Templeton & Phillips Capital Management, LLC Portfolio Holdings by Sector
Templeton & Phillips Capital Management, LLC
- $139 Billion
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$51.1 Million
39.44% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN BABA 2 stocks |
$12.1 Million
9.37% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
HDB IBN 2 stocks |
$10.7 Million
8.29% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
UL EL 2 stocks |
$10.5 Million
8.13% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V 1 stocks |
$10.1 Million
7.8% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
DG COST WMT 3 stocks |
$8.93 Million
6.89% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
PZZA YUMC 2 stocks |
$6.09 Million
4.7% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
ETFs | ETFs
IBTF SPSM SPY LQD AGZ IWF IEV TIP 11 stocks |
$3.01 Million
2.33% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
COKE PEP 2 stocks |
$2.78 Million
2.14% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
MDLZ 1 stocks |
$2.46 Million
1.9% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL GOOG 2 stocks |
$1.94 Million
1.5% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
APO BK 2 stocks |
$1.82 Million
1.4% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Trucking | Industrials
CVLG 1 stocks |
$1.5 Million
1.16% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
SQ 1 stocks |
$1.37 Million
1.06% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
FICO 1 stocks |
$1.33 Million
1.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Leisure | Consumer Cyclical
PTON 1 stocks |
$965,292
0.74% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
BELFB 1 stocks |
$937,696
0.72% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
STKL 1 stocks |
$407,924
0.31% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$297,654
0.23% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
TRV 1 stocks |
$265,782
0.21% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$261,245
0.2% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY 1 stocks |
$252,728
0.19% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
DIS 1 stocks |
$206,382
0.16% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Solar | Technology
CSIQ 1 stocks |
$125,261
0.1% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Foreign | ETFs
EEM 1 stocks |
$14,989
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|