account_balance

Investment manager · 13F filer · SEC CIK 1966180

Talbot Financial, LLC

Reported value$1.39Bas of Sep 30, 2026
Positions67 1 new, 5 sold out
Top 10 weight53.8%AAPL alone is 10%
FiledOct 1919 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
AAPL Apple Inc. 10.3% HeldMSFT Microsoft Corp 9.9% HeldNVDA NVIDIA Corp 6.1% Added +7%GOOG Alphabet Inc. 5.3% HeldAMAT Applied Materials Inc 5.2% HeldAMZN Amazon.com Inc 5.2% HeldGS Goldman Sachs Group Inc 3.2% Added +2%LLY ELI Lilly & Co 3.1% HeldJNJ Johnson & Johnson 2.7% HeldJPM JPMorgan Chase & Co 2.7% HeldABBV AbbVie Inc. 2.5% HeldCVX Chevron Corp 2.4% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 19, 2026, compared with the Jul 14, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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