Fund HoldingsTalbot Financial, LLC

Total Portfolio Value
$840.83M
Total Bought
$33.43M
Total Sold
$39.69M
Net Transaction
-$6.26M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
APPLE INC(AAPL)378,843370,988-7,85588,27092,90311.05%+4,632
NOVO-NORDISK A S(NVO)047,266+47,26604,0660.48%+4,066
GOLDMAN SACHS GROUP INC(GS)40,69141,142+45120,14623,5582.80%+3,412
SALESFORCE INC(CRM)63,86162,229-1,63217,48020,8052.47%+3,325
BROADCOM INC(AVGO)51,74551,551-1948,92611,9521.42%+3,026
ALPHABET INC(GOOG)188,097180,054-8,04331,44834,2894.08%+2,842
JPMORGAN CHASE & CO.(JPM)96,43896,049-38920,33523,0242.74%+2,689
NVIDIA CORPORATION(NVDA)232,600229,497-3,10328,24730,8193.67%+2,572
NETFLIX INC(NFLX)16,26415,720-54411,53614,0121.67%+2,476
VISA INC(V)55,14754,784-36315,16317,3142.06%+2,151
AMAZON COM INC(AMZN)266,918234,240-32,67849,73551,3906.11%+1,655
SERVICENOW INC(NOW)11,88211,524-35810,62712,2171.45%+1,590
SCHWAB CHARLES CORP(SCHW)163,640162,081-1,55910,60511,9961.43%+1,390
ELI LILLY & CO(LLY)17,07721,276+4,19915,12916,4251.95%+1,296
HONEYWELL INTL INC(HON)60,76161,282+52112,56013,8431.65%+1,283
CISCO SYS INC(CSCO)189,836191,130+1,29410,10311,3151.35%+1,212
EMERSON ELEC CO(EMR)76,88377,391+5088,4099,5911.14%+1,182
TRAVELERS COMPANIES INC(TRV)65,05666,743+1,68715,23116,0781.91%+847
BRISTOL-MYERS SQUIBB CO(BMY)94,18399,996+5,8134,8735,6560.67%+783
BLACKROCK INC(BLK)12,22711,914-31311,61012,2131.45%+604
ROCKWELL AUTOMATION INC(ROK)25,80926,342+5336,9297,5280.90%+600
MASTERCARD INCORPORATED(MA)16,26216,110-1528,0308,4831.01%+453
TEXTRON INC(TXT)04,274+4,27403270.04%+327
WORKIVA INC(WK)10,50010,50008311,1500.14%+319
CADENCE DESIGN SYSTEM INC(CDNS)01,000+1,00003000.04%+300
TRANSMEDICS GROUP INC(TMDX)04,812+4,81203000.04%+300
AT&T INC(T)338,098339,242+1,1447,4387,7250.92%+286
ASPEN AEROGELS INC021,130+21,13002510.03%+251
ALPHABET INC(GOOG)15,09914,521-5782,5042,7490.33%+245
CHEVRON CORP NEW(CVX)110,120113,598+3,47816,21716,4541.96%+236
MCKESSON CORP(MCK)0351+35102000.02%+200
STRYKER CORPORATION(SYK)44,42644,722+29616,04916,1021.92%+53
GALLAGHER ARTHUR J & CO(AJG)33,90733,712-1959,5409,5691.14%+29
PROVIDENT FINL HLDGS INC17,85017,85002562840.03%+28
WALMART INC(WMT)2,7452,74502222480.03%+26
AMERICAN EXPRESS CO(AXP)90090002442670.03%+23
AUTOMATIC DATA PROCESSING IN90090002492630.03%+14
ORACLE CORP(ORCL)1,3001,30002222170.03%-5
BERKSHIRE HATHAWAY INC DEL1,3011,30105995900.07%-9
INTERNATIONAL BUSINESS MACHS(IBM)2,3432,300-435185060.06%-12
UNION PAC CORP(UNP)1,3001,30003202960.04%-24
INTUIT(INTU)33,43132,989-44220,76020,7342.47%-27
EXXON MOBIL CORP3,8003,80004454090.05%-37
LOCKHEED MARTIN CORP(LMT)42342302472060.02%-42
SYNOPSYS INC(SNPS)23,35524,083+72811,82711,6891.39%-138
PROCTER AND GAMBLE CO(PG)68,57769,780+1,20311,87811,6991.39%-179
SHERWIN WILLIAMS CO(SHW)4,6364,63601,7691,5760.19%-194
WAFD INC(WAFD)74,29874,29802,5892,3950.28%-194
MCDONALDS CORP(MCD)26,22726,748+5217,9867,7540.92%-233
CHUBB LIMITED
COM
52,45053,666+1,21615,12614,8281.76%-298
PFIZER INC(PFE)305,202318,954+13,7528,8338,4621.01%-371
HOME DEPOT INC(HD)38,43338,926+49315,57315,1421.80%-431
MEDTRONIC PLC(MDT)125,422133,453+8,03111,29210,6601.27%-632
COSTCO WHSL CORP NEW(COST)19,30617,837-1,46917,11516,3441.94%-772
PEPSICO INC(PEP)54,26255,083+8219,2278,3761.00%-851
COLUMBIA BKG SYS INC(COLB)34,0150-34,0158880-888
MERCK & CO INC(MRK)91,52095,426+3,90610,3939,4931.13%-900
ABBVIE INC(ABBV)92,00696,509+4,50318,16917,1502.04%-1,020
THERMO FISHER SCIENTIFIC INC(TMO)16,52017,582+1,06210,2199,1471.09%-1,072
NORTHROP GRUMMAN CORP(NOC)24,98925,696+70713,19612,0591.43%-1,137
MICROSOFT CORP(MSFT)206,640207,854+1,21488,91787,61010.42%-1,307
JOHNSON & JOHNSON(JNJ)98,503101,236+2,73315,96314,6411.74%-1,323
UBER TECHNOLOGIES INC(UBER)104,854107,224+2,3707,8816,4680.77%-1,413
AMGEN INC(AMGN)40,51742,791+2,27413,05511,1531.33%-1,902
ADOBE INC(ADBE)37,41537,064-35119,37316,4821.96%-2,891
APPLIED MATLS INC112,237117,361+5,12422,67719,0862.27%-3,591
CONOCOPHILLIPS(COP)51,5030-51,5035,4220-5,422
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