Flputnam Investment Management Co.
Annual return '25
+24.8%
SPY '25
+17.7%
Alpha
+7.0ptsvs SPY
Invested
$6.7B
Holdings
569
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IVV
ISHARES TR
Q1 2026: New position (94.9k shares)
12.0%
02
$IEFA
ISHARES TR
Q1 2026: New position (236.2k shares)
6.8%
03
$NVDA
NVIDIA CORPORATION
Q1 2026: New position (31.9k shares)
4.1%
04
$AAPL
APPLE INC
Q1 2026: New position (7.5k shares)
3.5%
05
$MSFT
MICROSOFT CORP
Q1 2026: New position (12.1k shares)
3.3%
06
$GOOGL
ALPHABET INC
Q1 2026: New position (16.1k shares)
2.8%
07
$ADI
ANALOG DEVICES INC
Held since at least Q1 2024
2.0%
08
$AMZN
AMAZON COM INC
Q1 2026: New position (19.9k shares)
1.9%
09
$IGSB
ISHARES TR
Held since at least Q1 2024
1.9%
10
$AVGO
BROADCOM INC
Q1 2026: New position (13.4k shares)
1.9%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:39 UTC.