Putney Financial Group LLC - Portfolio overview

Putney Financial Group LLC has 95 reported holdings in this dataset, with the latest filing dated 2026-04-10.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INC, 20.81%
2. GOOGL - ALPHABET INC CLASS A, 9.85%
3. AMZN - AMAZON.COM INC, 6.73%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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