Home › Putney Financial Group LLC

Putney Financial Group LLC 13F holdings

Filed 2026-07-21 · Putney Financial Group LLC · 78 positions · $111.1M

View QoQ Changes Export CSV

TickerCompanySharesValue% of portfolio
AAPLAPPLE INC82.9K$24.0M21.6%
GOOGLALPHABET INC CLASS A34.9K$12.5M11.2%
AMZNAMAZON.COM INC32.8K$7.8M7.0%
MSFTMICROSOFT14.0K$5.2M4.7%
NVDANVIDIA CORP COM19.1K$3.8M3.4%
TSMTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS7.2K$3.4M3.1%
MAMASTERCARD INC5.2K$2.7M2.4%
INTCINTEL CORP18.3K$2.6M2.3%
AMDADVANCED MICRO DEVICES INC COM4.4K$2.6M2.3%
CRWDCROWDSTRIKE HLDGS INC CL A3.1K$2.4M2.2%
ANETARISTA NETWORKS INC COM SHS13.7K$2.3M2.1%
JEPQJPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF37.0K$2.3M2.0%
COSTCOSTCO WHOLESALE CORP2.2K$2.1M1.9%
SHOPSHOPIFY INC CL A SUB VTG SHS17.1K$1.9M1.8%
VVISA INC5.0K$1.7M1.5%
LLYLILLY ELI & CO COM1.4K$1.6M1.5%
BRK-BBERKSHIRE HATHAWAY INC DEL CL B NEW3.1K$1.5M1.4%
NETCLOUDFLARE INC CL A COM6.0K$1.5M1.3%
IBMINTL BUSINESS MACHINES5.1K$1.4M1.3%
VEAVANGUARD FTSE DEVELOPED MARKETS ETF18.7K$1.3M1.2%
ALLALLSTATE CORP5.4K$1.3M1.2%
COHRCOHERENT CORP COM2.7K$1.1M1.0%
VWOVANGUARD FTSE EMERGING MARKETS ETF16.0K$955,6370.9%
ABBVABBVIE INC COM3.7K$929,3070.8%
LMTLOCKHEED MARTIN CORP1.5K$787,1160.7%
CPRTCOPART INC COM27.6K$777,7060.7%
FCXFREEPORT-MCMORAN COPPER & GOLD INC11.8K$743,8630.7%
DELLDELL TECHNOLOGIES INC CL C1.7K$739,9540.7%
STXSEAGATE TECHNOLOGY750$723,7500.7%
IBKRINTERACTIVE BROKERS GROUP INC COM8.2K$716,3390.6%
VTVVANGUARD VALUE INDEX FUND3.3K$710,9540.6%
SPHRSPHERE ENTERTAINMENT CO CL A4.1K$705,0970.6%
EMEEMCOR GROUP INC COM835$692,9500.6%
JPMJPMORGAN CHASE & CO2.1K$691,9760.6%
NUENUCOR CORP COM2.8K$628,0320.6%
JEPIJPMORGAN EQUITY PREMIUM INCOME ETF10.6K$597,1070.5%
CLHCLEAN HARBORS INC COM1.9K$559,5590.5%
UNPUNION PAC CORP COM1.8K$499,3920.4%
DEDEERE & CO COM779$494,1430.4%
NEENEXTERA ENERGY INC COM5.2K$459,0370.4%
IRMIRON MTN INC DEL COM3.6K$455,8530.4%
HEIHEICO CORP NEW COM1.2K$440,6070.4%
XOMEXXON MOBIL CORP COM3.2K$439,8280.4%
MOALTRIA GROUP INC COM6.1K$436,7370.4%
JMUBJPMORGAN MUNICIPAL ETF8.5K$428,0850.4%
IWFISHARES RUSSELL 1000 GROWTH ETF3.4K$418,2050.4%
GWWGRAINGER W W INC COM306$416,2820.4%
GOOGALPHABET INC CLASS C1.1K$385,1300.3%
GEVGE VERNOVA INC COM316$371,2560.3%
—JOHNSON CTLS INC2.5K$367,1740.3%
GDGENERAL DYNAMICS CORP COM1.0K$362,3880.3%
BACBANK OF AMERICA CORP6.2K$355,5550.3%
MPMP MATERIALS CORP COM CL A5.9K$328,5550.3%
WWDWOODWARD INC COM750$319,0800.3%
ASMLASML HLDG NV N Y REGISTRY SHS160$318,3100.3%
BMIBADGER METER INC COM2.1K$313,0820.3%
CMCCOMMERCIAL METALS CO COM4.9K$307,9770.3%
VMCVULCAN MATLS CO COM995$293,5670.3%
CMECME GROUP INC COM1.3K$288,1830.3%
WMWASTE MANAGEMENT INC1.3K$287,9610.3%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

Funds
Funds
{{ r.name }}CIK {{ r.cik }}
→
Stocks
Stocks
{{ sm.ticker }} — {{ sm.name }}See who holds it
→
No 13F filers or stocks match “{{ searchQuery }}”. Try a ticker like AAPL or a manager name like Buffett.
{{ searchError }} Refresh and try again, or search a shorter name.

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

Most widely searched
Person / Company
Value
{{ f.person }}{{ f.name }}
{{ f.value }}
Most widely held
Ticker
Company
Funds
{{ s.ticker }}
{{ s.name }}
{{ s.holders }}
› {{ activeFund.name }}

{{ activeFund.name }}

Filed {{ activeFund.filedDate }} · {{ activeFund.quarter }}
Portfolio Value{{ activeFund.value }}
Positions{{ activeFund.positions }}
{{ activeFund.errorMsg }}
{{ activeFund.holdingsNoteText }}
{{ activeFund.holdingsViewNote }}

Holdings

Ticker
Company
{{ sortSharesLabel }}
{{ sortShareChgLabel }}
{{ sortValueLabel }}
{{ sortPctLabel }}
{{ sortPriorLabel }}
{{ sortFirstLabel }}
{{ sortPaidLabel }}
{{ sortNowLabel }}
{{ sortEstLabel }}
{{ h.ticker }}
{{ h.company }}
{{ h.shares }}
{{ h.shareChg }}
{{ h.value }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.firstHeld }}
{{ h.estPaid }}
{{ h.priceNow }}
{{ h.estReturn }}
› {{ stockPageQuery }}

Who holds {{ stockPageQuery }}

{{ stockPageSubtitle }}
{{ quote.ticker }} {{ quote.price }} {{ quote.change }} ({{ quote.changePct }}) {{ quote.asOf }} · {{ quote.marketStatus }} · Chart
{{ stockSharesNote }}
{{ stockPageProgressText }}
{{ stockPageError }} Try again in a moment, or search the fund that holds it.

Holders

Fund
{{ sortHoldersSharesLabel }}
{{ sortHoldersValueLabel }}
{{ sortHoldersPctLabel }}
{{ sortHoldersOwnLabel }}
{{ sr.fundName }}
{{ sr.shares }}
{{ sr.value }}
{{ sr.pct }}
{{ sr.ownership }}
No filers found reporting a position in {{ stockPageQuery }}. Try the CUSIP or a different share class.
› › QoQ

{{ activeFund.name }} — Quarter-over-Quarter
{{ g.label }}
Ticker
Company
Shares
Value
{{ compareFromPctLabel }}
{{ compareToPctLabel }}
Change
{{ h.ticker }}
{{ h.company }}
{{ h.detail1 }}
{{ h.detail2 }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.change }}
13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
Loading {{ quote.name }}