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FIDELITY PURITAN TRUST

CIK: 0000081205 Equity
Report date: 2026-06-26
AUM $112M
Expense Ratio
Category Equity
State MA
Fiscal Year End
Inception Date
Manager
Latest Filing 2026-06-26

Holdings

From latest SEC N-PORT filing · US-listed stocks only

62 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 EXLS EXLSERVICE HOLDINGS INC Since 2026-07-07 302081104 Equity (Common)
0.40%
$0.45 14,181
2 TMO THERMO FISHER SCIENTIFIC INC Since 2026-07-07 883556102 Equity (Common)
1.01%
$1.13 2,362
3 OMC OMNICOM GROUP INC Since 2026-07-07 681919106 Equity (Common)
0.30%
$0.34 4,411
4 GDDY GODADDY INC Since 2026-07-07 380237107 Equity (Common)
0.36%
$0.40 4,658
5 LULU LULULEMON ATHLETICA INC Since 2026-07-07 550021109 Equity (Common)
0.12%
$0.14 983
6 STZ CONSTELLATION BRANDS INC Since 2026-07-07 21036P108 Equity (Common)
0.38%
$0.43 2,730
7 AMZN AMAZON.COM INC Since 2026-07-07 023135106 Equity (Common)
3.91%
$4.38 16,514
8 COP CONOCOPHILLIPS INC Since 2026-07-07 20825C104 Equity (Common)
1.57%
$1.76 14,028
9 EXPD EXPEDITORS INTERNATIONAL OF WASHINGTON INC Since 2026-07-07 302130109 Equity (Common)
0.32%
$0.36 2,459
10 GOOG ALPHABET INC Since 2026-07-07 02079K107 Equity (Common)
1.85%
$2.07 5,426
11 ACN ACCENTURE PLC Since 2026-07-07 N/A Equity (Common)
0.54%
$0.60 3,368
12 V VISA INC Since 2026-07-07 92826C839 Equity (Common)
0.99%
$1.11 3,367
13 ES EVERSOURCE ENERGY Since 2026-07-07 30040W108 Equity (Common)
0.71%
$0.79 11,228
14 AYI ACUITY INC Since 2026-07-07 00508Y102 Equity (Common)
0.58%
$0.65 2,244
15 PVH PVH CORP Since 2026-07-07 693656100 Equity (Common)
0.31%
$0.35 3,825
16 META META PLATFORMS INC Since 2026-07-07 30303M102 Equity (Common)
0.41%
$0.46 753
17 INTU INTUIT INC Since 2026-07-07 461202103 Equity (Common)
0.17%
$0.19 496
18 PCAR PACCAR INC Since 2026-07-07 693718108 Equity (Common)
0.36%
$0.40 3,377
19 WERN WERNER ENTERPRISES INC Since 2026-07-07 950755108 Equity (Common)
0.27%
$0.30 8,203
20 PFE PFIZER INC Since 2026-07-07 N/A Equity (Common)
0.01%
$0.01 2,800
21 BIIB BIOGEN INC Since 2026-07-07 09062X103 Equity (Common)
0.90%
$1.01 5,340
22 MUSA MURPHY USA INC Since 2026-07-07 626755102 Equity (Common)
0.22%
$0.25 427
23 WBD WARNER BROS DISCOVERY INC Since 2026-07-07 934423104 Equity (Common)
0.77%
$0.87 32,065
24 CCK CROWN HOLDINGS INC Since 2026-07-07 228368106 Equity (Common)
0.59%
$0.67 6,782
25 CRL CHARLES RIVER LABORATORIES INTERNATIONAL INC Since 2026-07-07 159864107 Equity (Common)
0.09%
$0.10 610
26 CMI CUMMINS INC Since 2026-07-07 231021106 Equity (Common)
0.66%
$0.73 1,096
27 GPI GROUP 1 AUTOMOTIVE INC Since 2026-07-07 398905109 Equity (Common)
0.14%
$0.16 448
28 CTVA CORTEVA INC Since 2026-07-07 22052L104 Equity (Common)
0.74%
$0.82 10,169
29 TXT TEXTRON INC Since 2026-07-07 883203101 Equity (Common)
0.76%
$0.85 8,912
30 RUSHB RUSH ENTERPRISES INC Since 2026-07-07 781846209 Equity (Common)
0.34%
$0.38 5,124
31 ELV ELEVANCE HEALTH INC Since 2026-07-07 036752103 Equity (Common)
0.51%
$0.57 1,516
32 MLI MUELLER INDUSTRIES INC Since 2026-07-07 624756102 Equity (Common)
0.12%
$0.14 1,000
33 MDLZ MONDELEZ INTERNATIONAL INC Since 2026-07-07 609207105 Equity (Common)
0.99%
$1.11 18,042
34 KDP KEURIG DR PEPPER INC Since 2026-07-07 49271V100 Equity (Common)
1.55%
$1.74 59,150
35 HSIC HENRY SCHEIN INC Since 2026-07-07 806407102 Equity (Common)
0.32%
$0.36 4,864
36 NTR NUTRIEN LTD Since 2026-07-07 67077M108 Equity (Common)
0.30%
$0.34 4,473
37 VTRS VIATRIS INC Since 2026-07-07 92556V106 Equity (Common)
0.16%
$0.18 11,800
38 MMS MAXIMUS INC Since 2026-07-07 577933104 Equity (Common)
0.33%
$0.37 5,660
39 FISV FISERV INC Since 2026-07-07 337738108 Equity (Common)
0.20%
$0.23 3,597
40 KNX KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC Since 2026-07-07 499049104 Equity (Common)
0.54%
$0.60 9,281
41 CF CF INDUSTRIES HOLDINGS INC Since 2026-07-07 125269100 Equity (Common)
0.13%
$0.14 1,143
42 SFM SPROUTS FARMERS MARKET INC Since 2026-07-07 85208M102 Equity (Common)
0.44%
$0.49 6,016
43 CRH CRH PLC Since 2026-07-07 N/A Equity (Common)
0.60%
$0.67 5,646
44 FNF FIDELITY NATIONAL FINANCIAL INC Since 2026-07-07 31620R303 Equity (Common)
0.27%
$0.30 5,790
45 CRM SALESFORCE INC Since 2026-07-07 79466L302 Equity (Common)
0.88%
$0.99 5,608
46 LAD LITHIA MOTORS INC Since 2026-07-07 536797103 Equity (Common)
0.22%
$0.24 834
47 UPS UNITED PARCEL SERVICE INC Since 2026-07-07 911312106 Equity (Common)
1.05%
$1.18 10,831
48 DEO DIAGEO PLC Since 2026-07-07 N/A Equity (Common)
0.56%
$0.63 31,171
49 GPN GLOBAL PAYMENTS INC Since 2026-07-07 37940X102 Equity (Common)
0.33%
$0.37 5,100
50 MU MICRON TECHNOLOGY INC Since 2026-07-07 595112103 Equity (Common)
1.85%
$2.07 4,002
51 NLY ANNALY CAPITAL MANAGEMENT INC Since 2026-07-07 035710839 Equity (Common)
0.53%
$0.60 26,154
52 PNR PENTAIR PLC Since 2026-07-07 N/A Equity (Common)
0.70%
$0.79 9,739
53 BAC BANK OF AMERICA CORPORATION Since 2026-07-07 060505104 Equity (Common)
2.56%
$2.87 53,729
54 GILD GILEAD SCIENCES INC Since 2026-07-07 375558103 Equity (Common)
1.04%
$1.16 8,890
55 GEN GEN DIGITAL INC Since 2026-07-07 668771108 Equity (Common)
0.75%
$0.84 43,790
56 ROST ROSS STORES INC Since 2026-07-07 778296103 Equity (Common)
1.05%
$1.17 5,150
57 MHK MOHAWK INDUSTRIES INC Since 2026-07-07 608190104 Equity (Common)
0.31%
$0.35 3,307
58 USFD US FOODS HOLDING CORP Since 2026-07-07 912008109 Equity (Common)
0.41%
$0.46 4,871
59 AZN ASTRAZENECA PLC Since 2026-07-07 N/A Equity (Common)
1.46%
$1.64 8,753
60 CSCO CISCO SYSTEMS INC Since 2026-07-07 17275R102 Equity (Common)
2.29%
$2.56 28,008
61 GOOG ALPHABET INC Since 2026-07-07 02079K305 Equity (Common)
4.63%
$5.18 13,471
62 FERG FERGUSON ENTERPRISES INC Since 2026-07-07 31488V107 Equity (Common)
0.48%
$0.54 2,004
Frequently Asked Questions — FIDELITY PURITAN TRUST
What type of mutual fund is FIDELITY PURITAN TRUST?
FIDELITY PURITAN TRUST is a SEC-registered Equity fund, with $112M in assets under management. Equity funds invest primarily in a diversified portfolio of stocks and equities, aiming for long-term capital appreciation. They carry higher market risk than bond or money market funds but historically offer stronger long-term returns. Equity mutual funds can be further classified as large-cap, mid-cap, small-cap, growth, value, or sector-specific depending on their investment mandate. As of its latest SEC N-PORT filing, FIDELITY PURITAN TRUST holds 62 portfolio positions, all detailed in the holdings table on this page.
What are FIDELITY PURITAN TRUST's assets under management (AUM)?
FIDELITY PURITAN TRUST has $112M in assets under management (AUM) according to its most recent SEC N-PORT filing on StockSifting. AUM represents the total market value of all securities and other assets held by the fund as of the report date. A larger AUM generally signals a more established fund with greater institutional adoption, more trading liquidity, and potentially lower per-unit operational costs due to economies of scale. AUM changes daily as market prices fluctuate and as investors purchase or redeem fund shares — the figure shown here reflects the most recently available N-PORT disclosure, not the current real-time value. For the live figure, consult the fund's official website or its latest SEC EDGAR filing.
What are FIDELITY PURITAN TRUST's top holdings?
According to FIDELITY PURITAN TRUST's most recent SEC N-PORT filing, the fund's largest holdings by portfolio weight include EXLSERVICE HOLDINGS INC, THERMO FISHER SCIENTIFIC INC, OMNICOM GROUP INC , among others. The complete list of all 62 holdings — including CUSIP, asset type, portfolio weight percentage, dollar value, and share quantity — is available in the holdings table above. Holdings data is sourced directly from SEC EDGAR N-PORT filings and reflects the fund's positions as of the report date shown at the top of this page. Due to the 60-day SEC disclosure lag, these positions may differ from the fund's current portfolio. For the latest holdings before public release, refer to SEC EDGAR directly.
What is FIDELITY PURITAN TRUST's expense ratio?
Expense ratio data for FIDELITY PURITAN TRUST is not currently available in StockSifting's database. The expense ratio is the annual fee charged by a mutual fund as a percentage of your investment, covering management fees and operational costs. It is one of the most important factors affecting net long-term returns — lower expense ratios allow more of a fund's gross performance to flow through to investors. For the most accurate and current expense ratio, refer to the fund's official prospectus or its SEC EDGAR filings. You can also contact us if you believe this data should be present.
Where can I find FIDELITY PURITAN TRUST's SEC filings?
FIDELITY PURITAN TRUST is required to file monthly portfolio reports (Form N-PORT) with the U.S. Securities and Exchange Commission (SEC). Its SEC Central Index Key (CIK) is 0000081205. You can access all of FIDELITY PURITAN TRUST's SEC filings — including N-PORT holdings disclosures, annual reports (Form N-CEN), and registration statements — directly on SEC EDGAR (CIK: 0000081205). N-PORT filings disclose the fund's complete portfolio holdings, fair value measurements, and certain risk metrics as of each filing period end date. StockSifting automatically parses these filings to populate the holdings table, AUM figures, and expense ratio displayed on this page, making the raw EDGAR data accessible without needing to download and parse XML files manually.
How current is FIDELITY PURITAN TRUST's holdings data on StockSifting?
Holdings data for FIDELITY PURITAN TRUST on StockSifting is sourced from its most recent SEC EDGAR N-PORT filing. Under SEC rules, registered investment companies must file N-PORT reports monthly, but these are made publicly available approximately 60 days after the reporting period end date. This means the holdings shown on this page reflect the fund's portfolio from roughly two months prior — not today's exact positions. The Report date displayed at the top of this page indicates exactly when the underlying data was current. If the fund has made significant portfolio changes since that date — responding to market events, earnings releases, or macro shifts — those changes will not be reflected here until the next N-PORT filing is released. For the most up-to-date holdings before the public disclosure window, refer to the fund's official website or SEC EDGAR directly. StockSifting is best used for fundamental research and historical portfolio analysis, not real-time trading decisions.