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Talbot Financial, LLC

All holdings · as of Dec 31, 2025

68 positions

CompanyClassValueShares% of portfolio
SHERWIN WILLIAMS CO$1.03M3,1760.1%
PEPSICO INC$960.3K6,6910.1%
WORKIVA INC$905.6K10,5000.1%
INTERNATIONAL BUSINESS MACHINES CORP$681.3K2,3000.1%
Warren E. Buffett$653.9K1,3010.1%
Walmart Inc.$480.0K4,3080.0%
ABBOTT LABORATORIES$351.3K2,8040.0%
AMERICAN EXPRESS CO$333.0K9000.0%
CADENCE DESIGN SYSTEMS INC$312.6K1,0000.0%
Marriott International Inc/MD$312.4K1,0070.0%
Union Pacific Corp$300.7K1,3000.0%
MCKESSON CORP$287.9K3510.0%
EXPEDITORS INTERNATIONAL OF WASHINGTON INC$260.8K1,7500.0%
ORACLE CORP$253.4K1,3000.0%
AUTOMATIC DATA PROCESSING INC$231.5K9000.0%
DYCOM INDUSTRIES INC$219.6K6500.0%
The Boeing Company$206.3K9500.0%
LOCKHEED MARTIN CORP$204.6K4230.0%
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