Talbot Financial, LLC

Q3 2025 13F Holdings

  • Location
    bellevue, WA
  • Num holdings

    67

  • Value ($000)

    $1,181,637

  • Date Filed
    10/08/2025
  • 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 Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
MSFT
MSFT

MICROSOFT CORP

COM
594918104
$128.18M
11 %

247,472

AAPL
AAPL

APPLE INC

COM
037833100
$107.75M
9 %

423,177

AMZN
AMZN

AMAZON COM INC

COM
023135106
$61.39M
5 %

279,583

GOOG
GOOG

ALPHABET INC

CAP STK CL C
02079K107
$52.87M
5 %

217,066

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$51.52M
4 %

276,117

GS
GS

GOLDMAN SACHS GROUP INC

COM
38141G104
$37.92M
3 %

47,616

JPM
JPM

JPMORGAN CHASE & CO.

COM
46625H100
$34.24M
3 %

108,558

AMAT
AMAT

APPLIED MATLS INC

COM
038222105
$32.44M
3 %

158,459

ABBV
ABBV

ABBVIE INC

COM
00287Y109
$27.99M
2 %

120,884

LLY
LLY

ELI LILLY & CO

COM
532457108
$27.72M
2 %

36,334

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