

-24.0%
Value
$126.9M
Shares
292.7K
% Port
1.51%
E
13.ETHA

ISHARES TR

-2.5%
Value
$118.2M
Shares
1.53M
% Port
1.41%
V
14.V

VISA INC

+16.9%
Value
$114.4M
Shares
333.4K
% Port
1.36%
J

JPMORGAN CHASE & CO

-0.8%
Value
$112.4M
Shares
343.3K
% Port
1.34%
E
16.ETHA

ISHARES INC

+9.5%
Value
$109.9M
Shares
1.32M
% Port
1.31%
E
17.ETHA

ISHARES TR

-4.7%
Value
$108.8M
Shares
1.06M
% Port
1.30%
L
18.LLY

ELI LILLY & CO

+20.1%
Value
$106.7M
Shares
88.9K
% Port
1.27%
E
19.ETHA

ISHARES TR

+3.1%
Value
$98.6M
Shares
964.7K
% Port
1.17%
G

ALPHABET INC

+9.3%
Value
$92.8M
Shares
262.7K
% Port
1.11%
D
21.DELL

DELL TECHNOLOGIES INC

+518.6%
Value
$85M
Shares
197.0K
% Port
1.01%
P
22.PANW

PALO ALTO NETWORKS INC

+138.9%
Value
$80.2M
Shares
235.2K
% Port
0.96%
C
23.COST

COSTCO WHOLESALE CORPORATION

+38.8%
Value
$78.9M
Shares
84.3K
% Port
0.94%
V
24.VGES

VANGUARD SCOTTSDALE FDS

+5.2%
Value
$75.8M
Shares
917.4K
% Port
0.90%
S

SPDR SERIES TRUST

-0.5%
Value
$66.7M
Shares
1.10M
% Port
0.79%
S

SPDR SERIES TRUST

-5.0%
Value
$66.2M
Shares
2.28M
% Port
0.79%
A
27.AMD

ADVANCED MICRO DEVICES INC

+11.5%
Value
$59.1M
Shares
101.7K
% Port
0.70%
T
28.TJX

TJX COS INC NEW

-1.3%
Value
$58.6M
Shares
386.9K
% Port
0.70%
S
29.SPY

STATE STR SPDR S&P 500 ETF T

+0.1%
Value
$57.4M
Shares
76.9K
% Port
0.68%
V
30.VGES

VANGUARD INDEX FDS

-2.2%
Value
$57.3M
Shares
154.9K
% Port
0.68%
E
31.ETHA

ISHARES TR

-13.8%
Value
$56.6M
Shares
1.11M
% Port
0.67%
M

MORGAN STANLEY

+3.1%
Value
$52M
Shares
248.6K
% Port
0.62%
A

ASML HLDG NV

+120.0%
Value
$51.9M
Shares
26.1K
% Port
0.62%
T

TAIWAN SEMICONDUCTOR MANUFAC

+39.8%
Value
$48.3M
Shares
101.1K
% Port
0.58%
K
35.KO

COCA COLA CO

+42.1%
Value
$43.9M
Shares
540.3K
% Port
0.52%
M
36.META

META PLATFORMS INC

-6.5%
Value
$43.3M
Shares
76.8K
% Port
0.52%
S
37.SYK

STRYKER CORPORATION

+64.1%
Value
$43.2M
Shares
137.1K
% Port
0.51%
V
38.VTRS

VIATRIS INC

Value
$42.2M
Shares
2.66M
% Port
0.50%
I
39.INTC

INTEL CORP

+0.1%
Value
$41.9M
Shares
300.0K
% Port
0.50%
E
40.ETHA

ISHARES INC

+31.8%
Value
$40.5M
Shares
734.8K
% Port
0.48%
B

BANK OF AMER CORP

-1.5%
Value
$40.2M
Shares
706.1K
% Port
0.48%
C
42.CSCO

CISCO SYS INC

+13.0%
Value
$40.1M
Shares
341.0K
% Port
0.48%
A
43.AMAT

APPLIED MATLS INC

+23.8%
Value
$40M
Shares
55.3K
% Port
0.48%
E
44.ETN

EATON CORP PLC

-2.4%
Value
$38.2M
Shares
89.7K
% Port
0.46%
N

NEXTERA ENERGY INC

+14.3%
Value
$36.2M
Shares
412.3K
% Port
0.43%
M
46.MCK

MCKESSON CORP

-1.9%
Value
$35.4M
Shares
46.9K
% Port
0.42%
G
47.GLW

CORNING INC

-2.7%
Value
$35.4M
Shares
138.6K
% Port
0.42%
R
48.RSG

REPUBLIC SVCS INC

-16.5%
Value
$34.1M
Shares
160.2K
% Port
0.41%
T
49.TMO

THERMO FISHER SCIENTIFIC INC

+94.0%
Value
$33.8M
Shares
67.5K
% Port
0.40%
Q
50.QQQ

INVESCO QQQ TR

-1.2%
Value
$33.4M
Shares
45.4K
% Port
0.40%