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Putney Financial Group - Q2 2026 13F Filings

PU

Putney Financial Group LLC

CIK: 0002056907
Address: California San Rafael 100 Smith Ranch Road, Suite 110 Suite 110
$111.06 M
Portfolio Value
78
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 07/21/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Asset Allocation

Stocks/ETFs
+11.54%
$109.07 M 98.21%
Options
$0 0.00%
Debt
$0 0.00%
Other
+34.14%
$1.99 M 1.79%

Sector Allocation (Stocks)

Putney Financial Group Q2 2026 Filing Summary

Putney Financial Group LLC filed its 13F report for Q2 2026 on July 21, 2026. The portfolio totaled 111.06 M reflecting a +11.88% change from the prior quarter, spanning 78 assets. The top 10 holdings comprised 61.4% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 6 new positions and 13 complete exits.

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Issuer Name Class Value Shares Option Type

FAQs for Putney Financial Group’s Q2 2026 Filing

Putney Financial Group submitted their Form 13F-HR for the Q2 2026 period on 07/21/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Putney Financial Group reported a managed portfolio value of 111.06 M, consisting of 78 individual positions.

This page displays the raw filing documents. To see which stocks Putney Financial Group bought or sold during Q2 2026, please visit Putney Financial Group's Portfolio Analysis page.