§ 13F · FUND PROFILE
Putney Financial Group LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $101M (13F)Positions · 77Turnover · — · Q1Filed · Apr 10, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$4M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 84K | $21M | 21.6% | −9% |
| 2 | GOOGL | ALPHABET INC CLASS A | 35K | $10M | 10.2% | −5% |
| 3 | AMZN | AMAZON.COM INC | 33K | $7M | 7.0% | −4% |
| 4 | MSFT | MICROSOFT | 14K | $5M | 5.3% | −5% |
| 5 | NVDA | NVIDIA CORP COM | 19K | $3M | 3.4% | −4% |
| 6 | MA | MASTERCARD INC | 5K | $3M | 2.6% | −4% |
| 7 | TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | 7K | $2M | 2.5% | −1% |
| 8 | SHOP | SHOPIFY INC CL A SUB VTG SHS | 17K | $2M | 2.0% | −1% |
| 9 | ABBV | ABBVIE INC COM | 8K | $2M | 1.7% | −1% |
| 10 | ANET | ARISTA NETWORKS INC COM SHS | 14K | $2M | 1.7% | −4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PUTNEY SIGNAL
AC read
Putney Financial Group LLC is a Other fund managing $101 million in assets. The fund runs a portfolio of 77 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed