Fund HoldingsTalbot Financial, LLC

Total Portfolio Value
$664.65M
Total Bought
$98.08M
Total Sold
$4.55M
Net Transaction
+$93.53M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
MICROSOFT CORP(MSFT)200,594204,758+4,16463,33776,99711.58%+13,660
APPLE INC(AAPL)362,328373,602+11,27462,03471,93010.82%+9,895
AMAZON COM INC(AMZN)263,025266,841+3,81633,43640,5446.10%+7,108
INTUIT(INTU)32,07633,288+1,21216,38920,8063.13%+4,417
COSTCO WHSL CORP NEW(COST)14,70019,270+4,5708,30512,7201.91%+4,415
ADOBE INC(ADBE)42,73243,809+1,07721,78926,1363.93%+4,347
SALESFORCE INC(CRM)56,26659,582+3,31611,41015,6782.36%+4,269
APPLIED MATLS INC125,171130,057+4,88617,33021,0783.17%+3,748
JPMORGAN CHASE & CO(JPM)88,08092,120+4,04012,77315,6702.36%+2,896
ALPHABET INC(GOOG)177,123185,124+8,00123,35426,0903.93%+2,736
GOLDMAN SACHS GROUP INC(GS)34,33135,732+1,40111,10913,7842.07%+2,676
SCHWAB CHARLES CORP(SCHW)140,136145,584+5,4487,69310,0161.51%+2,323
HOME DEPOT INC(HD)36,35837,901+1,54310,98613,1351.98%+2,149
BLACKROCK INC(BLK)11,75911,947+1887,6029,6991.46%+2,097
VISA INC(V)51,55453,331+1,77711,85813,8852.09%+2,027
SERVICENOW INC(NOW)10,59911,134+5355,9247,8661.18%+1,942
HONEYWELL INTL INC(HON)53,34056,039+2,6999,85411,7521.77%+1,898
NETFLIX INC(NFLX)14,54114,996+4555,4917,3011.10%+1,811
TRAVELERS COMPANIES INC(TRV)59,69660,642+9469,74911,5521.74%+1,803
STRYKER CORPORATION(SYK)41,19442,953+1,75911,25712,8631.94%+1,606
SYNOPSYS INC(SNPS)20,25821,088+8309,29810,8581.63%+1,561
NVIDIA CORPORATION(NVDA)21,76622,081+3159,46810,9351.65%+1,467
ABBVIE INC(ABBV)83,87988,540+4,66112,50313,7212.06%+1,218
AMGEN INC(AMGN)36,81338,504+1,6919,89411,0901.67%+1,196
MCDONALDS CORP(MCD)23,32424,721+1,3976,1447,3301.10%+1,186
THERMO FISHER SCIENTIFIC INC(TMO)13,61915,107+1,4886,8948,0191.21%+1,125
JOHNSON & JOHNSON(JNJ)83,25589,396+6,14112,96714,0122.11%+1,045
ELI LILLY & CO(LLY)15,13815,664+5268,1319,1311.37%+1,000
MERCK & CO INC(MRK)79,63284,270+4,6388,1989,1871.38%+989
NORTHROP GRUMMAN CORP(NOC)22,87823,615+73710,07111,0551.66%+984
MEDTRONIC PLC(MDT)96,779103,380+6,6017,5848,5161.28%+933
GLOBAL PMTS INC(GPN)43,46346,689+3,2265,0155,9300.89%+914
STARBUCKS CORP(SBUX)84,08589,447+5,3627,6748,5881.29%+913
DISNEY WALT CO(DIS)66,27068,174+1,9045,3716,1550.93%+784
MASTERCARD INCORPORATED(MA)14,37515,100+7255,6916,4400.97%+749
PROCTER AND GAMBLE CO(PG)61,02964,650+3,6218,9029,4741.43%+572
WAFD INC(WAFD)71,26471,26401,8262,3490.35%+523
EMERSON ELEC CO(EMR)68,41672,995+4,5796,6077,1051.07%+498
PEPSICO INC(PEP)47,78950,537+2,7488,0978,5831.29%+486
CONOCOPHILLIPS(COP)44,42148,544+4,1235,3225,6350.85%+313
BOEING CO(BA)0994+99402590.04%+259
TESLA INC(TSLA)0892+89202220.03%+222
COLUMBIA BKG SYS INC(COLB)30,52030,52006208140.12%+195
ALPHABET INC(GOOG)15,88815,821-672,0792,2100.33%+131
GALLAGHER ARTHUR J & CO(AJG)39,78040,675+8959,0679,1471.38%+80
UNION PAC CORP(UNP)1,3001,30002653190.05%+55
CADENCE DESIGN SYSTEM INC(CDNS)1,0001,00002342720.04%+38
BERKSHIRE HATHAWAY INC DEL640690+502242460.04%+22
WORKIVA INC(WK)10,50010,50001,0641,0660.16%+2
AUTOMATIC DATA PROCESSING IN90090002172100.03%-7
PROVIDENT FINL HLDGS INC61,90461,90408107810.12%-30
EXXON MOBIL CORP3,8963,89604583900.06%-69
CISCO SYS INC(CSCO)167,474173,873+6,3999,0038,7841.32%-219
ARRAY TECHNOLOGIES INC(ARRY)10,2300-10,2302270-227
CHEVRON CORP NEW(CVX)92,438100,468+8,03015,58714,9862.25%-601
BRISTOL-MYERS SQUIBB CO(BMY)78,44872,924-5,5244,5533,7420.56%-811
PFIZER INC(PFE)256,659263,508+6,8498,5137,5861.14%-927
DOLLAR GEN CORP NEW(DG)31,9840-31,9843,3840-3,384
Page 1 of 1