Stock Taper 
TALBOT FINANCIAL, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Intuit Inc. | INTU | 4.59K | $1.2M |
 F5, Inc. | FFIV | 9.29K | $3.87M |
 Workiva Inc. | WK | 10.5K | $509.36K |
 Exxon Mobil Corporation | XOM | 13K | $1.78M |
 Alphabet Inc. | GOOGL | 14.44K | $5.16M |
 BlackRock, Inc. | BLK | 15.59K | $14.99M |
 Costco Wholesale Corporation | COST | 21.45K | $20.07M |
 Meta Platforms, Inc. | META | 26.83K | $15.11M |
 GE Vernova Inc. | GEV | 27.03K | $31.76M |
 Thermo Fisher Scientific Inc. | TMO | 28.09K | $14.08M |
 Northrop Grumman Corporation | NOC | 32.23K | $16.42M |
 Rockwell Automation, Inc. | ROK | 33.4K | $16.54M |
 McDonald's Corporation | MCD | 36.69K | $9.92M |
 Eli Lilly and Company | LLY | 37.11K | $44.51M |
 Synopsys, Inc. | SNPS | 38.5K | $17.17M |
 Arthur J. Gallagher & Co. | AJG | 41.39K | $9.5M |
 The Travelers Companies, Inc. | TRV | 47.82K | $15.79M |
 The Goldman Sachs Group, Inc. | GS | 47.84K | $48.38M |
 Honeywell International Inc. | HON | 48.69K | $10.9M |
 The Home Depot, Inc. | HD | 52.2K | $18.41M |