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Jim Pirak

@Talbot Financial, Llc

Latest period2024 - Q4ReportedManaged Assets$840.834MTotal holdings65
Assets growth rate2.37%Assets growth rate (2-Q avg)4.2%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Talbot Financial, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 65 positions.

Assets under management

The assets under management (AUM) of Talbot Financial, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 840.834M in assets, with a quarterly growth rate of 2.37% and a 2-quarter average growth rate of 4.2%. The portfolio is managed by Jim Pirak, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
COPConocophillips
Recent Activity
Exited
0%
$5.422M
51,503 shares@ $105.29 avg price
COLBColumbia Bkg Sys Inc
Recent Activity
Exited
0%
$888,132
34,015 shares@ $26.12 avg price