StockDriftsStockDriftsTop 50 Putney Financial Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 21.6% | 82.9K | $24.0M | -1.67%(-1.41K) | $232.35(+31.98%) | 2026-06-30 | |
| GOOGL | ALPHABET INC CLASS A | 11.22% | 34.9K | $12.5M | -1.01%(-356) | $177.58(+97.92%) | 2026-06-30 | |
| AMZN | AMAZON.COM INC | 7.05% | 32.8K | $7.8M | -1.24%(-413) | $202.86(+35.54%) | 2026-06-30 | |
| MSFT | MICROSOFT | 4.71% | 14.0K | $5.2M | -0.98%(-139) | $437.01(+15.04%) | 2026-06-30 | |
| NVDA | NVIDIA CORP COM | 3.44% | 19.1K | $3.8M | -1.13%(-219) | $127.86(+72.42%) | 2026-06-30 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | 3.08% | 7.2K | $3.4M | -1.34%(-97) | $185.58(+128.26%) | 2026-06-30 | |
| MA | MASTERCARD INC | 2.42% | 5.2K | $2.7M | -0.46%(-24) | $510.18(+10.50%) | 2026-06-30 | |
| INTC | INTEL CORP | 2.31% | 18.3K | $2.6M | +0.47%(+86) | $33.60(+189.41%) | 2026-06-30 | |
| AMD | ADVANCED MICRO DEVICES INC COM | 2.3% | 4.4K | $2.6M | +1.97%(+85) | $161.23(+189.06%) | 2026-06-30 | |
| CRWD | CROWDSTRIKE HLDGS INC CL A | 2.15% | 3.1K | $2.4M | +1.62%(+50) | $320.17(-31.23%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +19.95% |
| Top 20 Holdings Unweighted | — | — | — | — | +20.72% |
Putney Financial Group LLC reports $111.06M in US-listed equity holdings across 78 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (21.6%), GOOGL (11.2%) and AMZN (7.0%). The top 20 holdings account for 76.24% of reported assets. Its disclosed equity book has returned +19.95% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Putney Financial Group LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Putney Financial Group LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2056907). View Putney Financial Group LLC’s 13F filings on SEC