Fund Holdings — Talbot Financial, LLC

Total Portfolio Value
$1.21B
Total Bought
$80.32M
Total Sold
$92.50M
Net Transaction
-$12.18M
Filing Period:
Securities
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SharesValue ($K)
Q3 2025
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Q4 2025
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Change
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Q3 2025
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Q4 2025
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Weight (%)
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Change
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ALPHABET INC(GOOG)217,066212,648-4,41852,86666,7295.49%+13,862
META PLATFORMS INC(META)27717,904+17,62720311,8180.97%+11,615
PHILIP MORRIS INTL INC(PM)067,665+67,665010,8530.89%+10,853
ELI LILLY & CO(LLY)36,33435,690-64427,72338,3553.16%+10,633
APPLIED MATLS INC158,459156,578-1,88132,44340,2393.31%+7,796
APPLE INC(AAPL)423,177420,204-2,973107,754114,2379.40%+6,483
NVIDIA CORPORATION(NVDA)276,117307,032+30,91551,51857,2624.71%+5,744
GOLDMAN SACHS GROUP INC(GS)47,61647,167-44937,91941,4593.41%+3,540
AMAZON COM INC(AMZN)279,583280,868+1,28561,38864,8305.34%+3,442
MERCK & CO INC(MRK)154,125155,070+94512,93616,3231.34%+3,387
JOHNSON & JOHNSON(JNJ)138,424139,216+79225,66728,8112.37%+3,144
SALESFORCE INC(CRM)89,49090,428+93821,20923,9551.97%+2,746
AMGEN INC(AMGN)58,66158,660-116,55419,2001.58%+2,646
THERMO FISHER SCIENTIFIC INC(TMO)26,38726,508+12112,79815,3601.26%+2,562
CHUBB LIMITED
COM
68,48168,897+41619,32921,5041.77%+2,175
CISCO SYS INC(CSCO)234,822234,468-35416,06718,0611.49%+1,995
GE VERNOVA INC(GEV)24,04325,604+1,56114,78416,7341.38%+1,950
ROCKWELL AUTOMATION INC(ROK)32,27032,569+29911,27912,6721.04%+1,392
BROADCOM INC(AVGO)66,11366,504+39121,81123,0171.89%+1,206
WELLS FARGO CO NEW(WFC)117,249117,630+3819,82810,9630.90%+1,135
ALPHABET INC(GOOG)14,23713,928-3093,4614,3590.36%+898
TRAVELERS COMPANIES INC(TRV)45,58746,786+1,19912,72913,5711.12%+842
VISA INC(V)65,18165,650+46922,25223,0241.90%+773
SCHWAB CHARLES CORP(SCHW)192,691191,622-1,06918,39619,1451.58%+749
JPMORGAN CHASE & CO.(JPM)108,558108,292-26634,24234,8942.87%+651
MARRIOTT INTL INC NEW(MAR)01,007+1,00703120.03%+312
DYCOM INDS INC(DY)0650+65002200.02%+220
EMERSON ELEC CO(EMR)104,836105,256+42013,75213,9701.15%+217
WALMART INC(WMT)2,7454,308+1,5632834800.04%+197
MCDONALDS CORP(MCD)35,05935,335+27610,65410,7990.89%+145
WAFD INC(WAFD)77,58677,58602,3502,4850.20%+135
MASTERCARD INCORPORATED(MA)19,56219,702+14011,12711,2470.93%+120
EXXON MOBIL CORP13,00013,00001,4661,5640.13%+99
EXPEDITORS INTL WASH INC(EXPD)1,7501,75002152610.02%+46
AMERICAN EXPRESS CO(AXP)90090002993330.03%+34
INTERNATIONAL BUSINESS MACHS(IBM)2,3002,30006496810.06%+32
MCKESSON CORP(MCK)35135102712880.02%+17
WORKIVA INC(WK)10,50010,50009049060.07%+2
BOEING CO(BA)95095002052060.02%+1
BERKSHIRE HATHAWAY INC DEL1,3011,30106546540.05%-0
UNION PAC CORP(UNP)1,3001,30003073010.02%-7
LOCKHEED MARTIN CORP(LMT)42342302112050.02%-7
ABBOTT LABS2,8042,80403763510.03%-24
MEDTRONIC PLC(MDT)190,722188,819-1,90318,16418,1381.49%-26
AUTOMATIC DATA PROCESSING IN90090002642320.02%-33
CADENCE DESIGN SYSTEM INC(CDNS)1,0001,00003513130.03%-39
SHERWIN WILLIAMS CO(SHW)3,1763,17601,1001,0290.08%-71
ORACLE CORP(ORCL)1,3001,30003662530.02%-112
CHEVRON CORP NEW(CVX)153,927155,701+1,77423,90323,7301.95%-173
ABBVIE INC(ABBV)120,884121,735+85127,98927,8152.29%-174
FEDERAL NATIONAL MORTGAGE ASSN(FNMA)21,4000-21,4002580—-258
AT&T INC(T)400,171422,027+21,85611,30110,4830.86%-818
F5 INC(FFIV)13,91713,91704,4983,5520.29%-945
INTUIT(INTU)39,40939,126-28326,91325,9182.13%-995
STRYKER CORPORATION(SYK)55,73855,619-11920,60519,5481.61%-1,056
HONEYWELL INTL INC(HON)91,91793,302+1,38519,34918,2021.50%-1,146
NORTHROP GRUMMAN CORP(NOC)31,18131,241+6018,99917,8141.47%-1,186
BLACKROCK INC(BLK)14,51414,662+14816,92215,6941.29%-1,228
PROCTER AND GAMBLE CO(PG)94,07691,256-2,82014,45513,0781.08%-1,377
SYNOPSYS INC(SNPS)36,58735,418-1,16918,05216,6371.37%-1,415
COSTCO WHSL CORP NEW(COST)21,29220,929-36319,70918,0481.49%-1,661
UBER TECHNOLOGIES INC(UBER)124,288125,556+1,26812,17610,2590.84%-1,917
GALLAGHER ARTHUR J & CO(AJG)39,85838,547-1,31112,3469,9760.82%-2,370
HOME DEPOT INC(HD)50,39851,123+72520,42117,5911.45%-2,830
SERVICENOW INC(NOW)20,13295,576+75,44418,52714,6411.21%-3,886
NETFLIX INC(NFLX)17,390175,117+157,72720,84916,4191.35%-4,430
NOVO-NORDISK A S(NVO)138,1040-138,1047,6630—-7,663
MICROSOFT CORP(MSFT)247,472247,767+295128,178119,8259.86%-8,353
PEPSICO INC(PEP)80,5656,691-73,87411,3159600.08%-10,354
ADOBE INC(ADBE)51,2765,768-45,50818,0882,0190.17%-16,069
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Talbot Financial, LLC — 13F Holdings — Q4 2025 | TickerTrail