Investor
Putney Financial Group LLC
CIK 0002056907 · filed 2026-04-10 · SEC filing
13F book
$99.3M
Positions
84
9 new · 4 sold
Largest name
21.6%
Apple Inc. · AAPL
Est. mark
−$6.42M
Price effect on 75 names still held. Flow −$1.29M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Apple Inc. | AAPL | 84.3K | $21.4M | 21.6% | −$1.52M | Cut−$3.86M |
| Alphabet Inc | — | 35.2K | $10.1M | 10.2% | −$896.3K | Cut−$1.53M |
| Amazon Com Inc | AMZN | 33.2K | $6.92M | 7.0% | −$749.7K | Cut−$1.1M |
| Microsoft Corp | MSFT | 14.2K | $5.24M | 5.3% | −$1.61M | Cut−$1.93M |
| Nvidia Corp | NVDA | 19.3K | $3.37M | 3.4% | −$233.5K | Cut−$397.5K |
| Mastercard Inc | MA | 5.25K | $2.63M | 2.6% | −$374.3K | Cut−$514.7K |
| Taiwan Semiconductor Mfg Ltd | — | 7.26K | $2.45M | 2.5% | $247.3K | Cut$233.4K |
| Shopify Inc. | SHOP | 16.9K | $2.01M | 2.0% | −$716.4K | Cut−$730.6K |
| AbbVie Inc. | ABBV | 7.74K | $1.68M | 1.7% | −$85.1K | Cut−$96.5K |
| Arista Networks, Inc. | ANET | 13.7K | $1.68M | 1.7% | −$112.8K | Cut−$196.4K |
| J P Morgan Exchange Traded F | — | 29.3K | $1.63M | 1.6% | −$42.8K | Added$670.4K |
| Visa Inc. | V | 5.09K | $1.54M | 1.6% | −$246.8K | Cut−$335.5K |
| Berkshire Hathaway Inc Del | — | 3.09K | $1.48M | 1.5% | −$72.4K | Cut−$77.4K |
| Ge Aerospace | — | 5.19K | $1.47M | 1.5% | −$126K | Cut−$132.1K |
| Costco Whsl Corp New | — | 1.46K | $1.46M | 1.5% | $196K | Cut$176.2K |
| GE Vernova Inc. | GEV | 1.58K | $1.38M | 1.4% | $313.9K | Added$443.1K |
| Cloudflare, Inc. | NET | 6.21K | $1.28M | 1.3% | $53.9K | Added$125K |
| Eli Lilly & Co | LLY | 1.37K | $1.26M | 1.3% | −$211.6K | Cut−$244.9K |
| International Business Machs | — | 4.99K | $1.21M | 1.2% | −$268.7K | Cut−$320.8K |
| Crowdstrike Hldgs Inc | — | 3.08K | $1.2M | 1.2% | −$234.1K | Added−$198.2K |
| Vanguard Tax-Managed Fds | — | 18.2K | $1.17M | 1.2% | $16.7K | Added$518K |
| Allstate Corp | — | 5.4K | $1.12M | 1.1% | — | New |
| Copart Inc | CPRT | 30.3K | $1M | 1.0% | −$180K | Cut−$517.3K |
| Lockheed Martin Corp | LMT | 1.56K | $941.6K | 0.9% | $188.1K | Cut$183.7K |
| Advanced Micro Devices Inc | AMD | 4.31K | $876.8K | 0.9% | −$38.8K | Added$103.2K |
| Jpmorgan Chase & Co. | — | 2.76K | $810.7K | 0.8% | −$67.7K | Added$33.5K |
| Intel Corp | INTC | 18.3K | $805.4K | 0.8% | $122.5K | Added$180.4K |
| Exxon Mobil Corp | — | 4.46K | $757.2K | 0.8% | $220.1K | Held |
| Vanguard Intl Equity Index F | — | 13.4K | $724.1K | 0.7% | — | New |
| Freeport-Mcmoran Inc | FCX | 11.8K | $690.8K | 0.7% | $66.9K | Added$265.3K |
| Johnson & Johnson | JNJ | 2.52K | $617.2K | 0.6% | $94.7K | Cut$53.3K |
| Vanguard Index Fds | — | 3.1K | $607.9K | 0.6% | $15.2K | Added$50.5K |
| Coherent Corp. | COHR | 2.42K | $577.2K | 0.6% | — | New |
| Interactive Brokers Group In | — | 8.39K | $562.7K | 0.6% | $23.2K | Cut$19.9K |
| EMCOR Group, Inc. | EME | 753 | $555.9K | 0.6% | — | New |
| Clean Harbors Inc | CLH | 1.87K | $537K | 0.5% | $97.9K | Cut$59.2K |
| Union Pac Corp | — | 2.2K | $534K | 0.5% | $24.9K | Cut−$399.1K |
| Nucor Corp | NUE | 2.94K | $497.7K | 0.5% | $16.1K | Added$59.2K |
| Nextera Energy Inc | — | 5.28K | $490.4K | 0.5% | $66.5K | Cut$48.1K |
| Sphere Entertainment Co. | SPHR | 4.08K | $478.4K | 0.5% | $91K | Cut$52.9K |
| Altria Group, Inc. | MO | 6.97K | $459.9K | 0.5% | $58.1K | Held |
| Abbott Labs | ABT | 4.43K | $454.5K | 0.5% | −$100.1K | Cut−$141.4K |
| Deere & Co | DE | 762 | $429.2K | 0.4% | $74.5K | Cut$69.3K |
| Netflix Inc | NFLX | 4.31K | $414.4K | 0.4% | $10.3K | Held |
| Cme Group Inc. | CME | 1.3K | $385.4K | 0.4% | $29.1K | Cut$7.22K |
| Northrop Grumman Corp | — | 558 | $380.7K | 0.4% | $52.4K | Added$113.8K |
| Iron Mtn Inc Del | — | 3.66K | $373.7K | 0.4% | $70.2K | Cut$35.4K |
| Pepsico Inc | PEP | 2.4K | $372.5K | 0.4% | $28.2K | Cut$8.86K |
| Chevron Corp New | CVX | 1.79K | $370.1K | 0.4% | $97.5K | Cut$87.6K |
| Ishares Tr | — | 842 | $359K | 0.4% | −$39.5K | Held |
| Ishares Tr | — | 3.55K | $352.3K | 0.4% | −$2.16K | Cut−$131.8K |
| General Dynamics Corp | GD | 1.02K | $351.1K | 0.4% | $5.86K | Added$50.1K |
| Alphabet Inc | — | 1.2K | $345.1K | 0.3% | −$32.4K | Held |
| Vulcan Matls Co | — | 1.26K | $343.1K | 0.3% | −$15.2K | Added$6.83K |
| Heico Corp New | — | 1.24K | $339.2K | 0.3% | −$61.1K | Held |
| Mp Materials Corp | — | 7.02K | $338.6K | 0.3% | −$11.5K | Added$81.2K |
| Trade Desk, Inc. | TTD | 14.8K | $334.7K | 0.3% | −$225.2K | Cut−$228.7K |
| Ww Grainger Inc | — | 306 | $333.8K | 0.3% | $25K | Held |
| Badger Meter Inc | BMI | 2.18K | $332.1K | 0.3% | −$48.1K | Cut−$76K |
| Johnson Ctls Intl Plc | — | 2.51K | $329.1K | 0.3% | $28.1K | Cut$13.8K |
| Waste Mgmt Inc Del | — | 1.33K | $306.1K | 0.3% | $13.4K | Cut−$47K |
| Bank America Corp | — | 6.24K | $304.2K | 0.3% | −$39K | Cut−$70.1K |
| Salesforce, Inc. | CRM | 1.63K | $303.5K | 0.3% | −$127.2K | Cut−$561.4K |
| Commercial Metals Co | CMC | 4.83K | $296.8K | 0.3% | −$37.6K | Held |
| Seagate Technology Hldngs Pl | — | 750 | $293.8K | 0.3% | $87.3K | Held |
| Intuitive Surgical Inc | ISRG | 610 | $281.2K | 0.3% | −$64.3K | Cut−$81.3K |
| Spdr Gold Tr | — | 647 | $278.4K | 0.3% | $22K | Held |
| Dell Technologies Inc. | DELL | 1.66K | $273.1K | 0.3% | — | New |
| Alcoa Corp | AA | 4.11K | $272.4K | 0.3% | — | New |
| Woodward, Inc. | WWD | 750 | $268.4K | 0.3% | $41.7K | Cut$26.6K |
| Ishares Tr | — | 1.24K | $261K | 0.3% | −$1.14K | Held |
| Automatic Data Processing In | — | 1.26K | $256K | 0.3% | −$68.1K | Cut−$106.7K |
| Adobe Inc. | ADBE | 998 | $242.6K | 0.2% | −$106.7K | Cut−$120K |
| Procter And Gamble Co | PG | 1.67K | $241.4K | 0.2% | $1.89K | Cut−$85.5K |
| Thermo Fisher Scientific Inc. | TMO | 489 | $240.4K | 0.2% | −$43K | Cut−$48.8K |
| Tesla, Inc. | TSLA | 640 | $237.9K | 0.2% | −$49.9K | Cut−$228.9K |
| Danaher Corporation | — | 1.24K | $234.9K | 0.2% | −$48.7K | Cut−$274K |
| J P Morgan Exchange Traded F | — | 3.98K | $225.5K | 0.2% | — | New |
| Home Depot, Inc. | HD | 669 | $220K | 0.2% | −$10.2K | Cut−$74.9K |
| Vertex Pharmaceuticals Inc | — | 488 | $217.9K | 0.2% | −$3.33K | Cut−$6.5K |
| Philip Morris Intl Inc | — | 1.29K | $212.8K | 0.2% | $6.36K | Held |
| Oklo Inc. | OKLO | 4.26K | $211.1K | 0.2% | — | New |
| Mckesson Corp | MCK | 242 | $209.4K | 0.2% | — | New |
| Sherwin Williams Co | SHW | 653 | $209.3K | 0.2% | −$2.27K | Cut−$65.8K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.