Putney Financial Group LLC

CIK 0002056907 · SAN RAFAEL, CA · Quarter end: 2026-06-30 · Filed on: 2026-07-21 · Open the SEC source

Putney Financial Group LLC reported 78 positions worth $111.1M as of June 30, 2026 (13F filed July 21, 2026). Largest holding: AAPL (21.6%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$111.1M
2026 Q2
Positions
78
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
60.3%
Est. Net Flow (Q)
2026 Q2
10 / 78 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1AAPLAPPLE INCSH$24.0M21.60%82,911
2GOOGLALPHABET INC CLASS ASH$12.5M11.22%34,876
3AMZNAMAZON.COM INCSH$7.8M7.05%32,832
4MSFTMICROSOFTSH$5.2M4.71%14,029
5NVDANVIDIA CORP COMSH$3.8M3.44%19,080
6TSMTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADSSH$3.4M3.08%7,165
7MAMASTERCARD INCSH$2.7M2.42%5,231
8INTCINTEL CORPSH$2.6M2.31%18,336
9AMDADVANCED MICRO DEVICES INC COMSH$2.6M2.30%4,395
10CRWDCROWDSTRIKE HLDGS INC CL ASH$2.4M2.15%3,130

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Putney Financial Group LLC hold as of Q2 2026?

Putney Financial Group LLC reported 78 positions worth $111.1M in its Q2 2026 13F filing. Largest positions: AAPL (21.6%), GOOGL (11.2%), AMZN (7.0%), MSFT (4.7%) and NVDA (3.4%).

What did Putney Financial Group LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Putney Financial Group LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.