Portfolio (Quarterly) Guide ↗

Putney Financial Group LLC

· CIK 0002056907

13F Portfolio $99M AUM 84 positions Filed Apr 10, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 9 New 15 Added 46 Reduced 4 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	QCOM	QUALCOMM INC	Technology	1,646	$282K	0.26%	SOLD
2	XYL	XYLEM INC COM	Industrials	1,719	$234K	0.22%	SOLD
3	BSX	BOSTON SCIENTIFIC CORP COM	Healthcare	2,414	$230K	0.21%	SOLD
4	INTU	INTUIT INC	Technology	335	$222K	0.21%	SOLD

Sector Allocation

Technology 47.5%

Communication Services 12.3%

Industrials 8.7%

Financial Services 8.2%

Consumer Cyclical 8.0%

Healthcare 5.6%

Consumer Defensive 3.0%

Basic Materials 2.9%

Utilities 2.2%

Energy 1.2%