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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Putney Financial Group LLC

Quarter ended Q1 2025 · Filed April 22, 2025 · Accession 0002056907-25-000002

Total Value
$95.0M
Positions
281
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (281)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL106,134$23.6M24.80%
2AMAZON.COM INCAMZN39,927$7.6M7.99%
3ALPHABET INC CLASS AGOOG40,347$6.2M6.56%
4MICROSOFTMSFT13,607$5.1M5.37%
5MASTERCARD INCMA6,019$3.3M3.47%
6COPART INC COMCPRT56,474$3.2M3.36%
7NVIDIA CORP COMNVDA21,744$2.4M2.48%
8VISA INCV5,499$1.9M2.03%
9TREX COMPANY INCTREX32,713$1.9M2.00%
10SHOPIFY INC CL A SUB VTG SHSSHOP17,933$1.7M1.80%
11BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A3,052$1.6M1.71%
12COSTCO WHOLESALE CORP22160K1051,468$1.4M1.46%
13INTL BUSINESS MACHINESINTR5,496$1.4M1.44%
14UNION PAC CORP COMUNP5,754$1.4M1.43%
15TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS8740391008,019$1.3M1.40%
16LILLY ELI & CO COMLLY1,495$1.2M1.30%
17THE TRADE DESK INC COM CL A88339J10520,896$1.1M1.20%
18ARISTA NETWORKS INC COM SHSANET14,044$1.1M1.14%
19SALESFORCE COM INC COMCRM3,985$1.1M1.13%
20CROWDSTRIKE HLDGS INC CL ACRWD2,914$1.0M1.08%
21LOCKHEED MARTIN CORPLMT2,159$964,4471.01%
22ABBVIE INC COMABBV4,371$915,8120.96%
23DANAHER CORP2358511023,585$734,9250.77%
24CLOUDFLARE INC CL A COMNET6,192$697,7760.73%
25VANGUARD VALUE INDEX FUND9229087443,150$544,1310.57%
26COMMERCIAL METALS CO COMCMC11,183$514,5300.54%
27BADGER METER INC COMBMI2,678$509,4900.54%
28PROCTER & GAMBLE CO COM7427181092,879$490,6390.52%
29JPMORGAN CHASE & COVYLD1,993$488,8830.51%
30DEERE & CO COMDE1,018$477,7980.50%
31AUTOMATIC DATA PROCESSING INC COMADP1,465$447,6010.47%
32CME GROUP INC COMCME1,675$444,3610.47%
33VERTEX PHARMACEUTICALS INC COMVRTX915$443,6100.47%
34ADOBE SYS INC COMADBE1,106$424,1840.45%
35CLEAN HARBORS INC COMCLH2,145$422,7800.44%
36WASTE MANAGEMENT INC94106L1091,817$420,6540.44%
37NEXTERA ENERGY INC COMNEE-PW5,904$418,5350.44%
38PATHWARD FINANCIAL INC COMCASH411,470$411,4700.43%
39IRON MTN INC DEL COM46284V1014,731$407,0550.43%
40SHERWIN WILLIAMS CO COMSHW1,103$385,1570.41%
41GRAINGER W W INC COM384802104374$369,4480.39%
42BOSTON SCIENTIFIC CORP COMBSX3,654$368,6160.39%
43INTERACTIVE BROKERS GROUP INC COM45841N1072,207$365,4570.38%
44NETFLIX COM INCNFLX385$359,0240.38%
45DISNEY WALT CO COM DISNEY2546871063,554$350,7800.37%
46LOUISIANA PAC CORP COMLPX3,754$345,2930.36%
47INTUITIVE SURGICAL INC COM NEWISRG682$337,7740.36%
48ADVANCED MICRO DEVICES INC COMAMD3,225$331,3370.35%
49HEICO CORP NEW COMHEI-A1,237$330,5140.35%
50QUALCOMM INCQCOM2,106$323,5030.34%
51STRYKER CORPSYK811$301,8950.32%
52VERIZON COMMUNICATIONSVZ6,629$300,6910.32%
53THERMO FISHER SCIENTIFIC INC COMTMO604$300,5500.32%
54BANK OF AMERICA CORP0605051046,805$283,9730.30%
55TESLA MOTORS INCTSLA1,041$269,7860.28%
56GENERAL DYNAMICS CORP COMGD950$258,9510.27%
57SPDR GOLD ETFGLD897$258,4620.27%
58RPM INTL INC COM7496851032,228$257,7350.27%
59INTUIT INCINTU417$256,0340.27%
60CHEVRON CORP NEW COMCVX1,529$255,7860.27%
61LINDSAY CORP COMLNN1,940$245,4490.26%
62TRACTOR SUPPLY CO COMTSCO4,444$244,8640.26%
63ALPHABET INC CLASS CGOOG1,433$223,8780.24%
64WOODWARD INC COMWWD1,118$204,0240.21%
65SPHERE ENTERTAINMENT CO CL ASPHR5,635$184,3770.19%
66PAYCHEX INCPAYX1,170$180,5080.19%
67FISERV INC COMFISV798$176,2220.19%
68CONOCOPHILLIPS COMCOP1,675$175,9090.19%
69PEPSICO INC COMPEP1,145$171,6810.18%
70HOME DEPOT INC COMHD463$169,6850.18%
71AMGEN INCAMGN542$168,8600.18%
72WASTE CONNECTIONS INC COMWCN817$159,2380.17%
73AIRBNB INC COM CL AABNB1,310$156,4930.16%
74DELL TECHNOLOGIES INC CL CDELL1,702$155,1370.16%
75KINDER MORGAN INCEP-PC5,220$148,9270.16%
76SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST78467X109350$146,9580.15%
77MCDONALDS CORP COMMCD429$134,0070.14%
78ECOLAB INC COMECL509$129,0420.14%
79NORTHROP GRUMMAN CORP COMNOC240$122,8820.13%
80ORACLE CORPORATIONORCL-PD841$117,5230.12%
81TARGET CORP COMTGT1,125$117,4050.12%
82PUBLIC STORAGE COMPSA-PS376$112,5330.12%
83AMERICAN ELEC PWR INC COM025537101978$106,8660.11%
84CISCO SYS INCCSCO1,659$102,3770.11%
85AFLAC INC COMAFL900$100,0710.11%
86JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF46654Q2031,925$99,6770.10%
87WELLS FARGO & CO NEW COM9497461011,371$98,4240.10%
88NEW YORK TIMES CO CL ANYT1,961$97,2660.10%
89CLOROX CO DEL COMCLX640$94,2400.10%
90EXXON MOBIL CORP COMXOM765$90,9810.10%
91REGENERON PHARMACEUTICALS COMREGN142$90,0610.09%
92ALERIAN MLP ETF00162Q4521,646$85,4930.09%
93SPDR S&P 500 ETFSPY152$85,0270.09%
94SEAGATE TECHNOLOGYSE1,000$84,9500.09%
95PHILLIPS 66 COMPSX679$83,8430.09%
96WAL MARTWMT942$82,6980.09%
97HEWLETT PACKARD CO COMHPQ2,897$80,2180.08%
98CAPITAL ONE FINL CORP COM14040H105443$79,4300.08%
99PARKER-HANNIFIN CORP COMPH129$78,4130.08%
100FEDEX CORPFDX321$78,2530.08%
101POOL CORP COMPOOL241$76,7220.08%
102ABBOTT LABS COMABLZF565$74,9470.08%
103CUMMINS INC COMCMI236$73,9720.08%
104SAP SE SPON ADRSAPGF270$72,4790.08%
105AMERICAN EXPRESS CO COMAXP262$70,4910.07%
106INTEL CORPINTC3,085$70,0600.07%
107DIGITAL RLTY TR INC COM253868103483$69,2090.07%
108META PLATFORMS INC CL AMETA116$66,8580.07%
109ILLINOIS TOOL WKS INC COM452308109260$64,4830.07%
110INVESCO QQQ TRUST SERIES IIVZ131$61,4290.06%
111JOHNSON & JOHNSON COMJNJ365$60,5320.06%
112RH COMRH250$58,6030.06%
113NUCOR CORP COMNUE467$56,1990.06%
114U HAUL HOLDING COMPANY COM SER NUHAL-B918$54,3270.06%
115EDISON INTL COM281020107920$54,2060.06%
116COCA COLA CO COMKO755$54,0730.06%
117AUTODESK INC COMADSK205$53,6690.06%
118LEAR CORPLEA582$51,3440.05%
119ISHARES INTERNATIONAL SELECT DIVIDEND ETF4642884481,655$51,3380.05%
120WABTEC CORP COM929740108275$49,8710.05%
121VERALTO CORP COM SHSVLTO499$48,6280.05%
122GENERAL MLS INC COM370334104780$46,6360.05%
123ISHARES CORE S&P 500 ETF46428720080$44,9520.05%
124TRIMBLE NAVIGATION LTD COMTRMB652$42,8040.05%
125THE CIGNA GROUP COM125523100130$42,7700.04%
126UNITED PARCEL SERVICE INCUPS387$42,5660.04%
127PAYCOM SOFTWARE INC COMPAYC191$41,7300.04%
128DOCUSIGN INC COMDOCU509$41,4330.04%
129LOWES COS INC COM548661107174$40,5820.04%
130VANGUARD S&P 500 ETF92290836378$40,0850.04%
131CSX CORP COMCSX1,350$39,7310.04%
132LAM RESEARCH CORP COMLRCX500$36,3500.04%
133ROPER TECHNOLOGIES INC COMROP60$35,3750.04%
134LINDE PLC SHSLIN75$34,9230.04%
135OLLIES BARGAIN OUTLET HLDGS IN COM681116109300$34,9080.04%
136AT&T INC COMT-PC1,203$34,0210.04%
137U HAUL HOLDING COMPANY COMUHAL-B517$33,7910.04%
138VANGUARD GROWTH ETF92290873690$33,3740.04%
139NORFOLK SOUTHERN CORP COM655844108129$30,5540.03%
140CATERPILLAR INC DEL COMCAT92$30,3420.03%
141TRAVELERS COMPANIES INC COMTRV110$29,0910.03%
142UFP INDUSTRIES INC COMUFPI266$28,4730.03%
143BLACKSTONE GROUP L P COM UNIT LTDBX200$27,9560.03%
144OCCIDENTAL PETE CORP DEL COM674599105565$27,8880.03%
145AAR CORP COMAIR484$27,0990.03%
146ELECTRONIC ARTS INC COMEA175$25,2910.03%
147ASML HOLDING N V N Y REGISTRY SHSASMLF38$25,1800.03%
148NIKE INT'L CL BNKE389$24,6940.03%
149STARBUCKS CORPSBUX250$24,5230.03%
150ISHARES RUSSELL 1000 VALUE ETF464287598130$24,4610.03%
151CORNING INC COMGLW520$23,8060.03%
152SCHWAB U.S. SMALL-CAP ETF8085246071,016$23,8050.03%
153EBAY INCEBAY345$23,3670.02%
154ALBERTSONS COS INC COMMON STOCK0130911031,050$23,0900.02%
155GENERAL ELECTRIC369604301115$23,0170.02%
156DUKE ENERGY CORP NEW COM NEWDUKB188$22,9300.02%
157TEXAS INSTRS INC COM882508104127$22,8220.02%
158TEXTRON INC COMTXT304$21,9640.02%
159GLADSTONE LD CORP COM3765491012,000$21,0400.02%
160MADISON SQUARE GARDEN ENTMT COM CL A558256103640$20,9540.02%
161LAMB WESTON HLDGS INC COMLW370$19,7210.02%
162GILEAD SCIENCES INCGILD176$19,7210.02%
163HORMEL FOODS CORP COMHRL620$19,1830.02%
164HEWLETT PACKARD ENTERPRISE CO COMHPE-PC1,171$18,0690.02%
165SIMPSON MFG INC COM829073105112$17,5930.02%
166MADISON SQUARE GRDN SPRT CORP CL A55825T10390$17,5250.02%
167SIRIUSXM HOLDINGS INC COMMON STOCK829933100775$17,4720.02%
168HERSHEY CO COMHSY100$17,1030.02%
169CARRIER GLOBAL CORPORATION COMCARR263$16,6740.02%
170AGILENT TECH INCA140$16,3770.02%
171GE VERNOVA INC COMGEV51$15,5690.02%
172AMERICAN WTR WKS CO INC NEW COM030420103105$15,4900.02%
173MARKEL GROUP INC COMMKL8$14,9570.02%
174DATADOG INC CL A COMDDOG150$14,8820.02%
175EQUIFAX INC COMEFX60$14,6140.02%
176LINCOLN NATL CORP IND COM534187109400$14,3640.02%
177ALEXANDER & BALDWIN HLDGS INC COM014491104825$14,2150.01%
178KELLOGG CO COMBEKE170$14,0230.01%
179VULCAN MATLS CO COM92916010960$13,9980.01%
180VISTRA CORP COMVST119$13,9750.01%
181SS&C TECHNOLOGIES HLDGS INC COMSSNC165$13,7820.01%
182CHECK POINT SOFTWARE TECHNOLOGIES LTDM2246510460$13,6750.01%
183WHIRLPOOL CORP COMWHR-PA150$13,5200.01%
184ISHARES BITCOIN TRUST ETFIBIT285$13,3410.01%
185INVESCO DORSEY WRIGHT MOMENTUM ETFIVZ133$13,2970.01%
186BOEING CO COMBA-PA75$12,7910.01%
187GARTNER INC COMIT30$12,5920.01%
188CONSOLIDATED WATER CO INC ORDCWCO510$12,4900.01%
189SIMON PROPERTY GROUP INC82880610975$12,4560.01%
190DUTCH BROS INC CL ABROS200$12,3480.01%
191ISHARES S&P 500 VALUE ETF46428740864$12,1970.01%
192ISHARES RUSSELL 2000 ETF46428765560$11,9690.01%
193U S PHYSICAL THERAPY INC COMUSPH160$11,5780.01%
194ROBINHOOD MKTS INC COM CL A770700102265$11,0290.01%
195TIMKEN CO COMTKR150$10,7810.01%
196ABRDN PHYSICAL PLATINUM SHARES ETFPPLT117$10,6900.01%
197TORO CO COMTORO146$10,6220.01%
198MONGODB INC CL AMDB60$10,5240.01%
199MORGAN STANLEY COM NEWMS-PQ90$10,5000.01%
200KEYSIGHT TECHNOLOGIES INC COMKEYS70$10,4840.01%
201WEYERHAEUSER CO MTN BE COM NEWWY352$10,3070.01%
202VANGUARD FTSE EMERGING MARKETS ETF922042858227$10,2740.01%
203XYLEM INC COMXYL84$10,0350.01%
204ACCENTURE PLC IRELAND SHS CLASS AACN32$9,9850.01%
205PAYPAL HLDGS INC COMPYPL152$9,9180.01%
206SPOTIFY TECHNOLOGY S A SHSSPOT18$9,9010.01%
207BOOKING HOLDINGS INC COMBKNG2$9,2140.01%
208ZOETIS INC CL AZTS55$9,0560.01%
209BROWN FORMAN CORP CL ABF-B270$9,0370.01%
210ISHARES RUSSELL 1000 GROWTH ETF46428761425$9,0270.01%
211ENBRIDGE INC COMENNPF200$8,8510.01%
212VANGUARD TOTAL INTERNATIONAL STOCK ETF921909768142$8,8180.01%
213SEA LTD SPONSORD ADSSE67$8,7430.01%
214FORTIVE CORP COMFTV107$7,8300.01%
215MARVELL TECHNOLOGY GROUP LTD ORDMRVL125$7,6960.01%
216WALKER & DUNLOP INC COMWD90$7,6820.01%
217SCHWAB EMERGING MARKETS EQUITY ETF808524706266$7,3340.01%
218CENTERPOINT ENERGY INC COMCNP200$7,2460.01%
219F M C CORP COM NEWFMC170$7,1720.01%
220CVS HEALTH CORP COMCVS104$7,0460.01%
221CONSTELLATION ENERGY CORP COMCEG33$6,6540.01%
222ARES CAPITAL CORPORATIONARCC300$6,6480.01%
223FIRST SOLAR INC COMFSLR50$6,3220.01%
224VEEVA SYS INC CL A COMVEEV27$6,2540.01%
225ARK GENOMIC REVOLUTION ETF00214Q302300$6,2280.01%
226CONSOLIDATED EDISON INC COMED55$6,0820.01%
227KAISER ALUMINUM CORP COM PAR $0.01KALU100$6,0620.01%
228TRI CONTL CORP COM895436103196$6,0110.01%
229SENTINELONE INC CL AS330$5,9990.01%
230BROWN FORMAN CORP CL BBF-B175$5,9400.01%
231ASTRAZENECA PLC SPONSORED ADRAZN75$5,5130.01%
232UPSTART HLDGS INC COMUPST118$5,4320.01%
233INTL PAPER CO COM460146103100$5,3350.01%
234HONEYWELL INTL INC COM43851610625$5,2940.01%
235YUM! BRANDS INCYUM32$5,0360.01%
236FREEPORT-MCMORAN COPPER & GOLD INCFCX130$4,9220.01%
237ALCOA CORP COMAA160$4,8800.01%
238MICRON TECHNOLOGY INC COMMU55$4,7790.01%
239GENERAL MOTORS CORP37045V100100$4,7030.00%
240COLGATE PALMOLIVE CO COMCL50$4,6850.00%
241ISHARES GLOBAL CLEAN ENERGY ETF464288224398$4,5450.00%
242INVESCO DB COMMODITY INDEX TRACKING FUNDIVZ200$4,5000.00%
243COMCAST CORP NEW CL ACCZ111$4,0960.00%
244HALLIBURTON CO COMHAL160$4,0590.00%
245BWX TECHNOLOGIES INC COMBWXT40$3,9460.00%
246NCR ATLEOS CORPORATION COM SHSNATL147$3,8780.00%
247LGI HOMES INC COMLGIH58$3,8550.00%
248ISHARES LATIN AMERICA 40 ETF464287390160$3,7680.00%
249EXPAND ENERGY CORPORATION COMEXE33$3,6740.00%
2503M COMMM25$3,6720.00%
251CAVA GROUP INC COMCAVA39$3,3700.00%
252BROOKFIELD RENEWABLE CORP CL A EX SUB VTGBEPC110$3,0700.00%
253EMQQ THE EMERGING MARKETS INTERNET ETF30150588980$3,0530.00%
254EATON VANCE CA MUNI INCOME TR SH BEN INTETN300$3,0060.00%
255FINANCIAL SELECT SECTOR SPDR81369Y60560$2,9890.00%
256TERRENO RLTY CORP COM88146M10144$2,7820.00%
257CF INDS HLDGS INC COM12526910035$2,7350.00%
258J M SMUCKER CO NEW83269640523$2,7230.00%
259INTERNATIONAL FLAVORS&FRAGRANC COM45950610131$2,4060.00%
260HOLOGIC INC COMHOLX35$2,1620.00%
261SOLVENTUM CORP COM SHSSOLV28$2,1290.00%
262VANGUARD HIGH DIVIDEND YIELD INDEX ETF92194640615$1,9340.00%
263VONTIER CORPORATION COMVNT42$1,3800.00%
264VANGUARD SMALL-CAP ETF9229087515$1,1090.00%
265BOSTON BEER INC CL ASAM4$9550.00%
266WK KELLOGG CO COM SHS92942W10742$8370.00%
267ARK INNOVATION ETF00214Q10416$7610.00%
268NCR CORP NEW COMNCRRP75$7310.00%
269SYLVAMO CORP COMMON STOCKSLVM9$6040.00%
270ENERGY TRANSFER L P COM UT LTD PTNET-PI30$5580.00%
271VIRNETX HLDG CORP COMVHC72$5320.00%
272SCIENCE APPLICATIONS INTL CORP COM8086251074$4490.00%
273MERCK & CO INCMRK5$4490.00%
274RENAISSANCE IPO ETF75993720410$3760.00%
275OCCIDENTAL PETE CORP WT EXP 08032767459916212$3320.00%
276LUMENTUM HLDGS INC COMLITE3$1870.00%
277VIATRIS INC COMVTRS21$1830.00%
278VIAVI SOLUTIONS INC COMVIAV16$1790.00%
279ISHARES GOLD TRUSTIAU2$1180.00%
280DARE BIOSCIENCE INC COM NEWDARE1$30.00%
281PG&E CORP COMPCG-PX0$00.00%