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CIK: 0001140334
Total reported value
$8.4B
$8.4B
576 檔
24.5%
According to the latest 13F quarterly dataset, Flputnam Investment Management Co managed an equity portfolio of $8.4B at the end of Q3 2025, spanning 576 distinct U.S. exchange-listed positions.
In Q3 2025, Flputnam Investment Management Co displayed an active expansion posture, initiating 4 new positions and adding to 33 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 576 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 12.10% | -0.97% | +2.83% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 6.32% | -1.23% | +18.83% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.61% | -0.48% | +16.46% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 4.41% | — | +22.70% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.35% | +0.11% | -0.85% | |
| 6 | AVGO | Broadcom Inc | Stock-Tech | 2.33% | +0.51% | -8.48% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.32% | +0.33% | +11.73% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.06% | +0.02% | +13.57% | |
| 9 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 1.85% | -0.28% | +5.57% | |
| 10 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.71% | -0.32% | +10.70% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.60% | -0.17% | +5.35% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.53% | -0.18% | -1.60% | |
| 13 | V | Visa Inc-class A Shares | Stock-Financials | 1.38% | +0.08% | +17.70% | |
| 14 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 1.33% | -0.27% | +6.61% | |
| 15 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 1.23% | -0.31% | +32.87% | |
| 16 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.00% | -0.14% | -1.74% | |
| 17 | LRCX | Lam Research CORP | Stock-Tech | 0.99% | +0.28% | +5.34% | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.98% | -0.18% | +73.59% | |
| 19 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.95% | +0.08% | +67.19% | |
| 20 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.92% | -0.17% | +14.62% | |
| 21 | APP | Applovin Corp-class A | Stock-Tech | 0.90% | -0.02% | +1560.52% | |
| 22 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 0.89% | -0.25% | +10.88% | |
| 23 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.84% | +0.04% | -0.80% | |
| 24 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.83% | -0.23% | -4.78% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.78% | -0.06% | +1.89% | |
| 26 | NFLX | Netflix Inc | Stock-Comm Services | 0.76% | -0.01% | +108.21% | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.74% | -0.08% | -5.34% | |
| 28 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.62% | -0.09% | +7.88% | |
| 29 | RSG | Republic Services Inc | Stock-Industrials | 0.62% | -0.22% | -0.58% | |
| 30 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.61% | +0.26% | +104.10% | |
| 31 | ACM | Aecom | Stock-Industrials | 0.59% | -0.14% | +0.79% | |
| 32 | HD | Home Depot Inc | Stock-Consumer Disc | 0.59% | -0.22% | +26.92% | |
| 33 | SYK | Stryker CORP | Stock-Healthcare | 0.59% | +0.10% | +1.25% | |
| 34 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.58% | -0.05% | +29.76% | |
| 35 | VBIL | Vanguard 0-3m T-bill ETF | ETF-Other | 0.58% | +0.02% | +51.38% | |
| 36 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.55% | -0.27% | +1.51% | |
| 37 | HLI | Houlihan Lokey Inc | Stock-Financials | 0.51% | -0.19% | +1.91% | |
| 38 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.51% | -0.07% | -22.17% | |
| 39 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.50% | +0.72% | -2.48% | |
| 40 | ABBV | Abbvie Inc | Stock-Healthcare | 0.50% | -0.19% | -0.53% | |
| 41 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.49% | -0.10% | EXIT | |
| 42 | MCK | Mckesson CORP | Stock-Healthcare | 0.49% | -0.20% | +0.11% | |
| 43 | APO | Apollo Global Management Inc | Stock-Financials | 0.48% | -0.10% | +3.29% | |
| 44 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.47% | -0.14% | -0.30% | |
| 45 | ETN | Eaton Corporation plc | Stock-Industrials | 0.46% | -0.03% | +1.28% | |
| 46 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.44% | -0.19% | +45.46% | |
| 47 | IBM | Intl Business Machines CORP | Stock-Tech | 0.43% | -0.02% | +8.13% | |
| 48 | UNP | Union Pacific CORP | Stock-Industrials | 0.43% | -0.05% | -3.12% | |
| 49 | COIN | Coinbase Global Inc -class A | Stock-Financials | 0.42% | -0.07% | EXIT | |
| 50 | CB | Chubb Limited | Stock-Financials | 0.42% | -0.01% | -1.42% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IEFA | Ishares Core Msci Eafe ETF | +1.7% | +18.83% | Add |
| 2 | NVDA | Nvidia CORP | +1.7% | +22.70% | Add |
| 3 | MSFT | Microsoft CORP | +0.9% | +16.46% | Add |
| 4 | AVGO | Broadcom Inc | +0.7% | -8.48% | Trim |
| 5 | GOOGL | Alphabet Inc-cl A | +0.7% | +11.73% | Add |
| 6 | NFLX | Netflix Inc | +0.5% | +108.21% | Add |
| 7 | GOOG | Alphabet Inc-cl C | +0.5% | +67.19% | Add |
| 8 | META | Meta Platforms Inc-class A | +0.5% | +73.59% | Add |
| 9 | BSX | Boston Scientific CORP | +0.5% | +237.84% | Add |
| 10 | COIN | Coinbase Global Inc -class A | +0.4% | +499.14% | Add |
| 11 | LRCX | Lam Research CORP | +0.3% | +5.34% | Add |
| 12 | ESGD | Ishares Trust Ishares Esg Aw | +0.3% | +5.57% | Add |
| 13 | ORCL | Oracle CORP | +0.3% | +42.32% | Add |
| 14 | WTRG | Essential Utilities Inc | +0.3% | +14.30% | Add |
| 15 | MELI | Mercadolibre Inc | +0.2% | +1395.10% | Add |
| 16 | JMST | JPM Ultra-short Muni Income | +0.2% | +45.46% | Add |
| 17 | DRI | Darden Restaurants Inc | +0.2% | +62.78% | Add |
| 18 | MU | Micron Technology Inc | +0.2% | +690.33% | Add |
| 19 | ANET | Arista Networks Inc | +0.2% | +110.42% | Add |
| 20 | IBM | Intl Business Machines CORP | +0.2% | +8.13% | Add |
| 21 | MA | Mastercard Inc - A | +0.2% | +73.95% | Add |
| 22 | SPTS | Ss Spdr P St Term Tsy ETF | +0.1% | +10.88% | Add |
| 23 | AMZN | Amazon.com Inc | +0.1% | +13.57% | Add |
| 24 | FLOT | Ishares Floating Rate Bond E | +0.1% | +32.87% | Add |
| 25 | BKNG | Booking Holdings Inc | +0.1% | +29.76% | Add |
| 26 | MCK | Mckesson CORP | +0.1% | +0.11% | Add |
| 27 | HD | Home Depot Inc | +0.1% | +26.92% | Add |
| 28 | ACM | Aecom | +0.1% | +0.79% | Add |
| 29 | LLY | Eli Lilly & Co | +0.1% | +104.10% | Add |
| 30 | VCIT | Vanguard Int-term Corporate | — | +14.62% | Add |
| 31 | JPM | Jpmorgan Chase & Co | 0% | -1.60% | Trim |
| 32 | IVV | Ishares Core S&p 500 ETF | -0.1% | +2.83% | Add |
| 33 | V | Visa Inc-class A Shares | -0.1% | +17.70% | Add |
| 34 | STIP | Ishares 0-5 Year Tips Bond E | -0.1% | +6.61% | Add |
| 35 | IGSB | Ishares 1-5y Inv Grade CORP | -0.2% | +10.70% | Add |
| 36 | PAYX | Paychex Inc | -0.3% | -56.52% | Trim |
| 37 | PG | Procter & Gamble Co/the | -0.3% | -37.77% | Trim |
| 38 | PSK | Ss Spdr Ice Pref Sec ETF | -0.4% | -39.73% | Trim |
| 39 | UNH | Unitedhealth Group Inc | -0.5% | -52.55% | Trim |
| 40 | MRSH | Marsh & Mclennan Cos | -0.5% | -22.17% | Trim |
| 41 | AAPL | Apple Inc | -0.5% | -0.85% | Trim |
| 42 | ACN | Accenture plc | -0.6% | -76.01% | Trim |
| 43 | IJR | Ishares Core S&p Small-cap E | -0.7% | -7.69% | Trim |
| 44 | ESML | Ishares Esg Aware Msci USA S | -0.8% | -64.27% | Trim |
| 45 | EPI | Wisdomtree India Earnings | -0.8% | -99.32% | Trim |
| 46 | IJH | Ishares Core S&p Midcap ETF | -1.2% | +5.35% | Trim |
| 47 | APP | Applovin Corp-class A | — | NEW | New buy |
| 48 | VBIL | Vanguard 0-3m T-bill ETF | — | NEW | New buy |
| 49 | PJT | Pjt Partners Inc - A | — | NEW | New buy |
| 50 | XJH | Ishare Esg Ss S&p Midcap ETF | — | NEW | New buy |
According to official SEC Form 13F filings, Flputnam Investment Management Co reported a total U.S. public equity portfolio value of $8.4B across 576 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, IEFA, MSFT) accounted for 24.5% of total reported equity market value during Q3 2025.
Top New Position Initiated
APP
市值: $60.0M
Top Position Liquidated / Trimmed
AAPL
前期市值: $206.1M
During Q3 2025, Flputnam Investment Management Co's top holdings by market value included IVV (12.1%)、IEFA (6.3%)、MSFT (4.6%). The largest single position, IVV, represented 12.1% of total portfolio value.
In Q3 2025, Flputnam Investment Management Co made 50 total portfolio adjustments, initiating 4 new buys, adding to 33 positions, trimming 13 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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