Fund HoldingsTalbot Financial, LLC

Total Portfolio Value
$1.06B
Total Bought
$268.83M
Total Sold
$11.33M
Net Transaction
+$257.50M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
MICROSOFT CORP(MSFT)207,167239,478+32,31177,768119,11911.28%+41,351
NVIDIA CORPORATION(NVDA)231,385268,500+37,11525,07842,4204.02%+17,343
AMAZON COM INC(AMZN)230,792271,989+41,19743,91059,6725.65%+15,761
BLACKROCK INC(BLK)014,272+14,272014,9751.42%+14,975
GOLDMAN SACHS GROUP INC(GS)40,58247,364+6,78222,16933,5223.17%+11,353
ALPHABET INC(GOOG)191,688229,273+37,58529,92540,6543.85%+10,729
BROADCOM INC(AVGO)51,05466,310+15,2568,54818,2781.73%+9,730
APPLIED MATLS INC117,862145,511+27,64917,10426,6392.52%+9,535
INTUIT(INTU)31,90636,421+4,51519,59028,6872.72%+9,097
NETFLIX INC(NFLX)15,40616,981+1,57514,36722,7402.15%+8,373
JPMORGAN CHASE & CO.(JPM)93,740107,270+13,53022,99431,0992.94%+8,104
GE VERNOVA INC(GEV)21,94223,850+1,9086,69812,6201.19%+5,922
SERVICENOW INC(NOW)11,77314,449+2,6769,37314,8551.41%+5,482
EMERSON ELEC CO(EMR)76,142101,083+24,9418,34813,4771.28%+5,129
SALESFORCE INC(CRM)61,15178,826+17,67516,41121,4952.03%+5,084
HONEYWELL INTL INC(HON)72,48387,528+15,04515,34820,3841.93%+5,035
STRYKER CORPORATION(SYK)43,92053,747+9,82716,34921,2642.01%+4,915
SYNOPSYS INC(SNPS)24,02229,670+5,64810,30215,2111.44%+4,909
APPLE INC(AAPL)366,370418,782+52,41281,38285,9228.13%+4,540
SCHWAB CHARLES CORP(SCHW)158,661184,574+25,91312,42016,8411.59%+4,421
CISCO SYS INC(CSCO)185,526222,705+37,17911,44915,4511.46%+4,002
UBER TECHNOLOGIES INC(UBER)104,198122,605+18,4077,59211,4391.08%+3,847
ADOBE INC(ADBE)36,62546,157+9,53214,04717,8571.69%+3,810
ELI LILLY & CO(LLY)21,01627,087+6,07117,35821,1152.00%+3,757
HOME DEPOT INC(HD)38,14248,109+9,96713,97917,6391.67%+3,660
VISA INC(V)53,39162,847+9,45618,71122,3142.11%+3,602
MEDTRONIC PLC(MDT)134,727178,006+43,27912,10715,5171.47%+3,410
COSTCO WHSL CORP NEW(COST)17,08419,710+2,62616,15819,5121.85%+3,354
ROCKWELL AUTOMATION INC(ROK)25,71529,908+4,1936,6449,9350.94%+3,290
JOHNSON & JOHNSON(JNJ)102,031132,281+30,25016,92120,2061.91%+3,285
NORTHROP GRUMMAN CORP(NOC)25,60231,345+5,74313,10915,6721.48%+2,563
CHUBB LIMITED
COM
53,58364,468+10,88516,18118,6781.77%+2,496
PROCTER AND GAMBLE CO(PG)68,83488,470+19,63611,73114,0951.33%+2,364
MERCK & CO INC(MRK)100,464140,976+40,5129,01811,1601.06%+2,142
MASTERCARD INCORPORATED(MA)15,67518,988+3,3138,59210,6701.01%+2,078
CHEVRON CORP NEW(CVX)113,582147,048+33,46619,00121,0561.99%+2,055
PFIZER INC(PFE)329,474428,087+98,6138,34910,3770.98%+2,028
AT&T INC(T)329,816388,725+58,9099,32711,2501.06%+1,923
ABBVIE INC(ABBV)94,232116,347+22,11519,74421,5962.04%+1,853
TRAVELERS COMPANIES INC(TRV)37,70844,190+6,4829,97211,8231.12%+1,851
AMGEN INC(AMGN)42,15652,822+10,66613,13414,7481.40%+1,615
NOVO-NORDISK A S(NVO)101,840124,973+23,1337,0728,6260.82%+1,554
MCDONALDS CORP(MCD)26,11532,996+6,8818,1589,6400.91%+1,483
PEPSICO INC(PEP)56,13374,760+18,6278,4179,8710.93%+1,455
THERMO FISHER SCIENTIFIC INC(TMO)17,40224,499+7,0978,6599,9330.94%+1,274
EXXON MOBIL CORP3,80013,200+9,4004521,4230.13%+971
GALLAGHER ARTHUR J & CO(AJG)32,90538,090+5,18511,36012,1931.15%+833
F5 INC(FFIV)15,76715,76704,1984,6410.44%+442
ORACLE CORP(ORCL)01,300+1,30002840.03%+284
META PLATFORMS INC(META)0277+27702040.02%+204
INTERNATIONAL BUSINESS MACHS(IBM)2,3002,30005726780.06%+106
WAFD INC(WAFD)77,58677,58602,2172,2720.22%+54
CADENCE DESIGN SYSTEM INC(CDNS)1,0001,00002543080.03%+54
AMERICAN EXPRESS CO(AXP)90090002422870.03%+45
WALMART INC(WMT)2,7452,74502412680.03%+27
MCKESSON CORP(MCK)35135102362570.02%+21
PROVIDENT FINL HLDGS INC17,85017,85002602770.03%+16
BOSTON SCIENTIFIC CORP(BSX)2,0192,01902042170.02%+13
AUTOMATIC DATA PROCESSING IN90090002752780.03%+3
UNION PAC CORP(UNP)1,3001,30003072990.03%-8
SHERWIN WILLIAMS CO(SHW)3,1763,17601,1091,0910.10%-19
BERKSHIRE HATHAWAY INC DEL1,3011,30106936320.06%-61
WORKIVA INC(WK)10,50010,50007977190.07%-78
EXPEDITORS INTL WASH INC(EXPD)1,7500-1,7502100-210
BLACKROCK INC(BLK)11,7530-11,75311,1240-11,124
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