🎉 Founding Member Beta — Join our Discord and get 3 months of Pro free. Learn more →
S&P 500: 759.97 -0.5% NASDAQ 100: 704.40 0.0% Dow Jones: 534.08 -0.5%

Putney Financial Group - Q4 2025 13F Filings

PU

Putney Financial Group LLC

CIK: 0002056907
Address: California San Rafael 100 Smith Ranch Road, Suite 110 Suite 110
$106.98 M
Portfolio Value
79
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 07/21/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025
1. MSFT Microsoft Corporation
+$1.07 M
2. ABBV Abbvie
+$788,061.96
3. INTC Intel Corporation
+$625,012
4. ABT Abbott Laboratories
+$595,879
5. JNJ Johnson & Johnson
+$563,939

Top Sells

Q4 2025
1. TREX Trex Company
−$1.2 M
2. AAPL Apple
−$623,915.88
3. CPRT Copart
−$452,182.44
4. TTD The Trade Desk
−$299,580.15
5. AGG Ishares Core Us Aggregate Bond Etf
−$297,642.18

Asset Allocation

Stocks/ETFs
+6.24%
$105.42 M 98.54%
Options
$0 0.00%
Debt
$0 0.00%
Other
-2.04%
$1.56 M 1.46%

Sector Allocation (Stocks)

Putney Financial Group Q4 2025 Filing Summary

Putney Financial Group LLC filed its 13F report for Q4 2025 on January 23, 2026. The portfolio totaled 106.98 M reflecting a +6.11% change from the prior quarter, spanning 79 assets. The top 10 holdings comprised 64.3% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 10 new positions and 8 complete exits.

Report Type

Status

Data Summary

Items:

Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Putney Financial Group’s Q4 2025 Filing

Putney Financial Group submitted their Form 13F-HR for the Q4 2025 period on 01/23/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Putney Financial Group reported a managed portfolio value of 106.98 M, consisting of 79 individual positions.

This page displays the raw filing documents. To see which stocks Putney Financial Group bought or sold during Q4 2025, please visit Putney Financial Group's Portfolio Analysis page.