Putney Financial Group LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing reports the firm holds positions in 299 distinct companies.
The portfolio is heavily weighted toward large-cap technology and industrial names. The largest position is in NVIDIA Corporation, where Putney holds 18,770 shares. Other significant holdings include Taiwan Semiconductor Manufacturing (7,094 shares), Advanced Micro Devices (4,455 shares), and Microsoft (13,396 shares). The firm also holds substantial positions in Visa (4,997 shares), International Business Machines (19,169 shares), and Mastercard (5,142 shares).
Outside of the technology sector, the filing shows significant exposure to consumer staples and industrial companies. The firm holds 13,683 shares in Eli Lilly and Company, 3,368 shares in Costco Wholesale, and 2,704 shares in Waste Management. In the industrial space, holdings include 1,368 shares in Linde PLC, 1,368 shares in United Parcel Service, and 1,368 shares in General Dynamics.
The filing also details several exchange-traded funds (ETFs) held by the firm, including the Invesco QQQ Trust, the SPDR S&P 500 ETF, and the iShares MSCI Emerging Markets ETF.
