Institutions / Putney Financial Group LLC
Putney Financial Group LLC
CIK 2056907 · Institution · as of Dec 31, 2025
Portfolio value
$106.98M
Positions
79
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 79 →
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $25.26M | 23.6% |
| Alphabet Inc. | $11.66M | 10.9% |
| Amazon.com Inc | $8.03M | 7.5% |
| Microsoft Corp | $7.18M | 6.7% |
| NVIDIA Corp | $3.76M | 3.5% |
| Mastercard Inc | $3.14M | 2.9% |
| Shopify Inc Cl a Sub Vtg Shs | $2.74M | 2.6% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $2.22M | 2.1% |
| Arista Networks, Inc.ANET | $1.87M | 1.8% |
| Visa Inc | $1.87M | 1.8% |
| AbbVie Inc. | $1.78M | 1.7% |
| General Electric Co | $1.61M | 1.5% |
| Warren E. Buffett | $1.56M | 1.5% |
| International Business Machines Corp | $1.53M | 1.4% |
| Copart Inc | $1.52M | 1.4% |
| ELI LILLY & Co | $1.50M | 1.4% |
| CrowdStrike Holdings, Inc. | $1.40M | 1.3% |
| Costco Wholesale Corp /New | $1.28M | 1.2% |
| Cloudflare, Inc. | $1.16M | 1.1% |
| JPMorgan Nasdaq Equity Premium Income ETF | $957.8K | 0.9% |
| GE Vernova Inc. | $935.3K | 0.9% |
| Union Pacific Corp | $933.1K | 0.9% |
| Salesforce Inc | $864.9K | 0.8% |
| JPMorgan Chase & Co | $777.2K | 0.7% |
| Advanced Micro Devices Inc | $773.5K | 0.7% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.