Templeton & Phillips Capital Management, LLC Top Holdings and 13F Report (2025) About Templeton & Phillips Capital Management, LLCInvestment ActivityTempleton & Phillips Capital Management, LLC has $126.10 million in total holdings as of December 31, 2024.Templeton & Phillips Capital Management, LLC owns shares of 51 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 5.36% of the portfolio was purchased this quarter.About 7.78% of the portfolio was sold this quarter.This quarter, Templeton & Phillips Capital Management, LLC has purchased 53 new stocks and bought additional shares in 3 stocks.Templeton & Phillips Capital Management, LLC sold shares of 17 stocks and completely divested from 5 stocks this quarter.Largest Holdings Berkshire Hathaway $43,574,713Amazon.com $13,757,728Visa $9,179,698HDFC Bank $8,732,983Unilever $8,515,830 Largest New Holdings this Quarter PERIMETER SOLUTIONS INC $2,372,172 HoldingBrookfield Asset Management $1,797,489 HoldingEstée Lauder Companies $920,005 Holding Largest Purchases this Quarter PERIMETER SOLUTIONS INC 185,616 shares (about $2.37M)Brookfield Asset Management 31,325 shares (about $1.80M)iShares iBonds Dec 2025 Term Treasury ETF 53,800 shares (about $1.25M)Estée Lauder Companies 12,270 shares (about $920.01K)BLOCK INC 4,788 shares (about $406.93K) Largest Sales this Quarter Brookfield 30,901 shares (about $1.78M)Mondelez International 1,320 shares (about $78.84K)Berkshire Hathaway 118 shares (about $53.49K)Grupo Aeroportuario del Sureste, S. A. B. de C. V. 176 shares (about $45.34K)PepsiCo 270 shares (about $41.06K) Sector Allocation Over TimeMap of 500 Largest Holdings ofTempleton & Phillips Capital Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBRK.BBerkshire Hathaway$43,574,713$53,487 ▼-0.1%96,13234.6%FinanceAMZNAmazon.com$13,757,728$39,929 ▼-0.3%62,70910.9%Retail/WholesaleVVisa$9,179,6980.0%29,0467.3%Business ServicesHDBHDFC Bank$8,732,983$32,505 ▼-0.4%136,7526.9%FinanceULUnilever$8,515,8300.0%150,1916.8%Consumer StaplesSBUXStarbucks$5,817,3700.0%63,7524.6%Retail/WholesalePERIMETER SOLUTIONS INC$2,372,172$2,372,172 ▲New Holding185,6161.9%COMMON STOCKCOKECoca-Cola Consolidated$2,322,162$18,900 ▼-0.8%1,8431.8%Consumer StaplesMDLZMondelez International$2,285,688$78,844 ▼-3.3%38,2671.8%Consumer StaplesYUMCYum China$2,127,910$11,031 ▼-0.5%44,1751.7%Retail/WholesaleBLOCK INC$2,051,829$406,932 ▲24.7%24,1421.6%CL AGOOGLAlphabet$2,037,436$32,560 ▼-1.6%10,7631.6%Computer and TechnologyCVLGCovenant Logistics Group$1,839,5490.0%46,3871.5%TransportationAPOApollo Global Management$1,828,1560.0%11,0691.4%FinanceBAMBrookfield Asset Management$1,797,489$1,797,489 ▲New Holding31,3251.4%FinanceCACICACI International$1,733,821$31,921 ▼-1.8%4,2911.4%Computer and TechnologyPZZAPapa Johns International$1,725,597$33,308 ▼-1.9%42,0161.4%Retail/WholesaleIBTFiShares iBonds Dec 2025 Term Treasury ETF$1,606,282$1,254,616 ▲356.8%68,8801.3%ManufacturingFICOFair Isaac$1,437,4510.0%7221.1%Computer and TechnologyASRGrupo Aeroportuario del Sureste, S. A. B. de C. V.$1,242,292$45,343 ▼-3.5%4,8221.0%TransportationHCAHCA Healthcare$1,212,606$29,415 ▼-2.4%4,0401.0%MedicalBELFBBel Fuse$1,033,019$14,020 ▼-1.3%12,5260.8%Computer and TechnologyELEstée Lauder Companies$920,005$920,005 ▲New Holding12,2700.7%Consumer StaplesCOSTCostco Wholesale$706,4440.0%7710.6%Retail/WholesalePEPPepsiCo$499,517$41,056 ▼-7.6%3,2850.4%Consumer StaplesSPSMSPDR Portfolio S&P 600 Small Cap ETF$466,315$18,956 ▼-3.9%10,3810.4%ETFCASYCasey's General Stores$435,8530.0%1,1000.3%Retail/WholesaleGOOGAlphabet$393,0680.0%2,0640.3%Computer and TechnologySPYSPDR S&P 500 ETF Trust$378,0220.0%6450.3%FinanceBABAAlibaba Group$353,998$8,140 ▼-2.2%4,1750.3%Retail/WholesaleAAPLApple$335,5630.0%1,3400.3%Computer and TechnologyPTONPeloton Interactive$301,8900.0%34,7000.2%Consumer DiscretionaryIBNICICI Bank$298,0030.0%9,9800.2%FinanceWMTWalmart$278,188$2,259 ▲0.8%3,0790.2%Retail/WholesaleBKBank of New York Mellon$276,6650.0%3,6010.2%FinanceBNBrookfield$274,439$1,775,265 ▼-86.6%4,7770.2%FinanceJPMJPMorgan Chase & Co.$255,2910.0%1,0650.2%FinanceTRVTravelers Companies$242,0940.0%1,0050.2%FinanceLLYEli Lilly and Company$236,2320.0%3060.2%MedicalDISWalt Disney$232,8330.0%2,0910.2%Consumer DiscretionaryFDXFedEx$205,6520.0%7310.2%TransportationLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$151,2850.0%1,4160.1%FinanceCSIQCanadian Solar$140,5350.0%12,6380.1%Oils/EnergyIWFiShares Russell 1000 Growth ETF$120,4740.0%3000.1%ETFAGZiShares Agency Bond ETF$108,8240.0%1,0080.1%FinanceTIPiShares TIPS Bond ETF$59,7750.0%5610.0%ETFIEViShares Europe ETF$58,5150.0%1,1240.0%ETFMBBiShares MBS ETF$50,6990.0%5530.0%ETFPFFiShares Preferred and Income Securities ETF$48,1030.0%1,5300.0%ETFIWMiShares Russell 2000 ETF$24,306$20,550 ▼-45.8%1100.0%FinanceEEMiShares MSCI Emerging Markets ETF$14,3440.0%3430.0%FinanceUNHUnitedHealth Group$0$3,979,917 ▼-100.0%00.0%MedicalPRMPerimeter Solutions$0$2,441,753 ▼-100.0%00.0%Basic MaterialsHBBHamilton Beach Brands$0$557,691 ▼-100.0%00.0%Consumer DiscretionaryDMLPDorchester Minerals$0$375,518 ▼-100.0%00.0%Oils/EnergyIBTEiShares iBonds Dec 2024 Term Treasury ETF$0$172,800 ▼-100.0%00.0%ManufacturingShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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