Long-term investor
Putney Financial Group LLC @putneyfinancialgroupllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002056907).
Record
- Tracked since 2025-06-30 (449 days), 147 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months +19.8% · 1 year n/a · all +24.9%
- Max drawdown n/a · win rate 47% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 21.6% · long · since 2025-06-30
- GOOGL · 11.2% · long · since 2025-06-30
- AMZN · 7.0% · long · since 2025-06-30
- MSFT · 4.7% · long · since 2025-06-30
- NVDA · 3.4% · long · since 2025-06-30
- TSM · 3.1% · long · since 2025-06-30
- MA · 2.4% · long · since 2025-06-30
- INTC · 2.3% · long · since 2025-06-30
- AMD · 2.3% · long · since 2025-06-30
- CRWD · 2.2% · long · since 2025-06-30
- 040413205 · 2.1% · long · since 2025-06-30
- 46654Q203 · 2.0% · long · since 2025-06-30