Talbot Financial, LLC Diversified Active

Location: Bellevue, WA

CIK: 0001966180 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: Apr 13, 2026

Total Value: $1.19B (100.0% shares, 0.0% debt)

Holdings (66)

AAPL APPLE INC 9.1%
Value $108M Shares 426,168 Est. Cost $152.39 Unrealized +72.5%
MSFT MICROSOFT CORP 8.3%
Value $98.39M Shares 265,807 Est. Cost $285.46 Unrealized +52.3%
GOOG ALPHABET INC 5.1%
Value $61.04M Shares 212,801 Est. Cost $209.93 Unrealized +54.2%
AMZN AMAZON COM INC 5.0%
Value $59.83M Shares 287,248 Est. Cost $121.18 Unrealized +87.2%
NVDA NVIDIA CORPORATION 5.0%
Value $59.74M Shares 342,563 Est. Cost $116.98 Unrealized +59.5%
AMAT APPLIED MATLS INC 4.1%
Value $48.25M Shares 141,172 Est. Cost $115.96 Unrealized +181.6%
GS GOLDMAN SACHS GROUP INC 3.4%
Value $40.32M Shares 47,659 Est. Cost $372.85 Unrealized +150.1%
JNJ JOHNSON & JOHNSON 2.9%
Value $34.18M Shares 139,840 Est. Cost $154.78 Unrealized +47.2%
LLY ELI LILLY & CO 2.8%
Value $33.12M Shares 36,014 Est. Cost $589.52 Unrealized +77.6%
JPM JPMORGAN CHASE & CO 2.8%
Value $32.73M Shares 111,268 Est. Cost $144.41 Unrealized +115.6%
CVX CHEVRON CORPORATION 2.7%
Value $32.67M Shares 157,887 Est. Cost $147.89 Unrealized +16.2%
ABBV ABBVIE INC 2.3%
Value $27.64M Shares 127,106 Est. Cost $153.23 Unrealized +45.3%
GEV GE VERNOVA INC 2.0%
Value $23.22M Shares 26,601 Est. Cost $382.93 Unrealized +92.4%
SCHW SCHWAB CHARLES CORP 1.9%
Value $22.76M Shares 242,166 Est. Cost $73.69 Unrealized +35.9%
CB CHUBB LTD SWITZ 1.9%
Value $22.71M Shares 69,683 Est. Cost $252.59 Unrealized +25.2%
NOC NORTHROP GRUMMAN CORP 1.8%
Value $21.4M Shares 31,374 Est. Cost $489.02 Unrealized +37.8%
HON HONEYWELL INTL INC 1.8%
Value $21.31M Shares 94,286 Est. Cost $185.84 Unrealized +21.6%
COST COSTCO WHOLESALE CORPORATION 1.8%
Value $20.98M Shares 21,057 Est. Cost $592.63 Unrealized +62.6%
AVGO BROADCOM INC 1.8%
Value $20.84M Shares 67,337 Est. Cost $173.35 Unrealized +92.8%
AMGN AMGEN INC 1.7%
Value $20.82M Shares 59,182 Est. Cost $257.26 Unrealized +35.9%
V VISA INC 1.7%
Value $20.58M Shares 68,085 Est. Cost $231.30 Unrealized +42.3%
MRK MERCK & CO INC 1.6%
Value $18.91M Shares 157,177 Est. Cost $89.25 Unrealized +28.0%
INTU INTUIT 1.6%
Value $18.85M Shares 43,593 Est. Cost $456.84 Unrealized +8.9%
SYK STRYKER CORPORATION 1.6%
Value $18.82M Shares 57,285 Est. Cost $269.69 Unrealized +35.2%
CSCO CISCO SYS INC 1.5%
Value $18.41M Shares 237,269 Est. Cost $46.69 Unrealized +66.9%
CRM SALESFORCE INC 1.5%
Value $18.19M Shares 97,465 Est. Cost $192.73 Unrealized +12.0%
NFLX NETFLIX INC. 1.5%
Value $17.83M Shares 185,393 Est. Cost $100.28 Unrealized -16.4%
HD HOME DEPOT INC 1.4%
Value $17.07M Shares 51,907 Est. Cost $305.09 Unrealized +23.6%
MDT MEDTRONIC PLC 1.4%
Value $16.72M Shares 192,966 Est. Cost $81.42 Unrealized +22.2%
SNPS SYNOPSYS INC 1.2%
Value $14.77M Shares 37,251 Est. Cost $410.93 Unrealized +14.8%
BLK BLACKROCK INC 1.2%
Value $14.75M Shares 15,335 Est. Cost $944.58 Unrealized +16.2%
PG PROCTER & GAMBLE CO 1.2%
Value $14.63M Shares 101,293 Est. Cost $141.36 Unrealized +7.4%
EMR EMERSON ELEC CO 1.2%
Value $13.93M Shares 106,351 Est. Cost $94.62 Unrealized +56.9%
TRV TRAVELERS COMPANIES INC 1.2%
Value $13.79M Shares 47,283 Est. Cost $226.06 Unrealized +27.6%
TMO THERMO FISHER SCIENTIFIC INC 1.1%
Value $13.37M Shares 27,203 Est. Cost $494.97 Unrealized +16.1%
T AT&T INC 1.1%
Value $12.95M Shares 446,643 Est. Cost $20.80 Unrealized +23.8%
ROK ROCKWELL AUTOMATION INC 1.0%
Value $11.95M Shares 33,292 Est. Cost $271.88 Unrealized +50.9%
PANW PALO ALTO NETWORKS INC 1.0%
Value $11.72M Shares 73,119 Est. Cost $172.15 Unrealized 0.0%
NOW SERVICENOW INC 1.0%
Value $11.61M Shares 111,085 Est. Cost $156.96 Unrealized -22.8%
PM PHILIP MORRIS INTL INC 1.0%
Value $11.56M Shares 69,905 Est. Cost $154.29 Unrealized +14.0%
MCD MCDONALDS CORP 0.9%
Value $11.13M Shares 35,813 Est. Cost $263.55 Unrealized +20.4%
META META PLATFORMS INC 0.9%
Value $10.6M Shares 18,529 Est. Cost $666.17 Unrealized -1.6%
WFC WELLS FARGO & CO 0.8%
Value $9.741M Shares 122,362 Est. Cost $80.84 Unrealized +11.4%
UBER UBER TECHNOLOGIES INC 0.8%
Value $9.389M Shares 130,524 Est. Cost $73.94 Unrealized +6.5%
AJG GALLAGHER ARTHUR J & CO 0.7%
Value $8.851M Shares 40,869 Est. Cost $208.70 Unrealized +15.2%
FFIV F5 INC 0.3%
Value $4.027M Shares 13,917 Est. Cost $279.63 Unrealized -2.6%
GOOGL ALPHABET INC 0.3%
Value $3.994M Shares 13,888 Est. Cost $172.43 Unrealized +87.5%
WAFD WAFD INC 0.2%
Value $2.54M Shares 80,896 Est. Cost $30.45 Unrealized +6.9%
XOM EXXON MOBIL CORP 0.2%
Value $2.206M Shares 13,000 Est. Cost $102.39 Unrealized +35.5%
SHW SHERWIN WILLIAMS CO 0.1%
Value $1.018M Shares 3,176 Est. Cost $344.92 Unrealized +3.0%
MA MASTERCARD INCORPORATED 0.1%
Value $698K Shares 1,396 Est. Cost $380.58 Unrealized +41.6%
WK WORKIVA INC 0.1%
Value $626K Shares 10,500 Est. Cost $77.50 Unrealized -3.5%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value $623K Shares 1,301 Est. Cost $348.67 Unrealized +41.5%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value $557K Shares 2,300 Est. Cost $172.56 Unrealized +64.5%
ADBE ADOBE INC 0.0%
Value $382K Shares 1,572 Est. Cost $344.75 Unrealized -15.9%
WMT WALMART INC 0.0%
Value $341K Shares 2,745 Est. Cost $85.08 Unrealized +43.4%
UNP UNION PAC CORP 0.0%
Value $315K Shares 1,300 Est. Cost $190.19 Unrealized +27.9%
MCK MCKESSON CORP 0.0%
Value $304K Shares 351 Est. Cost $557.26 Unrealized +57.1%
ABT ABBOTT LABORATORIES 0.0%
Value $288K Shares 2,804 Est. Cost $130.61 Unrealized -11.6%
CDNS CADENCE DESIGN SYSTEM INC 0.0%
Value $278K Shares 1,000 Est. Cost $290.70 Unrealized +4.3%
AXP AMERICAN EXPRESS CO 0.0%
Value $272K Shares 900 Est. Cost $202.90 Unrealized +75.5%
PEP PEPSICO INC 0.0%
Value $253K Shares 1,630 Est. Cost $152.06 Unrealized +1.8%
EXPD EXPEDITORS INTL WASH INC 0.0%
Value $251K Shares 1,750 Est. Cost $118.30 Unrealized +32.6%
LMT LOCKHEED MARTIN CORP 0.0%
Value $241K Shares 398 Est. Cost $448.15 Unrealized +34.1%
FCFS FIRSTCASH HOLDINGS INC 0.0%
Value $221K Shares 1,177 Est. Cost $173.44 Unrealized 0.0%
DY DYCOM INDS INC 0.0%
Value $220K Shares 650 Est. Cost $315.29 Unrealized +21.9%