Putney Financial Group LLC Top Holdings and 13F Report (2025) About Putney Financial Group LLCInvestment ActivityPutney Financial Group LLC has $112.26 million in total holdings as of December 31, 2024.Putney Financial Group LLC owns shares of 321 different stocks, but just 31 companies or ETFs make up 80% of its holdings.Largest Holdings Apple $27,451,190Amazon.com $8,963,617Alphabet $7,790,452Microsoft $5,925,498Copart $3,327,415 Sector AllocationMap of 500 Largest Holdings ofPutney Financial Group LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorAAPLApple$27,451,190109,62124.5%Computer and TechnologyAMZNAmazon.com$8,963,61740,8578.0%Retail/WholesaleGOOGLAlphabet$7,790,45241,1546.9%Computer and TechnologyMSFTMicrosoft$5,925,49814,0585.3%Computer and TechnologyCPRTCopart$3,327,41557,9793.0%Business ServicesMAMastercard$3,221,0296,1172.9%Business ServicesCOSTCostco Wholesale$3,191,3683,4832.8%Retail/WholesaleNVDANVIDIA$2,931,82121,8322.6%Computer and TechnologyTREXTrex$2,469,61735,7762.2%ConstructionTTDTrade Desk$2,447,09220,8212.2%Computer and TechnologySHOPShopify$1,974,65418,5711.8%Computer and TechnologyVVisa$1,741,0645,5091.6%Business ServicesBRK.BBerkshire Hathaway$1,677,5893,7011.5%FinanceUNPUnion Pacific$1,646,9937,2221.5%TransportationTSMTaiwan Semiconductor Manufacturing$1,613,8888,1721.4%Computer and TechnologyARISTA NETWORKS INC COM SHS$1,595,16914,4321.4%StockCRMSalesforce$1,394,4904,1711.2%Computer and TechnologyLLYEli Lilly and Company$1,364,1951,7671.2%MedicalIBMInternational Business Machines$1,272,0155,7861.1%Computer and TechnologyLMTLockheed Martin$1,067,1242,1961.0%AerospaceCRWDCrowdStrike$1,008,6882,9480.9%Computer and TechnologyDHRDanaher$866,3223,7740.8%MedicalABBVAbbVie$784,0124,4120.7%MedicalNETCloudflare$663,5246,1620.6%Computer and TechnologyCMCCommercial Metals$606,95512,2370.5%Basic MaterialsVTVVanguard Value ETF$574,7743,3950.5%ETFPLBCPlumas Bancorp$571,22912,0870.5%FinanceBMIBadger Meter$568,0572,6780.5%Computer and TechnologyIRMIron Mountain$517,5624,9240.5%Business ServicesCLHClean Harbors$510,9112,2200.5%Business ServicesADBEAdobe$509,6031,1460.5%Computer and TechnologyPGProcter & Gamble$489,3702,9190.4%Consumer StaplesJPMJPMorgan Chase & Co.$477,7421,9930.4%FinanceTSLATesla$466,8391,1560.4%Auto/Tires/TrucksADPAutomatic Data Processing$439,0951,5000.4%Business ServicesCASHPathward Financial$437,937437,9370.4%FinanceDEDeere & Company$435,5641,0280.4%Industrial ProductsNEENextEra Energy$431,8616,0240.4%UtilitiesDISWalt Disney$426,6933,8320.4%Consumer DiscretionaryAMDAdvanced Micro Devices$401,6273,3250.4%Computer and TechnologyGWWW.W. Grainger$394,2153740.4%Industrial ProductsSHWSherwin-Williams$393,6391,1580.4%Basic MaterialsIBKRInteractive Brokers Group$389,9112,2070.3%FinanceCMECME Group$388,9851,6750.3%FinanceLPXLouisiana-Pacific$388,7273,7540.3%ConstructionVRTXVertex Pharmaceuticals$384,5799550.3%MedicalCVXChevron$382,8712,6430.3%Oils/EnergyWMWaste Management$375,7331,8620.3%Business ServicesISRGIntuitive Surgical$355,9776820.3%MedicalNFLXNetflix$343,1583850.3%Consumer DiscretionaryTMOThermo Fisher Scientific$334,5086430.3%MedicalQCOMQUALCOMM$329,0542,1420.3%Computer and TechnologyBSXBoston Scientific$326,3753,6540.3%MedicalRPMRPM International$308,1422,5040.3%ConstructionORCLOracle$306,6961,8400.3%Computer and TechnologyBACBank of America$303,4756,9050.3%FinanceVZVerizon Communications$300,6857,5190.3%Computer and TechnologyHEIHEICO$294,0841,2370.3%AerospaceSYKStryker$292,0018110.3%MedicalGOOGAlphabet$272,9011,4330.2%Computer and TechnologyINTUIntuit$262,0854170.2%Computer and TechnologySPHRSphere Entertainment$256,6376,3650.2%Consumer DiscretionaryIYTiShares U.S. Transportation ETF$253,0763,7450.2%ETFGDGeneral Dynamics$237,9319030.2%AerospaceTSCOTractor Supply$237,7094,4800.2%Retail/WholesaleLNNLindsay$233,0711,9700.2%Industrial ProductsMETAMeta Platforms$216,0533690.2%Computer and TechnologyGLDSPDR Gold Shares$211,8648750.2%FinanceDELLDell Technologies$209,7371,8200.2%Computer and TechnologyESEversource Energy$198,6993,4600.2%UtilitiesWWDWoodward$186,0581,1180.2%AerospaceHDHome Depot$180,4914640.2%Retail/WholesalePEPPepsiCo$178,6711,1750.2%Consumer StaplesABNBAirbnb$178,4551,3580.2%Consumer DiscretionaryCOPConocoPhillips$166,1101,6750.1%Oils/EnergyAMGNAmgen$165,5066350.1%MedicalPAYXPaychex$164,0571,1700.1%Business ServicesFIFiserv$163,9257980.1%Business ServicesIDAIDACORP$162,8951,4910.1%UtilitiesKMIKinder Morgan$156,0435,6950.1%Oils/EnergyTGTTarget$152,0781,1250.1%Retail/WholesaleDIASPDR Dow Jones Industrial Average ETF Trust$148,9253500.1%FinanceWCNWaste Connections$140,1068170.1%Business ServicesPSAPublic Storage$119,4773990.1%FinanceMCDMcDonald's$119,4354120.1%Retail/WholesaleECLEcolab$119,2695090.1%Basic MaterialsHONHoneywell International$117,6305210.1%Multi-Sector ConglomeratesREGNRegeneron Pharmaceuticals$114,6851610.1%MedicalJEPQJPMorgan Nasdaq Equity Premium Income ETF$114,1702,0250.1%ETFXOMExxon Mobil$108,9681,0130.1%Oils/EnergyCLXClorox$103,9426400.1%Consumer StaplesWFCWells Fargo & Company$103,3231,4710.1%FinanceNYTNew York Times$102,0701,9610.1%Consumer StaplesCATCaterpillar$100,8472780.1%Industrial ProductsGABThe Gabelli Equity Trust$100,49218,6790.1%FinanceCOFCapital One Financial$98,9685550.1%FinanceRHRH$98,3982500.1%Consumer StaplesCSCOCisco Systems$98,2131,6590.1%Computer and TechnologyHPQHP$94,5292,8970.1%Computer and TechnologyAFLAflac$93,0969000.1%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
