TALBOT FINANCIAL, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | T | 422K | $10.48M |
 | AAPL | 420K | $114.24M |
 | NVDA | 307K | $57.26M |
 | AMZN | 281K | $64.83M |
 | MSFT | 248K | $119.83M |
 | CSCO | 234K | $18.06M |
 | GOOG | 213K | $66.73M |
 | SCHW | 192K | $19.14M |
 | MDT | 189K | $18.14M |
 | NFLX | 175K | $16.42M |
 | AMAT | 157K | $40.24M |
 | CVX | 156K | $23.73M |
 | MRK | 155K | $16.32M |
 | JNJ | 139K | $28.81M |
 | UBER | 126K | $10.26M |
 | ABBV | 122K | $27.82M |
 | WFC | 118K | $10.96M |
 | JPM | 108K | $34.89M |
 | EMR | 105K | $13.97M |
 | NOW | 96K | $14.64M |
AT&T Inc.
T
Shares Held
422K
Value
$10.48M
Apple Inc.
AAPL
Shares Held
420K
Value
$114.24M
NVIDIA Corporation
NVDA
Shares Held
307K
Value
$57.26M
Amazon.com, Inc.
AMZN
Shares Held
281K
Value
$64.83M
Microsoft Corporation
MSFT
Shares Held
248K
Value
$119.83M
Cisco Systems, Inc.
CSCO
Shares Held
234K
Value
$18.06M
Alphabet Inc.
GOOG
Shares Held
213K
Value
$66.73M
The Charles Schwab Corporation
SCHW
Shares Held
192K
Value
$19.14M
Medtronic plc
MDT
Shares Held
189K
Value
$18.14M
Netflix, Inc.
NFLX
Shares Held
175K
Value
$16.42M
Applied Materials, Inc.
AMAT
Shares Held
157K
Value
$40.24M
Chevron Corporation
CVX
Shares Held
156K
Value
$23.73M
Merck & Co., Inc.
MRK
Shares Held
155K
Value
$16.32M
Johnson & Johnson
JNJ
Shares Held
139K
Value
$28.81M
Uber Technologies, Inc.
UBER
Shares Held
126K
Value
$10.26M
AbbVie Inc.
ABBV
Shares Held
122K
Value
$27.82M
Wells Fargo & Company
WFC
Shares Held
118K
Value
$10.96M
JPMorgan Chase & Co.
JPM
Shares Held
108K
Value
$34.89M
Emerson Electric Co.
EMR
Shares Held
105K
Value
$13.97M
ServiceNow, Inc.
NOW
Shares Held
96K
Value
$14.64M