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Timber Creek Capital Management LLC

CIK 1510848

13F filing for Q2 2026・No. 3,943

Holdings
US$489.91M
Quarter change
+US$77.44M
Entries
80
Net bought (estimate)
−US$2.16M

The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.

Net bought (estimate)

Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.

  • New 7
  • Sold out 5
  • Cut 18
  • Added 36
  • Corporate actions 0
  • Unchanged 19

Largest holdings

80 stocks worth US$489.91M, options and bonds left out.

StockThis quarterValueWeight
MUMicronCOMCutUS$45.18M9.22%
TSMTSMC ADRSPONSORED ADSCutUS$25.66M5.24%
GOOGALPHABET INCCAP STK CL CCutUS$23.47M4.79%
FLEXFLEX LTDORDCutUS$21.41M4.37%
WORLD GOLD TRSPDR GLD MINISAddedUS$18.62M3.80%
AMZNAmazonCOMCutUS$18.56M3.79%
ISHARES GOLD TRISHARES NEWAddedUS$18.27M3.73%
AAPLAppleCOMAddedUS$15.86M3.24%
LLYELI LILLY & COCOMAddedUS$15.45M3.15%
VVISA INCCOM CL AAddedUS$15.42M3.15%

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Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

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Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

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Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.