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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 (Amended)

Putney Financial Group LLC

Quarter ended Q2 2025 · Filed August 27, 2025 · Accession 0002056907-25-000004

Total Value
$99.0M
Positions
293
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (293)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL99,282$20.4M20.57%
2AMAZON.COM INCAMZN36,943$8.1M8.18%
3ALPHABET INC CLASS AGOOG38,082$6.7M6.78%
4MICROSOFTMSFT12,875$6.4M6.47%
5NVIDIA CORP COMNVDA21,099$3.3M3.37%
6MASTERCARD INCMA5,752$3.2M3.26%
7COPART INC COMCPRT53,323$2.6M2.64%
8SHOPIFY INC CL A SUB VTG SHSSHOP17,813$2.1M2.07%
9VISA INCV5,488$1.9M1.97%
10TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS8740391007,708$1.7M1.76%
11INTL BUSINESS MACHINESINTR5,381$1.6M1.60%
12THE TRADE DESK INC COM CL A88339J10521,936$1.6M1.59%
13TREX COMPANY INCTREX28,605$1.6M1.57%
14BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A3,132$1.5M1.54%
15COSTCO WHOLESALE CORP22160K1051,500$1.5M1.50%
16CROWDSTRIKE HLDGS INC CL ACRWD2,885$1.5M1.48%
17ARISTA NETWORKS INC COM SHSANET14,139$1.4M1.46%
18GENERAL ELECTRIC3696043015,242$1.3M1.36%
19CLOUDFLARE INC CL A COMNET5,894$1.2M1.17%
20UNION PAC CORP COMUNP4,994$1.1M1.16%
21LILLY ELI & CO COMLLY1,418$1.1M1.12%
22SALESFORCE COM INC COMCRM3,820$1.0M1.05%
23LOCKHEED MARTIN CORPLMT1,966$910,5330.92%
24ABBVIE INC COMABBV4,248$788,5140.80%
25GE VERNOVA INC COMGEV1,411$746,6310.75%
26BADGER METER INC COMBMI2,628$643,7290.65%
27NETFLIX COM INCNFLX432$578,5040.58%
28DANAHER CORP2358511022,797$552,5190.56%
29VANGUARD VALUE INDEX FUND9229087443,075$543,4760.55%
30DEERE & CO COMDE1,011$514,0830.52%
31CLEAN HARBORS INC COMCLH2,145$495,8810.50%
32IRON MTN INC DEL COM46284V1014,645$476,4380.48%
33INTERACTIVE BROKERS GROUP INC COM45841N1078,440$467,6600.47%
34JPMORGAN CHASE & COVYLD1,605$465,3060.47%
35ADVANCED MICRO DEVICES INC COMAMD3,065$434,9240.44%
36AUTOMATIC DATA PROCESSING INC COMADP1,410$434,8440.44%
37CME GROUP INC COMCME1,510$416,1860.42%
38ADOBE SYS INC COMADBE1,056$408,5450.41%
39HEICO CORP NEW COMHEI-A1,237$405,7360.41%
40WASTE MANAGEMENT INC94106L1091,677$383,7310.39%
41COMMERCIAL METALS CO COMCMC7,718$377,4870.38%
42NEXTERA ENERGY INC COMNEE-PW5,372$372,9240.38%
43INTUITIVE SURGICAL INC COM NEWISRG682$370,6060.37%
44GRAINGER W W INC COM384802104349$363,0440.37%
45DISNEY WALT CO COM DISNEY2546871062,839$352,0640.36%
46PROCTER & GAMBLE CO COM7427181092,189$348,7510.35%
47SHERWIN WILLIAMS CO COMSHW974$334,4330.34%
48TESLA MOTORS INCTSLA1,041$330,6840.33%
49BANK OF AMERICA CORP0605051046,805$322,0130.33%
50VERTEX PHARMACEUTICALS INC COMVRTX719$320,0990.32%
51QUALCOMM INCQCOM2,005$319,3160.32%
52INTUIT INCINTU385$303,2380.31%
53BOSTON SCIENTIFIC CORP COMBSX2,614$280,7700.28%
54LINDSAY CORP COMLNN1,910$275,5180.28%
55STRYKER CORPSYK656$259,5330.26%
56NUCOR CORP COMNUE1,976$255,9710.26%
57GENERAL DYNAMICS CORP COMGD855$249,3690.25%
58ALPHABET INC CLASS CGOOG1,403$248,8780.25%
59SPDR GOLD ETFGLD797$242,9500.25%
60VERIZON COMMUNICATIONSVZ5,614$242,9180.25%
61THERMO FISHER SCIENTIFIC INC COMTMO599$242,8710.25%
62RPM INTL INC COM7496851031,961$215,3960.22%
63LOUISIANA PAC CORP COMLPX2,474$212,7390.21%
64TRACTOR SUPPLY CO COMTSCO3,994$210,7630.21%
65SPHERE ENTERTAINMENT CO CL ASPHR5,030$210,2540.21%
66WOODWARD INC COMWWD840$205,8760.21%
67XYLEM INC COMXYL1,482$191,7120.19%
68CHEVRON CORP NEW COMCVX1,179$168,8210.17%
69FREEPORT-MCMORAN COPPER & GOLD INCFCX3,815$165,3800.17%
70BECTON DICKINSON & CO COMBDX960$165,3600.17%
71DELL TECHNOLOGIES INC CL CDELL1,335$163,6710.17%
72VULCAN MATLS CO COM929160109608$158,5860.16%
73JOHNSON CTLS INCG515021051,496$158,0080.16%
74PAYCHEX INCPAYX1,070$155,6420.16%
75SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST78467X109350$154,2280.16%
76ORACLE CORPORATIONORCL-PD691$151,0320.15%
77AIRBNB INC COM CL AABNB1,132$149,8090.15%
78HOME DEPOT INC COMHD403$147,7560.15%
79AMERICAN WTR WKS CO INC NEW COM0304201031,013$140,9180.14%
80VANGUARD FTSE DEVELOPED MARKETS ETF9219438582,427$138,3630.14%
81FISERV INC COMFISV798$137,5830.14%
82ECOLAB INC COMECL509$137,1450.14%
83WASTE CONNECTIONS INC COMWCN692$129,0260.13%
84AMGEN INCAMGN462$128,9950.13%
85PEPSICO INC COMPEP961$126,8900.13%
86GE HEALTHCARE TECHNOLOGIES INC COMMON STOCKGEHC1,709$126,5860.13%
87MCDONALDS CORP COMMCD429$125,3410.13%
88NORTHROP GRUMMAN CORP COMNOC248$123,9950.13%
89KINDER MORGAN INCEP-PC4,005$117,7470.12%
90CAPITAL ONE FINL CORP COM14040H105543$115,5290.12%
91CISCO SYS INCCSCO1,659$115,1010.12%
92CONOCOPHILLIPS COMCOP1,275$114,4190.12%
93SEAGATE TECHNOLOGYSE750$108,2480.11%
94PUBLIC STORAGE COMPSA-PS353$103,5770.10%
95WABTEC CORP COM929740108493$103,2100.10%
96TARGET CORP COMTGT989$97,5650.10%
97SPDR S&P 500 ETFSPY152$93,9130.09%
98JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF46654Q2031,725$93,8400.09%
99NEW YORK TIMES CO CL ANYT1,651$92,4230.09%
100PARKER-HANNIFIN CORP COMPH129$90,1030.09%
101META PLATFORMS INC CL AMETA122$90,0470.09%
102WELLS FARGO & CO NEW COM9497461011,121$89,8150.09%
103ABBOTT LABS COMABLZF649$88,2700.09%
104AMERICAN ELEC PWR INC COM025537101828$85,9130.09%
105AFLAC INC COMAFL800$84,3680.09%
106PAYCOM SOFTWARE INC COMPAYC338$78,2130.08%
107CUMMINS INC COMCMI236$77,2900.08%
108CLOROX CO DEL COMCLX640$76,8450.08%
109WAL MARTWMT777$75,9750.08%
110VANGUARD S&P 500 ETF922908363132$74,9800.08%
111AMERICAN EXPRESS CO COMAXP232$74,0030.07%
112SAP SE SPON ADRSAPGF240$72,9840.07%
113DIGITAL RLTY TR INC COM253868103418$72,8700.07%
114INVESCO QQQ TRUST SERIES IIVZ131$72,2650.07%
115EXXON MOBIL CORP COMXOM650$70,0700.07%
116MP MATERIALS CORP COM CL AMP2,105$70,0330.07%
117INTEL CORPINTC3,085$69,1040.07%
118ALERIAN MLP ETF00162Q4521,411$68,9410.07%
119ILLINOIS TOOL WKS INC COM452308109260$64,2850.06%
120REGENERON PHARMACEUTICALS COMREGN122$64,0500.06%
121HEWLETT PACKARD CO COMHPQ2,491$60,9300.06%
122SIMPSON MFG INC COM829073105379$58,8620.06%
123AUTODESK INC COMADSK190$58,8180.06%
124FEDEX CORPFDX258$58,6460.06%
125ISHARES INTERNATIONAL SELECT DIVIDEND ETF4642884481,655$57,1140.06%
126ISHARES CORE S&P 500 ETF46428720090$55,8810.06%
127ACCENTURE PLC IRELAND SHS CLASS AACN186$55,5940.06%
128POOL CORP COMPOOL181$52,7580.05%
129JOHNSON & JOHNSON COMJNJ335$51,1710.05%
130PHILLIPS 66 COMPSX427$50,9410.05%
131DOMINOS PIZZA INC COMDPZ111$50,0300.05%
132TRIMBLE NAVIGATION LTD COMTRMB652$49,5390.05%
133LAM RESEARCH CORP COMLRCX500$48,6700.05%
134VERALTO CORP COM SHSVLTO475$47,9510.05%
135SPOTIFY TECHNOLOGY S A SHSSPOT62$47,5750.05%
136RH COMRH250$47,2530.05%
137CSX CORP COMCSX1,350$44,0510.04%
138LEAR CORPLEA457$43,4060.04%
139ASML HOLDING N V N Y REGISTRY SHSASMLF53$42,4740.04%
140OLLIES BARGAIN OUTLET HLDGS IN COM681116109300$39,5340.04%
141EDISON INTL COM281020107700$36,1200.04%
142UNITED PARCEL SERVICE INCUPS357$36,0360.04%
143CATERPILLAR INC DEL COMCAT92$35,7150.04%
144THE CIGNA GROUP COM125523100107$35,3720.04%
145GENERAL MLS INC COM370334104680$35,2310.04%
146LINDE PLC SHSLIN75$35,1890.04%
147AT&T INC COMT-PC1,203$34,8150.04%
148COCA COLA CO COMKO490$34,6680.04%
149ROPER TECHNOLOGIES INC COMROP60$34,0100.03%
150NORFOLK SOUTHERN CORP COM655844108129$33,0200.03%
151U HAUL HOLDING COMPANY COMUHAL-B517$31,3100.03%
152GILEAD SCIENCES INCGILD270$29,9350.03%
153BLACKSTONE GROUP L P COM UNIT LTDBX200$29,9160.03%
154ELECTRONIC ARTS INC COMEA175$27,9480.03%
155AAR CORP COMAIR399$27,4470.03%
156CORNING INC COMGLW520$27,3470.03%
157LOWES COS INC COM548661107120$26,6240.03%
158HEWLETT PACKARD ENTERPRISE CO COMHPE-PC1,297$26,5240.03%
159UFP INDUSTRIES INC COMUFPI266$26,4300.03%
160TEXAS INSTRS INC COM882508104127$26,3680.03%
161SCHWAB U.S. SMALL-CAP ETF8085246071,016$25,7050.03%
162EBAY INCEBAY345$25,6890.03%
163MADISON SQUARE GARDEN ENTMT COM CL A558256103640$25,5810.03%
164ISHARES RUSSELL 1000 VALUE ETF464287598130$25,2500.03%
165ROBINHOOD MKTS INC COM CL A770700102265$24,8120.03%
166TEXTRON INC COMTXT304$24,4080.02%
1673M COMMM160$24,3580.02%
168VANGUARD GROWTH ETF92290873655$24,1120.02%
169VISTRA CORP COMVST119$23,0630.02%
170STARBUCKS CORPSBUX250$22,9080.02%
171ALBERTSONS COS INC COMMON STOCK0130911031,050$22,5860.02%
172PALANTIR TECHNOLOGIES INC CL APLTR160$21,8110.02%
173MERCK & CO INCMRK275$21,7690.02%
174NUSCALE PWR CORP CL A COMNU540$21,3620.02%
175NIKE INT'L CL BNKE295$20,9570.02%
176GLADSTONE LD CORP COM3765491012,000$20,3400.02%
177DOCUSIGN INC COMDOCU254$19,7840.02%
178CARRIER GLOBAL CORPORATION COMCARR263$19,2490.02%
179LAMB WESTON HLDGS INC COMLW370$19,1850.02%
180SIRIUSXM HOLDINGS INC COMMON STOCK829933100775$17,8020.02%
181ALCOA CORP COMAA600$17,7060.02%
182ISHARES BITCOIN TRUST ETFIBIT285$17,4450.02%
183HERSHEY CO COMHSY100$16,5950.02%
184AGILENT TECH INCA140$16,5210.02%
185U HAUL HOLDING COMPANY COM SER NUHAL-B297$16,1480.02%
186TRAVELERS COMPANIES INC COMTRV60$16,0520.02%
187UPSTART HLDGS INC COMUPST248$16,0410.02%
188MARKEL GROUP INC COMMKL8$15,9790.02%
189BOEING CO COMBA-PA75$15,7150.02%
190EQUIFAX INC COMEFX60$15,5620.02%
191CONSOLIDATED WATER CO INC ORDCWCO510$15,3100.02%
192HORMEL FOODS CORP COMHRL500$15,1250.02%
193INVESCO DORSEY WRIGHT MOMENTUM ETFIVZ133$14,4420.01%
194ABRDN PHYSICAL PLATINUM SHARES ETFPPLT117$14,3760.01%
195LINCOLN NATL CORP IND COM534187109400$13,8400.01%
196DUTCH BROS INC CL ABROS200$13,6740.01%
197SS&C TECHNOLOGIES HLDGS INC COMSSNC165$13,6620.01%
198KELLOGG CO COMBEKE170$13,5200.01%
199CHECK POINT SOFTWARE TECHNOLOGIES LTDM2246510460$13,2750.01%
200COMCAST CORP NEW CL ACCZ370$13,2050.01%
201MERCADOLIBRE INC COMMELI5$13,0680.01%
202ISHARES RUSSELL 2000 ETF46428765560$12,9470.01%
203MORGAN STANLEY COM NEWMS-PQ90$12,6770.01%
204MONGODB INC CL AMDB60$12,5990.01%
205MADISON SQUARE GRDN SPRT CORP CL A55825T10360$12,5370.01%
206U S PHYSICAL THERAPY INC COMUSPH160$12,5120.01%
207ISHARES S&P 500 VALUE ETF46428740864$12,5070.01%
208GARTNER INC COMIT30$12,1270.01%
209SIMON PROPERTY GROUP INC82880610975$12,0570.01%
210EASTMAN CHEM CO COMEMN160$11,9460.01%
211BOOKING HOLDINGS INC COMBKNG2$11,5780.01%
212OCCIDENTAL PETE CORP DEL COM674599105275$11,5530.01%
213KEYSIGHT TECHNOLOGIES INC COMKEYS70$11,4700.01%
214TIMKEN CO COMTKR150$10,8830.01%
215SEA LTD SPONSORD ADSSE67$10,7160.01%
216ALEXANDER & BALDWIN HLDGS INC COM014491104600$10,6980.01%
217CONSTELLATION ENERGY CORP COMCEG33$10,6510.01%
218ISHARES RUSSELL 1000 GROWTH ETF46428761425$10,6150.01%
219FORD MTR CO345370860966$10,4810.01%
220PG&E CORP COMPCG-PX720$10,0370.01%
221VANGUARD TOTAL INTERNATIONAL STOCK ETF921909768142$9,8110.01%
222MARVELL TECHNOLOGY GROUP LTD ORDMRVL125$9,6750.01%
223DUKE ENERGY CORP NEW COM NEWDUKB80$9,4400.01%
224SONY CORP ADR NEWSNEJF355$9,2410.01%
225CAVA GROUP INC COMCAVA109$9,1810.01%
226ENBRIDGE INC COMENNPF200$9,0520.01%
227WEYERHAEUSER CO MTN BE COM NEWWY352$9,0430.01%
228ZOETIS INC CL AZTS55$8,5770.01%
229QORVO INC COMQRVO100$8,4910.01%
230KAISER ALUMINUM CORP COM PAR $0.01KALU100$7,9900.01%
231VEEVA SYS INC CL A COMVEEV27$7,7750.01%
232BROWN FORMAN CORP CL ABF-B270$7,4170.01%
233CVS HEALTH CORP COMCVS107$7,3810.01%
234CENTERPOINT ENERGY INC COMCNP200$7,3480.01%
235VANGUARD FTSE EMERGING MARKETS ETF922042858144$7,1220.01%
236F M C CORP COM NEWFMC170$7,0980.01%
237GOLDMAN SACHS GROUP INCGSCE10$7,0780.01%
238ARK INNOVATION ETF00214Q104100$7,0290.01%
239MICRON TECHNOLOGY INC COMMU55$6,7790.01%
240ARES CAPITAL CORPORATIONARCC300$6,5880.01%
241TRI CONTL CORP COM895436103200$6,3320.01%
242SENTINELONE INC CL AS330$6,0320.01%
243HONEYWELL INTL INC COM43851610625$5,8220.01%
244BWX TECHNOLOGIES INC COMBWXT40$5,7620.01%
245FORTIVE CORP COMFTV107$5,5780.01%
246CONSOLIDATED EDISON INC COMED55$5,5190.01%
247PFIZER INC COMPFE220$5,3330.01%
248ISHARES GLOBAL CLEAN ENERGY ETF464288224398$5,2180.01%
249GENERAL MOTORS CORP37045V100100$4,9210.00%
250PAYPAL HLDGS INC COMPYPL65$4,8310.00%
251YUM! BRANDS INCYUM32$4,7420.00%
252BROWN FORMAN CORP CL BBF-B175$4,7090.00%
253SOLVENTUM CORP COM SHSSOLV62$4,7020.00%
254INTL PAPER CO COM460146103100$4,6830.00%
255COLGATE PALMOLIVE CO COMCL50$4,5450.00%
256NCR ATLEOS CORPORATION COM SHSNATL147$4,1940.00%
257ISHARES LATIN AMERICA 40 ETF464287390160$4,1940.00%
258FIRST SOLAR INC COMFSLR25$4,1390.00%
259EXPAND ENERGY CORPORATION COMEXE33$3,8590.00%
260CF INDS HLDGS INC COM12526910035$3,2200.00%
261FINANCIAL SELECT SECTOR SPDR81369Y60560$3,1420.00%
262LGI HOMES INC COMLGIH58$2,9880.00%
263EATON VANCE CA MUNI INCOME TR SH BEN INTETN300$2,9060.00%
264TERRENO RLTY CORP COM88146M10144$2,4670.00%
265INTERNATIONAL FLAVORS&FRAGRANC COM45950610131$2,2800.00%
266J M SMUCKER CO NEW83269640523$2,2590.00%
267VANGUARD HIGH DIVIDEND YIELD INDEX ETF92194640615$2,0000.00%
268EDWARDS LIFESCIENCES CORP COMEW24$1,8770.00%
269EMBECTA CORP COMMON STOCKEMBC192$1,8600.00%
270RALLIANT CORP COMRAL35$1,6970.00%
271VONTIER CORPORATION COMVNT42$1,5500.00%
272CHEMOURS CO COMCC120$1,3740.00%
273WALGREENS BOOTS ALLIANCE INC COM931427108115$1,3200.00%
274VANGUARD SMALL-CAP ETF9229087515$1,1850.00%
275NCR CORP NEW COMNCRRP75$8800.00%
276VIRNETX HLDG CORP COMVHC72$7810.00%
277WK KELLOGG CO COM SHS92942W10742$6690.00%
278BAXTER INTL INC COM07181310922$6660.00%
279ENERGY TRANSFER L P COM UT LTD PTNET-PI30$5440.00%
280CARDINAL HEALTH INC COMCAH3$5040.00%
281SYLVAMO CORP COMMON STOCKSLVM9$4510.00%
282SCIENCE APPLICATIONS INTL CORP COM8086251074$4500.00%
283RENAISSANCE IPO ETF75993720410$4490.00%
284VIATRIS INC COMVTRS48$4290.00%
285ADIENT PLC ORD SHSADNT17$3310.00%
286LUMENTUM HLDGS INC COMLITE3$2850.00%
287OCCIDENTAL PETE CORP WT EXP 08032767459916212$2490.00%
288TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADSTKPHF15$2320.00%
289ORGANON & CO COMMON STOCKOGN17$1650.00%
290VIAVI SOLUTIONS INC COMVIAV16$1610.00%
291DXC TECHNOLOGY CO COMDXC10$1530.00%
292ISHARES GOLD TRUSTIAU2$1250.00%
293DARE BIOSCIENCE INC COM NEWDARE1$20.00%