Putney Financial Group LLC 13F Holdings
CIK 0002056907 · SAN RAFAEL, CA
As of Sep 30, 2025, Putney Financial Group LLC reported 77 positions worth
CIK 0002056907 · SAN RAFAEL, CA
As of Sep 30, 2025, Putney Financial Group LLC reported 77 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 95,229 | $24.2M | 24.05% |
| ALPHABET INC | GOOGL | Equity | 37,695 | $9.2M | 9.09% |
| AMAZON.COM INC | AMZN | Equity | 35,583 | $7.8M | 7.75% |
| MICROSOFT CORP | MSFT | Technology | 12,642 | $6.5M | 6.49% |
| NVIDIA CORP | NVDA | Technology | 20,668 | $3.9M | 3.83% |
| MASTERCARD INC | MA | Financial Services | 5,683 | $3.2M | 3.21% |
| SHOPIFY INC | SHOP | Technology | 17,502 | $2.6M | 2.58% |
| COPART INC | CPRT | Industrials | 50,418 | $2.3M | 2.25% |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | TSM | Technology | 7,556 | $2.1M | 2.09% |
| ARISTA NETWORKS INC | ANET | Technology | 14,324 | $2.1M | 2.07% |
| VISA INC-CLASS A SHARES | V | Financial Services | 5,336 | .8M | 1.81% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 3,162 | .6M | 1.58% |
| GE AEROSPACE | GE | Industrials | 5,262 | .6M | 1.57% |
| INTERNATIONAL BUSINESS MACHINES CORP | IBM | Technology | 5,146 | .5M | 1.44% |
| CROWDSTRIKE HOLDINGS INC | CRWD | Technology | 2,924 | .4M | 1.42% |
| COSTCO WHOLESALE CORP | COST | Consumer Defensive | 1,510 | .4M | 1.39% |
| CLOUDFLARE INC | NET | Technology | 5,859 | .3M | 1.25% |
| TREX CO INC | TREX | Basic Materials | 23,305 | .2M | 1.19% |
| TRADE DESK INC | TTD | Technology | 22,734 | .1M | 1.11% |
| ELI LILLY & CO | LLY | Healthcare | 1,418 | .1M | 1.07% |
| UNION PACIFIC CORP | UNP | Industrials | 4,304 | .0M | 1.01% |
| ABBVIE INC | ABBV | Equity | 4,339 | .0M | 1.00% |
| GE VERNOVA INC | GEV | Utilities | 1,431 | $879.9K | 0.87% |
| SALESFORCE INC | CRM | Technology | 3,489 | $826.9K | 0.82% |
| ISHARES CORE US AGGREGATE BOND ETF | AGG | — | 7,827 | $784.7K | 0.78% |