Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Putney Financial Group LLC (CIK 2056907) reported $111.1M across 78 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AAPL ($24.0M, 21.60%), GOOGL ($12.5M, 11.22%), AMZN ($7.8M, 7.05%), MSFT ($5.2M, 4.71%), NVDA ($3.8M, 3.44%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $24.0M | 21.60% | 82,911 | Trimmed |
| 2 | GOOGL | ALPHABET INC CLASS A | $12.5M | 11.22% | 34,876 | Trimmed |
| 3 | AMZN | AMAZON.COM INC | $7.8M | 7.05% | 32,832 | Trimmed |
| 4 | MSFT | MICROSOFT | $5.2M | 4.71% | 14,029 | Trimmed |
| 5 | NVDA | NVIDIA CORP COM | $3.8M | 3.44% | 19,080 | Trimmed |
| 6 | TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $3.4M | 3.08% | 7,165 | Trimmed |
| 7 | MA | MASTERCARD INC | $2.7M | 2.42% | 5,231 | Trimmed |
| 8 | INTC | INTEL CORP | $2.6M | 2.31% | 18,336 | Added |
| 9 | AMD | ADVANCED MICRO DEVICES INC COM | $2.6M | 2.30% | 4,395 | Added |
| 10 | CRWD | CROWDSTRIKE HLDGS INC CL A | $2.4M | 2.15% | 3,130 | Added |
| 11 | ANET | ARISTA NETWORKS INC COM SHS | $2.3M | 2.10% | 13,699 | Added |
| 12 | JEPQ | JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | $2.3M | 2.05% | 37,000 | Added |
| 13 | COST | COSTCO WHOLESALE CORP | $2.1M | 1.87% | 2,223 | Added |
| 14 | SHOP | SHOPIFY INC CL A SUB VTG SHS | $1.9M | 1.75% | 17,054 | Added |
| 15 | V | VISA INC | $1.7M | 1.53% | 4,963 | Trimmed |
| 16 | LLY | LILLY ELI & CO COM | $1.6M | 1.47% | 1,357 | Trimmed |
| 17 | BRKB | BERKSHIRE HATHAWAY INC DEL CL B NEW | $1.5M | 1.39% | 3,088 | Hold |
| 18 | NET | CLOUDFLARE INC CL A COM | $1.5M | 1.32% | 5,977 | Trimmed |
| 19 | IBM | INTL BUSINESS MACHINES | $1.4M | 1.28% | 5,055 | Added |
| 20 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $1.3M | 1.20% | 18,701 | Added |
| 21 | ALL | ALLSTATE CORP | $1.3M | 1.16% | 5,397 | Hold |
| 22 | COHR | COHERENT CORP COM | $1.1M | 0.97% | 2,721 | Added |
| 23 | VWO | VANGUARD FTSE EMERGING MARKETS ETF | $955,637 | 0.86% | 16,010 | Added |
| 24 | ABBV | ABBVIE INC COM | $929,307 | 0.84% | 3,693 | Trimmed |
| 25 | LMT | LOCKHEED MARTIN CORP | $787,116 | 0.71% | 1,545 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30