Putney Financial Group LLC Portfolio Holdings

Putney Financial Group LLC

  • $101 Billion
  • Q3 2025

Putney Financial Group LLC has filed its 13F form on November 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $101 Billion distributed in 77 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $24.2B, Alphabet Inc. with a value of $9.16B, Amazon Com Inc with a value of $7.81B, Microsoft Corp with a value of $6.55B, and Nvidia Corp with a value of $3.86B.

Examining the 13F form we can see an increase of $1.77B in the current position value, from $99B to 101B.

Putney Financial Group LLC is based out at San Rafael, CA

Below you can find more details about Putney Financial Group LLC portfolio as well as his latest detailed transactions.

Portfolio value $101 Billion
Technology: $47.6 Billion
Consumer Cyclical: $10.7 Billion
Communication Services: $10.5 Billion
Industrials: $8.7 Billion
Financial Services: $8.49 Billion
Healthcare: $3.78 Billion
ETFs: $3.33 Billion
Basic Materials: $2.26 Billion
Other: $2.51 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$24.2 Billion 24.05% of portfolio
95,229
Q3 2025 Reduced 4.08%
$1.65T
$9.16 Billion 9.09% of portfolio
37,695
Q3 2025 Reduced 1.02%
$2.39T
$7.81 Billion 7.75% of portfolio
35,583
Q3 2025 Reduced 3.68%
$3.78T
$6.55 Billion 6.49% of portfolio
12,642
Q3 2025 Reduced 1.81%
$465B
$3.86 Billion 3.83% of portfolio
20,668
Q3 2025 Reduced 2.04%
$512B
$3.23 Billion 3.21% of portfolio
5,683
Q3 2025 Reduced 1.2%
$174B
$2.6 Billion 2.58% of portfolio
17,502
Q3 2025 Reduced 1.75%
$9.78B
$2.27 Billion 2.25% of portfolio
50,418
Q3 2025 Reduced 5.45%
$1.46T
$2.11 Billion 2.09% of portfolio
7,556
Q3 2025 Reduced 1.97%
$533B
$1.82 Billion 1.81% of portfolio
5,336
Q3 2025 Reduced 2.77%
$662B
$1.59 Billion 1.58% of portfolio
3,162
Q3 2025 Added 0.96%
$328B
$1.58 Billion 1.57% of portfolio
5,262
Q3 2025 Added 0.38%
$266B
$1.45 Billion 1.44% of portfolio
5,146
Q3 2025 Reduced 4.37%
$115B
$1.43 Billion 1.42% of portfolio
2,924
Q3 2025 Added 1.35%
$404B
$1.4 Billion 1.39% of portfolio
1,510
Q3 2025 Added 0.67%
$59.6B
$1.26 Billion 1.25% of portfolio
5,859
Q3 2025 Reduced 0.59%
$18.6B
$1.11 Billion 1.11% of portfolio
22,734
Q3 2025 Added 3.64%
$971B
$1.08 Billion 1.07% of portfolio
1,418
Q2 2025 Reduced 5.15%
$136B
$1.02 Billion 1.01% of portfolio
4,304
Q3 2025 Reduced 13.82%
$414B
$1 Billion 1.0% of portfolio
4,339
Q3 2025 Added 2.14%
$237B
$827 Million 0.82% of portfolio
3,489
Q3 2025 Reduced 8.66%
$123B
$763 Million 0.76% of portfolio
1,529
Q3 2025 Reduced 22.23%
$6B
$581 Million 0.58% of portfolio
8,440
Q2 2025 Added 282.42%
$388B
$539 Million 0.53% of portfolio
3,329
Q3 2025 Added 8.61%
$881B
$526 Million 0.52% of portfolio
1,667
Q3 2025 Added 3.86%
$49.1B
$524 Million 0.52% of portfolio
437
Q3 2025 Added 1.16%
$11.1B
$481 Million 0.48% of portfolio
2,071
Q3 2025 Reduced 3.45%
$5.15B
$465 Million 0.46% of portfolio
2,603
Q3 2025 Reduced 0.95%
$1.29T
$447 Million 0.44% of portfolio
1,006
Q3 2025 Reduced 3.36%
$160B
$447 Million 0.44% of portfolio
2,253
Q3 2025 Reduced 19.45%
$26.6B
$444 Million 0.44% of portfolio
4,359
Q3 2025 Reduced 6.16%
$168B
$430 Million 0.43% of portfolio
5,702
Q3 2025 Added 6.14%
$104B
$414 Million 0.41% of portfolio
1,410
Q2 2025 Reduced 3.75%
$17.1B
$399 Million 0.4% of portfolio
1,237
Q4 2024 New
$100B
$388 Million 0.38% of portfolio
1,435
Q3 2025 Reduced 4.97%
$144B
$370 Million 0.37% of portfolio
809
Q3 2025 Reduced 19.98%
$38B
$370 Million 0.37% of portfolio
2,733
Q3 2025 Added 38.31%
$37.3B
$374 Million 0.37% of portfolio
1,215
Q3 2025 Added 99.84%
$85.9B
$375 Million 0.37% of portfolio
1,697
Q3 2025 Added 1.19%
$151B
$365 Million 0.36% of portfolio
1,036
Q3 2025 Reduced 1.89%
$10.4B
$351 Million 0.35% of portfolio
5,230
Q3 2025 Added 148.46%
$413B
$351 Million 0.35% of portfolio
6,805
Q1 2025 Reduced 1.45%
$86.1B
$329 Million 0.33% of portfolio
950
Q3 2025 Reduced 2.46%
$57.4B
$320 Million 0.32% of portfolio
8,152
Q3 2025 Added 113.68%
$46.8B
$314 Million 0.31% of portfolio
329
Q3 2025 Reduced 5.73%
$187B
$307 Million 0.3% of portfolio
1,846
Q3 2025 Reduced 7.93%
$94.5B
$298 Million 0.3% of portfolio
873
Q3 2025 Added 2.11%
$6.92B
$289 Million 0.29% of portfolio
5,048
Q3 2025 Reduced 34.59%
$193B
$291 Million 0.29% of portfolio
650
Q3 2025 Reduced 4.69%

Summary

  • Portfolio
  • No. of Stocks 77
  • Current Value $101 Billion
  • Prior Value $99 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 07, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 1 stocks
  • Additional Purchases 27 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 43 stocks
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