Putney Financial Group LLC
•CIK: 2056907•Filing: Q4 2025
**Putney Financial Group LLC** manages $107M across a portfolio of 79 positions, demonstrating concentrated exposure to mega-cap technology leaders. Top holdings include AAPL at $25.3M and GOOGL at $11.7M, representing significant allocations within the technology sector. The fund maintains substantial, diversified exposure across key growth names, with combined top-ten holdings exceeding $71.9M. This structure indicates a conviction-driven, large-cap growth mandate.
Total AUM
$107.0M
QoQ Performance
+6.1%
Positions
79
Top 10 Concentration
63.3%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL
GOOGL
AMZN
MSFT
AAPL23.6%
GOOGL10.9%
AMZN7.5%
MSFT6.7%
NVDA3.5%
MA2.9%
SHOP2.6%
TSM2.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Technology49.5%
Other22.2%
Consumer9.4%
Financial7.2%
Healthcare4.9%
Industrial3.7%
Materials1.1%
Consumer Staples0.7%
🚪 Exited Positionssold since Q3 2025
+3 more exited positions
Changes from Q3 2025
NEW10 new positions
↑18 increased
↓38 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024