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Talbot Financial, LLC

Q2 2026 13F Holdings

  • Location
    bellevue, WA
  • Num holdings

    71

  • Value ($000)

    $1,358,791

  • Date Filed
    07/14/2026
  • 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 Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
AAPL

APPLE INC

COM
037833100
$124.69M
9 %

430,921

A
AMAT

APPLIED MATLS INC

COM
038222105
$101.81M
8 %

140,818

M
MSFT

MICROSOFT CORP

COM
594918104
$101.14M
7 %

271,136

G
GOOG

ALPHABET INC

CAP STK CL C
02079K107
$76.23M
6 %

215,738

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$69.52M
5 %

347,454

A
AMZN

AMAZON COM INC

COM
023135106
$69.3M
5 %

290,773

G
GS

GOLDMAN SACHS GROUP INC

COM
38141G104
$48.38M
4 %

47,837

L
LLY

ELI LILLY & CO

COM
532457108
$44.51M
3 %

37,106

J
JPM

JPMORGAN CHASE & CO

COM
46625H100
$36.96M
3 %

112,910

J
JNJ

JOHNSON & JOHNSON

COM
478160104
$36.05M
3 %

141,937

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