Putney Financial Group LLC Top Holdings and 13F Report (2025) About Putney Financial Group LLCInvestment ActivityPutney Financial Group LLC has $95.05 million in total holdings as of March 31, 2025.Putney Financial Group LLC owns shares of 281 different stocks, but just 31 companies or ETFs make up 80% of its holdings.Approximately 0.23% of the portfolio was purchased this quarter.About 8.53% of the portfolio was sold this quarter.This quarter, Putney Financial Group LLC has purchased 321 new stocks and bought additional shares in 10 stocks.Putney Financial Group LLC sold shares of 92 stocks and completely divested from 52 stocks this quarter.Largest Holdings Apple $23,575,517Amazon.com $7,596,511Alphabet $6,239,260Microsoft $5,108,035Mastercard $3,299,134 Largest New Holdings this Quarter 829073105 - Simpson Manufacturing $17,593 Holding36828A101 - GE VERNOVA INC COM $15,569 Holding030420103 - American Water Works $15,490 Holding929160109 - Vulcan Materials $13,998 Holding98419M100 - Xylem $10,035 Holding Largest Purchases this Quarter Northrop Grumman 62 shares (about $31.74K)Nucor 217 shares (about $26.11K)ASML 29 shares (about $19.22K)Simpson Manufacturing 112 shares (about $17.59K)GE VERNOVA INC COM 51 shares (about $15.57K) Largest Sales this Quarter Costco Wholesale 2,015 shares (about $1.91M)Apple 3,487 shares (about $774.57K)Union Pacific 1,468 shares (about $346.80K)Berkshire Hathaway 649 shares (about $345.64K)Eli Lilly and Company 272 shares (about $224.66K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPutney Financial Group LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$23,575,517$774,566 ▼-3.2%106,13424.8%Computer and TechnologyAMZNAmazon.com$7,596,511$176,942 ▼-2.3%39,9278.0%Retail/WholesaleGOOGLAlphabet$6,239,260$124,794 ▼-2.0%40,3476.6%Computer and TechnologyMSFTMicrosoft$5,108,035$169,304 ▼-3.2%13,6075.4%Computer and TechnologyMAMastercard$3,299,134$53,716 ▼-1.6%6,0193.5%Business ServicesCPRTCopart$3,195,864$85,168 ▼-2.6%56,4743.4%Business ServicesNVDANVIDIA$2,356,616$9,537 ▼-0.4%21,7442.5%Computer and TechnologyVVisa$1,927,180$3,505 ▼-0.2%5,4992.0%Business ServicesTREXTrex$1,900,625$177,960 ▼-8.6%32,7132.0%ConstructionSHOPShopify$1,712,243$60,916 ▼-3.4%17,9331.8%Computer and TechnologyBRK.BBerkshire Hathaway$1,625,434$345,644 ▼-17.5%3,0521.7%FinanceCOSTCostco Wholesale$1,388,405$1,905,747 ▼-57.9%1,4681.5%Retail/WholesaleIBMInternational Business Machines$1,366,535$72,106 ▼-5.0%5,4961.4%Computer and TechnologyUNPUnion Pacific$1,359,325$346,800 ▼-20.3%5,7541.4%TransportationTSMTaiwan Semiconductor Manufacturing$1,331,154$25,398 ▼-1.9%8,0191.4%Computer and TechnologyLLYEli Lilly and Company$1,234,824$224,664 ▼-15.4%1,4951.3%MedicalTTDTrade Desk$1,143,429$4,104 ▲0.4%20,8961.2%Computer and TechnologyARISTA NETWORKS INC COM SHS$1,088,129$30,062 ▼-2.7%14,0441.1%StockCRMSalesforce$1,069,415$49,915 ▼-4.5%3,9851.1%Computer and TechnologyCRWDCrowdStrike$1,027,418$11,988 ▼-1.2%2,9141.1%Computer and TechnologyLMTLockheed Martin$964,447$16,528 ▼-1.7%2,1591.0%AerospaceABBVAbbVie$915,812$8,590 ▼-0.9%4,3711.0%MedicalDHRDanaher$734,925$38,745 ▼-5.0%3,5850.8%MedicalNETCloudflare$697,776$3,381 ▲0.5%6,1920.7%Computer and TechnologyVTVVanguard Value ETF$544,131$42,321 ▼-7.2%3,1500.6%ETFCMCCommercial Metals$514,530$48,495 ▼-8.6%11,1830.5%Basic MaterialsBMIBadger Meter$509,4900.0%2,6780.5%Computer and TechnologyPGProcter & Gamble$490,639$6,817 ▼-1.4%2,8790.5%Consumer StaplesJPMJPMorgan Chase & Co.$488,8830.0%1,9930.5%FinanceDEDeere & Company$477,798$4,693 ▼-1.0%1,0180.5%IndustrialsADPAutomatic Data Processing$447,601$10,694 ▼-2.3%1,4650.5%Business ServicesCMECME Group$444,3610.0%1,6750.5%FinanceVRTXVertex Pharmaceuticals$443,610$19,393 ▼-4.2%9150.5%MedicalADBEAdobe$424,184$15,341 ▼-3.5%1,1060.4%Computer and TechnologyCLHClean Harbors$422,780$14,783 ▼-3.4%2,1450.4%Business ServicesWMWaste Management$420,654$10,418 ▼-2.4%1,8170.4%Business ServicesNEENextEra Energy$418,535$8,507 ▼-2.0%5,9040.4%UtilitiesCASHPathward Financial$411,470$26,467 ▼-6.0%411,4700.4%FinanceIRMIron Mountain$407,055$16,606 ▼-3.9%4,7310.4%Business ServicesSHWSherwin-Williams$385,157$19,205 ▼-4.7%1,1030.4%Basic MaterialsGWWW.W. Grainger$369,4480.0%3740.4%IndustrialsBSXBoston Scientific$368,6160.0%3,6540.4%MedicalIBKRInteractive Brokers Group$365,4570.0%2,2070.4%FinanceNFLXNetflix$359,0240.0%3850.4%Consumer DiscretionaryDISWalt Disney$350,780$27,439 ▼-7.3%3,5540.4%Consumer DiscretionaryLPXLouisiana-Pacific$345,2930.0%3,7540.4%ConstructionISRGIntuitive Surgical$337,7740.0%6820.4%MedicalAMDAdvanced Micro Devices$331,337$10,274 ▼-3.0%3,2250.3%Computer and TechnologyHEIHEICO$330,5140.0%1,2370.3%AerospaceQCOMQUALCOMM$323,503$5,530 ▼-1.7%2,1060.3%Computer and TechnologySYKStryker$301,8950.0%8110.3%MedicalVZVerizon Communications$300,691$40,370 ▼-11.8%6,6290.3%Computer and TechnologyTMOThermo Fisher Scientific$300,550$19,406 ▼-6.1%6040.3%MedicalBACBank of America$283,973$4,173 ▼-1.4%6,8050.3%FinanceTSLATesla$269,786$29,803 ▼-9.9%1,0410.3%Auto/Tires/TrucksGDGeneral Dynamics$258,951$12,811 ▲5.2%9500.3%AerospaceGLDSPDR Gold Shares$258,462$6,339 ▲2.5%8970.3%FinanceRPMRPM International$257,735$31,928 ▼-11.0%2,2280.3%ConstructionINTUIntuit$256,0340.0%4170.3%Computer and TechnologyCVXChevron$255,786$186,361 ▼-42.1%1,5290.3%EnergyLNNLindsay$245,449$3,796 ▼-1.5%1,9400.3%IndustrialsTSCOTractor Supply$244,864$1,984 ▼-0.8%4,4440.3%Retail/WholesaleGOOGAlphabet$223,8780.0%1,4330.2%Computer and TechnologyWWDWoodward$204,0240.0%1,1180.2%AerospaceSPHRSphere Entertainment$184,377$23,886 ▼-11.5%5,6350.2%Consumer DiscretionaryPAYXPaychex$180,5080.0%1,1700.2%Business ServicesFIFiserv$176,2220.0%7980.2%Business ServicesCOPConocoPhillips$175,9090.0%1,6750.2%EnergyPEPPepsiCo$171,681$4,498 ▼-2.6%1,1450.2%Consumer StaplesHDHome Depot$169,685$366 ▼-0.2%4630.2%Retail/WholesaleAMGNAmgen$168,860$28,974 ▼-14.6%5420.2%MedicalWCNWaste Connections$159,2380.0%8170.2%Business ServicesABNBAirbnb$156,493$5,734 ▼-3.5%1,3100.2%Consumer DiscretionaryDELLDell Technologies$155,137$10,756 ▼-6.5%1,7020.2%Computer and TechnologyKMIKinder Morgan$148,927$13,552 ▼-8.3%5,2200.2%EnergyDIASPDR Dow Jones Industrial Average ETF Trust$146,9580.0%3500.2%FinanceMCDMcDonald's$134,007$5,310 ▲4.1%4290.1%Retail/WholesaleECLEcolab$129,0420.0%5090.1%Basic MaterialsNOCNorthrop Grumman$122,882$31,745 ▲34.8%2400.1%AerospaceORCLOracle$117,523$139,602 ▼-54.3%8410.1%Computer and TechnologyTGTTarget$117,4050.0%1,1250.1%Retail/WholesalePSAPublic Storage$112,533$6,884 ▼-5.8%3760.1%FinanceAEPAmerican Electric Power$106,8660.0%9780.1%UtilitiesCSCOCisco Systems$102,3770.0%1,6590.1%Computer and TechnologyAFLAflac$100,0710.0%9000.1%FinanceJEPQJPMorgan Nasdaq Equity Premium Income ETF$99,677$5,178 ▼-4.9%1,9250.1%ETFWFCWells Fargo & Company$98,424$7,179 ▼-6.8%1,3710.1%FinanceNYTNew York Times$97,2660.0%1,9610.1%Consumer StaplesCLXClorox$94,2400.0%6400.1%Consumer StaplesXOMExxon Mobil$90,981$29,494 ▼-24.5%7650.1%EnergyREGNRegeneron Pharmaceuticals$90,061$12,050 ▼-11.8%1420.1%MedicalAMLPAlerian MLP ETF$85,4930.0%1,6460.1%ETFSPYSPDR S&P 500 ETF Trust$85,027$3,356 ▼-3.8%1520.1%FinanceSTXSeagate Technology$84,9500.0%1,0000.1%Computer and TechnologyPSXPhillips 66$83,8430.0%6790.1%EnergyWMTWalmart$82,698$7,638 ▼-8.5%9420.1%Retail/WholesaleHPQHP$80,2180.0%2,8970.1%Computer and TechnologyCOFCapital One Financial$79,430$20,082 ▼-20.2%4430.1%FinancePHParker-Hannifin$78,4130.0%1290.1%IndustrialsFDXFedEx$78,2530.0%3210.1%TransportationShowing largest 100 holdings. 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