13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002056907
Total reported value
$111.1M
$111.1M
321 檔
48.1%
In Q4 2024, Putney Financial Group LLC's U.S. equity holdings reached a combined market value of $111.1M, distributed across 321 disclosed stock positions.
During Q4 2024, Putney Financial Group LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 321 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 24.45% | +0.04% | — | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 7.98% | +0.07% | — | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 6.94% | +1.01% | — | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 5.28% | -0.57% | — | |
| 5 | CPRT | Copart Inc | Stock-Industrials | 2.96% | -0.31% | — | |
| 6 | MA | Mastercard Inc - A | Stock-Financials | 2.87% | -0.23% | — | |
| 7 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.84% | +0.40% | — | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 2.61% | +0.05% | — | |
| 9 | TREX | Trex Company Inc | Stock-Industrials | 2.20% | — | — | |
| 10 | TTD | Trade Desk Inc/the -class A | Stock-Comm Services | 2.18% | -0.34% | EXIT | |
| 11 | SHOP | Shopify Inc - Class A | Stock-Tech | 1.76% | -0.27% | — | |
| 12 | V | Visa Inc-class A Shares | Stock-Financials | 1.55% | -0.02% | — | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.49% | -0.10% | — | |
| 14 | UNP | Union Pacific CORP | Stock-Industrials | 1.47% | -0.09% | — | |
| 15 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.44% | +0.61% | — | |
| 16 | ANET | Arista Networks Inc | Stock-Tech | 1.42% | +0.41% | — | |
| 17 | CRM | Salesforce Inc | Stock-Tech | 1.24% | -0.10% | — | |
| 18 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.22% | +0.20% | — | |
| 19 | IBM | Intl Business Machines CORP | Stock-Tech | 1.13% | +0.06% | — | |
| 20 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.95% | -0.24% | — | |
| 21 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.90% | +0.94% | — | |
| 22 | DHR | Danaher CORP | Stock-Healthcare | 0.77% | -0.24% | EXIT | |
| 23 | ABBV | Abbvie Inc | Stock-Healthcare | 0.70% | -0.86% | — | |
| 24 | NET | Cloudflare Inc - Class A | Stock-Tech | 0.59% | +0.03% | — | |
| 25 | CMC | Commercial Metals Co | Stock-Industrials | 0.54% | -0.02% | — | |
| 26 | VTV | Vanguard Value ETF | ETF-Other | 0.51% | +0.03% | — | |
| 27 | PLBC | Plumas Bancorp | Stock-Other | 0.51% | — | — | |
| 28 | BMI | Badger Meter Inc | Stock-Tech | 0.51% | -0.05% | — | |
| 29 | IRM | Iron Mountain Inc | Stock-Real Estate | 0.46% | +0.03% | — | |
| 30 | CLH | Clean Harbors Inc | Stock-Industrials | 0.46% | -0.04% | — | |
| 31 | ADBE | Adobe Inc | Stock-Tech | 0.45% | -0.06% | — | |
| 32 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.44% | -0.24% | EXIT | |
| 33 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.43% | -0.20% | — | |
| 34 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.42% | — | — | |
| 35 | ADP | Automatic Data Processing | Stock-Tech | 0.39% | -0.06% | — | |
| 36 | CASH | Pathward Financial Inc | Stock-Other | 0.39% | — | — | |
| 37 | DE | Deere & Co | Stock-Industrials | 0.39% | +0.01% | — | |
| 38 | NEE | Nextera Energy Inc | Stock-Utilities | 0.38% | -0.08% | — | |
| 39 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.38% | — | — | |
| 40 | AMD | Advanced Micro Devices | Stock-Tech | 0.36% | +1.42% | — | |
| 41 | GWW | Ww Grainger Inc | Stock-Industrials | 0.35% | +0.03% | — | |
| 42 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.35% | -0.02% | — | |
| 43 | IBKR | Interactive Brokers Gro-cl A | Stock-Financials | 0.35% | +0.07% | — | |
| 44 | CME | Cme Group Inc | Stock-Financials | 0.35% | -0.13% | — | |
| 45 | LPX | Louisiana-pacific CORP | Stock-Industrials | 0.35% | — | — | |
| 46 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.34% | -0.02% | — | |
| 47 | CVX | Chevron CORP | Stock-Energy | 0.34% | -0.37% | EXIT | |
| 48 | WM | Waste Management Inc | Stock-Industrials | 0.33% | -0.05% | — | |
| 49 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.32% | -0.07% | — | |
| 50 | NFLX | Netflix Inc | Stock-Comm Services | 0.31% | -0.17% | — |
According to official SEC Form 13F filings, Putney Financial Group LLC reported a total U.S. public equity portfolio value of $111.1M across 321 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, AMZN, GOOGL) accounted for 48.1% of total reported equity market value during Q4 2024.
During Q4 2024, Putney Financial Group LLC's top holdings by market value included AAPL (24.4%)、AMZN (8.0%)、GOOGL (6.9%). The largest single position, AAPL, represented 24.4% of total portfolio value.
In Q4 2024, Putney Financial Group LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.