Fund HoldingsTalbot Financial, LLC

Total Portfolio Value
$1.36B
Total Bought
$193.35M
Total Sold
$82.02M
Net Transaction
+$111.32M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
APPLIED MATLS INC141,172140,818-35448,251101,8127.49%+53,560
APPLE INC(AAPL)426,168430,921+4,753108,157124,6919.18%+16,534
ALPHABET INC(GOOG)212,801215,738+2,93761,04476,2275.61%+15,183
PALO ALTO NETWORKS INC(PANW)73,11973,812+69311,72225,1711.85%+13,449
ELI LILLY & CO(LLY)36,01437,106+1,09233,12544,5063.28%+11,382
HONEYWELL AEROSPACE INC048,601+48,601010,7450.79%+10,745
BROADCOM INC(AVGO)67,33783,128+15,79120,84131,4022.31%+10,560
NVIDIA CORPORATION(NVDA)342,563347,454+4,89159,74369,5225.12%+9,779
CISCO SYS INC(CSCO)237,269239,361+2,09218,41028,1152.07%+9,706
AMAZON COM INC(AMZN)287,248290,773+3,52559,82569,3035.10%+9,478
GE VERNOVA INC(GEV)26,60127,034+43323,22031,7612.34%+8,541
GOLDMAN SACHS GROUP INC(GS)47,65947,837+17840,31948,3813.56%+8,062
ABBVIE INC(ABBV)127,106131,696+4,59027,64433,1402.44%+5,496
ROCKWELL AUTOMATION INC(ROK)33,29233,401+10911,94816,5361.22%+4,588
META PLATFORMS INC(META)18,52926,828+8,29910,60115,1121.11%+4,511
JPMORGAN CHASE & CO(JPM)111,268112,910+1,64232,73136,9592.72%+4,228
VISA INC(V)68,08569,147+1,06220,57823,7241.75%+3,146
MICROSOFT CORP(MSFT)265,807271,136+5,32998,394101,1397.44%+2,746
SYNOPSYS INC(SNPS)37,25138,499+1,24814,76917,1731.26%+2,404
TRAVELERS COMPANIES INC(TRV)47,28347,821+53813,79115,7871.16%+1,995
JOHNSON & JOHNSON(JNJ)139,840141,937+2,09734,18236,0482.65%+1,865
MERCK & CO INC(MRK)157,177160,158+2,98118,90720,5801.51%+1,673
EMERSON ELEC CO(EMR)106,351108,301+1,95013,93415,5031.14%+1,569
HOME DEPOT INC(HD)51,90752,198+29117,07218,4091.35%+1,338
PHILIP MORRIS INTL INC(PM)69,90571,044+1,13911,55812,8530.95%+1,295
CHUBB LIMITED
COM
69,68370,435+75222,71224,0001.77%+1,288
ALPHABET INC(GOOG)13,88814,443+5553,9945,1610.38%+1,168
AMGEN INC(AMGN)59,18260,423+1,24120,82321,8801.61%+1,057
THERMO FISHER SCIENTIFIC INC(TMO)27,20328,086+88313,37114,0811.04%+710
GALLAGHER ARTHUR J & CO(AJG)40,86941,390+5218,8519,5020.70%+651
PROCTER & GAMBLE CO(PG)101,293104,075+2,78214,63115,2621.12%+631
WAFD INC(WAFD)80,89680,89602,5403,1040.23%+564
WELLS FARGO & CO(WFC)122,362124,397+2,0359,74110,2800.76%+539
CATERPILLAR INC(CAT)0459+45904890.04%+489
CORNING INC(GLW)01,500+1,50003830.03%+383
BLACKROCK INC(BLK)15,33515,585+25014,74714,9861.10%+238
BOEING CO(BA)0960+96002080.02%+208
STARBUCKS CORP(SBUX)02,000+2,00002040.02%+204
AUTOMATIC DATA PROCESSING IN0900+90002020.01%+202
UBER TECHNOLOGIES INC(UBER)130,524132,434+1,9109,3899,5560.70%+168
DYCOM INDS INC(DY)65065002203290.02%+108
CADENCE DESIGN SYSTEM INC(CDNS)1,0001,00002783750.03%+97
INTERNATIONAL BUSINESS MACHS(IBM)2,3002,30005576470.05%+89
SCHWAB CHARLES CORP(SCHW)242,166247,559+5,39322,75922,8421.68%+84
BERKSHIRE HATHAWAY INC DEL1,3011,401+1006237010.05%+78
SHERWIN WILLIAMS CO(SHW)3,1763,17601,0181,0940.08%+75
UNION PAC CORP(UNP)1,3001,30003153540.03%+38
EXPEDITORS INTL WASH INC(EXPD)1,7501,75002512850.02%+35
FIRSTCASH HOLDINGS INC(FCFS)1,1771,179+22212550.02%+34
AMERICAN EXPRESS CO(AXP)90090002723040.02%+32
MASTERCARD INCORPORATED(MA)1,3961,39606987170.05%+19
WALMART INC(WMT)2,7452,74503413110.02%-30
PEPSICO INC(PEP)1,6301,63002532210.02%-32
ABBOTT LABORATORIES2,8042,80402882540.02%-33
MCKESSON CORP(MCK)35135103042650.02%-39
ADOBE INC(ADBE)1,5721,57203823220.02%-60
WORKIVA INC(WK)10,50010,50006265090.04%-117
F5 INC(FFIV)13,9179,292-4,6254,0273,8650.28%-162
SERVICENOW INC(NOW)111,085115,337+4,25211,61411,4510.84%-163
LOCKHEED MARTIN CORP(LMT)3980-3982410-241
EXXON MOBIL CORP13,00013,00002,2061,7770.13%-428
STRYKER CORPORATION(SYK)57,28557,946+66118,82318,2441.34%-580
COSTCO WHOLESALE CORPORATION(COST)21,05721,450+39320,98120,0661.48%-916
MEDTRONIC PLC(MDT)192,966200,207+7,24116,72115,6621.15%-1,058
MCDONALDS CORP(MCD)35,81336,694+88111,1309,9190.73%-1,211
SALESFORCE INC(CRM)97,46598,543+1,07818,19415,4381.14%-2,756
AT&T INC(T)446,643466,274+19,63112,9489,6520.71%-3,296
NETFLIX INC.(NFLX)185,393190,533+5,14017,82613,6041.00%-4,221
NORTHROP GRUMMAN CORP(NOC)31,37432,230+85621,40416,4151.21%-4,989
CHEVRON CORPORATION(CVX)157,887162,376+4,48932,66726,9161.98%-5,751
HONEYWELL INTL INC(HON)94,28648,691-45,59521,31110,9020.80%-10,410
INTUIT(INTU)43,5934,586-39,00718,8491,1970.09%-17,652
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