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Disclosed positions
Putney Financial Group LLC: source evidence dated 2026-07-22T03:59:59.999Z.
- Issuer
- APPLE INC
- Ticker
- AAPL
- Class
- Stock
- Reported value
- $23,991,104
- Reported amount
- 82,911
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0002056907-26-000003Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
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| APPLE INC | AAPL | Stock | $23,991,104 | 82,911 | SH | None |
| ALPHABET INC CLASS A | GOOGL | Stock | $12,463,650 | 34,876 | SH | None |
| AMAZON.COM INC | AMZN | Stock | $7,825,179 | 32,832 | SH | None |
| MICROSOFT | MSFT | Stock | $5,232,979 | 14,029 | SH | None |
| NVIDIA CORP COM | NVDA | Stock | $3,817,739 | 19,080 | SH | None |
| TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | TSM | ADR | $3,421,789 | 7,165 | SH | None |
| MASTERCARD INC | MA | Stock | $2,686,642 | 5,231 | SH | None |
| INTEL CORP | INTC | Stock | $2,560,256 | 18,336 | SH | None |
| ADVANCED MICRO DEVICES INC COM | AMD | Stock | $2,553,099 | 4,395 | SH | None |
| CROWDSTRIKE HLDGS INC CL A | CRWD | Stock | $2,388,628 | 3,130 | SH | None |
| ARISTA NETWORKS INC COM SHS | ANET | Stock | $2,327,186 | 13,699 | SH | None |
| JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | JEPQ | ETF | $2,274,038 | 37,000 | SH | None |
| COSTCO WHOLESALE CORP | COST | Stock | $2,079,563 | 2,223 | SH | None |
| SHOPIFY INC CL A SUB VTG SHS | SHOP | Stock | $1,947,226 | 17,054 | SH | None |
| VISA INC | V | Stock | $1,702,756 | 4,963 | SH | None |
| LILLY ELI & CO COM | LLY | Stock | $1,627,854 | 1,357 | SH | None |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | BRK.B | Stock | $1,545,204 | 3,088 | SH | None |
| CLOUDFLARE INC CL A COM | NET | Stock | $1,466,039 | 5,977 | SH | None |
| INTL BUSINESS MACHINES | IBM | Stock | $1,421,655 | 5,055 | SH | None |
| VANGUARD FTSE DEVELOPED MARKETS ETF | VEA | ETF | $1,332,476 | 18,701 | SH | None |
| ALLSTATE CORP | ALL | Stock | $1,284,162 | 5,397 | SH | None |
| COHERENT CORP COM | COHR | Stock | $1,073,353 | 2,721 | SH | None |
| VANGUARD FTSE EMERGING MARKETS ETF | VWO | ETF | $955,637 | 16,010 | SH | None |
| ABBVIE INC COM | ABBV | Stock | $929,307 | 3,693 | SH | None |
| LOCKHEED MARTIN CORP | LMT | Stock | $787,116 | 1,545 | SH | None |
| COPART INC COM | CPRT | Stock | $777,706 | 27,588 | SH | None |
| FREEPORT-MCMORAN COPPER & GOLD INC | FCX | Stock | $743,863 | 11,828 | SH | None |
| DELL TECHNOLOGIES INC CL C | DELL | Stock | $739,954 | 1,715 | SH | None |
| SEAGATE TECHNOLOGY | STX | Stock | $723,750 | 750 | SH | None |
| INTERACTIVE BROKERS GROUP INC COM | IBKR | Stock | $716,339 | 8,230 | SH | None |
| VANGUARD VALUE INDEX FUND | VTV | ETF | $710,954 | 3,262 | SH | None |
| SPHERE ENTERTAINMENT CO CL A | SPHR | Stock | $705,097 | 4,075 | SH | None |
| EMCOR GROUP INC COM | EME | Stock | $692,950 | 835 | SH | None |
| JPMORGAN CHASE & CO | JPM | Stock | $691,976 | 2,114 | SH | None |
| NUCOR CORP COM | NUE | Stock | $628,032 | 2,819 | SH | None |
| JPMORGAN EQUITY PREMIUM INCOME ETF | JEPI | ETF | $597,107 | 10,572 | SH | None |
| CLEAN HARBORS INC COM | CLH | Stock | $559,559 | 1,873 | SH | None |
| UNION PAC CORP COM | UNP | Stock | $499,392 | 1,836 | SH | None |
| DEERE & CO COM | DE | Stock | $494,143 | 779 | SH | None |
| NEXTERA ENERGY INC COM | NEE | Stock | $459,037 | 5,230 | SH | None |
| IRON MTN INC DEL COM | IRM | REIT | $455,853 | 3,609 | SH | None |
| HEICO CORP NEW COM | HEI | Stock | $440,607 | 1,237 | SH | None |
| EXXON MOBIL CORP COM | XOM | Stock | $439,828 | 3,217 | SH | None |
| ALTRIA GROUP INC COM | MO | Stock | $436,737 | 6,070 | SH | None |
| JPMORGAN MUNICIPAL ETF | JMUB | ETF | $428,085 | 8,451 | SH | None |
| ISHARES RUSSELL 1000 GROWTH ETF | IWF | ETF | $418,205 | 3,368 | SH | None |
| GRAINGER W W INC COM | GWW | Stock | $416,282 | 306 | SH | None |
| ALPHABET INC CLASS C | GOOG | Stock | $385,130 | 1,090 | SH | None |
| GE VERNOVA INC COM | GEV | Stock | $371,256 | 316 | SH | None |
| JOHNSON CTLS INC | JCI | Stock | $367,174 | 2,513 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.