Templeton & Phillips Capital Management
Latest statistics and disclosures from Templeton & Phillips Capital Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BRK.B, AMZN, V, BN, DG, and represent 64.39% of Templeton & Phillips Capital Management's stock portfolio.
- Added to shares of these 10 stocks: HDB, CP, PTEN, KMI, VT, TTI, VB, BABA, BELFB, ABBV.
- Started 8 new stock positions in VT, ABBV, BABA, BELFB, PTEN, TTI, KMI, VB.
- Reduced shares in these 6 stocks: , , AMZN, HNST, SFD, MDLZ.
- Sold out of its positions in ADBE, ASR, HNST, SFD.
- Templeton & Phillips Capital Management was a net buyer of stock by $3.4M.
- Templeton & Phillips Capital Management has $139M in assets under management (AUM), dropping by 0.46%.
- Central Index Key (CIK): 0001961304
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Portfolio Holdings for Templeton & Phillips Capital Management
Templeton & Phillips Capital Management holds 51 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 34.7 | $48M | 96k | 502.74 |
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| Amazon (AMZN) | 9.0 | $13M | -8% | 57k | 219.57 |
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| Visa Com Cl A (V) | 7.1 | $9.9M | 29k | 341.38 |
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| Brookfield Corp Cl A Ltd Vt Sh (BN) | 6.8 | $9.5M | 138k | 68.58 |
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| Dollar General (DG) | 6.8 | $9.4M | 91k | 103.35 |
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| Hdfc Bank Sponsored Ads (HDB) | 6.7 | $9.3M | +100% | 274k | 34.16 |
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| Unilever Spon Adr New (UL) | 6.4 | $8.9M | 150k | 59.28 |
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| Perimeter Solutions Common Stock (PRM) | 3.1 | $4.3M | 190k | 22.39 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.8 | $2.5M | 11k | 243.10 |
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| Papa John's Int'l (PZZA) | 1.8 | $2.5M | 52k | 48.15 |
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| Coca-Cola Bottling Co. Consolidated (COKE) | 1.7 | $2.4M | +2% | 20k | 117.16 |
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| Canadian Pacific Kansas City (CP) | 1.5 | $2.1M | +100% | 29k | 74.49 |
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| Icici Bank Adr (IBN) | 1.4 | $2.0M | 66k | 30.23 |
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| Ishares Tr Ibonds 25 Trm Ts (IBTF) | 1.3 | $1.8M | 77k | 23.36 |
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| Covenant Logistics Group Cl A (CVLG) | 1.1 | $1.5M | 80k | 18.24 |
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| Peloton Interactive Cl A Com (PTON) | 1.0 | $1.4M | 157k | 9.00 |
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| Fair Isaac Corporation (FICO) | 0.8 | $1.1M | 722.00 | 1496.53 |
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| Costco Wholesale Corporation (COST) | 0.5 | $714k | 771.00 | 925.63 |
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| Patterson-UTI Energy (PTEN) | 0.4 | $588k | NEW | 114k | 5.18 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $503k | 2.1k | 243.55 |
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| Spdr Series Trust Portfolio S&p600 (SPSM) | 0.3 | $481k | 10k | 46.32 |
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| Shake Shack Cl A (SHAK) | 0.3 | $468k | 5.0k | 93.61 |
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| Kinder Morgan (KMI) | 0.3 | $453k | NEW | 16k | 28.31 |
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| Mondelez Intl Cl A (MDLZ) | 0.3 | $443k | 7.1k | 62.47 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $430k | 645.00 | 666.18 |
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| Sunopta (STKL) | 0.3 | $393k | 67k | 5.86 |
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| Bank of New York Mellon Corporation (BK) | 0.3 | $392k | 3.6k | 108.96 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.3 | $383k | NEW | 2.8k | 137.80 |
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| Apple (AAPL) | 0.2 | $341k | 1.3k | 254.63 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $336k | 1.1k | 315.43 |
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| Wal-Mart Stores (WMT) | 0.2 | $328k | 3.2k | 103.06 |
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| Travelers Companies (TRV) | 0.2 | $281k | 1.0k | 279.22 |
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| Canadian Solar (CSIQ) | 0.2 | $277k | +38% | 21k | 13.04 |
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| Pepsi (PEP) | 0.2 | $271k | 1.9k | 140.44 |
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| TETRA Technologies (TTI) | 0.2 | $268k | NEW | 47k | 5.75 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $253k | NEW | 996.00 | 254.28 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.2 | $248k | NEW | 1.4k | 178.73 |
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| Walt Disney Company (DIS) | 0.2 | $239k | 2.1k | 114.50 |
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| Eli Lilly & Co. (LLY) | 0.2 | $234k | 306.00 | 763.00 |
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| Block Cl A (XYZ) | 0.2 | $224k | 3.1k | 72.27 |
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| Bel Fuse CL B (BELFB) | 0.1 | $204k | NEW | 1.4k | 141.02 |
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| Abbvie (ABBV) | 0.1 | $202k | NEW | 871.00 | 231.54 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $158k | 1.4k | 111.47 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $141k | 300.00 | 468.41 |
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| Ishares Tr Agency Bond Etf (AGZ) | 0.1 | $111k | 1.0k | 110.37 |
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| Ishares Tr Europe Etf (IEV) | 0.1 | $74k | 1.1k | 65.48 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $62k | 561.00 | 111.22 |
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| Ishares Tr Mbs Etf (MBB) | 0.0 | $53k | 553.00 | 95.15 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $48k | 1.5k | 31.62 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $31k | 126.00 | 241.96 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $18k | 343.00 | 53.40 |
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Past Filings by Templeton & Phillips Capital Management
SEC 13F filings are viewable for Templeton & Phillips Capital Management going back to 2022
- Templeton & Phillips Capital Management 2025 Q3 filed Nov. 6, 2025
- Templeton & Phillips Capital Management 2025 Q2 filed Aug. 4, 2025
- Templeton & Phillips Capital Management 2025 Q1 filed May 6, 2025
- Templeton & Phillips Capital Management 2024 Q4 filed Feb. 11, 2025
- Templeton & Phillips Capital Management 2024 Q3 filed Nov. 12, 2024
- Templeton & Phillips Capital Management 2024 Q1 filed May 13, 2024
- Templeton & Phillips Capital Management 2023 Q3 filed Nov. 14, 2023
- Templeton & Phillips Capital Management 2023 Q2 filed Aug. 14, 2023
- Templeton & Phillips Capital Management 2023 Q1 filed May 1, 2023
- Templeton & Phillips Capital Management 2022 Q4 filed Feb. 14, 2023