{"url":"https://nivawealth.com/firms/talbot-financial-155162","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/155162","regulatoryAum":1340535838,"crd":"155162","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"2365347","suffix":null,"lastName":"PIRAK","firstName":"JAMES","middleName":"DWYER"},{"crd":"2088267","suffix":null,"lastName":"SWOFFER","firstName":"THOMAS","middleName":"MICHAEL"}],"total":2,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-17","regulatoryAum":401429074,"clients":109,"employees":3,"offices":1},{"filedOn":"2022-02-18","regulatoryAum":647067280,"clients":133,"employees":3,"offices":1},{"filedOn":"2023-02-13","regulatoryAum":520592748,"clients":146,"employees":3,"offices":1},{"filedOn":"2024-02-02","regulatoryAum":748306026,"clients":198,"employees":3,"offices":1},{"filedOn":"2025-02-18","regulatoryAum":937470662,"clients":263,"employees":3,"offices":1},{"filedOn":"2026-03-02","regulatoryAum":1340535838,"clients":269,"employees":3,"offices":1}],"secFileNumber":"801-71859","legalName":"Talbot Financial, LLC","displayName":"Talbot Financial","slug":"talbot-financial-155162","website":"https://talbotfinancial.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":"2010","organization":"Washington limited liability company","fiscalYearEnd":"December","headquarters":{"street":"10500 Ne 8th Street, #1700","city":"Bellevue","state":"WA","stateName":"Washington","country":"United States","postalCode":"98004"},"tradeNames":[],"registration":{"secApproved":"21 October 2010","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":4983404.602230484,"staff":{"employees":3,"advisory":2,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":1340535838,"discretionary":1339726816,"discretionaryAccounts":528,"nonDiscretionary":809022,"nonDiscretionaryAccounts":2,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":19,"regulatoryAum":4616346},{"label":"High-net-worth individuals","clients":250,"regulatoryAum":1335919492}],"feePrograms":[{"role":"main","program":"Asset management services","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013375","versionId":1013375,"ratePeriod":"annual","fee_billing":"arrears","submittedOn":"2026-03-02","documentName":"TALBOT FINANCIAL ADV PART 2A 02.17.2026","fee_rate_low":0.5,"fee_rate_high":0.85,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T06:57:11.941837+00:00","documents":[{"name":"TALBOT FINANCIAL ADV PART 2A 02.17.2026","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013375","versionId":1013375,"submittedOn":"2026-03-02"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":1340535838}],"custodyNote":"Talbot Financial has custody of $265K in client assets for 26 clients.","leadership":[{"name":"James Pirak","title":"Chief Compliance Officer","crd":"2365347"},{"name":"Randall Talbot","title":"Managing Member","crd":"5847246"},{"name":"Thomas Swoffer","title":"Member & CIO","crd":"2088267"}],"ownership":[{"label":"Randall Talbot","detail":"Managing member in the 25% to 50% ownership band and a control person, since August 2010."},{"label":"James Pirak","detail":"Chief compliance officer in the 25% to 50% ownership band and a control person, since June 2015."},{"label":"Thomas Swoffer","detail":"Member & cio in the 10% to 25% ownership band and a control person, since January 2020."}],"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Washington","offices":1,"addresses":[{"street":"10500 Ne 8th Street, #1700","city":"Bellevue","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"425-533-0797","stateRegisteredReps":2,"otherAdviserReps":0,"compensation":["A percentage of assets under management"],"activities":["Portfolio management for individuals and/or small businesses"],"financialPlanningClients":null,"assetMix":[{"label":"Exchange-traded equity securities","percent":91},{"label":"U.S. state and local bonds","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":7},{"label":"Cash and cash equivalents","percent":1}],"privateFunds":0},"sources":{"adv1FilingDate":"2 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/155162/PDF/155162.pdf","brochureDate":"2 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013375","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Talbot Financial have?","answer":"Talbot Financial has 269 clients and manages $1.34 billion for them, as of March 2026. They include 250 high-net-worth individuals and 19 individual clients.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 2 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Talbot Financial offer?","answer":"Talbot Financial provides portfolio management for individuals and small businesses.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Talbot Financial charge?","answer":"Talbot Financial charges 0.50%–0.85% a year for its Asset management services. The fee is billed in arrears and is negotiable.","source":"TALBOT FINANCIAL ADV PART 2A 02.17.2026, filed 2 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Talbot Financial use?","answer":"Talbot Financial’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $1.34B. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 2 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Talbot Financial have?","answer":"Talbot Financial has 2 investment adviser representatives registered with state securities authorities, out of 3 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Talbot Financial invest in?","answer":"At the end of its last fiscal year, Talbot Financial’s separately managed accounts held 91% exchange-traded equities, 7% registered funds (mutual funds, ETFs, BDCs), 1% state and local bonds and 1% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Talbot Financial?","answer":"Talbot Financial’s direct owners are Randall Talbot, James Pirak and Thomas Swoffer, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 2 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Talbot Financial get paid?","answer":"Talbot Financial is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Talbot Financial registered with the SEC?","answer":"Yes, Talbot Financial has been registered with the SEC as an investment adviser since 21 October 2010. Its CRD number is 155162 and its SEC file number is 801-71859.","source":"Form ADV Part 1A, Item 1, filed 2 March 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Talbot Financial?","answer":"Talbot Financial’s main office is at 10500 Ne 8th Street, #1700, Bellevue, WA 98004. Its phone number is 425-533-0797. Its website is talbotfinancial.com.","source":"Form ADV Part 1A, Item 1.F, filed 2 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":{"url":"https://nivawealth.com/firms/talbot-financial-155162/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-07-14","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/1966180/000196618026000004/0001966180-26-000004-index.html","totalValue":1358790662,"positionCount":71,"top10Share":0.5214844323091176,"top10":[{"issuer":"APPLE INC","titleOfClass":"COM","cusip":"037833100","value":124691383,"shares":430921,"shareType":"SH","priorValue":108157237,"priorShares":426168},{"issuer":"APPLIED MATLS INC","titleOfClass":"COM","cusip":"038222105","value":101811674,"shares":140818,"shareType":"SH","priorValue":48251205,"priorShares":141172},{"issuer":"MICROSOFT CORP","titleOfClass":"COM","cusip":"594918104","value":101139213,"shares":271136,"shareType":"SH","priorValue":98393610,"priorShares":265807},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL C","cusip":"02079K107","value":76226805,"shares":215738,"shareType":"SH","priorValue":61043964,"priorShares":212801},{"issuer":"NVIDIA CORPORATION","titleOfClass":"COM","cusip":"67066G104","value":69522083,"shares":347454,"shareType":"SH","priorValue":59743041,"priorShares":342563},{"issuer":"AMAZON COM INC","titleOfClass":"COM","cusip":"023135106","value":69302837,"shares":290773,"shareType":"SH","priorValue":59825141,"priorShares":287248},{"issuer":"GOLDMAN SACHS GROUP INC","titleOfClass":"COM","cusip":"38141G104","value":48381085,"shares":47837,"shareType":"SH","priorValue":40319443,"priorShares":47659},{"issuer":"ELI LILLY & CO","titleOfClass":"COM","cusip":"532457108","value":44506438,"shares":37106,"shareType":"SH","priorValue":33124735,"priorShares":36014},{"issuer":"JPMORGAN CHASE & CO","titleOfClass":"COM","cusip":"46625H100","value":36958866,"shares":112910,"shareType":"SH","priorValue":32730549,"priorShares":111268},{"issuer":"JOHNSON & JOHNSON","titleOfClass":"COM","cusip":"478160104","value":36047793,"shares":141937,"shareType":"SH","priorValue":34182424,"priorShares":139840}],"positionsListed":71,"positions":[{"issuer":"APPLE INC","titleOfClass":"COM","cusip":"037833100","value":124691383,"shares":430921,"shareType":"SH","priorValue":108157237,"priorShares":426168},{"issuer":"APPLIED MATLS INC","titleOfClass":"COM","cusip":"038222105","value":101811674,"shares":140818,"shareType":"SH","priorValue":48251205,"priorShares":141172},{"issuer":"MICROSOFT CORP","titleOfClass":"COM","cusip":"594918104","value":101139213,"shares":271136,"shareType":"SH","priorValue":98393610,"priorShares":265807},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL C","cusip":"02079K107","value":76226805,"shares":215738,"shareType":"SH","priorValue":61043964,"priorShares":212801},{"issuer":"NVIDIA CORPORATION","titleOfClass":"COM","cusip":"67066G104","value":69522083,"shares":347454,"shareType":"SH","priorValue":59743041,"priorShares":342563},{"issuer":"AMAZON COM INC","titleOfClass":"COM","cusip":"023135106","value":69302837,"shares":290773,"shareType":"SH","priorValue":59825141,"priorShares":287248},{"issuer":"GOLDMAN SACHS GROUP INC","titleOfClass":"COM","cusip":"38141G104","value":48381085,"shares":47837,"shareType":"SH","priorValue":40319443,"priorShares":47659},{"issuer":"ELI LILLY & CO","titleOfClass":"COM","cusip":"532457108","value":44506438,"shares":37106,"shareType":"SH","priorValue":33124735,"priorShares":36014},{"issuer":"JPMORGAN CHASE & CO","titleOfClass":"COM","cusip":"46625H100","value":36958866,"shares":112910,"shareType":"SH","priorValue":32730549,"priorShares":111268},{"issuer":"JOHNSON & JOHNSON","titleOfClass":"COM","cusip":"478160104","value":36047793,"shares":141937,"shareType":"SH","priorValue":34182424,"priorShares":139840},{"issuer":"ABBVIE INC","titleOfClass":"COM","cusip":"00287Y109","value":33140060,"shares":131696,"shareType":"SH","priorValue":27644176,"priorShares":127106},{"issuer":"GE VERNOVA INC","titleOfClass":"COM","cusip":"36828A101","value":31761165,"shares":27034,"shareType":"SH","priorValue":23220013,"priorShares":26601},{"issuer":"BROADCOM INC","titleOfClass":"COM","cusip":"11135F101","value":31401602,"shares":83128,"shareType":"SH","priorValue":20841475,"priorShares":67337},{"issuer":"CISCO SYS INC","titleOfClass":"COM","cusip":"17275R102","value":28115386,"shares":239361,"shareType":"SH","priorValue":18409673,"priorShares":237269},{"issuer":"CHEVRON CORPORATION","titleOfClass":"COM","cusip":"166764100","value":26915520,"shares":162376,"shareType":"SH","priorValue":32666782,"priorShares":157887},{"issuer":"PALO ALTO NETWORKS INC","titleOfClass":"COM","cusip":"697435105","value":25171368,"shares":73812,"shareType":"SH","priorValue":11722438,"priorShares":73119},{"issuer":"CHUBB LIMITED","titleOfClass":"COM","cusip":"H1467J104","value":23999971,"shares":70435,"shareType":"SH","priorValue":22711934,"priorShares":69683},{"issuer":"VISA INC","titleOfClass":"COM CL A","cusip":"92826C839","value":23723786,"shares":69147,"shareType":"SH","priorValue":20577989,"priorShares":68085},{"issuer":"SCHWAB CHARLES CORP","titleOfClass":"COM","cusip":"808513105","value":22842303,"shares":247559,"shareType":"SH","priorValue":22758725,"priorShares":242166},{"issuer":"AMGEN INC","titleOfClass":"COM","cusip":"031162100","value":21880319,"shares":60423,"shareType":"SH","priorValue":20823305,"priorShares":59182},{"issuer":"MERCK & CO INC","titleOfClass":"COM","cusip":"58933Y105","value":20580274,"shares":160158,"shareType":"SH","priorValue":18906868,"priorShares":157177},{"issuer":"COSTCO WHOLESALE CORPORATION","titleOfClass":"COM","cusip":"22160K105","value":20065506,"shares":21450,"shareType":"SH","priorValue":20981392,"priorShares":21057},{"issuer":"HOME DEPOT INC","titleOfClass":"COM","cusip":"437076102","value":18409301,"shares":52198,"shareType":"SH","priorValue":17071556,"priorShares":51907},{"issuer":"STRYKER CORPORATION","titleOfClass":"COM","cusip":"863667101","value":18243613,"shares":57946,"shareType":"SH","priorValue":18823354,"priorShares":57285},{"issuer":"SYNOPSYS INC","titleOfClass":"COM","cusip":"871607107","value":17173249,"shares":38499,"shareType":"SH","priorValue":14769276,"priorShares":37251},{"issuer":"ROCKWELL AUTOMATION INC","titleOfClass":"COM","cusip":"773903109","value":16536167,"shares":33401,"shareType":"SH","priorValue":11947833,"priorShares":33292},{"issuer":"NORTHROP GRUMMAN CORP","titleOfClass":"COM","cusip":"666807102","value":16415159,"shares":32230,"shareType":"SH","priorValue":21404465,"priorShares":31374},{"issuer":"TRAVELERS COMPANIES INC","titleOfClass":"COM","cusip":"89417E109","value":15786795,"shares":47821,"shareType":"SH","priorValue":13791461,"priorShares":47283},{"issuer":"MEDTRONIC PLC","titleOfClass":"SHS","cusip":"G5960L103","value":15662194,"shares":200207,"shareType":"SH","priorValue":16720504,"priorShares":192966},{"issuer":"EMERSON ELEC CO","titleOfClass":"COM","cusip":"291011104","value":15503334,"shares":108301,"shareType":"SH","priorValue":13934144,"priorShares":106351},{"issuer":"SALESFORCE INC","titleOfClass":"COM","cusip":"79466L302","value":15437714,"shares":98543,"shareType":"SH","priorValue":18193763,"priorShares":97465},{"issuer":"PROCTER & GAMBLE CO","titleOfClass":"COM","cusip":"742718109","value":15261554,"shares":104075,"shareType":"SH","priorValue":14630757,"priorShares":101293},{"issuer":"META PLATFORMS INC","titleOfClass":"CL A","cusip":"30303M102","value":15111944,"shares":26828,"shareType":"SH","priorValue":10600997,"priorShares":18529},{"issuer":"BLACKROCK INC","titleOfClass":"COM","cusip":"09290D101","value":14985771,"shares":15585,"shareType":"SH","priorValue":14747397,"priorShares":15335},{"issuer":"THERMO FISHER SCIENTIFIC INC","titleOfClass":"COM","cusip":"883556102","value":14081070,"shares":28086,"shareType":"SH","priorValue":13370943,"priorShares":27203},{"issuer":"NETFLIX INC.","titleOfClass":"COM","cusip":"64110L106","value":13604056,"shares":190533,"shareType":"SH","priorValue":17825537,"priorShares":185393},{"issuer":"PHILIP MORRIS INTL INC","titleOfClass":"COM","cusip":"718172109","value":12852548,"shares":71044,"shareType":"SH","priorValue":11558027,"priorShares":69905},{"issuer":"SERVICENOW INC","titleOfClass":"COM","cusip":"81762P102","value":11450657,"shares":115337,"shareType":"SH","priorValue":11613937,"priorShares":111085},{"issuer":"HONEYWELL INTL INC","titleOfClass":"COM","cusip":"438516106","value":10901892,"shares":48691,"shareType":"SH","priorValue":21311480,"priorShares":94286},{"issuer":"HONEYWELL AEROSPACE INC","titleOfClass":"COM","cusip":"43849R105","value":10744709,"shares":48601,"shareType":"SH"},{"issuer":"WELLS FARGO & CO","titleOfClass":"COM","cusip":"949746101","value":10280168,"shares":124397,"shareType":"SH","priorValue":9741239,"priorShares":122362},{"issuer":"MCDONALDS CORP","titleOfClass":"COM","cusip":"580135101","value":9918822,"shares":36694,"shareType":"SH","priorValue":11130198,"priorShares":35813},{"issuer":"AT&T INC","titleOfClass":"COM","cusip":"00206R102","value":9651868,"shares":466274,"shareType":"SH","priorValue":12948175,"priorShares":446643},{"issuer":"UBER TECHNOLOGIES INC","titleOfClass":"COM","cusip":"90353T100","value":9556437,"shares":132434,"shareType":"SH","priorValue":9388591,"priorShares":130524},{"issuer":"GALLAGHER ARTHUR J & CO","titleOfClass":"COM","cusip":"363576109","value":9501863,"shares":41390,"shareType":"SH","priorValue":8851324,"priorShares":40869},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL A","cusip":"02079K305","value":5161495,"shares":14443,"shareType":"SH","priorValue":3993633,"priorShares":13888},{"issuer":"F5 INC","titleOfClass":"COM","cusip":"315616102","value":3865100,"shares":9292,"shareType":"SH","priorValue":4026606,"priorShares":13917},{"issuer":"WAFD INC","titleOfClass":"COM","cusip":"938824109","value":3103995,"shares":80896,"shareType":"SH","priorValue":2540147,"priorShares":80896},{"issuer":"EXXON MOBIL CORP","titleOfClass":"COM","cusip":"30231G102","value":1777360,"shares":13000,"shareType":"SH","priorValue":2205580,"priorShares":13000},{"issuer":"INTUIT","titleOfClass":"COM","cusip":"461202103","value":1196946,"shares":4586,"shareType":"SH","priorValue":18848732,"priorShares":43593},{"issuer":"SHERWIN WILLIAMS CO","titleOfClass":"COM","cusip":"824348106","value":1093560,"shares":3176,"shareType":"SH","priorValue":1018067,"priorShares":3176},{"issuer":"MASTERCARD INCORPORATED","titleOfClass":"CL A","cusip":"57636Q104","value":717026,"shares":1396,"shareType":"SH","priorValue":697565,"priorShares":1396},{"issuer":"BERKSHIRE HATHAWAY INC DEL","titleOfClass":"CL B NEW","cusip":"084670702","value":701046,"shares":1401,"shareType":"SH","priorValue":623439,"priorShares":1301},{"issuer":"INTERNATIONAL BUSINESS MACHS","titleOfClass":"COM","cusip":"459200101","value":646784,"shares":2300,"shareType":"SH","priorValue":557498,"priorShares":2300},{"issuer":"WORKIVA INC","titleOfClass":"COM CL A","cusip":"98139A105","value":509355,"shares":10500,"shareType":"SH","priorValue":626115,"priorShares":10500},{"issuer":"CATERPILLAR INC","titleOfClass":"COM","cusip":"149123101","value":489053,"shares":459,"shareType":"SH"},{"issuer":"CORNING INC","titleOfClass":"COM","cusip":"219350105","value":383145,"shares":1500,"shareType":"SH"},{"issuer":"CADENCE DESIGN SYSTEM INC","titleOfClass":"COM","cusip":"127387108","value":375320,"shares":1000,"shareType":"SH","priorValue":277870,"priorShares":1000},{"issuer":"UNION PAC CORP","titleOfClass":"COM","cusip":"907818108","value":353600,"shares":1300,"shareType":"SH","priorValue":315406,"priorShares":1300},{"issuer":"DYCOM INDS INC","titleOfClass":"COM","cusip":"267475101","value":328634,"shares":650,"shareType":"SH","priorValue":220233,"priorShares":650},{"issuer":"ADOBE INC","titleOfClass":"COM","cusip":"00724F101","value":322291,"shares":1572,"shareType":"SH","priorValue":382122,"priorShares":1572},{"issuer":"WALMART INC","titleOfClass":"COM","cusip":"931142103","value":310899,"shares":2745,"shareType":"SH","priorValue":341149,"priorShares":2745},{"issuer":"AMERICAN EXPRESS CO","titleOfClass":"COM","cusip":"025816109","value":304425,"shares":900,"shareType":"SH","priorValue":272232,"priorShares":900},{"issuer":"EXPEDITORS INTL WASH INC","titleOfClass":"COM","cusip":"302130109","value":285215,"shares":1750,"shareType":"SH","priorValue":250653,"priorShares":1750},{"issuer":"MCKESSON CORP","titleOfClass":"COM","cusip":"58155Q103","value":265216,"shares":351,"shareType":"SH","priorValue":303741,"priorShares":351},{"issuer":"FIRSTCASH HOLDINGS INC","titleOfClass":"COM","cusip":"33768G107","value":254992,"shares":1179,"shareType":"SH","priorValue":221186,"priorShares":1177},{"issuer":"ABBOTT LABORATORIES","titleOfClass":"COM","cusip":"002824100","value":254435,"shares":2804,"shareType":"SH","priorValue":287887,"priorShares":2804},{"issuer":"PEPSICO INC","titleOfClass":"COM","cusip":"713448108","value":220702,"shares":1630,"shareType":"SH","priorValue":253123,"priorShares":1630},{"issuer":"BOEING CO","titleOfClass":"COM","cusip":"097023105","value":207811,"shares":960,"shareType":"SH"},{"issuer":"STARBUCKS CORP","titleOfClass":"COM","cusip":"855244109","value":204380,"shares":2000,"shareType":"SH"},{"issuer":"AUTOMATIC DATA PROCESSING IN","titleOfClass":"COM","cusip":"053015103","value":201555,"shares":900,"shareType":"SH"}]},"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}