Talbot Financial, LLC - Q42025 Holdings

Talbot Financial, LLC holds 68 stocks with a total portfolio value of $ 1.21B as of Q42025. In Q42025, Talbot Financial, LLC added 3 new positions, increased stakes in 29 stocks, reduced 19 holdings, and fully exited 2 positions. The largest holding is Microsoft Corp (MSFT), representing 9.86% of the total portfolio.