Putney Financial Group LLC holds a focused book of 78 stocks worth $111.1M as of Q2 2026 (disclosed Jul 21, 2026, a ~45-day 13F lag). This quarter they opened Exxon Mobil Corp Com and trimmed Apple Inc. Their largest long position is Apple Inc at 22% of the equity book. Cloning the disclosed picks since 2025 would be +16% (+11.2%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2056907/holdings"
Use Arkolith to show Putney Financial Group LLC's latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Putney Financial Group LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
93% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc Stock | $24.0M | 82.9K | 21.6% | ▼−1.7% Reduced · −1K sh | |
| 2 | Alphabet Inc Class A Stock | $12.5M | 34.9K | 11.2% | ▼−1.0% Reduced · −356 sh | |
| 3 | Amazon.com Inc Stock | $7.8M | 32.8K | 7.0% | ▼−1.2% Reduced · −413 sh | |
| 4 | Microsoft Stock | $5.2M | 14.0K | 4.7% | ▼−1.0% Reduced · −139 sh | |
| 5 | Nvidia Corp Com Stock | $3.8M | 19.1K | 3.4% | ▼−1.1% Reduced · −219 sh | |
| 6 | Taiwan Semiconductor Manufact Sponsored Ads ADR | $3.4M | 7.2K | 3.1% | ▼−1.3% Reduced · −97 sh | |
| 7 | Mastercard Inc Stock | $2.7M | 5.2K | 2.4% | ▼−0.5% Reduced · −24 sh | |
| 8 | Intel Corp Stock | $2.6M | 18.3K | 2.3% | ▲+0.5% Added · +86 sh | |
| 9 | Advanced Micro Devices Inc Com Stock | $2.6M | 4.4K | 2.3% | ▲+2.0% Added · +85 sh | |
| 10 | Crowdstrike Hldgs Inc CL A Stock | $2.4M | 3.1K | 2.2% | ▲+1.6% Added · +50 sh | |
| 11 | Arista Networks Inc Com SHS Stock | $2.3M | 13.7K | 2.1% | ▲+0.2% Added · +30 sh | |
| 12 | JPMorgan Nasdaq Equity Premium Income ETF ETF | $2.3M | 37.0K | 2.0% | ▲+26% Added · +8K sh | |
| 13 | Costco Wholesale Corp Stock | $2.1M | 2.2K | 1.9% | ▲+52% Added · +761 sh | |
| 14 | Shopify Inc CL A Sub VTG SHS Stock | $1.9M | 17.1K | 1.8% | ▲+0.8% Added · +137 sh | |
| 15 | Visa Inc Stock | $1.7M | 5.0K | 1.5% | ▼−2.5% Reduced · −128 sh | |
| 16 | Lilly Eli & Co Com Stock | $1.6M | 1.4K | 1.5% | ▼−0.7% Reduced · −9 sh | |
| 17 | Berkshire Hathaway Inc Del CL B New Stock | $1.5M | 3.1K | 1.4% | —Held | |
| 18 | Cloudflare Inc CL A Com Stock | $1.5M | 6.0K | 1.3% | ▼−3.7% Reduced · −229 sh | |
| 19 | Intl Business Machines Stock | $1.4M | 5.1K | 1.3% | ▲+1.3% Added · +66 sh | |
| 20 | Vanguard Ftse Developed Markets ETF ETF | $1.3M | 18.7K | 1.2% | ▲+2.8% Added · +516 sh | |
| 21 | Allstate Corp Stock | $1.3M | 5.4K | 1.2% | —Held | |
| 22 | Coherent Corp Com Stock | $1.1M | 2.7K | 1.0% | ▲+12% Added · +298 sh | |
| 23 | Vanguard Ftse Emerging Markets ETF ETF | $956K | 16.0K | 0.9% | ▲+20% Added · +3K sh | |
| 24 | Abbvie Inc Com Stock | $929K | 3.7K | 0.8% | ▼−52% Reduced · −4K sh | |
| 25 | Lockheed Martin Corp Stock | $787K | 1.5K | 0.7% | ▼−0.8% Reduced · −13 sh | |
| 26 | Copart Inc Com Stock | $778K | 27.6K | 0.7% | ▼−8.8% Reduced · −3K sh | |
| 27 | Freeport-McMoran Copper & Gold Inc Stock | $744K | 11.8K | 0.7% | ▲+0.6% Added · +76 sh | |
| 28 | Dell Technologies Inc CL C Stock | $740K | 1.7K | 0.7% | ▲+3.1% Added · +51 sh | |
| 29 | Seagate Technology Stock | $724K | 750 | 0.7% | —Held | |
| 30 | Interactive Brokers Group Inc Com Stock | $716K | 8.2K | 0.6% | ▼−1.9% Reduced · −160 sh | |
| 31 | Vanguard Value Index Fund ETF | $711K | 3.3K | 0.6% | ▲+5.3% Added · +164 sh | |
| 32 | Sphere Entertainment Co CL A Stock | $705K | 4.1K | 0.6% | —Held | |
| 33 | Emcor Group Inc Com Stock | $693K | 835 | 0.6% | ▲+11% Added · +82 sh | |
| 34 | JPMorgan Chase & Co Stock | $692K | 2.1K | 0.6% | ▼−23% Reduced · −642 sh | |
| 35 | Nucor Corp Com Stock | $628K | 2.8K | 0.6% | ▼−4.2% Reduced · −124 sh | |
| 36 | JPMorgan Equity Premium Income ETF ETF | $597K | 10.6K | 0.5% | ▲+166% Added · +7K sh | |
| 37 | Clean Harbors Inc Com Stock | $560K | 1.9K | 0.5% | —Held | |
| 38 | Union Pac Corp Com Stock | $499K | 1.8K | 0.4% | ▼−17% Reduced · −365 sh | |
| 39 | Deere & Co Com Stock | $494K | 779 | 0.4% | ▲+2.2% Added · +17 sh | |
| 40 | NextEra Energy Inc Com Stock | $459K | 5.2K | 0.4% | ▼−0.9% Reduced · −50 sh | |
| 41 | Iron MTN Inc Del Com REIT | $456K | 3.6K | 0.4% | ▼−1.4% Reduced · −50 sh | |
| 42 | Heico Corp New Com Stock | $441K | 1.2K | 0.4% | —Held | |
| 43 | Exxon Mobil Corp Com Stock | $440K | 3.2K | 0.4% | ▲New New position | |
| 44 | Altria Group Inc Com Stock | $437K | 6.1K | 0.4% | ▼−13% Reduced · −900 sh | |
| 45 | JPMorgan Municipal ETF ETF | $428K | 8.5K | 0.4% | ▲New New position | |
| 46 | Ishares Russell 1000 Growth ETF ETF | $418K | 3.4K | 0.4% | ▲+300% Added · +3K sh | |
| 47 | Grainger W W Inc Com Stock | $416K | 306 | 0.4% | —Held | |
| 48 | Alphabet Inc Class C Stock | $385K | 1.1K | 0.3% | ▼−9.4% Reduced · −113 sh | |
| 49 | Ge Vernova Inc Com Stock | $371K | 316 | 0.3% | ▼−80% Reduced · −1K sh | |
| 50 | Johnson CTLS Inc Stock | $367K | 2.5K | 0.3% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 21, 2026 | 78 | $111.1M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 10, 2026 | 84 | $99.3M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 23, 2026 | 79 | $107.0M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 7, 2025 | 77 | $100.8M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 27, 2025 | 293 | $99.0M | 13F-HR/A |
| Q1 2025 | Mar 31, 2025 | Apr 22, 2025 | 281 | $95.0M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 21, 2025 | 321 | $112.3M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.