Putney Financial Group LLC filed its 13F report for Q1 2026 on April 10, 2026. The portfolio totaled 99.27 M reflecting a -7.21% change from the prior quarter, spanning 84 assets. The top 10 holdings comprised 58.8% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 9 new positions and 4 complete exits.
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Putney Financial Group submitted their Form 13F-HR for the Q1 2026 period on 04/10/2026. This was the only submission for the quarter.
In the Q1 2026 filing, Putney Financial Group reported a managed portfolio value of 99.27 M, consisting of 84 individual positions.
This page displays the raw filing documents. To see which stocks Putney Financial Group bought or sold during Q1 2026, please visit Putney Financial Group's Portfolio Analysis page.