Titelia

Holdings of Putnam VT Core Equity Fund

Putnam Variable Trust · 129 declared positions · as of Mar 31, 2026

Original filing · Net assets 162.8M $ · Ten largest lines: 38.7 % of the equity sleeve

Sector breakdown

  • Technology 27.7 %
  • Financials 13.7 %
  • Communication 10.0 %
  • Consumer discretionary 9.4 %
  • Health care 8.9 %
  • Industrials 4.7 %
  • Consumer staples 3.5 %
  • Energy 2.7 %
  • Utilities 0.9 %
  • Materials 0.7 %
  • Unattributed 17.8 %

Sector is not declared in Form N-PORT: this is a Titelia classification, decided company by company. The unattributed share is counted as such rather than spread over the others.

Currency breakdown

  • USD 99.8 %
  • EUR 0.2 %

The currency each line is denominated in, as declared. It does not follow the country: a French company listed in the United States is declared in dollars.

Country breakdown

  • US 97.9 %
  • BM 1.6 %
  • GB 0.3 %
  • NL 0.2 %

Shares computed on the equity sleeve, the only part this site carries.

CountryLinesValueShare
US123157.8M $97.88 %
BM32.6M $1.60 %
GB1542.4K $0.34 %
NL2301K $0.19 %

Positions

CompanySharesValueWeight
NVIDIA Corp 66,64611.6M $7.14 %
Apple Inc 40,32210.2M $6.29 %
Alphabet Inc 30,5828.8M $5.39 %
Microsoft Corp 21,8948.1M $4.98 %
Amazon.com Inc 29,3206.1M $3.75 %
Meta Platforms Inc 7,4294.3M $2.61 %
Broadcom Inc 13,5574.2M $2.58 %
Tesla Inc 8,3463.1M $1.91 %
Goldman Sachs Group Inc/The 3,6283.1M $1.89 %
Lam Research Corp 14,1483M $1.86 %
Berkshire Hathaway Inc 6,0542.9M $1.78 %
Mastercard Inc 5,7442.9M $1.76 %
JPMorgan Chase & Co 9,2802.7M $1.68 %
Exxon Mobil Corp 15,4002.6M $1.61 %
Citigroup Inc 22,4232.5M $1.56 %
Eli Lilly & Co 2,6292.4M $1.49 %
Bank of America Corp 47,1812.3M $1.41 %
Cisco Systems, Inc. 26,9882.1M $1.29 %
Walmart Inc 16,3532M $1.25 %
Coca-Cola Co/The 26,0322M $1.22 %
Bank of New York Mellon Corp/The 15,6841.9M $1.14 %
Johnson & Johnson 7,3641.8M $1.11 %
Union Pacific Corp 7,1141.7M $1.06 %
McKesson Corp 1,8471.6M $0.98 %
AbbVie Inc 7,2641.6M $0.97 %
Raymond James Financial Inc 10,8421.6M $0.96 %
CBRE Group Inc 11,1501.5M $0.93 %
PG&E Corp 85,9071.5M $0.93 %
Lowe's Cos Inc 6,3481.5M $0.92 %
NRG Energy Inc 9,8831.4M $0.89 %
AT&T Inc 47,8691.4M $0.85 %
Southwest Airlines Co 36,3791.4M $0.84 %
Merck & Co Inc 11,1731.3M $0.83 %
Otis Worldwide Corp 17,2861.3M $0.82 %
Apollo Global Management Inc 11,6971.3M $0.80 %
ConocoPhillips 9,5311.3M $0.77 %
PulteGroup Inc 10,1431.2M $0.73 %
Hilton Worldwide Holdings Inc 3,8681.2M $0.72 %
Procter & Gamble Co/The 8,1001.2M $0.72 %
Walt Disney Co/The 11,6931.1M $0.69 %
Viking Holdings Ltd 15,2751.1M $0.69 %
Freeport-McMoRan Inc 18,7741.1M $0.68 %
Arch Capital Group Ltd 11,3821.1M $0.67 %
McDonald's Corp. 3,4221.1M $0.65 %
UnitedHealth Group Inc 3,9261.1M $0.65 %
Ameriprise Financial Inc 2,2981M $0.63 %
Oracle Corp 6,9191M $0.63 %
Boeing Co/The 4,997994.6K $0.61 %
Gaming and Leisure Properties Inc 22,229986.3K $0.61 %
Blackrock Inc 1,014975.2K $0.60 %
NextEra Energy Inc 10,084936.6K $0.58 %
Nucor Corp 5,323900.1K $0.55 %
Honeywell International Inc 3,841868.2K $0.53 %
RTX Corp 4,485865.2K $0.53 %
Salesforce Inc 4,615861.5K $0.53 %
Tenet Healthcare Corp 4,377826K $0.51 %
Northrop Grumman Corp 1,159790.7K $0.49 %
United Rentals Inc 1,080786.8K $0.48 %
International Business Machines Corp. 3,095750.2K $0.46 %
UMB Financial Corp 6,564740.4K $0.45 %
Permian Resources Corp 34,716740.1K $0.45 %
Antero Resources Corp 16,773711.8K $0.44 %
QUALCOMM Inc 5,505708.9K $0.44 %
FedEx Corp 1,950694.6K $0.43 %
Thermo Fisher Scientific Inc 1,413694.5K $0.43 %
General Motors Co 9,063675.2K $0.41 %
Regeneron Pharmaceuticals, Inc. 851657.5K $0.40 %
Netflix Inc 6,792653.1K $0.40 %
CVS Health Corp 8,521612K $0.38 %
Deere & Co 1,081608.9K $0.37 %
Casey's General Stores Inc 828602.7K $0.37 %
Amgen Inc 1,693595.7K $0.37 %
Morgan Stanley 3,586590.1K $0.36 %
Target Corp 4,831585.5K $0.36 %
Guardian Pharmacy Services Inc 15,255574.5K $0.35 %
Home Depot Inc/The 1,734570.3K $0.35 %
AstraZeneca PLC 2,750542.4K $0.33 %
KKR & Co Inc 5,736530.6K $0.33 %
New York Times Co/The 6,328529.8K $0.33 %
Starwood Property Trust Inc 28,363488.4K $0.30 %
Palantir Technologies Inc 3,302483K $0.30 %
Fifth Third Bancorp 10,188473.3K $0.29 %
Best Buy Co Inc 7,283467.6K $0.29 %
Keurig Dr Pepper Inc 17,725466.7K $0.29 %
Constellation Energy Corp. 1,585442.6K $0.27 %
Williams Cos Inc/The 5,977435K $0.27 %
Micron Technology Inc 1,257424.7K $0.26 %
Hershey Co/The 1,907396.4K $0.24 %
Amcor PLC 9,694385.3K $0.24 %
HCA Healthcare Inc 797377.2K $0.23 %
Tyler Technologies Inc 1,100376.6K $0.23 %
Qnity Electronics Inc 3,231372.8K $0.23 %
Advanced Micro Devices Inc 1,831372.5K $0.23 %
Bio-Rad Laboratories Inc 1,321368.2K $0.23 %
Assured Guaranty Ltd 4,387357.5K $0.22 %
eBay Inc 3,864351.7K $0.22 %
Kimberly-Clark Corp 3,506338.2K $0.21 %
Kroger Co/The 4,548329.1K $0.20 %
Five Star Bancorp 8,584323.8K $0.20 %
Intel Corp 7,227318.9K $0.20 %
DuPont de Nemours Inc 6,833313K $0.19 %
Becton Dickinson & Co 1,982311.6K $0.19 %
Molson Coors Beverage Co 7,118306.5K $0.19 %
Charter Communications, Inc. 1,389299.9K $0.18 %
Vail Resorts Inc 2,267290.9K $0.18 %
AH Realty Trust Inc 52,121286.7K $0.18 %
NIKE Inc 5,329281.5K $0.17 %
Medtronic PLC 3,220279K $0.17 %
Cintas Corp 1,617273.5K $0.17 %
Adobe Inc 1,106268.8K $0.17 %
GE Vernova Inc 305266.2K $0.16 %
Vertex Pharmaceuticals Inc 594265.2K $0.16 %
Snap-on Inc 726263.7K $0.16 %
ADT Inc 40,128263.6K $0.16 %
Universal Music Group NV 13,297258.1K $0.16 %
Graham Holdings Co 228241.1K $0.15 %
Mohawk Industries Inc 2,447240.9K $0.15 %
Boston Scientific Corp 3,560223.4K $0.14 %
CoStar Group Inc 4,944199.4K $0.12 %
Eastman Chemical Co 2,598198.3K $0.12 %
Gartner Inc 1,151182.2K $0.11 %
Owens Corning 1,675181.3K $0.11 %
Airbnb Inc 1,340169.2K $0.10 %
ServiceNow Inc 1,529159.9K $0.10 %
Highwoods Properties Inc 6,961149K $0.09 %
Jefferies Financial Group Inc 2,998123.7K $0.08 %
Intapp Inc 4,474114.9K $0.07 %
Medline Inc 2,04190.8K $0.06 %
PicS NV 4,10642.9K $0.03 %