Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Talbot Financial, LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

Talbot Financial, LLC (CIK 1966180) reported $1.19B across 66 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($108.2M, 9.09%), MSFT ($98.4M, 8.27%), GOOG ($61.0M, 5.13%), AMZN ($59.8M, 5.03%), NVDA ($59.7M, 5.02%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1AAPLAPPLE INC$108.2M9.09%426,168Added
2MSFTMICROSOFT CORP$98.4M8.27%265,807Added
3GOOGALPHABET INC$61.0M5.13%212,801Added
4AMZNAMAZON COM INC$59.8M5.03%287,248Added
5NVDANVIDIA CORPORATION$59.7M5.02%342,563Added
6AMATAPPLIED MATLS INC$48.3M4.06%141,172Trimmed
7GSGOLDMAN SACHS GROUP INC$40.3M3.39%47,659Added
8JNJJOHNSON & JOHNSON$34.2M2.87%139,840Added
9LLYELI LILLY & CO$33.1M2.78%36,014Added
10JPMJPMORGAN CHASE & CO$32.7M2.75%111,268Added
11CVXCHEVRON CORPORATION$32.7M2.75%157,887Added
12ABBVABBVIE INC$27.6M2.32%127,106Added
13GEVGE VERNOVA INC$23.2M1.95%26,601Added
14SCHWSCHWAB CHARLES CORP$22.8M1.91%242,166Added
15CBCHUBB LTD SWITZ$22.7M1.91%69,683Added
16NOCNORTHROP GRUMMAN CORP$21.4M1.80%31,374Added
17HONHONEYWELL INTL INC$21.3M1.79%94,286Added
18COSTCOSTCO WHOLESALE CORPORATION$21.0M1.76%21,057Added
19AVGOBROADCOM INC$20.8M1.75%67,337Added
20AMGNAMGEN INC$20.8M1.75%59,182Added
21VVISA INC$20.6M1.73%68,085Added
22MRKMERCK & CO INC$18.9M1.59%157,177Added
23INTUINTUIT$18.8M1.58%43,593Added
24SYKSTRYKER CORPORATION$18.8M1.58%57,285Added
25CSCOCISCO SYS INC$18.4M1.55%237,269Added

Source: SEC Form 13F filings · as of 2026-03-31