FLPUTNAM INVESTMENT MANAGEMENT CO — 13F Holdings & Portfolio

CIK 1140334 · latest 13F-HR filed 2026-08-06

FLPUTNAM INVESTMENT MANAGEMENT CO manages $8.39B in 13F-reported U.S. long-equity assets across 655 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are IVV (10.99%), IEFA (5.54%), NVDA (4.10%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 110 new positions, exited 24, added to 315, and trimmed 141.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
6 KIMBALL LANE
LYNNFIELD, MA 01940
Phone
(207) 518-5281
Filing Manager
FLPUTNAM INVESTMENT MANAGEMENT CO
PORTLAND, ME
Signatory
Keith Marks
CCO
Loading holdings…
AUM

$8.39B

Long-equity book

Holdings

655

Distinct positions

Period

2026-06-30

Filed 2026-08-06

Q/Q Activity

+110 / −24 / ↑315 / ↓141

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ISHARES TR$119.3M +14.9%
  • MICRON TECHNOLOGY INC$94.8M +216.3%
  • DELL TECHNOLOGIES INC$79.8M +1526.1%
  • BROADCOM INC$74.5M +59.4%
  • ALPHABET INC$74.3M +39.5%
Show all 315

Top Trims

  • T-MOBILE US INC-$17.8M -88.9%
  • PTC INC-$11.9M -98.2%
  • GILEAD SCIENCES INC-$10.3M -53.6%
  • HOME DEPOT INC-$10.3M -31.8%
  • HOULIHAN LOKEY INC-$10.2M -40.8%
Show all 141

New Positions

  • VIATRIS INC$42.2M
  • MONOLITHIC PWR SYS INC$28.2M
  • EVERCORE INC$25.1M
  • ISHARES TR$22.5M
  • PIMCO ETF TR$12.0M
Show all 110

Exited Positions

  • HONEYWELL INTL INC$9.7M
  • ALCOA CORP$6.9M
  • BOSTON SCIENTIFIC CORP$6.8M
  • LIBERTY MEDIA CORP DEL$5.6M
  • COINBASE GLOBAL INC$4.5M
Show all 24
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ISHARES TR IVV 464287200 $922.1M 10.99% 1,231,492 SH
2 ISHARES TR IEFA 46432F842 $465.0M 5.54% 4,815,001 SH
3 NVIDIA CORPORATION NVDA 67066G104 $343.7M 4.10% 1,717,562 SH
4 APPLE INC AAPL 037833100 $302.5M 3.61% 1,045,570 SH
5 ALPHABET INC GOOGL 02079K305 $262.5M 3.13% 734,541 SH
6 MICROSOFT CORP MSFT 594918104 $234.3M 2.79% 628,158 SH
7 BROADCOM INC AVGO 11135F101 $200.0M 2.38% 529,406 SH
8 AMAZON COM INC AMZN 023135106 $162.3M 1.93% 681,131 SH
9 ANALOG DEVICES INC ADI 032654105 $159.9M 1.91% 402,638 SH
10 MICRON TECHNOLOGY INC MU 595112103 $138.6M 1.65% 120,096 SH
11 ISHARES TR IGSB 464288646 $131.5M 1.57% 2,508,677 SH
12 LAM RESEARCH CORP LRCX 512807306 $126.9M 1.51% 292,741 SH
13 ISHARES TR IJH 464287507 $118.2M 1.41% 1,532,850 SH
14 VISA INC V 92826C839 $114.4M 1.36% 333,396 SH
15 JPMORGAN CHASE & CO JPM 46625H100 $112.4M 1.34% 343,254 SH
16 ISHARES INC IEMG 46434G103 $109.9M 1.31% 1,324,309 SH
17 ISHARES TR ESGD 46435G516 $108.8M 1.30% 1,058,614 SH
18 ELI LILLY & CO LLY 532457108 $106.7M 1.27% 88,942 SH
19 ISHARES TR STIP 46429B747 $98.6M 1.17% 964,676 SH
20 ALPHABET INC GOOG 02079K107 $92.8M 1.11% 262,666 SH
21 DELL TECHNOLOGIES INC DELL 24703L202 $85.0M 1.01% 197,038 SH
22 PALO ALTO NETWORKS INC PANW 697435105 $80.2M 0.96% 235,239 SH
23 COSTCO WHOLESALE CORPORATION COST 22160K105 $78.9M 0.94% 84,347 SH
24 VANGUARD SCOTTSDALE FDS VCIT 92206C870 $75.8M 0.90% 917,416 SH
25 SPDR SERIES TRUST SPYV 78464A508 $66.7M 0.79% 1,096,659 SH
26 SPDR SERIES TRUST SPTS 78468R101 $66.2M 0.79% 2,283,555 SH
27 ADVANCED MICRO DEVICES INC AMD 007903107 $59.1M 0.70% 101,666 SH
28 TJX COS INC NEW TJX 872540109 $58.6M 0.70% 386,897 SH
29 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $57.4M 0.68% 76,886 SH
30 VANGUARD INDEX FDS VTI 922908769 $57.3M 0.68% 154,859 SH
31 ISHARES TR FLOT 46429B655 $56.6M 0.67% 1,108,482 SH
32 MORGAN STANLEY MS 617446448 $52.0M 0.62% 248,624 SH
33 ASML HLDG NV ASML N07059210 $51.9M 0.62% 26,104 SH
34 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $48.3M 0.58% 101,087 SH
35 COCA COLA CO KO 191216100 $43.9M 0.52% 540,283 SH
36 META PLATFORMS INC META 30303M102 $43.3M 0.52% 76,833 SH
37 STRYKER CORPORATION SYK 863667101 $43.2M 0.51% 137,133 SH
38 VIATRIS INC VTRS 92556V106 $42.2M 0.50% 2,660,541 SH
39 INTEL CORP INTC 458140100 $41.9M 0.50% 300,026 SH
40 ISHARES INC ESGE 46434G863 $40.5M 0.48% 734,756 SH
41 BANK OF AMER CORP BAC 060505104 $40.2M 0.48% 706,054 SH
42 CISCO SYS INC CSCO 17275R102 $40.1M 0.48% 340,990 SH
43 APPLIED MATLS INC AMAT 038222105 $40.0M 0.48% 55,311 SH
44 EATON CORP PLC ETN G29183103 $38.2M 0.46% 89,662 SH
45 NEXTERA ENERGY INC NEE 65339F101 $36.2M 0.43% 412,261 SH
46 MCKESSON CORP MCK 58155Q103 $35.4M 0.42% 46,864 SH
47 CORNING INC GLW 219350105 $35.4M 0.42% 138,589 SH
48 REPUBLIC SVCS INC RSG 760759100 $34.1M 0.41% 160,156 SH
49 THERMO FISHER SCIENTIFIC INC TMO 883556102 $33.8M 0.40% 67,484 SH
50 INVESCO QQQ TR QQQ 46090E103 $33.4M 0.40% 45,351 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-06 $8.39B 655 0001140334-26-000006
2026-03-31 2026-05-05 $6.71B 569 0001140334-26-000003
2025-12-31 2026-02-09 $6.88B 589 0001140334-26-000001