account_balance
Investment manager · 13F filer · SEC CIK 2056907
Putney Financial Group LLC
Reported value$127Mas of Sep 30, 2026
Positions299 221 new, 0 sold out
Top 10 weight57.7%AAPL alone is 22%
FiledOct 3030 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
21.7%
GOOGLAlphabet Inc.
9.3%
AMZNAmazon.com Inc
6.4%
MSFTMicrosoft Corp
5.4%Trimmed −5%
NVDANVIDIA Corp
3.4%
CRWDCrowdStrike Holdings, Inc.
2.6%
TSMTaiwan Semiconductor Manufacturing Co Ltd
2.5%
MAMastercard Inc
2.2%
AMDAdvanced Micro Devices Inc
2.1%
ANETArista Networks, Inc.
2.0%Trimmed −8%
SHOPShopify Inc.
1.9%Trimmed −2%
COSTCostco Wholesale Corp
1.9%
AAPLApple Inc.
21.7%
GOOGLAlphabet Inc.
9.3%
AMZNAmazon.com Inc
6.4%
MSFTMicrosoft Corp
5.4%−5%
NVDA3.4%CRWDTSM2.5%MA2.2%AMD2.1%ANET2.0%SHOP1.9%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc. 21.7% HeldGOOGL Alphabet Inc. 9.3% HeldAMZN Amazon.com Inc 6.4% HeldMSFT Microsoft Corp 5.4% Trimmed −5%NVDA NVIDIA Corp 3.4% HeldCRWD CrowdStrike Holdings, Inc. 2.6% HeldTSM Taiwan Semiconductor Manufacturing Co Ltd 2.5% HeldMA Mastercard Inc 2.2% HeldAMD Advanced Micro Devices Inc 2.1% HeldANET Arista Networks, Inc. 2.0% Trimmed −8%SHOP Shopify Inc. 1.9% Trimmed −2%COST Costco Wholesale Corp 1.9% Added +22%
What changed
Biggest moves since Jun 30, 2026
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