Templeton & Phillips Capital Management, LLC 13F Holdings

CIK 0001961304 · LOOKOUT MOUNTAIN, TN

As of Sep 30, 2025, Templeton & Phillips Capital Management, LLC reported 51 positions worth 39.0M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
BERKSHIRE HATHAWAY INCBRK/BFinancial Services96,005$48.3M34.72%
AMAZON.COM INCAMZNEquity57,085 2.5M9.02%
VISA INC-CLASS A SHARESVFinancial Services28,871$9.9M7.09%
BROOKFIELD CORPBNFinancial Services137,977$9.5M6.81%
DOLLAR GENERAL CORPDGConsumer Defensive90,808$9.4M6.75%
HDFC BANK LTDHDBFinancial Services273,510$9.3M6.72%
UNILEVER PLCULConsumer Defensive150,081$8.9M6.40%
PERIMETER SOLUTIONS INCPRMBasic Materials189,919$4.3M3.06%
ALPHABET INCGOOGLEquity10,463$2.5M1.83%
PAPA JOHNS INTERNATIONAL INCPZZAConsumer Cyclical52,276$2.5M1.81%
COCA-COLA CONSOLIDATED INCCOKEConsumer Defensive20,430$2.4M1.72%
CANADIAN PACIFIC KANSAS CITY LTDCPIndustrials28,660$2.1M1.54%
ICICI BANK LTDIBNFinancial Services66,367$2.0M1.44%
ISHARES IBONDS DEC 2025 TERM TREASURY ETFIBTF—77,443 .8M1.30%
COVENANT LOGISTICS GROUP INCCVLGIndustrials80,134 .5M1.05%
PELOTON INTERACTIVE INCPTONConsumer Cyclical157,116 .4M1.02%
FAIR ISAAC CORPFICOTechnology722 .1M0.78%
COSTCO WHOLESALE CORPCOSTConsumer Defensive771$713.7K0.51%
PATTERSON UTI ENERGY INCPTENEnergy113,550$588.2K0.42%
ALPHABET INCGOOGEquity2,064$502.7K0.36%
SS SPDR P S&P 600 SMALL CAPSPSM—10,381$480.8K0.35%
SHAKE SHACK INCSHAKConsumer Cyclical5,000$468.1K0.34%
KINDER MORGAN INCKMIEnergy16,000$453.0K0.33%
MONDELEZ INTERNATIONAL INCMDLZConsumer Defensive7,084$442.5K0.32%
SPDR S&P 500 ETF TRUSTSPY—645$429.7K0.31%