Fund HoldingsTalbot Financial, LLC

Total Portfolio Value
$774.77M
Total Bought
$38.01M
Total Sold
$63.68M
Net Transaction
-$25.66M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
APPLE INC(AAPL)380,723378,110-2,61365,28679,63710.28%+14,351
TRAVERE THERAPEUTICS INC(TVTX)063,546+63,546012,9211.67%+12,921
NVIDIA CORPORATION(NVDA)21,784224,492+202,70819,68327,7343.58%+8,050
ALPHABET INC(GOOG)186,360183,860-2,50028,37533,7244.35%+5,348
MICROSOFT CORP(MSFT)206,954203,503-3,45187,07090,95611.74%+3,886
APPLIED MATLS INC130,113126,543-3,57026,83329,8633.85%+3,030
AMAZON COM INC(AMZN)264,853261,047-3,80647,77450,4476.51%+2,673
ELI LILLY & CO(LLY)15,92616,288+36212,39014,7471.90%+2,357
ADOBE INC(ADBE)44,55144,453-9822,48024,6953.19%+2,215
COSTCO WHSL CORP NEW(COST)19,18419,090-9414,05516,2262.09%+2,172
GOLDMAN SACHS GROUP INC(GS)39,25439,408+15416,39617,8252.30%+1,429
AMGEN INC(AMGN)38,94438,872-7211,07312,1451.57%+1,073
NETFLIX INC(NFLX)15,45015,456+69,38310,4311.35%+1,048
SYNOPSYS INC(SNPS)21,66021,985+32512,37913,0821.69%+704
HONEYWELL INTL INC(HON)57,70858,390+68211,84512,4691.61%+624
SERVICENOW INC(NOW)11,41511,686+2718,7039,1931.19%+490
ALPHABET INC(GOOG)15,92115,327-5942,4032,7920.36%+389
INTUIT(INTU)33,19433,353+15921,57621,9202.83%+343
JPMORGAN CHASE & CO(JPM)92,92693,587+66118,61318,9292.44%+316
SCHWAB CHARLES CORP(SCHW)152,889153,734+84511,06011,3291.46%+269
MCKESSON CORP(MCK)0351+35102050.03%+205
GALLAGHER ARTHUR J & CO(AJG)34,32833,639-6898,5838,7231.13%+140
BERKSHIRE HATHAWAY INC DEL9301,301+3713915290.07%+138
TESLA INC(TSLA)1,2161,749+5332143460.04%+132
PROCTER AND GAMBLE CO(PG)65,60065,286-31410,64410,7671.39%+123
PFIZER INC(PFE)293,233294,467+1,2348,1378,2391.06%+102
COLUMBIA BKG SYS INC(COLB)30,52034,015+3,4955916770.09%+86
AMERICAN EXPRESS CO(AXP)90090002052080.03%+3
CADENCE DESIGN SYSTEM INC(CDNS)1,0001,00003113080.04%-4
EXXON MOBIL CORP3,8963,89604534490.06%-4
AUTOMATIC DATA PROCESSING IN90090002252150.03%-10
UNION PAC CORP(UNP)1,3001,30003202940.04%-26
CHUBB LIMITED
COM
50,45351,153+70013,07413,0481.68%-26
WAFD INC(WAFD)74,29874,29802,1572,1230.27%-33
PROVIDENT FINL HLDGS INC54,86551,485-3,3807346440.08%-91
WORKIVA INC(WK)10,50010,50008907660.10%-124
CHEVRON CORP NEW(CVX)104,990104,823-16716,56116,3962.12%-165
THERMO FISHER SCIENTIFIC INC(TMO)15,48115,896+4158,9988,7911.13%-207
WALMART INC(WMT)3,6470-3,6472190-219
EMERSON ELEC CO(EMR)74,03174,118+878,3978,1651.05%-232
INTEL CORP(INTC)5,2710-5,2712330-233
CISCO SYS INC(CSCO)182,346186,371+4,0259,1018,8541.14%-246
MEDTRONIC PLC(MDT)113,022121,051+8,0299,8509,5281.23%-322
PEPSICO INC(PEP)51,24051,701+4618,9678,5271.10%-440
MERCK & CO INC(MRK)84,99286,578+1,58611,21510,7181.38%-496
UBER TECHNOLOGIES INC(UBER)102,284101,011-1,2737,8757,3410.95%-533
MASTERCARD INCORPORATED(MA)15,37615,495+1197,4056,8360.88%-569
BRISTOL-MYERS SQUIBB CO(BMY)78,26988,233+9,9644,2453,6640.47%-580
INTERNATIONAL BUSINESS MACHS(IBM)5,1652,343-2,8229864050.05%-581
JOHNSON & JOHNSON(JNJ)91,45994,601+3,14214,46813,8271.78%-641
BLACKROCK INC(BLK)12,08111,968-11310,0729,4231.22%-649
CONOCOPHILLIPS(COP)49,17548,278-8976,2595,5220.71%-737
ABBVIE INC(ABBV)89,49490,662+1,16816,29715,5502.01%-747
MCDONALDS CORP(MCD)25,79925,604-1957,2746,5250.84%-749
STRYKER CORPORATION(SYK)43,22743,157-7015,47014,6841.90%-786
NORTHROP GRUMMAN CORP(NOC)24,39824,646+24811,67810,7451.39%-934
VISA INC(V)53,97253,509-46315,06214,0451.81%-1,018
DISNEY WALT CO(DIS)72,64876,632+3,9848,8897,6090.98%-1,280
HOME DEPOT INC(HD)38,46138,250-21114,75313,1671.70%-1,586
SALESFORCE INC(CRM)59,49161,607+2,11617,91715,8392.04%-2,078
GLOBAL PMTS INC(GPN)50,1830-50,1836,7070-6,707
TRAVELERS COMPANIES INC(TRV)61,8050-61,80514,2240-14,224
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