Talbot Financial, LLC

Q2 2025 13F Holdings

  • Location
    bellevue, WA
  • Num holdings

    63

  • Value ($000)

    $1,056,379

  • Date Filed
    07/22/2025
  • Form type
    13F-HR
  • CIK
    0001966180
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
MSFT
MSFT

MICROSOFT CORP

COM
594918104
$119.12 M
11 %

239,478

AAPL
AAPL

APPLE INC

COM
037833100
$85.92 M
8 %

418,782

AMZN
AMZN

AMAZON COM INC

COM
023135106
$59.67 M
6 %

271,989

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$42.42 M
4 %

268,500

GOOGL
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$40.65 M
4 %

229,273

GS
GS

GOLDMAN SACHS GROUP INC

COM
38141G104
$33.52 M
3 %

47,364

JPM
JPM

JPMORGAN CHASE & CO.

COM
46625H100
$31.10 M
3 %

107,270

INTU
INTU

INTUIT

COM
461202103
$28.69 M
3 %

36,421

AMAT
AMAT

APPLIED MATLS INC

COM
038222105
$26.64 M
3 %

145,511

NFLX
NFLX

NETFLIX INC

COM
64110L106
$22.74 M
2 %

16,981

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