Fund Holdings — Talbot Financial, LLC

Total Portfolio Value
$1.19B
Total Bought
$141.01M
Total Sold
$22.45M
Net Transaction
+$118.56M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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PALO ALTO NETWORKS INC(PANW)073,119+73,119011,7220.99%+11,722
CHEVRON CORPORATION(CVX)155,701157,887+2,18623,73032,6672.75%+8,936
APPLIED MATLS INC156,578141,172-15,40640,23948,2514.06%+8,012
GE VERNOVA INC(GEV)25,60426,601+99716,73423,2201.95%+6,486
JOHNSON & JOHNSON(JNJ)139,216139,840+62428,81134,1822.87%+5,372
SCHWAB CHARLES CORP(SCHW)191,622242,166+50,54419,14522,7591.91%+3,614
NORTHROP GRUMMAN CORP(NOC)31,24131,374+13317,81421,4041.80%+3,591
HONEYWELL INTL INC(HON)93,30294,286+98418,20221,3111.79%+3,109
COSTCO WHOLESALE CORPORATION(COST)20,92921,057+12818,04820,9811.76%+2,933
MERCK & CO INC(MRK)155,070157,177+2,10716,32318,9071.59%+2,584
NVIDIA CORPORATION(NVDA)307,032342,563+35,53157,26259,7435.02%+2,482
AT&T INC(T)422,027446,643+24,61610,48312,9481.09%+2,465
AMGEN INC(AMGN)58,66059,182+52219,20020,8231.75%+1,623
PROCTER & GAMBLE CO(PG)91,256101,293+10,03713,07814,6311.23%+1,553
NETFLIX INC.(NFLX)175,117185,393+10,27616,41917,8261.50%+1,407
CHUBB LTD SWITZ
COM
68,89769,683+78621,50422,7121.91%+1,208
PHILIP MORRIS INTL INC(PM)67,66569,905+2,24010,85311,5580.97%+705
EXXON MOBIL CORP13,00013,00001,5642,2060.19%+641
F5 INC(FFIV)13,91713,91703,5524,0270.34%+474
CISCO SYS INC(CSCO)234,468237,269+2,80118,06118,4101.55%+349
MCDONALDS CORP(MCD)35,33535,813+47810,79911,1300.94%+331
FIRSTCASH HOLDINGS INC(FCFS)01,177+1,17702210.02%+221
TRAVELERS COMPANIES INC(TRV)46,78647,283+49713,57113,7911.16%+221
WAFD INC(WAFD)77,58680,896+3,3102,4852,5400.21%+55
LOCKHEED MARTIN CORP(LMT)423398-252052410.02%+36
MCKESSON CORP(MCK)35135102883040.03%+16
UNION PAC CORP(UNP)1,3001,30003013150.03%+15
DYCOM INDS INC(DY)65065002202200.02%+1
EXPEDITORS INTL WASH INC(EXPD)1,7501,75002612510.02%-10
SHERWIN WILLIAMS CO(SHW)3,1763,17601,0291,0180.09%-11
BERKSHIRE HATHAWAY INC DEL1,3011,30106546230.05%-31
CADENCE DESIGN SYSTEM INC(CDNS)1,0001,00003132780.02%-35
EMERSON ELEC CO(EMR)105,256106,351+1,09513,97013,9341.17%-35
AMERICAN EXPRESS CO(AXP)90090003332720.02%-61
ABBOTT LABORATORIES2,8042,80403512880.02%-63
INTERNATIONAL BUSINESS MACHS(IBM)2,3002,30006815570.05%-124
WALMART INC(WMT)4,3082,745-1,5634803410.03%-139
ABBVIE INC(ABBV)121,735127,106+5,37127,81527,6442.32%-171
BOEING CO(BA)9500-9502060—-206
AUTOMATIC DATA PROCESSING IN9000-9002320—-232
ORACLE CORP(ORCL)1,3000-1,3002530—-253
WORKIVA INC(WK)10,50010,50009066260.05%-280
MARRIOTT INTL INC NEW(MAR)1,0070-1,0073120—-312
ALPHABET INC(GOOG)13,92813,888-404,3593,9940.34%-366
HOME DEPOT INC(HD)51,12351,907+78417,59117,0721.43%-520
PEPSICO INC(PEP)6,6911,630-5,0619602530.02%-707
ROCKWELL AUTOMATION INC(ROK)32,56933,292+72312,67211,9481.00%-724
STRYKER CORPORATION(SYK)55,61957,285+1,66619,54818,8231.58%-725
UBER TECHNOLOGIES INC(UBER)125,556130,524+4,96810,2599,3890.79%-871
BLACKROCK INC(BLK)14,66215,335+67315,69414,7471.24%-946
GALLAGHER ARTHUR J & CO(AJG)38,54740,869+2,3229,9768,8510.74%-1,124
GOLDMAN SACHS GROUP INC(GS)47,16747,659+49241,45940,3193.39%-1,140
META PLATFORMS INC(META)17,90418,529+62511,81810,6010.89%-1,217
WELLS FARGO & CO(WFC)117,630122,362+4,73210,9639,7410.82%-1,222
MEDTRONIC PLC(MDT)188,819192,966+4,14718,13816,7211.41%-1,417
ADOBE INC(ADBE)5,7681,572-4,1962,0193820.03%-1,637
SYNOPSYS INC(SNPS)35,41837,251+1,83316,63714,7691.24%-1,867
THERMO FISHER SCIENTIFIC INC(TMO)26,50827,203+69515,36013,3711.12%-1,989
JPMORGAN CHASE & CO(JPM)108,292111,268+2,97634,89432,7312.75%-2,163
BROADCOM INC(AVGO)66,50467,337+83323,01720,8411.75%-2,176
VISA INC(V)65,65068,085+2,43523,02420,5781.73%-2,446
SERVICENOW INC(NOW)95,576111,085+15,50914,64111,6140.98%-3,027
AMAZON COM INC(AMZN)280,868287,248+6,38064,83059,8255.03%-5,005
ELI LILLY & CO(LLY)35,69036,014+32438,35533,1252.78%-5,231
ALPHABET INC(GOOG)212,648212,801+15366,72961,0445.13%-5,685
SALESFORCE INC(CRM)90,42897,465+7,03723,95518,1941.53%-5,762
APPLE INC(AAPL)420,204426,168+5,964114,237108,1579.09%-6,079
INTUIT(INTU)39,12643,593+4,46725,91818,8491.58%-7,069
MASTERCARD INCORPORATED(MA)19,7021,396-18,30611,2476980.06%-10,550
MICROSOFT CORP(MSFT)247,767265,807+18,040119,82598,3948.27%-21,431
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Talbot Financial, LLC — 13F Holdings — Q1 2026 | TickerTrail