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CIK: 0001140334
Total reported value
$8.4B
$8.4B
589 檔
25.7%
In Q4 2025, Flputnam Investment Management Co's U.S. equity holdings reached a combined market value of $8.4B, distributed across 589 disclosed stock positions.
Flputnam Investment Management Co executed strategic sector rebalancing during Q4 2025, establishing 1 new positions while fully exiting 1 holdings and trimming 22 positions.
In terms of portfolio concentration, the top 5 core holdings (including IVV, IEFA, NVDA) accounted for 25.7% of total reported equity market value during Q4 2025.
Top New Position Initiated
EME
市值: $8.9M
Top Position Liquidated / Trimmed
MELI
前期市值: $16.4M
Showing top 200 holdings (of 589 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 12.30% | -0.97% | +2.15% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 6.83% | -1.23% | +8.32% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 4.30% | — | +0.31% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 4.24% | -0.48% | +1.25% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.65% | +0.11% | +5.08% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.91% | +0.33% | +0.08% | |
| 7 | AVGO | Broadcom Inc | Stock-Tech | 2.21% | +0.51% | -7.18% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.15% | +0.02% | +2.12% | |
| 9 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 1.83% | -0.28% | -0.67% | |
| 10 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.79% | -0.32% | +7.77% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.57% | -0.18% | +2.93% | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.54% | -0.17% | -2.05% | |
| 13 | V | Visa Inc-class A Shares | Stock-Financials | 1.39% | +0.08% | +0.97% | |
| 14 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 1.36% | -0.27% | +6.04% | |
| 15 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 1.28% | -0.31% | +6.93% | |
| 16 | LRCX | Lam Research CORP | Stock-Tech | 1.21% | +0.28% | -2.42% | |
| 17 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.13% | +0.08% | -5.10% | |
| 18 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.99% | -0.17% | +11.69% | |
| 19 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 0.95% | -0.25% | +9.86% | |
| 20 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.93% | -0.14% | -7.43% | |
| 21 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.89% | -0.18% | +4.85% | |
| 22 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.88% | +0.26% | +4.59% | |
| 23 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.88% | -0.23% | +2.16% | |
| 24 | APP | Applovin Corp-class A | Stock-Tech | 0.80% | -0.02% | -1.71% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.77% | -0.06% | -0.80% | |
| 26 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.77% | +0.04% | +0.78% | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.74% | -0.08% | +1.03% | |
| 28 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.64% | -0.09% | +7.04% | |
| 29 | BAC | Bank Of America CORP | Stock-Financials | 0.59% | -0.04% | +77.99% | |
| 30 | RSG | Republic Services Inc | Stock-Industrials | 0.58% | -0.22% | +5.16% | |
| 31 | NFLX | Netflix Inc | Stock-Comm Services | 0.56% | -0.01% | +867.82% | |
| 32 | MCK | Mckesson CORP | Stock-Healthcare | 0.53% | -0.20% | +4.92% | |
| 33 | ABBV | Abbvie Inc | Stock-Healthcare | 0.51% | -0.19% | +7.00% | |
| 34 | MU | Micron Technology Inc | Stock-Tech | 0.51% | +1.00% | +38.80% | |
| 35 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.49% | -0.05% | -12.30% | |
| 36 | HD | Home Depot Inc | Stock-Consumer Disc | 0.49% | -0.22% | +0.37% | |
| 37 | APO | Apollo Global Management Inc | Stock-Financials | 0.48% | -0.10% | -3.97% | |
| 38 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.48% | -0.14% | +0.39% | |
| 39 | ETN | Eaton Corporation plc | Stock-Industrials | 0.47% | -0.03% | +23.96% | |
| 40 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.46% | -0.10% | EXIT | |
| 41 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.46% | -0.19% | +7.76% | |
| 42 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.46% | +0.72% | +3.13% | |
| 43 | MS | Morgan Stanley | Stock-Financials | 0.46% | +0.03% | +126.30% | |
| 44 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 0.45% | — | +3.73% | |
| 45 | HLI | Houlihan Lokey Inc | Stock-Financials | 0.43% | -0.19% | +2.54% | |
| 46 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.43% | -0.27% | -5.00% | |
| 47 | SYK | Stryker CORP | Stock-Healthcare | 0.42% | +0.10% | -22.67% | |
| 48 | NEE | Nextera Energy Inc | Stock-Utilities | 0.42% | -0.07% | -1.78% | |
| 49 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.41% | +0.01% | +3.46% | |
| 50 | MA | Mastercard Inc - A | Stock-Financials | 0.41% | -0.10% | +1.61% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.6% | +0.08% | Add |
| 2 | IEFA | Ishares Core Msci Eafe ETF | +0.5% | +8.32% | Add |
| 3 | AAPL | Apple Inc | +0.3% | +5.08% | Add |
| 4 | MU | Micron Technology Inc | +0.3% | +38.80% | Add |
| 5 | LLY | Eli Lilly & Co | +0.3% | +4.59% | Add |
| 6 | BAC | Bank Of America CORP | +0.3% | +77.99% | Add |
| 7 | MS | Morgan Stanley | +0.3% | +126.30% | Add |
| 8 | KO | Coca-cola Co/the | +0.2% | +126.96% | Add |
| 9 | LRCX | Lam Research CORP | +0.2% | -2.42% | Trim |
| 10 | IVV | Ishares Core S&p 500 ETF | +0.2% | +2.15% | Add |
| 11 | GOOG | Alphabet Inc-cl C | +0.2% | -5.10% | Trim |
| 12 | TSLA | Tesla Inc | +0.2% | +435.87% | Add |
| 13 | GS | Goldman Sachs Group Inc | +0.2% | +1093.88% | Add |
| 14 | MMIT | Nyli Mackay Muni Intrm ETF | +0.1% | +438.13% | Add |
| 15 | AMZN | Amazon.com Inc | +0.1% | +2.12% | Add |
| 16 | CBRE | Cbre Group Inc - A | +0.1% | +39.51% | Add |
| 17 | IGSB | Ishares 1-5y Inv Grade CORP | +0.1% | +7.77% | Add |
| 18 | AZNN | Astrazeneca Plc-spons Adr | +0.1% | +3.73% | Add |
| 19 | GILD | Gilead Sciences Inc | +0.1% | +66.53% | Add |
| 20 | INTC | Intel CORP | +0.1% | +77.29% | Add |
| 21 | VCIT | Vanguard Int-term Corporate | +0.1% | +11.69% | Add |
| 22 | INTU | Intuit Inc | +0.1% | +135.26% | Add |
| 23 | SPTS | Ss Spdr P St Term Tsy ETF | +0.1% | +9.86% | Add |
| 24 | FLOT | Ishares Floating Rate Bond E | +0.1% | +6.93% | Add |
| 25 | JPM | Jpmorgan Chase & Co | 0% | +2.93% | Add |
| 26 | SCHD | Schwab US Dvd Equity ETF | -0.1% | -72.20% | Trim |
| 27 | RCL | Royal Caribbean Cruises Ltd. | -0.1% | -93.87% | Trim |
| 28 | KNG | Ft Vest S&p 500 Dvd Arst Trg | -0.1% | -84.07% | Trim |
| 29 | JAAA | Janus Henderson Aaa Clo ETF | -0.1% | -69.02% | Trim |
| 30 | BKNG | Booking Holdings Inc | -0.1% | -12.30% | Trim |
| 31 | GVI | Ishares Intermediate Governm | -0.1% | -27.80% | Trim |
| 32 | SCHG | Schwab US Large-cap Growth | -0.1% | -64.34% | Trim |
| 33 | MOAT | Vaneck Morningstar Wide Moat | -0.1% | -52.86% | Trim |
| 34 | HD | Home Depot Inc | -0.1% | +0.37% | Add |
| 35 | SCHX | Schwab US Large-cap ETF | -0.1% | -51.73% | Trim |
| 36 | LIN | Linde plc | -0.1% | -60.70% | Trim |
| 37 | PEP | Pepsico Inc | -0.1% | -64.11% | Trim |
| 38 | TMUS | T-mobile US Inc | -0.1% | -5.00% | Trim |
| 39 | LNG | Cheniere Energy Inc | -0.1% | -27.69% | Trim |
| 40 | SYK | Stryker CORP | -0.2% | -22.67% | Trim |
| 41 | NFLX | Netflix Inc | -0.2% | +867.82% | Add |
| 42 | ACM | Aecom | -0.2% | -15.15% | Trim |
| 43 | MRSH | Marsh & Mclennan Cos | -0.2% | -40.28% | Trim |
| 44 | ORCL | Oracle CORP | -0.3% | -51.10% | Trim |
| 45 | COIN | Coinbase Global Inc -class A | -0.3% | -52.76% | Trim |
| 46 | VBIL | Vanguard 0-3m T-bill ETF | -0.3% | -48.44% | Trim |
| 47 | CB | Chubb Limited | -0.3% | -75.25% | Trim |
| 48 | MSFT | Microsoft CORP | -0.4% | +1.25% | Add |
| 49 | MELI | Mercadolibre Inc | — | EXIT | Sold out |
| 50 | EME | Emcor Group Inc | — | 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 589 disclosed positions in Q4 2025.
During Q4 2025, Flputnam Investment Management Co's top holdings by market value included IVV (12.3%)、IEFA (6.8%)、NVDA (4.3%). The largest single position, IVV, represented 12.3% of total portfolio value.
In Q4 2025, Flputnam Investment Management Co made 50 total portfolio adjustments, initiating 1 new buys, adding to 26 positions, trimming 22 holdings, and fully liquidating 1 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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