Talbot Financial, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| STRYKER CORP | $19.55M | 1.6% |
| Chubb Ltd | $21.50M | 1.8% |
| Broadcom Inc. | $23.02M | 1.9% |
| Visa Inc | $23.02M | 1.9% |
| CHEVRON CORP | $23.73M | 2.0% |
| Salesforce Inc | $23.96M | 2.0% |
| INTUIT INC. | $25.92M | 2.1% |
| AbbVie Inc. | $27.82M | 2.3% |
| JOHNSON & JOHNSON | $28.81M | 2.4% |
| JPMORGAN CHASE & CO | $34.89M | 2.9% |
| ELI LILLY & Co | $38.36M | 3.2% |
| APPLIED MATERIALS INC /DE | $40.24M | 3.3% |
| THE GOLDMAN SACHS GROUP, INC. | $41.46M | 3.4% |
| NVIDIA Corp | $57.26M | 4.7% |
| Amazon.com Inc | $64.83M | 5.3% |
| Alphabet Inc. | $66.73M | 5.5% |
| Apple Inc. | $114.24M | 9.4% |
| MICROSOFT CORP | $119.83M | 9.9% |