Talbot Financial, LLC

Q1 2025 13F Holdings

  • Location
    bellevue, WA
  • Num holdings

    62

  • Value ($000)

    $798,265

  • Date Filed
    04/09/2025
  • 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 Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AAPL
AAPL

APPLE INC

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037833100
$81.38 M
10 %

366,370

MSFT
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MICROSOFT CORP

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594918104
$77.77 M
10 %

207,167

AMZN
AMZN

AMAZON COM INC

COM
023135106
$43.91 M
6 %

230,792

GOOGL
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$29.92 M
4 %

191,688

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$25.08 M
3 %

231,385

JPM
JPM

JPMORGAN CHASE & CO.

COM
46625H100
$22.99 M
3 %

93,740

GS
GS

GOLDMAN SACHS GROUP INC

COM
38141G104
$22.17 M
3 %

40,582

ABBV
ABBV

ABBVIE INC

COM
00287Y109
$19.74 M
3 %

94,232

INTU
INTU

INTUIT

COM
461202103
$19.59 M
3 %

31,906

CHV
CHV

CHEVRON CORP NEW

COM
166764100
$19.00 M
2 %

113,582

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