Putney Financial Group LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 23, 2026, for the 2025 Q4 period, Putney Financial Group LLC held in its portfolio 79 assets valued at $106,976,719 (i.e. $106.98M).
The most valuable assets in the portfolio included: APPLE INC ($25.27M), ALPHABET INC CLASS A ($11.66M), and AMAZON.COM INC ($8.03M).
The chart below shows the top 10 valuable assets, and the table below shows the top 79 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Putney Financial Group LLC - Stock Holdings in 13F Filings (SEC)
Items per page:
25
0 of 0
| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| APPLE INC | 92934 | 25264923 | Stock |
| ALPHABET INC CLASS A | 37261 | 11662693 | Stock |
| AMAZON.COM INC | 34770 | 8025611 | Stock |
| MICROSOFT | 14845 | 7179132 | Stock |
| NVIDIA CORP COM | 20178 | 3763203 | Stock |
| MASTERCARD INC | 5501 | 3140411 | Stock |
| SHOPIFY INC CL A SUB VTG SHS | 17005 | 2737295 | Stock |
| TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | 7308 | 2220828 | ADR |
| ARISTA NETWORKS INC COM SHS | 14307 | 1874646 | Stock |
| VISA INC | 5344 | 1874194 | Stock |
| ABBVIE INC COM | 7788 | 1779480 | Stock |
| GENERAL ELECTRIC | 5212 | 1605452 | Stock |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | 3098 | 1557210 | Stock |
| INTL BUSINESS MACHINES | 5165 | 1530000 | Stock |
| COPART INC COM | 38868 | 1521682 | Stock |
| LILLY ELI & CO COM | 1397 | 1501497 | Stock |
| CROWDSTRIKE HLDGS INC CL A | 2988 | 1400655 | Stock |
| COSTCO WHOLESALE CORP | 1485 | 1280575 | Stock |
| CLOUDFLARE INC CL A COM | 5861 | 1155496 | Stock |
| JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | 16480 | 957818 | ETF |
| GE VERNOVA INC COM | 1431 | 935259 | Stock |
| UNION PAC CORP COM | 4034 | 933145 | Stock |
| SALESFORCE COM INC COM | 3265 | 864931 | Stock |
| JPMORGAN CHASE & CO | 2412 | 777195 | Stock |
| ADVANCED MICRO DEVICES INC COM | 3612 | 773546 | Stock |
| LOCKHEED MARTIN CORP | 1567 | 757911 | Stock |
| VANGUARD FTSE DEVELOPED MARKETS ETF | 10362 | 647314 | ETF |
| INTEL CORP | 16938 | 625012 | Stock |
| ABBOTT LABS COM | 4756 | 595879 | Stock |
| JOHNSON & JOHNSON COM | 2725 | 563939 | Stock |
| THE TRADE DESK INC COM CL A | 14842 | 563402 | Stock |
| VANGUARD VALUE INDEX FUND | 2918 | 557309 | ETF |
| INTERACTIVE BROKERS GROUP INC COM | 8440 | 542776 | Stock |
| EXXON MOBIL CORP COM | 4463 | 537077 | Stock |
| DANAHER CORP | 2223 | 508889 | Stock |
| ISHARES CORE U.S. AGGREGATE BOND ETF | 4847 | 484118 | ETF |
| CLEAN HARBORS INC COM | 2038 | 477870 | Stock |
| TESLA MOTORS INC | 1038 | 466809 | Stock |
| NEXTERA ENERGY INC COM | 5510 | 442343 | Stock |
| NUCOR CORP COM | 2688 | 438483 | Stock |
| SPHERE ENTERTAINMENT CO CL A | 4475 | 425483 | Stock |
| FREEPORT-MCMORAN COPPER & GOLD INC | 8377 | 425468 | Stock |
| BADGER METER INC COM | 2340 | 408119 | Stock |
| NETFLIX COM INC | 4310 | 404106 | Stock |
| ALTRIA GROUP INC COM | 6970 | 401890 | Stock |
| HEICO CORP NEW COM | 1237 | 400281 | Stock |
| ISHARES RUSSELL 1000 GROWTH ETF | 842 | 398519 | ETF |
| CME GROUP INC COM | 1385 | 378216 | Stock |
| ALPHABET INC CLASS C | 1203 | 377501 | Stock |
| BANK OF AMERICA CORP | 6805 | 374275 | Stock |
| PEPSICO INC COM | 2534 | 363680 | Stock |
| AUTOMATIC DATA PROCESSING INC COM | 1410 | 362694 | Stock |
| ADOBE SYS INC COM | 1036 | 362590 | Stock |
| INTUITIVE SURGICAL INC COM NEW | 640 | 362470 | Stock |
| DEERE & CO COM | 773 | 359886 | Stock |
| WASTE MANAGEMENT INC | 1607 | 353074 | Stock |
| IRON MTN INC DEL COM | 4079 | 338353 | REIT |
| VULCAN MATLS CO COM | 1179 | 336297 | Stock |
| COMMERCIAL METALS CO COM | 4831 | 334402 | Stock |
| PROCTER & GAMBLE CO COM | 2281 | 326890 | Stock |
| JOHNSON CTLS INC | 2633 | 315302 | Stock |
| GRAINGER W W INC COM | 306 | 308769 | Stock |
| GENERAL DYNAMICS CORP COM | 894 | 300974 | Stock |
| HOME DEPOT INC COM | 857 | 294894 | Stock |
| THERMO FISHER SCIENTIFIC INC COM | 499 | 289146 | Stock |
| CHEVRON CORP NEW COM | 1854 | 282568 | Stock |
| QUALCOMM INC | 1646 | 281548 | Stock |
| SHERWIN WILLIAMS CO COM | 849 | 275101 | Stock |
| NORTHROP GRUMMAN CORP COM | 468 | 266858 | Stock |
| ISHARES S&P 500 VALUE ETF | 1236 | 262119 | ETF |
| MP MATERIALS CORP COM CL A | 5095 | 257399 | Stock |
| SPDR GOLD ETF | 647 | 256413 | ETF |
| WOODWARD INC COM | 800 | 241856 | Stock |
| XYLEM INC COM | 1719 | 234093 | Stock |
| BOSTON SCIENTIFIC CORP COM | 2414 | 230175 | Stock |
| VERTEX PHARMACEUTICALS INC COM | 495 | 224413 | Stock |
| INTUIT INC | 335 | 221911 | Stock |
| SEAGATE TECHNOLOGY | 750 | 206543 | Stock |
| PHILIP MORRIS INTL INC | 1287 | 206435 | Stock |
Popular Topics:
Find us
Copyright © Beautify Data LLC. All Rights Reserved.