Titelia

Holdings of Putnam VT George Putnam Balanced Fund

Putnam Variable Trust · 137 declared positions · as of Mar 31, 2026

Original filing · Net assets 298.8M $ · Ten largest lines: 38.6 % of the equity sleeve

Sector breakdown

  • Technology 32.4 %
  • Financials 10.7 %
  • Health care 9.5 %
  • Communication 8.8 %
  • Consumer discretionary 8.4 %
  • Industrials 6.1 %
  • Consumer staples 5.2 %
  • Energy 3.9 %
  • Real estate 2.0 %
  • Materials 1.7 %
  • Utilities 1.3 %
  • Unattributed 10.0 %

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 97.5 %
  • GBP 1.3 %
  • CAD 0.7 %
  • EUR 0.6 %

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 96.4 %
  • GB 1.3 %
  • CA 0.9 %
  • BM 0.6 %
  • FR 0.6 %
  • KY 0.1 %
  • CH 0.1 %

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

CountryLinesValue (USD)Share
US124178M $96.44 %
GB42.3M $1.26 %
CA21.7M $0.94 %
BM31.1M $0.59 %
FR21M $0.57 %
KY1206.1K $0.11 %
CH1187.7K $0.10 %

Positions

CompanySharesValue (USD)Weight
NVIDIA Corp 70,67912.3M $4.13 %
Microsoft Corp 27,40810.1M $3.40 %
Alphabet Inc 32,4409.3M $3.12 %
Apple Inc 34,3748.7M $2.92 %
Amazon.com Inc 37,0917.7M $2.59 %
Broadcom Inc 18,5565.7M $1.92 %
Lam Research Corp 23,8155.1M $1.70 %
Meta Platforms Inc 7,2904.2M $1.40 %
Exxon Mobil Corp 24,1094.1M $1.37 %
Analog Devices Inc 12,5494M $1.34 %
Cisco Systems, Inc. 49,3993.8M $1.28 %
Marvell Technology Inc 35,8223.5M $1.19 %
Eli Lilly & Co 3,0452.8M $0.94 %
Mastercard Inc 5,2772.6M $0.88 %
Oracle Corp 16,8242.5M $0.83 %
Walmart Inc 19,8982.5M $0.83 %
Advanced Micro Devices Inc 11,7812.4M $0.80 %
Berkshire Hathaway Inc 4,5892.2M $0.74 %
Citigroup Inc 18,3782.1M $0.70 %
Coca-Cola Co/The 26,1622M $0.67 %
Costco Wholesale Corp 1,8721.9M $0.62 %
ConocoPhillips 13,9531.8M $0.62 %
Capital One Financial Corp 9,8831.8M $0.60 %
Johnson & Johnson 7,3311.8M $0.60 %
Honeywell International Inc 7,6501.7M $0.58 %
Thermo Fisher Scientific Inc 3,4461.7M $0.57 %
American Tower Corp 9,7701.7M $0.56 %
Visa Inc 5,4181.6M $0.55 %
Palantir Technologies Inc 11,1741.6M $0.55 %
Allstate Corp/The 7,2561.5M $0.50 %
Walt Disney Co/The 15,5381.5M $0.50 %
AbbVie Inc 6,6701.5M $0.49 %
GE Vernova Inc 1,6571.4M $0.48 %
Netflix Inc 13,4391.3M $0.43 %
FedEx Corp 3,6251.3M $0.43 %
Cenovus Energy Inc 48,4761.3M $0.43 %
CRH PLC 12,0101.3M $0.42 %
McKesson Corp 1,4421.2M $0.42 %
RTX Corp 6,3461.2M $0.41 %
Charles Schwab Corp/The 12,7701.2M $0.40 %
JPMorgan Chase & Co 4,0231.2M $0.40 %
Tesla Inc 3,1531.2M $0.39 %
NRG Energy Inc 7,8501.1M $0.38 %
Philip Morris International Inc. 6,6591.1M $0.37 %
Otis Worldwide Corp 14,2241.1M $0.37 %
TJX Cos Inc/The 6,6741.1M $0.36 %
UnitedHealth Group Inc 3,9351.1M $0.36 %
Prologis Inc 7,8771M $0.35 %
NextEra Energy Inc 11,0221M $0.34 %
Regeneron Pharmaceuticals, Inc. 1,3221M $0.34 %
Merck & Co Inc 8,4821M $0.34 %
Procter & Gamble Co/The 7,0131M $0.34 %
Welltower Inc 5,1151M $0.34 %
Trane Technologies PLC 2,374989.3K $0.33 %
Bank of America Corp 20,024976.2K $0.33 %
Northrop Grumman Corp 1,360927.8K $0.31 %
Live Nation Entertainment Inc 5,987913.1K $0.31 %
Corteva Inc 10,556883.6K $0.30 %
Fortive Corp 15,869877.2K $0.29 %
Airbus SE 4,600869.7K $0.29 %
Apollo Global Management Inc 7,542840.3K $0.28 %
American International Group Inc 11,140838.3K $0.28 %
Home Depot Inc/The 2,506824.2K $0.28 %
Ameren Corp 7,430816.7K $0.27 %
McDonald's Corp. 2,597807.1K $0.27 %
Blackrock Inc 836804K $0.27 %
Bio-Rad Laboratories Inc 2,806782.2K $0.26 %
Aon PLC 2,344756.6K $0.25 %
Boston Scientific Corp 11,898746.6K $0.25 %
Boeing Co/The 3,699736.2K $0.25 %
United Rentals Inc 1,004731.5K $0.24 %
Intuitive Surgical Inc 1,523702.1K $0.24 %
Union Pacific Corp 2,888700.7K $0.23 %
Spotify Technology SA 1,442699.2K $0.23 %
Ingersoll Rand Inc 8,254661.3K $0.22 %
Glencore PLC 85,387646.7K $0.22 %
PepsiCo Inc 4,136642.3K $0.22 %
Shell PLC 13,545627.3K $0.21 %
Nasdaq Inc 7,335622.7K $0.21 %
PPG Industries Inc 5,638602.6K $0.20 %
Snowflake Inc 3,990601.8K $0.20 %
Gilead Sciences Inc 4,292598.2K $0.20 %
Prudential PLC 42,504590.9K $0.20 %
Arch Capital Group Ltd 6,051580.8K $0.19 %
CME Group Inc 1,961579.2K $0.19 %
Lowe's Cos Inc 2,382562.8K $0.19 %
Everpure Inc 9,407555.4K $0.19 %
Xcel Energy Inc 6,916549.4K $0.18 %
TPG Inc 13,555549.1K $0.18 %
PPL Corp 14,055536.9K $0.18 %
Liberty Media Corp-Liberty Formula One 6,294535.1K $0.18 %
General Motors Co 7,167533.9K $0.18 %
Southwest Airlines Co 12,951486.6K $0.16 %
CenterPoint Energy Inc 11,170482.1K $0.16 %
Bristol-Myers Squibb Co 7,757470.5K $0.16 %
Keurig Dr Pepper Inc 17,809468.9K $0.16 %
Becton Dickinson & Co 2,929460.5K $0.15 %
BP PLC 58,467457.6K $0.15 %
Airbnb Inc 3,560449.6K $0.15 %
Barrick Mining Corp 10,984448K $0.15 %
O'Reilly Automotive Inc 4,784441.6K $0.15 %
Vertex Pharmaceuticals Inc 953425.6K $0.14 %
Royal Caribbean Cruises Ltd 1,511415.8K $0.14 %
Hilton Worldwide Holdings Inc 1,361413.9K $0.14 %
Unum Group 5,558405.9K $0.14 %
Booking Holdings Inc 94395.8K $0.13 %
Yum! Brands Inc 2,426377.2K $0.13 %
Antero Resources Corp 8,654367.3K $0.12 %
Cintas Corp 2,157364.8K $0.12 %
KKR & Co Inc 3,922362.8K $0.12 %
Amgen Inc 982345.5K $0.12 %
US Foods Holding Corp 3,729343.9K $0.12 %
Dexcom Inc 5,471343.6K $0.12 %
CVS Health Corp 4,765342.2K $0.11 %
Viking Holdings Ltd 4,538333.5K $0.11 %
HCA Healthcare Inc 670317.1K $0.11 %
Edwards Lifesciences Corp 3,882310.9K $0.10 %
Starbucks Corp 3,461310.1K $0.10 %
Ulta Beauty Inc 589307.9K $0.10 %
Constellation Energy Corp. 1,069298.5K $0.10 %
Cardinal Health, Inc. 1,410297.9K $0.10 %
CBRE Group Inc 2,086282.6K $0.09 %
PNC Financial Services Group Inc/The 1,353281.5K $0.09 %
Linde PLC 567281.1K $0.09 %
Ralph Lauren Corp 781268.7K $0.09 %
PulteGroup Inc 2,217260.7K $0.09 %
Abbott Laboratories 2,525259.2K $0.09 %
Pfizer Inc 8,888249.6K $0.08 %
Amer Sports Inc 6,260206.1K $0.07 %
Danaher Corp 1,049198.9K $0.07 %
On Holding AG 5,518187.7K $0.06 %
Stryker Corp 571187.6K $0.06 %
AXA SA 3,882178.4K $0.06 %
Assured Guaranty Ltd 2,046166.7K $0.06 %
SLB Ltd 3,176163.2K $0.05 %
Corebridge Financial Inc 6,315150.7K $0.05 %
Medtronic PLC 1,594138.1K $0.05 %