Fund HoldingsTalbot Financial, LLC

Total Portfolio Value
$747.43M
Total Bought
$93.34M
Total Sold
$29.78M
Net Transaction
+$63.56M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
CHUBB LIMITED
COM
050,453+50,453013,0741.75%+13,074
MICROSOFT CORP(MSFT)204,758206,954+2,19676,99787,07011.65%+10,073
NVIDIA CORPORATION(NVDA)22,08121,784-29710,93519,6832.63%+8,748
UBER TECHNOLOGIES INC(UBER)0102,284+102,28407,8751.05%+7,875
AMAZON COM INC(AMZN)266,841264,853-1,98840,54447,7746.39%+7,230
APPLIED MATLS INC130,057130,113+5621,07826,8333.59%+5,755
ELI LILLY & CO(LLY)15,66415,926+2629,13112,3901.66%+3,259
JPMORGAN CHASE & CO(JPM)92,12092,926+80615,67018,6132.49%+2,944
DISNEY WALT CO(DIS)68,17472,648+4,4746,1558,8891.19%+2,734
TRAVELERS COMPANIES INC(TRV)60,64261,805+1,16311,55214,2241.90%+2,672
GOLDMAN SACHS GROUP INC(GS)35,73239,254+3,52213,78416,3962.19%+2,612
STRYKER CORPORATION(SYK)42,95343,227+27412,86315,4702.07%+2,607
ABBVIE INC(ABBV)88,54089,494+95413,72116,2972.18%+2,576
ALPHABET INC(GOOG)185,124186,360+1,23626,09028,3753.80%+2,286
SALESFORCE INC(CRM)59,58259,491-9115,67817,9172.40%+2,239
NETFLIX INC(NFLX)14,99615,450+4547,3019,3831.26%+2,082
MERCK & CO INC(MRK)84,27084,992+7229,18711,2151.50%+2,028
HOME DEPOT INC(HD)37,90138,461+56013,13514,7531.97%+1,619
CHEVRON CORP NEW(CVX)100,468104,990+4,52214,98616,5612.22%+1,575
SYNOPSYS INC(SNPS)21,08821,660+57210,85812,3791.66%+1,520
COSTCO WHSL CORP NEW(COST)19,27019,184-8612,72014,0551.88%+1,335
MEDTRONIC PLC(MDT)103,380113,022+9,6428,5169,8501.32%+1,333
EMERSON ELEC CO(EMR)72,99574,031+1,0367,1058,3971.12%+1,292
VISA INC(V)53,33153,972+64113,88515,0622.02%+1,178
PROCTER AND GAMBLE CO(PG)64,65065,600+9509,47410,6441.42%+1,170
SCHWAB CHARLES CORP(SCHW)145,584152,889+7,30510,01611,0601.48%+1,044
INTERNATIONAL BUSINESS MACHS(IBM)05,165+5,16509860.13%+986
THERMO FISHER SCIENTIFIC INC(TMO)15,10715,481+3748,0198,9981.20%+979
MASTERCARD INCORPORATED(MA)15,10015,376+2766,4407,4050.99%+964
SERVICENOW INC(NOW)11,13411,415+2817,8668,7031.16%+837
GLOBAL PMTS INC(GPN)46,68950,183+3,4945,9306,7070.90%+778
INTUIT(INTU)33,28833,194-9420,80621,5762.89%+770
CONOCOPHILLIPS(COP)48,54449,175+6315,6356,2590.84%+624
NORTHROP GRUMMAN CORP(NOC)23,61524,398+78311,05511,6781.56%+623
PFIZER INC(PFE)263,508293,233+29,7257,5868,1371.09%+551
BRISTOL-MYERS SQUIBB CO(BMY)72,92478,269+5,3453,7424,2450.57%+503
JOHNSON & JOHNSON(JNJ)89,39691,459+2,06314,01214,4681.94%+456
PEPSICO INC(PEP)50,53751,240+7038,5838,9671.20%+384
BLACKROCK INC(BLK)11,94712,081+1349,69910,0721.35%+373
CISCO SYS INC(CSCO)173,873182,346+8,4738,7849,1011.22%+317
INTEL CORP(INTC)05,271+5,27102330.03%+233
WALMART INC(WMT)03,647+3,64702190.03%+219
AMERICAN EXPRESS CO(AXP)0900+90002050.03%+205
ALPHABET INC(GOOG)15,82115,921+1002,2102,4030.32%+193
BERKSHIRE HATHAWAY INC DEL690930+2402463910.05%+145
HONEYWELL INTL INC(HON)56,03957,708+1,66911,75211,8451.58%+93
EXXON MOBIL CORP3,8963,89603904530.06%+63
CADENCE DESIGN SYSTEM INC(CDNS)1,0001,00002723110.04%+39
AUTOMATIC DATA PROCESSING IN90090002102250.03%+15
UNION PAC CORP(UNP)1,3001,30003193200.04%0
TESLA INC(TSLA)8921,216+3242222140.03%-8
AMGEN INC(AMGN)38,50438,944+44011,09011,0731.48%-17
PROVIDENT FINL HLDGS INC61,90454,865-7,0397817340.10%-47
MCDONALDS CORP(MCD)24,72125,799+1,0787,3307,2740.97%-56
WORKIVA INC(WK)10,50010,50001,0668900.12%-176
WAFD INC(WAFD)71,26474,298+3,0342,3492,1570.29%-192
COLUMBIA BKG SYS INC(COLB)30,52030,52008145910.08%-224
BOEING CO(BA)9940-9942590-259
GALLAGHER ARTHUR J & CO(AJG)40,67534,328-6,3479,1478,5831.15%-564
ADOBE INC(ADBE)43,80944,551+74226,13622,4803.01%-3,656
APPLE INC(AAPL)373,602380,723+7,12171,93065,2868.73%-6,643
STARBUCKS CORP(SBUX)89,4470-89,4478,5880-8,588
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