Talbot Financial, LLC

Q4 2025 13F Holdings

  • Location
    bellevue, WA
  • Num holdings

    68

  • Value ($000)

    $1,214,813

  • Date Filed
    01/21/2026
  • 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 Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
M
MSFT

MICROSOFT CORP

COM
594918104
$119.83M
10 %

247,767

A
AAPL

APPLE INC

COM
037833100
$114.24M
9 %

420,204

G
GOOG

ALPHABET INC

CAP STK CL C
02079K107
$66.73M
6 %

212,648

A
AMZN

AMAZON COM INC

COM
023135106
$64.83M
5 %

280,868

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$57.26M
5 %

307,032

G
GS

GOLDMAN SACHS GROUP INC

COM
38141G104
$41.46M
3 %

47,167

A
AMAT

APPLIED MATLS INC

COM
038222105
$40.24M
3 %

156,578

L
LLY

ELI LILLY & CO

COM
532457108
$38.36M
3 %

35,690

J
JPM

JPMORGAN CHASE & CO.

COM
46625H100
$34.89M
3 %

108,292

J
JNJ

JOHNSON & JOHNSON

COM
478160104
$28.81M
2 %

139,216

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