Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Putney Financial Group LLC (CIK 2056907) reported $99.3M across 84 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($21.4M, 21.56%), GOOGL ($10.1M, 10.21%), AMZN ($6.9M, 6.97%), MSFT ($5.2M, 5.28%), NVDA ($3.4M, 3.39%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $21.4M | 21.56% | 84,323 | Trimmed |
| 2 | GOOGL | ALPHABET INC CLASS A | $10.1M | 10.21% | 35,232 | Trimmed |
| 3 | AMZN | AMAZON.COM INC | $6.9M | 6.97% | 33,245 | Trimmed |
| 4 | MSFT | MICROSOFT | $5.2M | 5.28% | 14,168 | Trimmed |
| 5 | NVDA | NVIDIA CORP COM | $3.4M | 3.39% | 19,299 | Trimmed |
| 6 | MA | MASTERCARD INC | $2.6M | 2.65% | 5,255 | Trimmed |
| 7 | TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $2.5M | 2.47% | 7,262 | Trimmed |
| 8 | SHOP | SHOPIFY INC CL A SUB VTG SHS | $2.0M | 2.02% | 16,917 | Trimmed |
| 9 | ABBV | ABBVIE INC COM | $1.7M | 1.70% | 7,738 | Trimmed |
| 10 | ANET | ARISTA NETWORKS INC COM SHS | $1.7M | 1.69% | 13,669 | Trimmed |
| 11 | JEPQ | JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | $1.6M | 1.64% | 29,326 | Added |
| 12 | V | VISA INC | $1.5M | 1.55% | 5,091 | Trimmed |
| 13 | BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $1.5M | 1.49% | 3,088 | Trimmed |
| 14 | GE | GENERAL ELECTRIC | $1.5M | 1.48% | 5,192 | Trimmed |
| 15 | COST | COSTCO WHOLESALE CORP | $1.5M | 1.47% | 1,462 | Trimmed |
| 16 | GEV | GE VERNOVA INC COM | $1.4M | 1.39% | 1,579 | Added |
| 17 | NET | CLOUDFLARE INC CL A COM | $1.3M | 1.29% | 6,206 | Added |
| 18 | LLY | LILLY ELI & CO COM | $1.3M | 1.27% | 1,366 | Trimmed |
| 19 | IBM | INTL BUSINESS MACHINES | $1.2M | 1.22% | 4,989 | Trimmed |
| 20 | CRWD | CROWDSTRIKE HLDGS INC CL A | $1.2M | 1.21% | 3,080 | Added |
| 21 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $1.2M | 1.17% | 18,185 | Added |
| 22 | ALL | ALLSTATE CORP | $1.1M | 1.13% | 5,397 | New |
| 23 | CPRT | COPART INC COM | $1.0M | 1.01% | 30,253 | Trimmed |
| 24 | LMT | LOCKHEED MARTIN CORP | $941,640 | 0.95% | 1,558 | Trimmed |
| 25 | AMD | ADVANCED MICRO DEVICES INC COM | $876,783 | 0.88% | 4,310 | Added |
Source: SEC Form 13F filings · as of 2026-03-31