Flputnam Investment Management Co Portfolio Stock Holdings

Flputnam Investment Management Co disclosed 655 stock positions valued at approximately $8.4 billion in its latest SEC 13F filing. The largest holdings include ISHARES TR, ISHARES TR, and NVIDIA CORPORATION. The filing reflects positions held as of June 30, 2026 and was filed on August 6, 2026.

Report Period
June 30, 2026
No. of Stocks
655
Portfolio Value
$8.4B
Holdings by Sector
Flputnam Investment Management Co Portfolio Holdings in Q2 2026

636 holdings in the latest reporting period.

Page 1 of 7
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
ISHARES TRIVVOther10.99%1,231,492+2,526+0.21%$922,090,888
ISHARES TRIEFAOther5.54%4,815,001-203,185-4.05%$465,034,604
NVIDIA CORPORATIONNVDATechnology4.10%1,717,562+139,872+8.87%$343,667,003
APPLE INCAAPLTechnology3.61%1,045,570+120,655+13.04%$302,546,174
ALPHABET INCGOOGLCommunication Services3.13%734,541+80,071+12.23%$262,502,785
MICROSOFT CORPMSFTTechnology2.79%628,158+34,498+5.81%$234,315,383
BROADCOM INCAVGOTechnology2.38%529,406+124,047+30.60%$199,983,179
AMAZON COM INCAMZNConsumer Cyclical1.93%681,131+63,851+10.34%$162,340,649
ANALOG DEVICES INCADITechnology1.91%402,638-11,893-2.87%$159,915,878
MICRON TECHNOLOGY INCMUTechnology1.65%120,096-9,626-7.42%$138,625,666
ISHARES TRIGSBOther1.57%2,508,677+99,678+4.14%$131,492,640
LAM RESEARCH CORPLRCXOther1.51%292,741-92,333-23.98%$126,853,462
ISHARES TRIJHOther1.41%1,532,850-38,480-2.45%$118,204,740
VISA INCVFinancial Services1.36%333,396+48,248+16.92%$114,384,841
JPMORGAN CHASE & COJPMFinancial Services1.34%343,254-2,689-0.78%$112,357,445
ISHARES INCIEMGOther1.31%1,324,309+115,166+9.52%$109,880,634
ISHARES TRESGDOther1.30%1,058,614-52,427-4.72%$108,836,352
ELI LILLY & COLLYHealthcare1.27%88,942+14,860+20.06%$106,679,717
ISHARES TRSTIPOther1.17%964,676+29,250+3.13%$98,551,721
ALPHABET INCGOOGCommunication Services1.11%262,666+22,369+9.31%$92,807,621
DELL TECHNOLOGIES INCDELLTechnology1.01%197,038+165,185+518.59%$85,014,015
PALO ALTO NETWORKS INCPANWTechnology0.96%235,239+136,777+138.91%$80,221,186
COSTCO WHOLESALE CORPORATIONCOSTConsumer Defensive0.94%84,347+23,564+38.77%$78,904,306
VANGUARD SCOTTSDALE FDSVCITOther0.90%917,416+45,336+5.20%$75,824,399
SPDR SERIES TRUSTSPYVOther0.79%1,096,659-5,058-0.46%$66,665,915
SPDR SERIES TRUSTSPTSOther0.79%2,283,555-120,827-5.03%$66,245,936
ADVANCED MICRO DEVICES INCAMDTechnology0.70%101,666+10,502+11.52%$59,058,796
TJX COS INC NEWTJXConsumer Cyclical0.70%386,897-4,970-1.27%$58,614,898
STATE STR SPDR S&P 500 ETF TSPYOther0.68%76,886+113+0.15%$57,416,332
VANGUARD INDEX FDSVTIOther0.68%154,859-3,413-2.16%$57,304,134
ISHARES TRFLOTOther0.67%1,108,482-177,856-13.83%$56,601,218
MORGAN STANLEYMSFinancial Services0.62%248,624+7,577+3.14%$51,972,325
ASML HLDG NVASMLOther0.62%26,104+14,237+119.97%$51,932,320
TAIWAN SEMICONDUCTOR MANUFACTSMTechnology0.58%101,087+28,754+39.75%$48,276,050
COCA COLA COKOConsumer Defensive0.52%540,283+160,073+42.10%$43,908,806
META PLATFORMS INCMETACommunication Services0.52%76,833-5,337-6.50%$43,279,200
STRYKER CORPORATIONSYKHealthcare0.51%137,133+53,552+64.07%$43,174,840
VIATRIS INCVTRSHealthcare0.50%2,660,541+2,660,541+100.00%$42,249,391
INTEL CORPINTCTechnology0.50%300,026+184+0.06%$41,892,678
ISHARES INCESGEOther0.48%734,756+177,323+31.81%$40,502,950
BANK OF AMER CORPBACFinancial Services0.48%706,054-10,828-1.51%$40,230,983
CISCO SYS INCCSCOTechnology0.48%340,990+39,283+13.02%$40,052,653
APPLIED MATLS INCAMATTechnology0.48%55,311+10,637+23.81%$39,989,508
EATON CORP PLCETNOther0.46%89,662-2,161-2.35%$38,206,685
NEXTERA ENERGY INCNEEUtilities0.43%412,261+51,512+14.28%$36,184,119
MCKESSON CORPMCKHealthcare0.42%46,864-914-1.91%$35,410,643
CORNING INCGLWTechnology0.42%138,589-3,829-2.69%$35,399,893
REPUBLIC SVCS INCRSGIndustrials0.41%160,156-31,676-16.51%$34,125,944
THERMO FISHER SCIENTIFIC INCTMOHealthcare0.40%67,484+32,693+93.97%$33,833,596
INVESCO QQQ TRQQQOther0.40%45,351-539-1.17%$33,396,657
VANGUARD SCOTTSDALE FDSVGITOther0.39%556,923+12,863+2.36%$32,847,320
APPLOVIN CORPAPPTechnology0.38%62,694-4,866-7.20%$32,301,891
MERCK & CO INCMRKHealthcare0.38%248,349-2,574-1.03%$31,912,801
UNION PAC CORPUNPIndustrials0.37%114,447-1,922-1.65%$31,129,628
MONOLITHIC PWR SYS INCMPWRTechnology0.34%20,409+20,409+100.00%$28,212,586
ARISTA NETWORKS INCANETOther0.34%165,545-740-0.45%$28,122,803
ISHARES TREFAOther0.33%266,958+25,548+10.58%$27,731,596
CIENA CORPCIENTechnology0.32%54,845+19,078+53.34%$26,904,763
WILLIAMS COS INCWMBEnergy0.32%358,465-4,592-1.26%$26,648,322
ABBVIE INCABBVHealthcare0.32%105,545-50,825-32.50%$26,559,244
KLA CORPKLACTechnology0.31%87,083+78,278+889.02%$26,273,839
PUBLIC STORAGEPSAReal Estate0.31%82,510-1,099-1.31%$26,263,631
SCHWAB CHARLES CORPSCHWFinancial Services0.31%278,750-43,137-13.40%$25,720,219
TRANE TECHNOLOGIES PLCTTOther0.30%51,595+27,347+112.78%$25,341,464
OREILLY AUTOMOTIVE INCORLYConsumer Cyclical0.30%274,816+84,588+44.47%$25,307,806
J P MORGAN EXCHANGE TRADED FJMSTOther0.30%494,703-153,902-23.73%$25,229,853
EVERCORE INCEVRFinancial Services0.30%73,592+73,592+100.00%$25,127,252
BOOKING HOLDINGS INCBKNGConsumer Cyclical0.30%138,987+133,338+2360.38%$24,773,043
JOHNSON & JOHNSONJNJHealthcare0.29%95,241+27,425+40.44%$24,188,231
CBRE GROUP INCCBREReal Estate0.28%172,895+30,164+21.13%$23,287,228
MARVELL TECHNOLOGY INCMRVLTechnology0.27%75,930-35,490-31.85%$22,618,788
LOWES COS INCLOWConsumer Cyclical0.27%102,061-13,456-11.65%$22,503,451
ISHARES TRILFOther0.27%664,748+664,748+100.00%$22,452,778
HOME DEPOT INCHDConsumer Cyclical0.26%62,423-35,764-36.42%$22,015,471
ISHARES TRESGUOther0.26%132,064+3,808+2.97%$21,599,919
AMPHENOL CORPAPHTechnology0.25%119,364+1,863+1.59%$21,046,225
AMGEN INCAMGNHealthcare0.24%56,484-819-1.43%$20,453,863
CATERPILLAR INCCATIndustrials0.24%18,961+67+0.35%$20,191,989
AECOMACMIndustrials0.24%287,110-14,928-4.94%$20,040,278
VERTEX PHARMACEUTICALS INCVRTXHealthcare0.24%40,116+618+1.56%$19,926,572
VANGUARD TAX-MANAGED FDSVEAOther0.23%275,711-14,285-4.93%$19,644,430
TREVI THERAPEUTICS INCTRVIHealthcare0.23%1,038,057-25,244-2.37%$19,359,763
ISHARES TRIEFOther0.23%200,828+7,305+3.77%$18,994,648
APOLLO GLOBAL MGMT INCAPOFinancial Services0.22%154,939-35,477-18.63%$18,330,833
MASTERCARD INCORPORATEDMAFinancial Services0.22%35,348-7,339-17.19%$18,154,650
GE VERNOVA INCGEVUtilities0.22%15,397+1,621+11.77%$18,089,655
COLGATE PALMOLIVE COCLConsumer Defensive0.21%196,308-515-0.26%$17,997,479
SPDR INDEX SHS FDSEFAXOther0.21%331,505-17,743-5.08%$17,941,467
WALMART INCWMTConsumer Defensive0.21%158,313+64,331+68.45%$17,930,512
ESSENTIAL UTILS INCWTRGUtilities0.21%465,697+54,865+13.35%$17,840,852
RBB FD INCTBILOther0.21%345,273-70,094-16.88%$17,215,312
GOLDMAN SACHS GROUP INCGSFinancial Services0.20%16,969+3,113+22.47%$17,162,150
CHEVRON CORPORATIONCVXEnergy0.20%101,773+2,078+2.08%$16,869,885
CARDINAL HEALTH INCCAHHealthcare0.20%70,728+535+0.76%$16,802,210
INVESCO EXCHANGE TRADED FD TRSPOther0.19%76,210-2,021-2.58%$16,215,174
BLACKROCK INCBLKOther0.19%16,660+143+0.87%$16,019,239
SPDR SERIES TRUSTSPTIOther0.19%559,741+89,695+19.08%$15,891,047
NEW YORK LIFE INVTS ACTIVE EMMITOther0.19%652,258+149,258+29.67%$15,882,482
PARKER-HANNIFIN CORPPHIndustrials0.19%16,085-310-1.89%$15,733,221
EXXON MOBIL CORPXOMEnergy0.19%114,111+26,643+30.46%$15,601,204