Instuitional Investor - Talbot Financial, Llc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Apple Inc.	AAPL	430,921	$124,691,383	9.18%
2.	Applied Materials Inc	AMAT	140,818	$101,811,674	7.49%
3.	Microsoft Corp	MSFT	271,136	$101,139,213	7.44%
4.	Alphabet Inc.	GOOGL	215,738	$76,226,805	5.61%
5.	Nvidia Corp	NVDA	347,454	$69,522,083	5.12%