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Putney Financial Group LLC
Putney Financial Group LLC is an institution, managing $100.8M across 77 long positions as of Q3 2025 with 49% Technology concentration, 63% concentrated in top 10 holdings, 24% allocation to AAPL, and 49% technology allocation.
- Portfolio Value
- $100.8M
- Positions
- 77
- Top Holding
- AAPL at 24.05%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Putney Financial Group LLC's portfolio (63.4% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Consumer Electronics Technology | $24.2M | 24.05% | -$1.0M Sold | 0.00% 95.2K shares | |
Internet Content & Information Communication Services | $9.2M | 9.09% | -$94.1K Sold | 0.00% 37.7K shares | |
Specialty Retail Consumer Cyclical | $7.8M | 7.75% | -$298.6K Sold | 0.00% 35.6K shares | |
Software - Infrastructure Technology | $6.5M | 6.49% | -$120.7K Sold | 0.00% 12.6K shares | |
Semiconductors Technology | $3.9M | 3.83% | -$80.4K Sold | 0.00% 20.7K shares | |
Financial - Credit Services Financial Services | $3.2M | 3.21% | -$39.2K Sold | 0.00% 5.7K shares | |
Software - Application Technology | $2.6M | 2.58% | -$46.2K Sold | 0.00% 17.5K shares | |
Auto - Dealerships Consumer Cyclical | $2.3M | 2.25% | -$130.6K Sold | 0.01% 50.4K shares | |
Semiconductors Technology | $2.1M | 2.09% | -$42.5K Sold | — 7.6K shares | |
Computer Hardware Technology | $2.1M | 2.07% | +$27.0K Bought | 0.00% 14.3K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Putney Financial Group LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
+3,268.0% | |
+1,831.25% | |
+413.91% | |
+296.99% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for Putney Financial Group LLC
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