Putney Financial Group LLC Top Holdings and 13F Report (2025) About Putney Financial Group LLCInvestment ActivityPutney Financial Group LLC has $99.46 million in total holdings as of June 30, 2025.Putney Financial Group LLC owns shares of 294 different stocks, but just 33 companies or ETFs make up 80% of its holdings.Approximately 4.66% of the portfolio was purchased this quarter.About 6.59% of the portfolio was sold this quarter.This quarter, Putney Financial Group LLC has purchased 280 new stocks and bought additional shares in 38 stocks.Putney Financial Group LLC sold shares of 106 stocks and completely divested from 13 stocks this quarter.Largest Holdings Apple $20,369,725Amazon.com $8,104,925Alphabet $6,711,191Microsoft $6,404,353NVIDIA $3,333,434 Largest New Holdings this Quarter 075887109 - Becton, Dickinson and Company $165,360 HoldingG51502105 - Johnson Controls International $158,008 Holding921943858 - Vanguard FTSE Developed Markets ETF $138,363 Holding36266G107 - GE HealthCare Technologies $126,586 Holding553368101 - MP Materials $70,033 Holding Largest Purchases this Quarter GE Aerospace 5,127 shares (about $1.32M)GE VERNOVA INC COM 1,360 shares (about $719.64K)Interactive Brokers Group 6,233 shares (about $345.37K)Nucor 1,509 shares (about $195.48K)Xylem 1,398 shares (about $180.85K) Largest Sales this Quarter Apple 6,852 shares (about $1.41M)Amazon.com 2,984 shares (about $654.66K)Alphabet 2,265 shares (about $399.16K)Microsoft 732 shares (about $364.12K)Trex 4,108 shares (about $223.39K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPutney Financial Group LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$20,369,725$1,405,827 ▼-6.5%99,28220.5%Computer and TechnologyAMZNAmazon.com$8,104,925$654,660 ▼-7.5%36,9438.1%Retail/WholesaleGOOGLAlphabet$6,711,191$399,161 ▼-5.6%38,0826.7%Computer and TechnologyMSFTMicrosoft$6,404,353$364,115 ▼-5.4%12,8756.4%Computer and TechnologyNVDANVIDIA$3,333,434$101,904 ▼-3.0%21,0993.4%Computer and TechnologyMAMastercard$3,232,279$150,038 ▼-4.4%5,7523.2%Business ServicesCPRTCopart$2,616,560$154,620 ▼-5.6%53,3232.6%Business ServicesSHOPShopify$2,054,730$13,842 ▼-0.7%17,8132.1%Computer and TechnologyVVisa$1,948,514$3,906 ▼-0.2%5,4882.0%Business ServicesTSMTaiwan Semiconductor Manufacturing$1,745,785$70,438 ▼-3.9%7,7081.8%Computer and TechnologyIBMInternational Business Machines$1,586,159$33,899 ▼-2.1%5,3811.6%Computer and TechnologyTTDTrade Desk$1,579,173$74,870 ▲5.0%21,9361.6%Computer and TechnologyTREXTrex$1,555,540$223,393 ▼-12.6%28,6051.6%ConstructionBRK.BBerkshire Hathaway$1,521,432$38,862 ▲2.6%3,1321.5%FinanceCOSTCostco Wholesale$1,484,910$31,678 ▲2.2%1,5001.5%Retail/WholesaleCRWDCrowdStrike$1,469,359$14,770 ▼-1.0%2,8851.5%Computer and TechnologyARISTA NETWORKS INC COM SHS$1,446,561$9,719 ▲0.7%14,1391.5%StockGEGE Aerospace$1,349,238$1,319,638 ▲4,458.3%5,2421.4%AerospaceNETCloudflare$1,154,222$58,357 ▼-4.8%5,8941.2%Computer and TechnologyUNPUnion Pacific$1,149,020$174,861 ▼-13.2%4,9941.2%TransportationLLYEli Lilly and Company$1,105,471$60,029 ▼-5.2%1,4181.1%MedicalCRMSalesforce$1,041,676$44,994 ▼-4.1%3,8201.0%Computer and TechnologyLMTLockheed Martin$910,533$89,386 ▼-8.9%1,9660.9%AerospaceABBVAbbVie$788,514$22,831 ▼-2.8%4,2480.8%MedicalGE VERNOVA INC COM$746,631$719,644 ▲2,666.7%1,4110.8%StockBMIBadger Meter$643,729$12,248 ▼-1.9%2,6280.6%Computer and TechnologyNFLXNetflix$578,504$62,939 ▲12.2%4320.6%Consumer DiscretionaryDHRDanaher$552,519$155,661 ▼-22.0%2,7970.6%MedicalVTVVanguard Value ETF$543,476$13,256 ▼-2.4%3,0750.5%ETFDEDeere & Company$514,083$3,559 ▼-0.7%1,0110.5%IndustrialsCLHClean Harbors$495,8810.0%2,1450.5%Business ServicesIRMIron Mountain$476,438$8,821 ▼-1.8%4,6450.5%Business ServicesIBKRInteractive Brokers Group$467,660$345,370 ▲282.4%8,4400.5%FinanceJPMJPMorgan Chase & Co.$465,306$112,485 ▼-19.5%1,6050.5%FinanceAMDAdvanced Micro Devices$434,924$22,704 ▼-5.0%3,0650.4%Computer and TechnologyADPAutomatic Data Processing$434,844$16,962 ▼-3.8%1,4100.4%Computer and TechnologyCMECME Group$416,186$45,477 ▼-9.9%1,5100.4%FinanceCASHPathward Financial$411,4700.0%411,4700.4%FinanceADBEAdobe$408,545$19,344 ▼-4.5%1,0560.4%Computer and TechnologyHEIHeico$405,7360.0%1,2370.4%AerospaceWMWaste Management$383,731$32,035 ▼-7.7%1,6770.4%Business ServicesCMCCommercial Metals$377,487$169,473 ▼-31.0%7,7180.4%Basic MaterialsNEENextEra Energy$372,924$36,931 ▼-9.0%5,3720.4%UtilitiesISRGIntuitive Surgical$370,6060.0%6820.4%MedicalGWWW.W. Grainger$363,044$26,006 ▼-6.7%3490.4%IndustrialsDISWalt Disney$352,064$88,667 ▼-20.1%2,8390.4%Consumer DiscretionaryPGProcter & Gamble$348,751$109,931 ▼-24.0%2,1890.4%Consumer StaplesSHWSherwin-Williams$334,433$44,293 ▼-11.7%9740.3%Basic MaterialsTSLATesla$330,6840.0%1,0410.3%Auto/Tires/TrucksBACBank of America$322,0130.0%6,8050.3%FinanceVRTXVertex Pharmaceuticals$320,099$87,259 ▼-21.4%7190.3%MedicalQCOMQUALCOMM$319,316$16,085 ▼-4.8%2,0050.3%Computer and TechnologyINTUIntuit$303,238$25,204 ▼-7.7%3850.3%Computer and TechnologyBSXBoston Scientific$280,770$111,707 ▼-28.5%2,6140.3%MedicalLNNLindsay$275,518$4,328 ▼-1.5%1,9100.3%IndustrialsSYKStryker$259,533$61,323 ▼-19.1%6560.3%MedicalNUENucor$255,971$195,476 ▲323.1%1,9760.3%Basic MaterialsGDGeneral Dynamics$249,369$27,708 ▼-10.0%8550.3%AerospaceGOOGAlphabet$248,878$5,322 ▼-2.1%1,4030.3%Computer and TechnologyGLDSPDR Gold Shares$242,950$30,483 ▼-11.1%7970.2%FinanceVZVerizon Communications$242,918$43,919 ▼-15.3%5,6140.2%Computer and TechnologyTMOThermo Fisher Scientific$242,871$2,027 ▼-0.8%5990.2%MedicalRPMRPM International$215,396$29,327 ▼-12.0%1,9610.2%Basic MaterialsLPXLouisiana-Pacific$212,739$110,067 ▼-34.1%2,4740.2%ConstructionTSCOTractor Supply$210,763$23,746 ▼-10.1%3,9940.2%Retail/WholesaleSPHRSphere Entertainment$210,254$25,289 ▼-10.7%5,0300.2%Consumer DiscretionaryWWDWoodward$205,876$68,135 ▼-24.9%8400.2%AerospaceXYLXylem$191,712$180,846 ▲1,664.3%1,4820.2%Business ServicesCVXChevron$168,821$50,116 ▼-22.9%1,1790.2%EnergyFCXFreeport-McMoRan$165,380$159,745 ▲2,834.6%3,8150.2%Basic MaterialsBDXBecton, Dickinson and Company$165,360$165,360 ▲New Holding9600.2%MedicalDELLDell Technologies$163,671$44,994 ▼-21.6%1,3350.2%Computer and TechnologyVMCVulcan Materials$158,586$142,936 ▲913.3%6080.2%ConstructionJCIJohnson Controls International$158,008$158,008 ▲New Holding1,4960.2%ConstructionPAYXPaychex$155,642$14,546 ▼-8.5%1,0700.2%Computer and TechnologyDIASPDR Dow Jones Industrial Average ETF Trust$154,2280.0%3500.2%FinanceORCLOracle$151,032$32,786 ▼-17.8%6910.2%Computer and TechnologyABNBAirbnb$149,809$23,557 ▼-13.6%1,1320.2%Consumer DiscretionaryHDHome Depot$147,756$21,998 ▼-13.0%4030.1%Retail/WholesaleAWKAmerican Water Works$140,918$126,311 ▲864.8%1,0130.1%UtilitiesVEAVanguard FTSE Developed Markets ETF$138,363$138,363 ▲New Holding2,4270.1%ETFFIFiserv$137,5830.0%7980.1%Business ServicesECLEcolab$137,1450.0%5090.1%Basic MaterialsWCNWaste Connections$129,026$23,307 ▼-15.3%6920.1%Business ServicesAMGNAmgen$128,995$22,337 ▼-14.8%4620.1%MedicalPEPPepsiCo$126,890$24,295 ▼-16.1%9610.1%Consumer StaplesGEHCGE HealthCare Technologies$126,586$126,586 ▲New Holding1,7090.1%MedicalMCDMcDonald's$125,3410.0%4290.1%Retail/WholesaleNOCNorthrop Grumman$123,995$4,000 ▲3.3%2480.1%AerospaceKMIKinder Morgan$117,747$35,721 ▼-23.3%4,0050.1%EnergyCOFCapital One Financial$115,529$21,276 ▲22.6%5430.1%FinanceCSCOCisco Systems$115,1010.0%1,6590.1%Computer and TechnologyCOPConocoPhillips$114,419$35,896 ▼-23.9%1,2750.1%EnergySTXSeagate Technology$108,248$36,083 ▼-25.0%7500.1%Computer and TechnologyPSAPublic Storage$103,577$6,749 ▼-6.1%3530.1%FinanceWABWabtec$103,210$45,638 ▲79.3%4930.1%TransportationTGTTarget$97,565$13,416 ▼-12.1%9890.1%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$93,9130.0%1520.1%FinanceJEPQJPMorgan Nasdaq Equity Premium Income ETF$93,840$10,880 ▼-10.4%1,7250.1%ETFNYTNew York Times$92,423$17,354 ▼-15.8%1,6510.1%Consumer StaplesShowing largest 100 holdings. 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