Putney Financial Group LLC

data from 30/09/2025

Capitalization

$ 100.814 M 1.36 %

Average holding period

3 ans

Performance

$ 9.296 M 10.86 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Putney Financial Group LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 AAPL APPLE INC 24.05% 24.248 M $ 95229 2024/12/31 4.910 M $ 24.11 %
2025/09/30 GOOGL ALPHABET INC CLASS A 9.09% 9.164 M $ 37695 2024/12/31 2.547 M $ 37.94 %
2025/09/30 AMZN AMAZON.COM INC 7.75% 7.813 M $ 35583 2024/12/31 6.649 K $ 0.08 %
2025/09/30 MSFT MICROSOFT 6.49% 6.548 M $ 12642 2024/12/31 264.452 K $ 4.13 %
2025/09/30 NVDA NVIDIA CORP COM 3.83% 3.856 M $ 20668 2024/12/31 603.220 K $ 18.10 %
2025/09/30 MA MASTERCARD INC 3.21% 3.233 M $ 5683 2024/12/31 39.516 K $ 1.22 %
2025/09/30 SHOP SHOPIFY INC CL A SUB VTG SHS 2.58% 2.601 M $ 17502 2024/12/31 592.460 K $ 28.83 %
2025/09/30 CPRT COPART INC COM 2.25% 2.267 M $ 50418 2024/12/31 -218.624 K $ -8.36 %
2025/09/30 TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 2.09% 2.110 M $ 7556 2024/12/31 406.982 K $ 23.31 %
2025/09/30 ANET ARISTA NETWORKS INC COM SHS 2.07% 2.087 M $ 14324 2024/12/31 613.632 K $ 42.42 %
2025/09/30 V VISA INC 1.81% 1.822 M $ 5336 2024/12/31 -75.020 K $ -3.85 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL CL B NEW 1.58% 1.590 M $ 3162 2024/12/31 53.150 K $ 3.49 %
2025/09/30 GE GENERAL ELECTRIC 1.57% 1.583 M $ 5262 2024/12/31 227.660 K $ 16.87 %
2025/09/30 IBM INTL BUSINESS MACHINES 1.44% 1.452 M $ 5146 2024/12/31 -67.908 K $ -4.28 %
2025/09/30 CRWD CROWDSTRIKE HLDGS INC CL A 1.42% 1.434 M $ 2924 2024/12/31 -54.613 K $ -3.72 %
2025/09/30 COST COSTCO WHOLESALE CORP 1.39% 1.398 M $ 1510 2024/12/31 -96.465 K $ -6.50 %
2025/09/30 NET CLOUDFLARE INC CL A COM 1.25% 1.257 M $ 5859 2024/12/31 110.571 K $ 9.58 %
2025/09/30 TREX TREX COMPANY INC 1.19% 1.204 M $ 23305 2024/12/31 -77.519 K $ -4.98 %
2025/09/30 TTD THE TRADE DESK INC COM CL A 1.11% 1.114 M $ 22734 2024/12/31 -504.089 K $ -31.92 %
2025/09/30 LLY LILLY ELI & CO COM 1.07% 1.082 M $ 1418 2024/12/31 -23.439 K $ -2.12 %
2025/09/30 UNP UNION PAC CORP COM 1.01% 1.017 M $ 4304 2024/12/31 31.412 K $ 2.73 %
2025/09/30 ABBV ABBVIE INC COM 1.00% 1.005 M $ 4339 2024/12/31 195.068 K $ 24.74 %
2025/09/30 GEV GE VERNOVA INC COM 0.87% 879.922 K $ 1431 2025/03/31 120.993 K $ 16.21 %
2025/09/30 CRM SALESFORCE COM INC COM 0.82% 826.893 K $ 3489 2024/12/31 -136.335 K $ -13.09 %
2025/09/30 AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.78% 784.657 K $ 7827 2025/09/30 0.000 $ 0.00 %
2025/09/30 LMT LOCKHEED MARTIN CORP 0.76% 763.292 K $ 1529 2024/12/31 70.913 K $ 7.79 %
2025/09/30 IBKR INTERACTIVE BROKERS GROUP INC COM 0.58% 580.756 K $ 8440 2024/12/31 113.096 K $ 24.18 %
2025/09/30 VTV VANGUARD VALUE INDEX FUND 0.57% 579.052 K $ 3105 2024/12/31 29.981 K $ 5.52 %
2025/09/30 VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.57% 577.329 K $ 9635 2025/06/30 7.062 K $ 5.10 %
2025/09/30 AMD ADVANCED MICRO DEVICES INC COM 0.53% 538.599 K $ 3329 2024/12/31 60.962 K $ 14.02 %
2025/09/30 JPM JPMORGAN CHASE & CO 0.52% 525.822 K $ 1667 2024/12/31 40.959 K $ 8.80 %
2025/09/30 NFLX NETFLIX COM INC 0.52% 523.928 K $ 437 2024/12/31 -60.570 K $ -10.47 %
2025/09/30 JEPQ JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF 0.51% 509.915 K $ 8865 2024/12/31 5.382 K $ 5.74 %
2025/09/30 CLH CLEAN HARBORS INC COM 0.48% 480.928 K $ 2071 2024/12/31 2.230 K $ 0.45 %
2025/09/30 BMI BADGER METER INC COM 0.46% 464.844 K $ 2603 2024/12/31 -174.420 K $ -27.10 %
2025/09/30 TSLA TESLA MOTORS INC 0.44% 447.388 K $ 1006 2024/12/31 132.269 K $ 40.00 %
2025/09/30 DHR DANAHER CORP 0.44% 446.680 K $ 2253 2024/12/31 2.013 K $ 0.36 %
2025/09/30 IRM IRON MTN INC DEL COM 0.44% 444.357 K $ 4359 2024/12/31 -2.926 K $ -0.61 %
2025/09/30 NEE NEXTERA ENERGY INC COM 0.43% 430.444 K $ 5702 2024/12/31 32.608 K $ 8.74 %
2025/09/30 ADP AUTOMATIC DATA PROCESSING INC COM 0.41% 413.835 K $ 1410 2024/12/31 -21.008 K $ -4.83 %
2025/09/30 HEI HEICO CORP NEW COM 0.40% 399.328 K $ 1237 2024/12/31 -6.407 K $ -1.58 %
2025/09/30 IWF ISHARES RUSSELL 1000 GROWTH ETF 0.39% 394.401 K $ 842 2024/12/31 1.095 K $ 10.32 %
2025/09/30 CME CME GROUP INC COM 0.38% 387.723 K $ 1435 2024/12/31 -8.199 K $ -1.97 %
2025/09/30 WM WASTE MANAGEMENT INC 0.37% 374.749 K $ 1697 2024/12/31 -13.399 K $ -3.49 %
2025/09/30 VMC VULCAN MATLS CO COM 0.37% 373.775 K $ 1215 2025/03/31 28.454 K $ 17.94 %
2025/09/30 NUE NUCOR CORP COM 0.37% 370.149 K $ 2733 2024/12/31 11.638 K $ 4.55 %
2025/09/30 DE DEERE & CO COM 0.37% 369.923 K $ 809 2024/12/31 -51.793 K $ -10.07 %
2025/09/30 ADBE ADOBE SYS INC COM 0.36% 365.449 K $ 1036 2024/12/31 -36.041 K $ -8.82 %
2025/09/30 BAC BANK OF AMERICA CORP 0.35% 351.070 K $ 6805 2024/12/31 29.057 K $ 9.02 %
2025/09/30 MP MP MATERIALS CORP COM CL A 0.35% 350.776 K $ 5230 2025/06/30 71.148 K $ 101.59 %
2025/09/30 SHW SHERWIN WILLIAMS CO COM 0.33% 328.947 K $ 950 2024/12/31 2.824 K $ 0.84 %
2025/09/30 FCX FREEPORT-MCMORAN COPPER & GOLD INC 0.32% 319.721 K $ 8152 2025/03/31 -15.755 K $ -9.53 %
2025/09/30 GWW GRAINGER W W INC COM 0.31% 313.524 K $ 329 2024/12/31 -30.460 K $ -8.39 %
2025/09/30 QCOM QUALCOMM INC 0.30% 307.101 K $ 1846 2024/12/31 14.235 K $ 4.46 %
2025/09/30 GD GENERAL DYNAMICS CORP COM 0.30% 297.693 K $ 873 2024/12/31 42.185 K $ 16.92 %
2025/09/30 JCI JOHNSON CTLS INC 0.29% 294.996 K $ 2683 2025/06/30 6.477 K $ 4.10 %
2025/09/30 GOOG ALPHABET INC CLASS C 0.29% 292.991 K $ 1203 2024/12/31 92.822 K $ 37.30 %
2025/09/30 ISRG INTUITIVE SURGICAL INC COM NEW 0.29% 290.700 K $ 650 2024/12/31 -65.594 K $ -17.70 %
2025/09/30 CMC COMMERCIAL METALS CO COM 0.29% 289.149 K $ 5048 2024/12/31 64.599 K $ 17.11 %
2025/09/30 SPHR SPHERE ENTERTAINMENT CO CL A 0.26% 266.805 K $ 4295 2024/12/31 102.209 K $ 48.61 %
2025/09/30 NOC NORTHROP GRUMMAN CORP COM 0.26% 263.226 K $ 432 2024/12/31 27.116 K $ 21.87 %
2025/09/30 TMO THERMO FISHER SCIENTIFIC INC COM 0.26% 261.426 K $ 539 2024/12/31 47.656 K $ 19.62 %
2025/09/30 XYL XYLEM INC COM 0.26% 260.190 K $ 1764 2025/03/31 26.883 K $ 14.02 %
2025/09/30 IVE ISHARES S&P 500 VALUE ETF 0.25% 255.246 K $ 1236 2024/12/31 709.000 $ 5.67 %
2025/09/30 LNN LINDSAY CORP COM 0.25% 254.414 K $ 1810 2024/12/31 -7.047 K $ -2.56 %
2025/09/30 PG PROCTER & GAMBLE CO COM 0.24% 237.850 K $ 1548 2024/12/31 -12.411 K $ -3.56 %
2025/09/30 BSX BOSTON SCIENTIFIC CORP COM 0.23% 235.679 K $ 2414 2024/12/31 -25.564 K $ -9.11 %
2025/09/30 SYK STRYKER CORP 0.23% 231.413 K $ 626 2024/12/31 -17.029 K $ -6.56 %
2025/09/30 RPM RPM INTL INC COM 0.23% 231.163 K $ 1961 2024/12/31 15.766 K $ 7.32 %
2025/09/30 GLD SPDR GOLD ETF 0.23% 229.989 K $ 647 2024/12/31 40.360 K $ 16.61 %
2025/09/30 INTU INTUIT INC 0.23% 228.775 K $ 335 2024/12/31 -40.317 K $ -13.30 %
2025/09/30 VRTX VERTEX PHARMACEUTICALS INC COM 0.22% 224.801 K $ 574 2024/12/31 -38.509 K $ -12.03 %
2025/09/30 VZ VERIZON COMMUNICATIONS 0.22% 224.233 K $ 5102 2024/12/31 3.817 K $ 1.57 %
2025/09/30 DELL DELL TECHNOLOGIES INC CL C 0.22% 223.146 K $ 1574 2024/12/31 25.591 K $ 15.64 %
2025/09/30 LPX LOUISIANA PAC CORP COM 0.20% 206.375 K $ 2323 2024/12/31 7.050 K $ 3.31 %
2025/09/30 WWD WOODWARD INC COM 0.20% 202.168 K $ 800 2024/12/31 6.400 K $ 3.11 %
2025/09/30 TSCO TRACTOR SUPPLY CO COM 0.20% 201.547 K $ 3544 2024/12/31 16.375 K $ 7.77 %
2025/09/30 GILD GILEAD SCIENCES INC 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2025/09/30 GIS GENERAL MLS INC COM 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2025/09/30 IT GARTNER INC COM 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2025/09/30 FI FISERV INC COM 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2025/09/30 FSLR FIRST SOLAR INC COM 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2025/09/30 EA ELECTRONIC ARTS INC COM 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2025/09/30 EIX EDISON INTL COM 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2025/09/30 ECL ECOLAB INC COM 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2025/09/30 EBAY EBAY INC 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2025/09/30 EMN EASTMAN CHEM CO COM 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 DIS DISNEY WALT CO COM DISNEY 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2025/09/30 DLR DIGITAL RLTY TR INC COM 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2025/09/30 CMI CUMMINS INC COM 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2025/09/30 GLW CORNING INC COM 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2025/09/30 ED CONSOLIDATED EDISON INC COM 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2025/09/30 CL COLGATE PALMOLIVE CO COM 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2025/09/30 EFX EQUIFAX INC COM 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2025/09/30 KO COCA COLA CO COM 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2025/09/30 CLX CLOROX CO DEL COM 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2025/09/30 CVX CHEVRON CORP NEW COM 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2025/09/30 EXE EXPAND ENERGY CORPORATION COM 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2025/09/30 CC CHEMOURS CO COM 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 CAT CATERPILLAR INC DEL COM 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %