Titelia

Holdings of Putnam VT Large Cap Value Fund

Putnam Variable Trust · 69 declared positions · as of Mar 31, 2026

Original filing · Net assets 2.5B $ · Ten largest lines: 28.9 % of the equity sleeve

Sector breakdown

  • Financials 19.6 %
  • Health care 13.5 %
  • Industrials 10.0 %
  • Technology 9.7 %
  • Consumer staples 8.1 %
  • Energy 7.8 %
  • Consumer discretionary 6.0 %
  • Communication 5.5 %
  • Materials 4.8 %
  • Utilities 2.6 %
  • Real estate 1.4 %
  • Unattributed 11.3 %

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 97.3 %
  • EUR 2.7 %

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 94.4 %
  • GB 3.0 %
  • FR 1.2 %
  • IE 0.7 %
  • DK 0.6 %

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

CountryLinesValue (USD)Share
US642.3B $94.36 %
GB272.6M $3.02 %
FR129.8M $1.24 %
IE117.8M $0.74 %
DK115.2M $0.64 %

Positions

CompanySharesValue (USD)Weight
Citigroup Inc 882,313100.1M $4.02 %
Alphabet Inc 309,38089M $3.58 %
Exxon Mobil Corp 500,43684.9M $3.41 %
Cisco Systems, Inc. 972,24575.4M $3.03 %
NextEra Energy Inc 660,54561.4M $2.47 %
Coca-Cola Co/The 786,01259.8M $2.40 %
Philip Morris International Inc. 349,65257.8M $2.32 %
General Motors Co 761,98556.8M $2.28 %
McKesson Corp 63,57355M $2.21 %
Amazon.com Inc 255,79553.3M $2.14 %
Bank of America Corp 1,059,34451.6M $2.08 %
Microsoft Corp 138,05051.1M $2.05 %
Honeywell International Inc 224,25850.7M $2.04 %
FedEx Corp 134,04847.7M $1.92 %
Regeneron Pharmaceuticals, Inc. 60,25646.6M $1.87 %
Capital One Financial Corp 245,68944.8M $1.80 %
PulteGroup Inc 378,09644.5M $1.79 %
Thermo Fisher Scientific Inc 90,25344.4M $1.78 %
Corteva Inc 521,58243.7M $1.76 %
Charles Schwab Corp/The 428,87740.3M $1.62 %
RTX Corp 208,27840.2M $1.62 %
Walmart Inc 320,46739.8M $1.60 %
Freeport-McMoRan Inc 669,34039.3M $1.58 %
Northrop Grumman Corp 56,14138.3M $1.54 %
Southwest Airlines Co 1,016,87838.2M $1.54 %
AstraZeneca PLC 191,77837.8M $1.52 %
Valero Energy Corp 152,31437.6M $1.51 %
Procter & Gamble Co/The 253,07636.6M $1.47 %
PNC Financial Services Group Inc/The 167,04934.8M $1.40 %
Shell PLC 742,72234.7M $1.40 %
CME Group Inc 116,00134.3M $1.38 %
Goldman Sachs Group Inc/The 40,02933.9M $1.36 %
Allstate Corp/The 162,77433.7M $1.36 %
T-Mobile US Inc 157,21433M $1.33 %
Hilton Worldwide Holdings Inc 108,03232.9M $1.32 %
Accenture PLC 162,32132.2M $1.29 %
CRH PLC 303,12331.9M $1.28 %
Seagate Technology Holdings PLC 80,38931.5M $1.27 %
ConocoPhillips 229,53130.3M $1.22 %
Sanofi SA 308,22529.8M $1.20 %
Marvell Technology Inc 283,17928M $1.13 %
JPMorgan Chase & Co 92,56427.2M $1.09 %
UnitedHealth Group Inc 100,16927.1M $1.09 %
Otis Worldwide Corp 333,66925.7M $1.03 %
Kroger Co/The 347,87625.2M $1.01 %
Prologis Inc 190,30725.2M $1.01 %
Becton Dickinson & Co 159,87925.1M $1.01 %
PPL Corp 651,51724.9M $1.00 %
American International Group Inc 319,42024M $0.97 %
Ingersoll Rand Inc 287,97923.1M $0.93 %
Blackrock Inc 23,50022.6M $0.91 %
AbbVie Inc 102,44722.3M $0.90 %
Apollo Global Management Inc 197,36322M $0.88 %
United Rentals Inc 29,86421.8M $0.87 %
NRG Energy Inc 141,69620.7M $0.83 %
Boston Scientific Corp 311,68019.6M $0.79 %
Johnson Controls International plc 135,66917.8M $0.71 %
Novo Nordisk A/S 414,75415.2M $0.61 %
BJ's Wholesale Club Holdings Inc 150,20514.8M $0.59 %
QUALCOMM Inc 109,05414M $0.56 %
State Street Corp 110,22914M $0.56 %
PPG Industries Inc 125,24113.4M $0.54 %
Vornado Realty Trust 453,81311.8M $0.47 %
Ball Corp 184,24710.9M $0.44 %
Charter Communications, Inc. 50,21310.8M $0.44 %
Eastman Chemical Co 130,3619.9M $0.40 %
Comcast Corp 327,8589.4M $0.38 %
American Tower Corp 45,8877.9M $0.32 %
Waters Corp 21,6386.4M $0.26 %