Talbot Financial, LLC has filed its 13F form on July 11, 2024 for Q2 2024 where it was disclosed a total value porftolio of $775 Billion distributed in 58 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $91B, Apple Inc. with a value of $79.6B, Amazon Com Inc with a value of $50.4B, Alphabet Inc. with a value of $33.7B, and Applied Materials Inc with a value of $29.9B.
Examining the 13F form we can see an increase of $27.3B in the current position value, from $747B to 775B.
Talbot Financial, LLC is based out at Bellevue, WA
Below you can find more details about Talbot Financial, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$775 Billion
Technology: $331 Billion
Healthcare: $125 Billion
Financial Services: $104 Billion
Consumer Cyclical: $70.5 Billion
Communication Services: $54.6 Billion
Consumer Defensive: $35.5 Billion
Industrials: $31.9 Billion
Energy: $22.4 Billion
Other: $0
Stock Holdings Table Market Cap. of $200 Billions or more