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Putney Financial Group LLC

Q2 2025 Holdings

Filed 2025-08-04 | 293 holdings | $99.0M | 13F-HR/A | View on SEC ↗ · Holdings Table ↗

Amended (2025-08-27) | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Invesco Dorsey Wright Momentum ETF(PDP)ETF46137V837$14.4K1330.0%
Hormel Foods Corp COM(HRL)Stock440452100$15.1K5000.0%
Consolidated Water Co Inc ORD(CWCO)StockG23773107$15.3K5100.0%
Equifax Inc COM(EFX)Stock294429105$15.6K600.0%
Boeing Co COM(BA)Stock097023105$15.7K750.0%
Markel Group Inc COM(MKL)Stock570535104$16.0K80.0%
Upstart Hldgs Inc COM(UPST)Stock91680M107$16.0K2480.0%
Travelers Companies Inc COM(TRV)Stock89417E109$16.1K600.0%
U Haul Holding Company COM SER N(UHAL/B)Stock023586506$16.1K2970.0%
Agilent Tech Inc(A)Stock00846U101$16.5K1400.0%
Hershey Co COM(HSY)Stock427866108$16.6K1000.0%
Ishares Bitcoin Trust ETF(IBIT)ETF46438F101$17.4K2850.0%
Alcoa Corp COM(AA)Stock013872106$17.7K6000.0%
Siriusxm Holdings Inc Common Stock(SIRI)Stock829933100$17.8K7750.0%
Lamb Weston Hldgs Inc COM(LW)Stock513272104$19.2K3700.0%
Carrier Global Corporation COM(CARR)Stock14448C104$19.2K2630.0%
Docusign Inc COM(DOCU)Stock256163106$19.8K2540.0%
Gladstone LD Corp COM(LAND)REIT376549101$20.3K2,0000.0%
Nike Int'l CL B(NKE)Stock654106103$21.0K2950.0%
Nuscale PWR Corp CL A COM(SMR)Stock67079K100$21.4K5400.0%
Merck & Co Inc(MRK)Stock58933Y105$21.8K2750.0%
Palantir Technologies Inc CL A(PLTR)Stock69608A108$21.8K1600.0%
Albertsons COS Inc Common Stock(ACI)Stock013091103$22.6K1,0500.0%
Starbucks Corp(SBUX)Stock855244109$22.9K2500.0%
Vistra Corp COM(VST)Stock92840M102$23.1K1190.0%
Vanguard Growth ETF(VUG)ETF922908736$24.1K550.0%
3M Co(MMM)Stock88579Y101$24.4K1600.0%
Textron Inc COM(TXT)Stock883203101$24.4K3040.0%
Robinhood Mkts Inc COM CL A(HOOD)Stock770700102$24.8K2650.0%
Ishares Russell 1000 Value ETF(IWD)ETF464287598$25.3K1300.0%
Madison Square Garden Entmt COM CL A(MSGE)Stock558256103$25.6K6400.0%
Ebay Inc(EBAY)Stock278642103$25.7K3450.0%
Schwab U.S. Small-Cap ETF(SCHA)ETF808524607$25.7K1,0160.0%
Texas Instrs Inc COM(TXN)Stock882508104$26.4K1270.0%
UFP Industries Inc COM(UFPI)Stock90278Q108$26.4K2660.0%
Hewlett Packard Enterprise Co COM(HPE)Stock42824C109$26.5K1,2970.0%
Lowes COS Inc COM(LOW)Stock548661107$26.6K1200.0%
Corning Inc COM(GLW)Stock219350105$27.3K5200.0%
AAR Corp COM(AIR)Stock000361105$27.4K3990.0%
Electronic Arts Inc COM(EA)Stock285512109$27.9K1750.0%
Blackstone Group L P COM Unit LTD(BX)Stock09260D107$29.9K2000.0%
Gilead Sciences Inc(GILD)Stock375558103$29.9K2700.0%
U Haul Holding Company COM(UHAL)Stock023586100$31.3K5170.0%
Norfolk Southern Corp COM(NSC)Stock655844108$33.0K1290.0%
Roper Technologies Inc COM(ROP)Stock776696106$34.0K600.0%
Coca Cola Co COM(KO)Stock191216100$34.7K4900.0%
AT&T Inc COM(T)Stock00206R102$34.8K1,2030.0%
Linde PLC SHS(LIN)StockG54950103$35.2K750.0%
General MLS Inc COM(GIS)Stock370334104$35.2K6800.0%
The Cigna Group COM(CI)Stock125523100$35.4K1070.0%
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