Timber Creek Capital Management LLC
Timber Creek Capital Management LLC reported 80 holdings worth US$490M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 10, 2026
Timber Creek Capital Management LLC reported 80 holdings worth US$490M as of Jun 30, 2026. Largest: Micron Technology, Inc., Alphabet Inc (google) Class C and Taiwan Semiconductor Manufacturing Co., Ltd. Filed Aug 10, 2026 (Form 13F).
- Holdings
- 80
- Value as reported
- US$490M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Micron Technology, Inc. | 39,142 | US$45.2M | 9.2% |
| Alphabet Inc (google) Class C | 96,441 | US$34.5M | 7.0% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 53,734 | US$25.7M | 5.2% |
| Amazon.com, Inc. | 77,879 | US$18.6M | 3.8% |
| Apple Inc | 54,818 | US$15.9M | 3.2% |
| Berkshire Hathaway Inc. | 31,506 | US$15.8M | 3.2% |
| Eli Lilly And Company | 12,882 | US$15.5M | 3.2% |
| Visa Inc. | 44,959 | US$15.4M | 3.1% |
| Microsoft Corp. | 39,965 | US$14.9M | 3.0% |
| Brookfield Corporation | 246K | US$10.5M | 2.1% |
| Nvidia Corporation | 51,214 | US$10.2M | 2.1% |
| Asml Holding Nv | 4,909 | US$9.77M | 2.0% |
| Charles Schwab Corporation (the) | 103K | US$9.53M | 1.9% |
| Meta Platforms, Inc. | 12,656 | US$7.13M | 1.5% |
| Elevance Health, Inc. | 18,337 | US$7.09M | 1.4% |
| Revvity, Inc. | 57,683 | US$6.42M | 1.3% |
| Sunbelt Rentals Holdings, Inc. | 80,695 | US$6.04M | 1.2% |
| Becton, Dickinson And Company | 39,624 | US$6M | 1.2% |
| Novartis Ag | 35,388 | US$5.55M | 1.1% |
| Broadcom Inc. | 14,117 | US$5.33M | 1.1% |
| Salesforce, Inc. | 33,928 | US$5.32M | 1.1% |
| Intercontinental Exchange Inc. | 43,025 | US$5.3M | 1.1% |
| Airbnb, Inc. | 36,375 | US$5.21M | 1.1% |
| Mercadolibre, Inc. | 2,942 | US$4.99M | 1.0% |
| Koninklijke Philips N.v. | 157K | US$4.28M | 0.87% |
| Relx Plc | 133K | US$4.22M | 0.86% |
| Sony Group Corporation | 209K | US$4.19M | 0.85% |
| Unilever Plc | 69,264 | US$4.16M | 0.85% |
| Sap Se | 25,494 | US$3.93M | 0.80% |
| Unitedhealth Group Incorporated | 8,503 | US$3.53M | 0.72% |
| Ferguson Enterprises Inc. | 14,549 | US$3.45M | 0.70% |
| Constellation Brands, Inc. | 24,632 | US$3.43M | 0.70% |
| Comcast Corporation | 134K | US$3.28M | 0.67% |
| Lithia Motors, Inc. | 9,160 | US$2.66M | 0.54% |
| Cisco Systems, Inc. | 17,620 | US$2.07M | 0.42% |
| Oracle Corporation | 12,541 | US$1.84M | 0.38% |
| Netflix, Inc. | 24,096 | US$1.72M | 0.35% |
| Amgen Inc. | 4,730 | US$1.71M | 0.35% |
| Waters Corporation | 4,410 | US$1.65M | 0.34% |
| Chevron Corporation | 8,506 | US$1.41M | 0.29% |
| Yum China Holdings, Inc. | 34,114 | US$1.39M | 0.28% |
| American International Group, Inc. New | 17,081 | US$1.27M | 0.26% |
| Brookfield Asset Management Inc | 25,917 | US$1.16M | 0.24% |
| Pepsico, Inc. | 7,725 | US$1.05M | 0.21% |
| Ebay Inc. | 7,300 | US$816K | 0.17% |
| Procter & Gamble Company (the) | 4,300 | US$631K | 0.13% |
| Pfizer, Inc. | 25,433 | US$612K | 0.13% |
| Bhp Group Ltd | 5,000 | US$417K | 0.09% |
| Rayonier Inc. Reit | 14,445 | US$307K | 0.06% |
| Intel Corporation | 2,082 | US$291K | 0.06% |
| Paypal Holdings, Inc. | 6,425 | US$277K | 0.06% |
| Jp Morgan Chase & Co. | 825 | US$270K | 0.06% |
| Ge Aerospace | 638 | US$238K | 0.05% |
| Applied Materials, Inc. | 300 | US$217K | 0.04% |
| Danaher Corporation | 0 | US$0 | 0.00% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |
| Paccar Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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