Talbot Financial, LLC filed a Form 13F-HR with the Securities and Exchange Commission on October 19, 2026, disclosing equity securities held as of September 30, 2026. The filing lists a total of 67 positions held by the firm.
The firm listed its principal office at 10500 NE 8th Street, Suite 1700, in Bellevue, Washington. The filing was signed by Jim Pirak, the Chief Compliance Officer.
The portfolio is diversified across various sectors, including technology, healthcare, and consumer goods. Major holdings include Microsoft Corporation, with 268,229 shares; NVIDIA Corporation, with 372,503 shares; and Johnson & Johnson, with 141,903 shares. Other notable positions include Apple Inc., with 429,812 shares; Visa Inc., with 69,218 shares; and Berkshire Hathaway Inc., with 1,231 shares.
The filing indicates that all positions were held solely for investment purposes, with no derivatives or options reported.