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| Talbot Financial LLC
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| CRD # | 155162 |
| SEC # | 801-71859 |
| CIK # | 0001680361, 0001966180 |
| AUM | 1,340.5 M (2026-03-02) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 425-533-0797 |
| Address | 10500 NE 8th Street, 1700 Bellevue, WA 98004 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001680361 0001966180 |
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Apple Inc | 124.7 | |
| Applied Materials Inc /DE | 101.8 | |
| Microsoft Corp | 101.1 | |
| Alphabet Inc | 76.2 | |
| Nvidia Corp | 69.5 | |
| Amazon Com Inc | 69.3 | |
| Goldman Sachs Group Inc | 48.4 | |
| Lilly Eli & Co | 44.5 | |
| J P Morgan Chase & Co | 37.0 | |
| Johnson & Johnson | 36.0 | |
| AbbVie Inc | 33.1 | |
| GE Vernova Inc | 31.8 | |
| Broadcom Inc | 31.4 | |
| Cisco Systems Inc | 28.1 | |
| Chevron Corp | 26.9 | |
| Palo Alto Networks Inc | 25.2 | |
| Ace Ltd | 24.0 | |
| Visa Inc | 23.7 | |
| Schwab Charles Corp | 22.8 | |
| Amgen Inc | 21.9 | |
| Merck & Co Inc | 20.6 | |
| Costco Wholesale Corp /NEW | 20.1 | |
| Home Depot Inc | 18.4 | |
| Stryker Corp | 18.2 | |
| Synopsys Inc | 17.2 | |
| Rockwell Automation Inc | 16.5 | |
| Northrop Grumman Corp /DE/ | 16.4 | |
| Travelers Companies Inc | 15.8 | |
| Medtronic Holdings Ltd | 15.7 | |
| Emerson Electric Co | 15.5 | Prev | Page 1 | Next |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 19 | 4.6 |
| (b) Individuals (high net worth individuals) | 250 | 1,335.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 530 | 1,340.5 |
| By Discretionary | ||
| Discretionary | 528 | 1,339.7 |
| Non-Discretionary | 2 | 0.8 |
| Total | 530 | 1,340.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 5.9 | |
| United States Persons | 1,334.6 | |
| Total | 530 | 1,340.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| SC 13G | [0001680361] | |
| 13F-HR | [0001966180] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Talbot Investments Ltd | Conformis Inc | [2016-07-22] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
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