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Portfolio (Quarterly) Guide ↗

Putney Financial Group LLC

· CIK 0002056907
13F Portfolio $111M AUM 78 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 7 New 17 Added 35 Reduced 13 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 EXXON MOBIL CORP COM 3,217.0 $440K 0.40% NEW $136.72
2 JMUB JPMORGAN MUNICIPAL ETF 8,451.0 $428K 0.39% NEW $50.66 -1.8%
3 ASML ASML HLDG NV N Y REGISTRY SHS Technology 160.0 $318K 0.29% NEW $1989.44 -12.3%
4 JCPB JPMORGAN CORE PLUS BOND ETF 5,464.0 $256K 0.23% NEW $46.94 -1.1%
5 QCOM QUALCOMM INC Technology 1,385.0 $256K 0.23% NEW $184.79 -13.1%
6 CMI CUMMINS INC COM Industrials 336.0 $240K 0.22% NEW $713.21 -19.7%
7 CAT CATERPILLAR INC DEL COM Industrials 222.0 $236K 0.21% NEW $1064.90 -23.8%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 54.2%
Communication Services 13.3%
Consumer Cyclical 8.0%
Financial Services 7.9%
Industrials 6.8%
Healthcare 3.2%
Consumer Defensive 2.7%
Basic Materials 2.5%
Utilities 1.0%
Real Estate 0.4%