DOSSIER · 13F-HR · Q2 2026
Talbot Financial, LLC
$1.4B in tracked AUM across 71 positions as of Q2 2026.
TF
CIK 0001966180 · last filed Jun 30, 2026
AI Analysis · Q2 2026
Comprehensive Analysis of Talbot Financial, LLC SEC 13F Filing
1. Portfolio Overview
Talbot Financial, LLC has reported a significant expansion in its investment portfolio for the quarter ending December 31, 2025. The total portfolio value surged by 149.7%, growing from approximately $486.46 million to $1.21 billion. This dramatic increase in AUM (Assets Under Management) suggests substantial capital inflows or a significant shift in the firm's investment mandate.
The portfol...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology
Quarter at a glance — Q2 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q2 2026.
Filing history
Showing 12 of 15