| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2018 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT CORP | 4 | Q3 2023 | 11.9% |
| APPLE INC | 4 | Q3 2023 | 12.0% |
| AMAZON COM INC | 4 | Q3 2023 | 5.9% |
| ADOBE SYSTEMS INCORPORATED | 4 | Q3 2023 | 4.0% |
| APPLIED MATLS INC | 4 | Q3 2023 | 3.1% |
| CHEVRON CORP NEW | 4 | Q3 2023 | 3.2% |
| INTUIT | 4 | Q3 2023 | 2.9% |
| JOHNSON & JOHNSON | 4 | Q3 2023 | 2.9% |
| ABBVIE INC | 4 | Q3 2023 | 3.2% |
| JPMORGAN CHASE & CO | 4 | Q3 2023 | 2.9% |
View Talbot Financial, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-18 |
| 13F-HR | 2024-01-11 |
| 13F-HR | 2023-10-24 |
| 13F-HR | 2023-07-28 |
| 13F-HR | 2023-05-08 |
| 13F-HR | 2023-02-16 |
View Talbot Financial, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.