Fund HoldingsTalbot Financial, LLC

Total Portfolio Value
$573.64M
Total Bought
$50.02M
Total Sold
$48.51M
Net Transaction
+$1.51M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
ALPHABET INC(GOOG)15,767177,123+161,3561,88723,3544.07%+21,466
CONOCOPHILLIPS(COP)044,421+44,42105,3220.93%+5,322
INTUIT(INTU)31,99032,076+8614,65716,3892.86%+1,732
HONEYWELL INTL INC(HON)39,27553,340+14,0658,1499,8541.72%+1,704
AMGEN INC(AMGN)36,90536,813-928,1949,8941.72%+1,700
ABBVIE INC(ABBV)81,89083,879+1,98911,03312,5032.18%+1,470
STRYKER CORPORATION(SYK)32,21741,194+8,9779,82911,2571.96%+1,428
CHEVRON CORP NEW(CVX)90,20892,438+2,23014,19415,5872.72%+1,393
ELI LILLY & CO(LLY)14,76815,138+3706,9268,1311.42%+1,205
GLOBAL PMTS INC(GPN)40,93843,463+2,5254,0335,0150.87%+982
NVIDIA CORPORATION(NVDA)21,00921,766+7578,8879,4681.65%+581
SYNOPSYS INC(SNPS)20,17120,258+878,7839,2981.62%+515
EMERSON ELEC CO(EMR)68,19468,416+2226,1646,6071.15%+443
COSTCO WHSL CORP NEW(COST)14,61514,700+857,8688,3051.45%+436
CISCO SYS INC(CSCO)166,787167,474+6878,6309,0031.57%+374
GALLAGHER ARTHUR J & CO(AJG)39,76539,780+158,7319,0671.58%+336
GOLDMAN SACHS GROUP INC(GS)33,65334,331+67810,85411,1091.94%+254
AUTOMATIC DATA PROCESSING IN0900+90002170.04%+217
SCHWAB CHARLES CORP(SCHW)133,060140,136+7,0767,5427,6931.34%+152
MASTERCARD INCORPORATED(MA)14,14814,375+2275,5645,6910.99%+127
EXXON MOBIL CORP3,2003,896+6963434580.08%+115
SERVICENOW INC(NOW)10,36210,599+2375,8235,9241.03%+101
DISNEY WALT CO(DIS)59,40066,270+6,8705,3035,3710.94%+68
PROVIDENT FINL HLDGS INC61,90461,90408008100.14%+11
COLUMBIA BKG SYS INC(COLB)30,52030,52006196200.11%+1
CADENCE DESIGN SYSTEM INC(CDNS)1,0001,00002352340.04%-0
BERKSHIRE HATHAWAY INC DEL660640-202252240.04%-1
UNION PAC CORP(UNP)1,3001,30002662650.05%-1
WORKIVA INC(WK)10,50010,50001,0671,0640.19%-3
ARRAY TECHNOLOGIES INC(ARRY)10,23010,23002312270.04%-4
JPMORGAN CHASE & CO(JPM)87,91188,080+16912,78612,7732.23%-12
WAFD INC(WAFD)71,26471,26401,8901,8260.32%-64
NORTHROP GRUMMAN CORP(NOC)22,39222,878+48610,20610,0711.76%-135
PROCTER AND GAMBLE CO(PG)59,89961,029+1,1309,0898,9021.55%-187
THERMO FISHER SCIENTIFIC INC(TMO)13,59613,619+237,0946,8941.20%-200
HOME DEPOT INC(HD)36,01236,358+34611,18710,9861.92%-201
BOEING CO(BA)9520-9522010-201
TRAVELERS COMPANIES INC(TRV)57,34659,696+2,3509,9599,7491.70%-210
BRISTOL-MYERS SQUIBB CO(BMY)74,68578,448+3,7634,7764,5530.79%-223
T-MOBILE US INC(TMUS)1,7780-1,7782470-247
VISA INC(V)51,10051,554+45412,13511,8582.07%-277
SALESFORCE INC(CRM)55,45456,266+81211,71511,4101.99%-306
BLACKROCK INC(BLK)11,61011,759+1498,0247,6021.33%-422
STARBUCKS CORP(SBUX)81,90084,085+2,1858,1137,6741.34%-439
MEDTRONIC PLC(MDT)91,38096,779+5,3998,0517,5841.32%-467
JOHNSON & JOHNSON(JNJ)81,18783,255+2,06813,43812,9672.26%-471
PFIZER INC(PFE)246,063256,659+10,5969,0268,5131.48%-512
NETFLIX INC(NFLX)13,79614,541+7456,0775,4910.96%-586
PEPSICO INC(PEP)47,19947,789+5908,7428,0971.41%-645
APPLIED MATLS INC124,713125,171+45818,02617,3303.02%-696
MCDONALDS CORP(MCD)22,94723,324+3776,8486,1441.07%-703
MERCK & CO INC(MRK)79,27179,632+3619,1478,1981.43%-949
AMAZON COM INC(AMZN)265,775263,025-2,75034,64633,4365.83%-1,211
ADOBE INC(ADBE)48,24542,732-5,51323,59121,7893.80%-1,802
DOLLAR GEN CORP NEW(DG)31,47031,984+5145,3433,3840.59%-1,959
MICROSOFT CORP(MSFT)205,267200,594-4,67369,90263,33711.04%-6,564
APPLE INC(AAPL)363,866362,328-1,53870,57962,03410.81%-8,545
CHUBB LIMITED
COM
46,0180-46,0188,8610-8,861
ALPHABET INC(GOOG)177,34515,888-161,45721,4532,0790.36%-19,374
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