Fund HoldingsTalbot Financial, LLC

Total Portfolio Value
$798.26M
Total Bought
$58.10M
Total Sold
$113.97M
Net Transaction
-$55.87M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
ALPHABET INC(GOOG)14,521191,688+177,1672,74929,9253.75%+27,176
GE VERNOVA INC(GEV)021,942+21,94206,6980.84%+6,698
F5 INC(FFIV)015,767+15,76704,1980.53%+4,198
NOVO-NORDISK A S(NVO)47,266101,840+54,5744,0667,0720.89%+3,006
ABBVIE INC(ABBV)96,50994,232-2,27717,15019,7442.47%+2,594
CHEVRON CORP NEW(CVX)113,598113,582-1616,45419,0012.38%+2,548
JOHNSON & JOHNSON(JNJ)101,236102,031+79514,64116,9212.12%+2,280
AMGEN INC(AMGN)42,79142,156-63511,15313,1341.65%+1,981
GALLAGHER ARTHUR J & CO(AJG)33,71232,905-8079,56911,3601.42%+1,791
AT&T INC(T)339,242329,816-9,4267,7259,3271.17%+1,603
HONEYWELL INTL INC(HON)61,28272,483+11,20113,84315,3481.92%+1,505
MEDTRONIC PLC(MDT)133,453134,727+1,27410,66012,1071.52%+1,446
VISA INC(V)54,78453,391-1,39317,31418,7112.34%+1,398
CHUBB LIMITED
COM
53,66653,583-8314,82816,1812.03%+1,353
UBER TECHNOLOGIES INC(UBER)107,224104,198-3,0266,4687,5920.95%+1,124
NORTHROP GRUMMAN CORP(NOC)25,69625,602-9412,05913,1091.64%+1,050
ELI LILLY & CO(LLY)21,27621,016-26016,42517,3582.17%+932
SCHWAB CHARLES CORP(SCHW)162,081158,661-3,42011,99612,4201.56%+424
MCDONALDS CORP(MCD)26,74826,115-6337,7548,1581.02%+404
NETFLIX INC(NFLX)15,72015,406-31414,01214,3671.80%+355
STRYKER CORPORATION(SYK)44,72243,920-80216,10216,3492.05%+247
EXPEDITORS INTL WASH INC(EXPD)01,750+1,75002100.03%+210
BOSTON SCIENTIFIC CORP(BSX)02,019+2,01902040.03%+204
CISCO SYS INC(CSCO)191,130185,526-5,60411,31511,4491.43%+134
MASTERCARD INCORPORATED(MA)16,11015,675-4358,4838,5921.08%+109
BERKSHIRE HATHAWAY INC DEL1,3011,30105906930.09%+103
INTERNATIONAL BUSINESS MACHS(IBM)2,3002,30005065720.07%+66
EXXON MOBIL CORP3,8003,80004094520.06%+43
PEPSICO INC(PEP)55,08356,133+1,0508,3768,4171.05%+41
MCKESSON CORP(MCK)35135102002360.03%+36
PROCTER AND GAMBLE CO(PG)69,78068,834-94611,69911,7311.47%+32
AUTOMATIC DATA PROCESSING IN90090002632750.03%+12
UNION PAC CORP(UNP)1,3001,30002963070.04%+11
WALMART INC(WMT)2,7452,74502482410.03%-7
PROVIDENT FINL HLDGS INC17,85017,85002842600.03%-24
AMERICAN EXPRESS CO(AXP)90090002672420.03%-25
JPMORGAN CHASE & CO.(JPM)96,04993,740-2,30923,02422,9942.88%-30
CADENCE DESIGN SYSTEM INC(CDNS)1,0001,00003002540.03%-46
PFIZER INC(PFE)318,954329,474+10,5208,4628,3491.05%-113
WAFD INC(WAFD)74,29877,586+3,2882,3952,2170.28%-178
COSTCO WHSL CORP NEW(COST)17,83717,084-75316,34416,1582.02%-186
LOCKHEED MARTIN CORP(LMT)4230-4232060-206
ORACLE CORP(ORCL)1,3000-1,3002170-217
ASPEN AEROGELS INC21,1300-21,1302510-251
TRANSMEDICS GROUP INC(TMDX)4,8120-4,8123000-300
TEXTRON INC(TXT)4,2740-4,2743270-327
WORKIVA INC(WK)10,50010,50001,1507970.10%-353
SHERWIN WILLIAMS CO(SHW)4,6363,176-1,4601,5761,1090.14%-467
MERCK & CO INC(MRK)95,426100,464+5,0389,4939,0181.13%-475
THERMO FISHER SCIENTIFIC INC(TMO)17,58217,402-1809,1478,6591.08%-488
ROCKWELL AUTOMATION INC(ROK)26,34225,715-6277,5286,6440.83%-884
BLACKROCK INC(BLK)11,91411,753-16112,21311,1241.39%-1,089
INTUIT(INTU)32,98931,906-1,08320,73419,5902.45%-1,143
HOME DEPOT INC(HD)38,92638,142-78415,14213,9791.75%-1,163
EMERSON ELEC CO(EMR)77,39176,142-1,2499,5918,3481.05%-1,243
SYNOPSYS INC(SNPS)24,08324,022-6111,68910,3021.29%-1,387
GOLDMAN SACHS GROUP INC(GS)41,14240,582-56023,55822,1692.78%-1,389
APPLIED MATLS INC117,361117,862+50119,08617,1042.14%-1,982
ADOBE INC(ADBE)37,06436,625-43916,48214,0471.76%-2,435
SERVICENOW INC(NOW)11,52411,773+24912,2179,3731.17%-2,844
BROADCOM INC(AVGO)51,55151,054-49711,9528,5481.07%-3,404
SALESFORCE INC(CRM)62,22961,151-1,07820,80516,4112.06%-4,394
BRISTOL-MYERS SQUIBB CO(BMY)99,9960-99,9965,6560-5,656
NVIDIA CORPORATION(NVDA)229,497231,385+1,88830,81925,0783.14%-5,742
TRAVELERS COMPANIES INC(TRV)66,74337,708-29,03516,0789,9721.25%-6,106
AMAZON COM INC(AMZN)234,240230,792-3,44851,39043,9105.50%-7,479
MICROSOFT CORP(MSFT)207,854207,167-68787,61077,7689.74%-9,842
APPLE INC(AAPL)370,988366,370-4,61892,90381,38210.19%-11,521
ALPHABET INC(GOOG)180,0540-180,05434,2890-34,289
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