Putney Financial Group LLC

CIK

2056907

Location

SAN RAFAEL, CA

Portfolio Value

Micro $2,351,802

Diversification

Diversified

Filing Date

Global Rank

#5,487 / 8,232 ▲ 84

Top Industry

Consumer Electronics 22.9%

3Y Alpha vs SPY

-4.5%

Period ended 2 months ago

Filed Apr 10, 2026 · 2mo

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+17.2%

SPY

+23.4%

Annualised alpha

-4.5%

Max drawdown

−21.0%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

75 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

22.9%

−1.6 pts

Top 5

50.3%

−3.8 pts

Top 10

61.4%

−4.1 pts

HHI

799

Diversified−106

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	46.8%	$43,802,619	18
Communication Services	12.1%	$11,358,801	4
Industrials	10.1%	$9,459,052	16
Financial Services	9.4%	$8,826,250	8
Consumer Cyclical	7.9%	$7,381,883	3
Healthcare	5.6%	$5,194,876	9
Consumer Defensive	2.9%	$2,743,421	5
Basic Materials	2.5%	$2,351,802	6
Energy	1.2%	$1,127,336	2
Utilities	0.7%	$701,510	2
Real Estate	0.4%	$373,730	1
Unclassified	0.3%	$278,397	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

12 positions

Ticker	Company	Δ Shares	Shares	Value
FCX	Freeport-Mcmoran Inc	+3,375	11,752	$690,782
MP	MP Materials Corp. / DE	+1,921	7,016	$338,592
INTC	Intel Corp	+1,312	18,250	$805,372
AMD	Advanced Micro Devices Inc	+698	4,310	$876,783
NET	Cloudflare, Inc.	+345	6,206	$1,280,546
JPM	Jpmorgan Chase & Co	+344	2,756	$810,704
NUE	Nucor Corp	+255	2,943	$497,661
GEV	GE Vernova Inc.	+148	1,579	$1,378,309
GD	General Dynamics Corp	+129	1,023	$351,114
CRWD	CrowdStrike Holdings, Inc.	+92	3,080	$1,202,462
NOC	Northrop Grumman Corp /De/	+90	558	$380,689
VMC	Vulcan Materials CO	+81	1,260	$343,098
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
CPRT	Copart Inc	−8,615	30,253	$1,004,399
AAPL	Apple Inc.	−8,611	84,323	$21,400,334
GOOGL	Alphabet Inc.	−2,029	35,232	$10,131,313
UNP	Union Pacific Corp	−1,833	2,201	$534,006
CRM	Salesforce, Inc.	−1,639	1,626	$303,525
AMZN	Amazon Com Inc	−1,525	33,245	$6,923,936
DHR	Danaher Corp /De/	−984	1,239	$234,914
NVDA	Nvidia Corp	−879	19,299	$3,365,745
MSFT	Microsoft Corp	−677	14,168	$5,244,568
ANET	Arista Networks, Inc.	−638	13,669	$1,678,279
PG	PROCTER & GAMBLE Co	−610	1,671	$241,359
BAC	Bank Of America Corp /De/	−565	6,240	$304,200
IRM	Iron Mountain Inc	−420	3,659	$373,730
SPHR	Sphere Entertainment Co.	−400	4,075	$478,405
TSLA	Tesla, Inc.	−398	640	$237,920
ABT	Abbott Laboratories	−329	4,427	$454,520
WM	Waste Management Inc	−275	1,332	$306,080
V	Visa Inc.	−253	5,091	$1,538,703
MA	Mastercard Inc	−246	5,255	$2,625,713
NEE	Nextera Energy Inc	−230	5,280	$490,406
JNJ	Johnson & Johnson	−200	2,525	$617,211
SHW	Sherwin Williams Co	−196	653	$209,319
HD	Home Depot, Inc.	−188	669	$220,027
IBM	International Business Machines Corp	−176	4,989	$1,209,283
CLH	Clean Harbors Inc	−165	1,873	$537,045
No positions match the current search.

New Positions

Positions the filer opened this quarter

7 positions

Ticker	Company	Shares	Value
ALL	Allstate Corp	5,397	$1,119,013
COHR	Coherent Corp.	2,423	$577,182
EME	EMCOR Group, Inc.	753	$555,947
DELL	Dell Technologies Inc.	1,664	$273,112
AA	Alcoa Corp	4,106	$272,350
OKLO	Oklo Inc.	4,257	$211,104
MCK	Mckesson Corp	242	$209,417
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
QCOM	Qualcomm Inc/De	1,646	$281,548
XYL	Xylem Inc.	1,719	$234,093
BSX	Boston Scientific Corp	2,414	$230,174
INTU	Intuit Inc.	335	$221,910
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

6 positions · $2,351,802 total · Basic Materials only · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SHW	Sherwin Williams Co Basic Materials	Reduced	653	-196	$209,319	−23.9%	8.90%
AA	Alcoa Corp Basic Materials	NEW	4,106	NEW	$272,350	NEW	11.58%
MP	MP Materials Corp. / DE Basic Materials	Added	7,016	+1,921	$338,592	+31.5%	14.40%
VMC	Vulcan Materials CO Basic Materials	Added	1,260	+81	$343,098	+2.0%	14.59%
NUE	Nucor Corp Basic Materials	Added	2,943	+255	$497,661	+13.5%	21.16%
FCX	Freeport-Mcmoran Inc Basic Materials	Added	11,752	+3,375	$690,782	+62.4%	29.37%