TALBOT FINANCIAL, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | T | 447K | $12.95M |
 | AAPL | 426K | $108.16M |
 | NVDA | 343K | $59.74M |
 | AMZN | 287K | $59.83M |
 | MSFT | 266K | $98.39M |
 | SCHW | 242K | $22.76M |
 | CSCO | 237K | $18.41M |
 | GOOG | 213K | $61.04M |
 | MDT | 193K | $16.72M |
 | NFLX | 185K | $17.83M |
 | CVX | 158K | $32.67M |
 | MRK | 157K | $18.91M |
 | AMAT | 141K | $48.25M |
 | JNJ | 140K | $34.18M |
 | UBER | 131K | $9.39M |
 | ABBV | 127K | $27.64M |
 | WFC | 122K | $9.74M |
 | JPM | 111K | $32.73M |
 | NOW | 111K | $11.61M |
 | EMR | 106K | $13.93M |
AT&T Inc.
T
Shares Held
447K
Value
$12.95M
Apple Inc.
AAPL
Shares Held
426K
Value
$108.16M
NVIDIA Corporation
NVDA
Shares Held
343K
Value
$59.74M
Amazon.com, Inc.
AMZN
Shares Held
287K
Value
$59.83M
Microsoft Corporation
MSFT
Shares Held
266K
Value
$98.39M
The Charles Schwab Corporation
SCHW
Shares Held
242K
Value
$22.76M
Cisco Systems, Inc.
CSCO
Shares Held
237K
Value
$18.41M
Alphabet Inc.
GOOG
Shares Held
213K
Value
$61.04M
Medtronic plc
MDT
Shares Held
193K
Value
$16.72M
Netflix, Inc.
NFLX
Shares Held
185K
Value
$17.83M
Chevron Corporation
CVX
Shares Held
158K
Value
$32.67M
Merck & Co., Inc.
MRK
Shares Held
157K
Value
$18.91M
Applied Materials, Inc.
AMAT
Shares Held
141K
Value
$48.25M
Johnson & Johnson
JNJ
Shares Held
140K
Value
$34.18M
Uber Technologies, Inc.
UBER
Shares Held
131K
Value
$9.39M
AbbVie Inc.
ABBV
Shares Held
127K
Value
$27.64M
Wells Fargo & Company
WFC
Shares Held
122K
Value
$9.74M
JPMorgan Chase & Co.
JPM
Shares Held
111K
Value
$32.73M
ServiceNow, Inc.
NOW
Shares Held
111K
Value
$11.61M
Emerson Electric Co.
EMR
Shares Held
106K
Value
$13.93M