Fund HoldingsTalbot Financial, LLC

Total Portfolio Value
$821.42M
Total Bought
$97.75M
Total Sold
$34.58M
Net Transaction
+$63.17M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
TRAVELERS COMPANIES INC(TRV)065,056+65,056015,2311.85%+15,231
BROADCOM INC(AVGO)051,745+51,74508,9261.09%+8,926
APPLE INC(AAPL)378,110378,843+73379,63788,27010.75%+8,633
AT&T INC(T)0338,098+338,09807,4380.91%+7,438
ROCKWELL AUTOMATION INC(ROK)025,809+25,80906,9290.84%+6,929
ABBVIE INC(ABBV)90,66292,006+1,34415,55018,1692.21%+2,619
NORTHROP GRUMMAN CORP(NOC)24,64624,989+34310,74513,1961.61%+2,451
HOME DEPOT INC(HD)38,25038,433+18313,16715,5731.90%+2,406
GOLDMAN SACHS GROUP INC(GS)39,40840,691+1,28317,82520,1462.45%+2,321
BLACKROCK INC(BLK)11,96812,227+2599,42311,6101.41%+2,187
JOHNSON & JOHNSON(JNJ)94,60198,503+3,90213,82715,9631.94%+2,137
CHUBB LIMITED
COM
51,15352,450+1,29713,04815,1261.84%+2,078
SHERWIN WILLIAMS CO(SHW)04,636+4,63601,7690.22%+1,769
MEDTRONIC PLC(MDT)121,051125,422+4,3719,52811,2921.37%+1,764
SALESFORCE INC(CRM)61,60763,861+2,25415,83917,4802.13%+1,640
MCDONALDS CORP(MCD)25,60426,227+6236,5257,9860.97%+1,462
SERVICENOW INC(NOW)11,68611,882+1969,19310,6271.29%+1,434
THERMO FISHER SCIENTIFIC INC(TMO)15,89616,520+6248,79110,2191.24%+1,428
JPMORGAN CHASE & CO.(JPM)93,58796,438+2,85118,92920,3352.48%+1,406
STRYKER CORPORATION(SYK)43,15744,426+1,26914,68416,0491.95%+1,365
CISCO SYS INC(CSCO)186,371189,836+3,4658,85410,1031.23%+1,249
BRISTOL-MYERS SQUIBB CO(BMY)88,23394,183+5,9503,6644,8730.59%+1,209
MASTERCARD INCORPORATED(MA)15,49516,262+7676,8368,0300.98%+1,194
VISA INC(V)53,50955,147+1,63814,04515,1631.85%+1,118
PROCTER AND GAMBLE CO(PG)65,28668,577+3,29110,76711,8781.45%+1,111
NETFLIX INC(NFLX)15,45616,264+80810,43111,5361.40%+1,105
AMGEN INC(AMGN)38,87240,517+1,64512,14513,0551.59%+910
COSTCO WHSL CORP NEW(COST)19,09019,306+21616,22617,1152.08%+889
GALLAGHER ARTHUR J & CO(AJG)33,63933,907+2688,7239,5401.16%+817
PEPSICO INC(PEP)51,70154,262+2,5618,5279,2271.12%+700
PFIZER INC(PFE)294,467305,202+10,7358,2398,8331.08%+593
UBER TECHNOLOGIES INC(UBER)101,011104,854+3,8437,3417,8810.96%+539
NVIDIA CORPORATION(NVDA)224,492232,600+8,10827,73428,2473.44%+513
WAFD INC(WAFD)74,29874,29802,1232,5890.32%+466
ELI LILLY & CO(LLY)16,28817,077+78914,74715,1291.84%+382
LOCKHEED MARTIN CORP(LMT)0423+42302470.03%+247
EMERSON ELEC CO(EMR)74,11876,883+2,7658,1658,4091.02%+244
WALMART INC(WMT)02,745+2,74502220.03%+222
ORACLE CORP(ORCL)01,300+1,30002220.03%+222
COLUMBIA BKG SYS INC(COLB)34,01534,01506778880.11%+212
INTERNATIONAL BUSINESS MACHS(IBM)2,3432,34304055180.06%+113
HONEYWELL INTL INC(HON)58,39060,761+2,37112,46912,5601.53%+91
BERKSHIRE HATHAWAY INC DEL1,3011,30105295990.07%+70
WORKIVA INC(WK)10,50010,50007668310.10%+64
AMERICAN EXPRESS CO(AXP)90090002082440.03%+36
AUTOMATIC DATA PROCESSING IN90090002152490.03%+34
UNION PAC CORP(UNP)1,3001,30002943200.04%+26
EXXON MOBIL CORP3,8963,800-964494450.05%-3
CONOCOPHILLIPS(COP)48,27851,503+3,2255,5225,4220.66%-100
CHEVRON CORP NEW(CVX)104,823110,120+5,29716,39616,2171.97%-179
MCKESSON CORP(MCK)3510-3512050-205
ALPHABET INC(GOOG)15,32715,099-2282,7922,5040.30%-288
CADENCE DESIGN SYSTEM INC(CDNS)1,0000-1,0003080-308
MERCK & CO INC(MRK)86,57891,520+4,94210,71810,3931.27%-325
TESLA INC(TSLA)1,7490-1,7493460-346
PROVIDENT FINL HLDGS INC51,48517,850-33,6356442560.03%-387
AMAZON COM INC(AMZN)261,047266,918+5,87150,44749,7356.05%-713
SCHWAB CHARLES CORP(SCHW)153,734163,640+9,90611,32910,6051.29%-723
INTUIT(INTU)33,35333,431+7821,92020,7602.53%-1,159
SYNOPSYS INC(SNPS)21,98523,355+1,37013,08211,8271.44%-1,256
MICROSOFT CORP(MSFT)203,503206,640+3,13790,95688,91710.82%-2,039
ALPHABET INC(GOOG)183,860188,097+4,23733,72431,4483.83%-2,276
ADOBE INC(ADBE)44,45337,415-7,03824,69519,3732.36%-5,323
APPLIED MATLS INC126,543112,237-14,30629,86322,6772.76%-7,185
DISNEY WALT CO(DIS)76,6320-76,6327,6090-7,609
TRAVERE THERAPEUTICS INC(TVTX)63,5460-63,54612,9210-12,921
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