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Putney Financial Group LLC
Updated 6 days agoManaged by Putney Financial Group Llc • Latest filing Q3 2026
Portfolio value
$127M
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $100.8M |
| Q4 2025 | $107M |
| Q1 2026 | $99.3M |
| Q2 2026 | $111.1M |
| Q3 2026 | $127M |
Top holdings
299 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $27.6M | 82.9K | 21.73% | — | |
| 2 | $11.8M | 34.3K | 9.28% | — | |
| 3 | $8.1M | 32.4K | 6.37% | — | |
| 4 | $6.9M | 13.4K | 5.41% | — | |
| 5 | $4.3M | 18.8K | 3.38% | — | |
| 6 | $3.4M | 12.7K | 2.64% | — | |
| 7 | $3.2M | 7.1K | 2.55% | — | |
| 8 | $2.8M | 5.1K | 2.23% | — | |
| 9 | $2.7M | 4.5K | 2.15% | — | |
| 10 | $2.6M | 12.6K | 2.02% | — | |
| 11 | $2.5M | 16.6K | 1.94% | — | |
| 12 | $2.5M | 2.7K | 1.94% | — | |
| 13 | $2.4M | 39.2K | 1.89% | — | |
| 14 | $2.3M | 19.2K | 1.81% | — | |
| 15 | $2M | 5.7K | 1.56% | — | |
| 16 | $1.8M | 5.0K | 1.41% | — | |
| 17 | $1.6M | 1.4K | 1.25% | — | |
| 18 | $1.5M | 3.1K | 1.21% | — | |
| 19 | $1.3M | 18.3K | 1.02% | — | |
| 20 | $1.1M | 5.0K | 0.87% | — |