Titelia

Holdings of Putnam U.S. Research Fund

Putnam Investment Funds · Original filing · Compare with another fund · Report an error

Net assets
708.5M $ including 680.9M $ in equities, 96.1 %
Positions
138 in 7 countries
Top ten
39.6 % of net assets
Filed on
Apr 30, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1NVIDIA Corp 233,29546.6M $6.57 %
2Alphabet Inc 106,90241.1M $5.81 %
3Microsoft Corp 93,98838.3M $5.41 %
4Apple Inc 130,65135.5M $5.00 %
5Amazon.com Inc 122,34232.4M $4.58 %
6Broadcom Inc 59,64724.9M $3.51 %
7Lam Research Corp 73,25318.9M $2.67 %
8Cisco Systems, Inc. 162,64214.9M $2.10 %
9Meta Platforms Inc 23,97914.7M $2.07 %
10Analog Devices Inc 32,76813.2M $1.86 %
11Advanced Micro Devices Inc 34,81512.3M $1.74 %
12Exxon Mobil Corp 79,37812.3M $1.73 %
13Oracle Corp 65,61710.6M $1.49 %
14Mastercard Inc 17,4428.8M $1.24 %
15Citigroup Inc 67,3138.6M $1.22 %
16Marvell Technology Inc 52,1118.6M $1.21 %
17GE Vernova Inc 7,2167.8M $1.10 %
18Eli Lilly & Co 8,0107.5M $1.06 %
19Berkshire Hathaway Inc 15,1747.2M $1.01 %
20Capital One Financial Corp 36,7237M $0.99 %
21Coca-Cola Co/The 87,3866.9M $0.97 %
22Honeywell International Inc 29,7816.4M $0.90 %
23Walmart Inc 47,9706.3M $0.89 %
24Costco Wholesale Corp 6,1436.2M $0.88 %
25ConocoPhillips 47,5866M $0.84 %
26Visa Inc 17,9055.9M $0.83 %
27American Tower Corp 32,2575.9M $0.83 %
28Johnson & Johnson 24,2245.6M $0.79 %
29Allstate Corp/The 25,1345.5M $0.77 %
30UnitedHealth Group Inc 14,6495.4M $0.77 %
31Thermo Fisher Scientific Inc 11,2215.4M $0.76 %
32Walt Disney Co/The 51,0295.3M $0.75 %
33FedEx Corp 12,5865.1M $0.72 %
34Palantir Technologies Inc 36,4095.1M $0.71 %
35Boston Scientific Corp 82,9704.8M $0.67 %
36Snowflake Inc 34,9864.8M $0.67 %
37Boeing Co/The 20,7824.8M $0.67 %
38CRH PLC 39,7124.7M $0.66 %
39Tesla Inc 12,2344.7M $0.66 %
40AbbVie Inc 22,0424.7M $0.66 %
41JPMorgan Chase & Co 13,6404.3M $0.60 %
42Netflix Inc 44,5734.2M $0.59 %
43Keurig Dr Pepper Inc 139,5624.1M $0.58 %
44Charles Schwab Corp/The 43,0413.9M $0.56 %
45McKesson Corp 4,7653.9M $0.55 %
46Trane Technologies PLC 7,8513.9M $0.55 %
47Welltower Inc 17,0923.7M $0.52 %
48RTX Corp 20,9813.7M $0.52 %
49NRG Energy Inc 23,6603.7M $0.52 %
50Philip Morris International Inc. 22,2123.7M $0.52 %
51Otis Worldwide Corp 46,8303.6M $0.51 %
52NextEra Energy Inc 37,2343.6M $0.51 %
53Bank of America Corp 68,1223.6M $0.51 %
54Prologis Inc 25,0803.6M $0.50 %
55TJX Cos Inc/The 22,0433.5M $0.49 %
56Viking Holdings Ltd 42,0813.4M $0.49 %
57Cenovus Energy Inc 117,3923.4M $0.48 %
58Procter & Gamble Co/The 23,0983.4M $0.48 %
59Apollo Global Management Inc 25,6083.3M $0.47 %
60Merck & Co Inc 29,3213.2M $0.45 %
61Live Nation Entertainment Inc 19,7943.1M $0.44 %
62United Rentals Inc 3,2293.1M $0.44 %
63Airbus SE 15,0053.1M $0.44 %
64Regeneron Pharmaceuticals, Inc. 4,3673.1M $0.44 %
65Blackrock Inc 2,8413M $0.43 %
66American International Group Inc 38,5412.9M $0.41 %
67McDonald's Corp. 9,7312.9M $0.40 %
68Ameren Corp 24,4902.8M $0.39 %
69Home Depot Inc/The 8,1762.7M $0.38 %
70TPG Inc 61,1712.7M $0.38 %
71Northrop Grumman Corp 4,4952.6M $0.37 %
72Union Pacific Corp 9,5352.6M $0.36 %
73Intuitive Surgical Inc 5,5622.5M $0.36 %
74Aon PLC 8,1522.5M $0.36 %
75Nasdaq Inc 24,6882.3M $0.32 %
76Bio-Rad Laboratories Inc 8,0662.3M $0.32 %
77Everpure Inc 31,0772.2M $0.31 %
78Glencore PLC 281,1332.2M $0.31 %
79Prudential PLC 144,5912.2M $0.31 %
80Fortive Corp 35,9282.1M $0.30 %
81PepsiCo Inc 13,5182.1M $0.30 %
82Spotify Technology SA 4,7512.1M $0.30 %
83Ingersoll Rand Inc 26,5182.1M $0.30 %
84Shell PLC 45,1652.1M $0.29 %
85PPG Industries Inc 18,3562M $0.28 %
86Xcel Energy Inc 23,7062M $0.28 %
87Lowe's Cos Inc 7,9231.9M $0.27 %
88Arch Capital Group Ltd 20,0041.9M $0.27 %
89Gilead Sciences Inc 14,1831.9M $0.26 %
90CME Group Inc 6,3721.8M $0.26 %
91Barrick Mining Corp 46,5531.8M $0.26 %
92Corteva Inc 22,4381.8M $0.26 %
93PPL Corp 48,3751.8M $0.26 %
94Liberty Media Corp-Liberty Formula One 20,5791.8M $0.25 %
95General Motors Co 22,7251.7M $0.25 %
96CenterPoint Energy Inc 38,6561.7M $0.24 %
97Unum Group 20,3081.6M $0.23 %
98Airbnb Inc 11,5681.6M $0.23 %
99Southwest Airlines Co 42,6401.6M $0.23 %
100O'Reilly Automotive Inc 16,0931.6M $0.23 %

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Sector breakdown

  • Technology 34.3 %
  • Financials 11.5 %
  • Communication 10.4 %
  • Consumer discretionary 9.3 %
  • Health care 9.0 %
  • Industrials 7.7 %
  • Consumer staples 5.0 %
  • Energy 3.8 %
  • Utilities 2.4 %
  • Materials 2.3 %
  • Real estate 2.1 %
  • Unattributed 2.2 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 97.8 %
  • GBP 1.2 %
  • EUR 0.5 %
  • CAD 0.5 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 96.5 %
  • United Kingdom 1.2 %
  • Bermuda 0.9 %
  • Canada 0.8 %
  • France 0.5 %
  • Cayman Islands 0.1 %
  • Switzerland 0.1 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States125656.8M $96.46 %
2United Kingdom47.9M $1.16 %
3Bermuda35.9M $0.86 %
4Canada25.3M $0.77 %
5France23.7M $0.55 %
6Cayman Islands1726.8K $0.11 %
7Switzerland1598K $0.09 %
Cite this page

Titelia. "Holdings of Putnam U.S. Research Fund". https://titelia.com/en/funds/S000003853