Stock Taper

PUTNEY FINANCIAL GROUP LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
HEICO CorporationHEI1.24K$440.61K
Philip Morris International Inc.PM1.29K$232.83K
Waste Management, Inc.WM1.29K$287.96K
CME Group Inc.CME1.3K$288.18K
Eli Lilly and CompanyLLY1.36K$1.63M
QUALCOMM IncorporatedQCOM1.39K$255.93K
Salesforce, Inc.CRM1.47K$230.13K
Lockheed Martin CorporationLMT1.54K$787.12K
Dell Technologies Inc.DELL1.72K$739.95K
Union Pacific CorporationUNP1.84K$499.39K
Clean Harbors, Inc.CLH1.87K$559.56K
Badger Meter, Inc.BMI2.11K$313.08K
JPMorgan Chase & Co.JPM2.11K$691.98K
Costco Wholesale CorporationCOST2.22K$2.08M
Johnson Controls International plcJCI2.51K$367.17K
Coherent, Inc.COHR2.72K$1.07M
Nucor CorporationNUE2.82K$628.03K
Berkshire Hathaway Inc.BRK-B3.09K$1.55M
CrowdStrike Holdings, Inc.CRWD3.13K$2.39M
Iron Mountain IncorporatedIRM3.61K$455.85K