Fund Holdings — Talbot Financial, LLC

Total Portfolio Value
$1.18B
Total Bought
$179.48M
Total Sold
$55.11M
Net Transaction
+$124.37M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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ALPHABET INC(GOOG)0217,066+217,066052,8664.47%+52,866
APPLE INC(AAPL)418,782423,177+4,39585,922107,7549.12%+21,832
WELLS FARGO CO NEW(WFC)0117,249+117,24909,8280.83%+9,828
NVIDIA CORPORATION(NVDA)268,500276,117+7,61742,42051,5184.36%+9,098
MICROSOFT CORP(MSFT)239,478247,472+7,994119,119128,17810.85%+9,059
ELI LILLY & CO(LLY)27,08736,334+9,24721,11527,7232.35%+6,608
ABBVIE INC(ABBV)116,347120,884+4,53721,59627,9892.37%+6,393
APPLIED MATLS INC145,511158,459+12,94826,63932,4432.75%+5,804
JOHNSON & JOHNSON(JNJ)132,281138,424+6,14320,20625,6672.17%+5,461
GOLDMAN SACHS GROUP INC(GS)47,36447,616+25233,52237,9193.21%+4,397
SERVICENOW INC(NOW)14,44920,132+5,68314,85518,5271.57%+3,672
BROADCOM INC(AVGO)66,31066,113-19718,27821,8111.85%+3,533
NORTHROP GRUMMAN CORP(NOC)31,34531,181-16415,67218,9991.61%+3,328
JPMORGAN CHASE & CO.(JPM)107,270108,558+1,28831,09934,2422.90%+3,144
THERMO FISHER SCIENTIFIC INC(TMO)24,49926,387+1,8889,93312,7981.08%+2,865
CHEVRON CORP NEW(CVX)147,048153,927+6,87921,05623,9032.02%+2,848
SYNOPSYS INC(SNPS)29,67036,587+6,91715,21118,0521.53%+2,840
HOME DEPOT INC(HD)48,10950,398+2,28917,63920,4211.73%+2,782
MEDTRONIC PLC(MDT)178,006190,722+12,71615,51718,1641.54%+2,648
GE VERNOVA INC(GEV)23,85024,043+19312,62014,7841.25%+2,164
BLACKROCK INC(BLK)14,27214,514+24214,97516,9221.43%+1,947
AMGEN INC(AMGN)52,82258,661+5,83914,74816,5541.40%+1,806
MERCK & CO INC(MRK)140,976154,125+13,14911,16012,9361.09%+1,776
AMAZON COM INC(AMZN)271,989279,583+7,59459,67261,3885.20%+1,716
SCHWAB CHARLES CORP(SCHW)184,574192,691+8,11716,84118,3961.56%+1,556
PEPSICO INC(PEP)74,76080,565+5,8059,87111,3150.96%+1,443
ROCKWELL AUTOMATION INC(ROK)29,90832,270+2,3629,93511,2790.95%+1,345
MCDONALDS CORP(MCD)32,99635,059+2,0639,64010,6540.90%+1,014
TRAVELERS COMPANIES INC(TRV)44,19045,587+1,39711,82312,7291.08%+906
UBER TECHNOLOGIES INC(UBER)122,605124,288+1,68311,43912,1761.03%+737
CHUBB LIMITED
COM
64,46868,481+4,01318,67819,3291.64%+651
CISCO SYS INC(CSCO)222,705234,822+12,11715,45116,0671.36%+615
MASTERCARD INCORPORATED(MA)18,98819,562+57410,67011,1270.94%+456
ABBOTT LABS02,804+2,80403760.03%+376
PROCTER AND GAMBLE CO(PG)88,47094,076+5,60614,09514,4551.22%+360
EMERSON ELEC CO(EMR)101,083104,836+3,75313,47713,7521.16%+275
FEDERAL NATIONAL MORTGAGE ASSN(FNMA)021,400+21,40002580.02%+258
ADOBE INC(ADBE)46,15751,276+5,11917,85718,0881.53%+230
EXPEDITORS INTL WASH INC(EXPD)01,750+1,75002150.02%+215
LOCKHEED MARTIN CORP(LMT)0423+42302110.02%+211
BOEING CO(BA)0950+95002050.02%+205
COSTCO WHSL CORP NEW(COST)19,71021,292+1,58219,51219,7091.67%+197
WORKIVA INC(WK)10,50010,50007199040.08%+185
GALLAGHER ARTHUR J & CO(AJG)38,09039,858+1,76812,19312,3461.04%+152
ORACLE CORP(ORCL)1,3001,30002843660.03%+81
WAFD INC(WAFD)77,58677,58602,2722,3500.20%+78
AT&T INC(T)388,725400,171+11,44611,25011,3010.96%+51
CADENCE DESIGN SYSTEM INC(CDNS)1,0001,00003083510.03%+43
EXXON MOBIL CORP13,20013,000-2001,4231,4660.12%+43
BERKSHIRE HATHAWAY INC DEL1,3011,30106326540.06%+22
WALMART INC(WMT)2,7452,74502682830.02%+14
MCKESSON CORP(MCK)35135102572710.02%+14
AMERICAN EXPRESS CO(AXP)90090002872990.03%+12
SHERWIN WILLIAMS CO(SHW)3,1763,17601,0911,1000.09%+9
UNION PAC CORP(UNP)1,3001,30002993070.03%+8
META PLATFORMS INC(META)27727702042030.02%-1
AUTOMATIC DATA PROCESSING IN90090002782640.02%-13
INTERNATIONAL BUSINESS MACHS(IBM)2,3002,30006786490.05%-29
VISA INC(V)62,84765,181+2,33422,31422,2521.88%-62
F5 INC(FFIV)15,76713,917-1,8504,6414,4980.38%-143
BOSTON SCIENTIFIC CORP(BSX)2,0190-2,0192170—-217
PROVIDENT FINL HLDGS INC(PROV)17,8500-17,8502770—-277
SALESFORCE INC(CRM)78,82689,490+10,66421,49521,2091.79%-286
STRYKER CORPORATION(SYK)53,74755,738+1,99121,26420,6051.74%-660
NOVO-NORDISK A S(NVO)124,973138,104+13,1318,6267,6630.65%-962
HONEYWELL INTL INC(HON)87,52891,917+4,38920,38419,3491.64%-1,035
INTUIT(INTU)36,42139,409+2,98828,68726,9132.28%-1,774
NETFLIX INC(NFLX)16,98117,390+40922,74020,8491.76%-1,891
PFIZER INC(PFE)428,0870-428,08710,3770—-10,377
ALPHABET INC(GOOG)229,27314,237-215,03640,6543,4610.29%-37,193
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Talbot Financial, LLC — 13F Holdings — Q3 2025 | TickerTrail