Talbot Financial, LLC Diversified Active

Location: Bellevue, WA

CIK: 0001966180 · Show all filings

Period: Q4 2022 (Next →)

Filing Date: Feb 16, 2023

Total Value: $486M (100.0% shares, 0.0% debt)

Holdings (55)

MSFT MICROSOFT CORP 10.4%
Value $50.33M Shares 209,845 Est. Cost $234.05 Unrealized 0.0%
AAPL APPLE INC 9.9%
Value $48.2M Shares 370,969 Est. Cost $140.70 Unrealized 0.0%
AMZN AMAZON COM INC 4.4%
Value $21.5M Shares 255,969 Est. Cost $98.78 Unrealized 0.0%
ABBV ABBVIE INC 3.2%
Value $15.69M Shares 97,098 Est. Cost $137.22 Unrealized 0.0%
CVX CHEVRON CORP NEW 3.2%
Value $15.56M Shares 86,697 Est. Cost $153.23 Unrealized 0.0%
GOOG ALPHABET INC 3.2%
Value $15.5M Shares 174,666 Est. Cost $94.73 Unrealized 0.0%
ADBE ADOBE SYSTEMS INCORPORATED 3.2%
Value $15.43M Shares 45,856 Est. Cost $319.83 Unrealized 0.0%
JPM JPMORGAN CHASE & CO 2.9%
Value $14.06M Shares 104,828 Est. Cost $117.65 Unrealized 0.0%
JNJ JOHNSON & JOHNSON 2.9%
Value $13.97M Shares 79,069 Est. Cost $157.06 Unrealized 0.0%
PFE PFIZER INC 2.5%
Value $12.29M Shares 239,924 Est. Cost $40.19 Unrealized 0.0%
NOC NORTHROP GRUMMAN CORP 2.5%
Value $12.1M Shares 22,171 Est. Cost $495.16 Unrealized 0.0%
AMAT APPLIED MATLS INC 2.5%
Value $12.07M Shares 123,934 Est. Cost $93.28 Unrealized 0.0%
INTU INTUIT 2.4%
Value $11.86M Shares 30,462 Est. Cost $388.88 Unrealized 0.0%
HD HOME DEPOT INC 2.3%
Value $11.16M Shares 35,344 Est. Cost $281.19 Unrealized 0.0%
GS GOLDMAN SACHS GROUP INC 2.3%
Value $11.09M Shares 32,290 Est. Cost $321.54 Unrealized 0.0%
V VISA INC 2.2%
Value $10.86M Shares 52,264 Est. Cost $196.98 Unrealized 0.0%
CB CHUBB LIMITED 2.0%
Value $9.68M Shares 43,881 Est. Cost $199.93 Unrealized 0.0%
AMGN AMGEN INC 1.9%
Value $9.41M Shares 35,830 Est. Cost $242.73 Unrealized 0.0%
PG PROCTER AND GAMBLE CO 1.8%
Value $8.879M Shares 58,582 Est. Cost $129.79 Unrealized 0.0%
MRK MERCK & CO INC 1.8%
Value $8.636M Shares 77,840 Est. Cost $92.80 Unrealized 0.0%
PEP PEPSICO INC 1.7%
Value $8.498M Shares 47,037 Est. Cost $160.89 Unrealized 0.0%
BAC BANK AMERICA CORP 1.7%
Value $8.291M Shares 250,321 Est. Cost $31.71 Unrealized 0.0%
HON HONEYWELL INTL INC 1.7%
Value $8.176M Shares 38,154 Est. Cost $178.76 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS INC 1.7%
Value $8.14M Shares 206,598 Est. Cost $30.76 Unrealized 0.0%
SBUX STARBUCKS CORP 1.6%
Value $7.88M Shares 79,435 Est. Cost $87.55 Unrealized 0.0%
CSCO CISCO SYS INC 1.6%
Value $7.818M Shares 164,107 Est. Cost $41.47 Unrealized 0.0%
SYK STRYKER CORPORATION 1.6%
Value $7.678M Shares 31,403 Est. Cost $219.76 Unrealized 0.0%
AJG GALLAGHER ARTHUR J & CO 1.5%
Value $7.526M Shares 39,915 Est. Cost $181.58 Unrealized 0.0%
TMO THERMO FISHER SCIENTIFIC INC 1.5%
Value $7.334M Shares 13,317 Est. Cost $524.96 Unrealized 0.0%
DG DOLLAR GEN CORP NEW 1.5%
Value $7.089M Shares 28,787 Est. Cost $233.12 Unrealized 0.0%
CRM SALESFORCE INC 1.4%
Value $7.026M Shares 52,987 Est. Cost $144.17 Unrealized 0.0%
COST COSTCO WHSL CORP NEW 1.4%
Value $6.644M Shares 14,555 Est. Cost $468.77 Unrealized 0.0%
SNPS SYNOPSYS INC 1.3%
Value $6.366M Shares 19,939 Est. Cost $313.01 Unrealized 0.0%
EMR EMERSON ELEC CO 1.3%
Value $6.323M Shares 65,825 Est. Cost $84.53 Unrealized 0.0%
MCD MCDONALDS CORP 1.2%
Value $6.019M Shares 22,839 Est. Cost $245.25 Unrealized 0.0%
BLACKROCK INC 1.1%
Value $5.584M Shares 7,880 Est. Cost $708.67 Unrealized
TRV TRAVELERS COMPANIES INC 1.1%
Value $5.508M Shares 29,380 Est. Cost $169.33 Unrealized 0.0%
MA MASTERCARD INCORPORATED 1.0%
Value $4.723M Shares 13,581 Est. Cost $323.40 Unrealized 0.0%
DIS DISNEY WALT CO 1.0%
Value $4.634M Shares 53,341 Est. Cost $93.45 Unrealized 0.0%
BMY BRISTOL-MYERS SQUIBB CO 0.9%
Value $4.482M Shares 62,299 Est. Cost $65.23 Unrealized 0.0%
NFLX NETFLIX INC 0.8%
Value $3.768M Shares 12,777 Est. Cost $28.05 Unrealized 0.0%
NOW SERVICENOW INC 0.8%
Value $3.743M Shares 9,641 Est. Cost $78.16 Unrealized 0.0%
GPN GLOBAL PMTS INC 0.6%
Value $3.154M Shares 31,754 Est. Cost $100.98 Unrealized 0.0%
NVDA NVIDIA CORPORATION 0.6%
Value $2.975M Shares 20,359 Est. Cost $14.65 Unrealized 0.0%
WAFD WASHINGTON FED INC 0.4%
Value $1.906M Shares 56,802 Est. Cost $31.14 Unrealized 0.0%
GOOGL ALPHABET INC 0.3%
Value $1.312M Shares 14,867 Est. Cost $94.32 Unrealized 0.0%
T AT&T INC 0.3%
Value $1.291M Shares 70,140 Est. Cost $15.11 Unrealized 0.0%
COLB COLUMBIA BKG SYS INC 0.2%
Value $920K Shares 30,520 Est. Cost $26.45 Unrealized 0.0%
WK WORKIVA INC 0.2%
Value $882K Shares 10,500 Est. Cost $77.50 Unrealized 0.0%
PROV PROVIDENT FINL HLDGS INC 0.2%
Value $852K Shares 61,904 Est. Cost $14.16 Unrealized 0.0%
XOM EXXON MOBIL CORP 0.1%
Value $353K Shares 3,200 Est. Cost $96.28 Unrealized 0.0%
UNP UNION PAC CORP 0.1%
Value $269K Shares 1,300 Est. Cost $190.19 Unrealized 0.0%
TMUS T-MOBILE US INC 0.1%
Value $249K Shares 1,778 Est. Cost $138.81 Unrealized 0.0%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value $215K Shares 900 Est. Cost $228.99 Unrealized 0.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.0%
Value $204K Shares 660 Est. Cost $296.98 Unrealized 0.0%