PF
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Putney Financial Group LLC13F | |
| Putney Financial Group LLC | |
| Last update 2026-04-10 | 84 Stocks (9 new) |
| Value $99.00 Mil | Turnover 6 % |
Putney Financial Group LLC Top Holdings of 2026-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 84,323 | 21,400.3 | -9.27% | 21.560 | -2.19% | 0.000 | +12.32% | +4.58% | 4,167,977.9 | Hardware | |
GOOGL | Alphabet Inc | 35,232 | 10,131.3 | -5.45% | 10.210 | -0.59% | 0.000 | +20.17% | +7.93% | 4,102,177.1 | Interactive Media | |
AMZN | Amazon.com Inc | 33,245 | 6,923.9 | -4.39% | 6.970 | -0.33% | 0.000 | +12.12% | +0.81% | 2,503,071.8 | Retail - Cyclical | |
MSFT | Microsoft Corp | 14,168 | 5,244.4 | -4.56% | 5.280 | -0.31% | 0.000 | +2.13% | -22.54% | 2,770,583.3 | Software | |
NVDA | NVIDIA Corp | 19,299 | 3,365.8 | -4.36% | 3.390 | -0.15% | 0.000 | +12.56% | +3.36% | 4,663,269.1 | Semiconductors | |
MA | Mastercard Inc | 5,255 | 2,625.7 | -4.47% | 2.650 | -0.13% | 0.000 | -0.17% | -12.31% | 440,926.0 | Credit Services | |
TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Taiwan Semiconductor Manufacturing Co Ltd
| 7,262 | 2,454.2 | -0.63% | 2.470 | -0.01% | 0.000 | +32.89% | +43.00% | 2,242,370.3 | Semiconductors | |
SHOP | Shopify Inc | 16,917 | 2,006.7 | -0.52% | 2.020 | -0.01% | 0.000 | +1.24% | -27.40% | 151,643.9 | Software | |
ABBV | AbbVie Inc | 7,738 | 1,682.9 | -0.64% | 1.700 | -0.01% | 0.000 | +21.00% | +12.70% | 447,617.0 | Drug Manufacturers | |
ANET | Arista Networks Inc | 13,669 | 1,678.3 | -4.46% | 1.690 | -0.08% | 0.000 | +28.60% | +20.28% | 198,445.1 | Hardware |
Putney Financial Group LLC's Historical Top Holdings Breakdowns
Putney Financial Group LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 2026-03-31 | Reduce Reduce | -2.19% | 246.63 ($260.25) 278.12 | $283.78 | 9.04% | Reduce -9.27% | 84,323 | -8,611 | |
ALL | Allstate Corp | 2026-03-31 | New Buy New Buy | +1.13% | 192.28 ($205.01) 215.19 | $239.61 | 16.88% | New holding | 5,397 | 5,397 | |
VWO | Vanguard FTSE Emerging Markets ETF | 2026-03-31 | New Buy New Buy | +0.73% | 52.42 ($56.02) 59.01 | $58.58 | 4.57% | New holding | 13,397 | 13,397 | |
JEPQ |
JPMorgan Nasdaq Equity Premium Income ETF
JPMorgan Nasdaq Equity Premium Income ETF
| 2026-03-31 | Add Add | +0.72% | 53.77 ($57.83) 59.96 | $59.42 | 2.75% | Add 77.95% | 29,326 | 12,846 | |
GOOGL | Alphabet Inc | 2026-03-31 | Reduce Reduce | -0.59% | 273.5 ($314.21) 343.69 | $337.39 | 7.38% | Reduce -5.45% | 35,232 | -2,029 | |
COHR | Coherent Corp | 2026-03-31 | New Buy New Buy | +0.58% | 173.15 ($228.99) 298.91 | $380.56 | 66.19% | New holding | 2,423 | 2,423 | |
EME | EMCOR Group Inc | 2026-03-31 | New Buy New Buy | +0.56% | 628.27 ($727.84) 812.79 | $798.10 | 9.65% | New holding | 753 | 753 | |
VEA | Vanguard FTSE Developed Markets ETF | 2026-03-31 | Add Add | +0.50% | 62.03 ($66) 70.31 | $70.56 | 6.91% | Add 75.5% | 18,185 | 7,823 | |
CRM | Salesforce Inc | 2026-03-31 | Reduce Reduce | -0.41% | 178.16 ($207.19) 266.12 | $158.37 | -23.56% | Reduce -50.2% | 1,626 | -1,639 | |
UNP | Union Pacific Corp | 2026-03-31 | Reduce Reduce | -0.40% | 221.69 ($244.86) 266.97 | $268.35 | 9.59% | Reduce -45.44% | 2,201 | -1,833 |
Putney Financial Group LLC Total Holding History ($B)
Putney Financial Group LLC's Asset Allocation
Putney Financial Group LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Putney Financial Group LLC's Hypothetical Growth since 2026-03-31
Putney Financial Group LLC's Yearly Returns
This information is only displayed for Gurus who publicly disclose audited performance records; most hedge funds and private investment firms do not publish such data or only provide limited historical performance information.
| Year | Portfolio % | % | Excess Gain % |
|---|
Putney Financial Group LLC's Holdings Heat Map
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Putney Financial Group LLC's Holdings Bubble Chart
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