TP
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Templeton & Phillips Capital Management, LLC13F | |
| Templeton & Phillips Capital Management, LLC | |
| Last update 2025-05-06 | 47 Stocks (3 new) |
| Value $139.00 Mil | Turnover 15 % |
Templeton & Phillips Capital M... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRK.B | Berkshire Hathaway Inc | 96,005 | 51,130.3 | -0.13% | 36.790 | -0.05% | 0.000 | -8.57% | +4.53% | 1,022,296.6 | Insurance | |
AMZN | Amazon.com Inc | 62,455 | 11,882.7 | -0.41% | 8.550 | -0.04% | 0.000 | +31.01% | +3.07% | 2,400,675.8 | Retail - Cyclical | |
V | Visa Inc | 28,871 | 10,118.1 | -0.60% | 7.280 | -0.04% | 0.000 | +6.07% | +10.81% | 681,869.3 | Credit Services | |
HDB | HDFC Bank Ltd | 136,755 | 9,086.0 | 0% | 6.540 | 0% | 0.010 | +5.57% | +19.10% | 192,413.4 | Banks | |
UL | Unilever PLC | 150,081 | 8,937.3 | -0.07% | 6.430 | 0% | 0.010 | -5.69% | +7.07% | 146,371.3 | Consumer Packaged Goods | |
DG | Dollar General Corp | 90,110 | 7,923.4 | New Holding | 5.700 | +5.70% | 0.040 | +18.89% | +48.03% | 24,227.6 | Retail - Defensive | |
BN | Brookfield Corp | 134,088 | 7,027.6 | +2,706.95% | 5.060 | +4.88% | 0.010 | +35.56% | +17.49% | 103,059.8 | Asset Management | |
PZZA | Papa John's International Inc | 92,276 | 3,790.7 | +119.62% | 2.730 | +1.49% | 0.280 | +46.28% | +12.34% | 1,475.2 | Restaurants | |
COKE | Coca-Cola Consolidated Inc | 18,430 | 2,488.1 | 0% | 1.790 | 0% | 0.020 | -19.80% | -9.70% | 9,882.5 | Beverages - Non-Alcoholic | |
MDLZ | Mondelez International Inc | 36,215 | 2,457.2 | -5.36% | 1.770 | -0.10% | 0.000 | +4.42% | +18.51% | 90,391.1 | Consumer Packaged Goods |
Templeton & Phillips Capital Management, LLC's Historical Top Holdings Breakdowns
Templeton & Phillips Capital Management, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
DG | Dollar General Corp | 2025-03-31 | New Buy New Buy | +5.70% | 68.44 ($75.71) 87.93 | $110.09 | 45.41% | New holding | 90,110 | 90,110 | |
BN | Brookfield Corp | 2025-03-31 | Add Add | +4.88% | 48.64 ($56.7) 62.05 | $67.27 | 18.64% | Add 2706.95% | 134,088 | 129,311 | |
SBUX | Starbucks Corp | 2025-03-31 | Sold Out Sold Out | -4.61% | 92.17 ($103.37) 115.81 | $93.80 | -9.26% | Sold Out | 0 | -63,752 | |
PZZA | Papa John's International Inc | 2025-03-31 | Add Add | +1.49% | 36.01 ($42.74) 51.28 | $45.06 | 5.43% | Add 119.62% | 92,276 | 50,260 | |
BAM | Brookfield Asset Management Ltd | 2025-03-31 | Sold Out Sold Out | -1.43% | 45.62 ($54.51) 61.36 | $60.76 | 11.47% | Sold Out | 0 | -31,325 | |
CACI | CACI International Inc | 2025-03-31 | Sold Out Sold Out | -1.37% | 327 ($382.67) 465.18 | $482.92 | 26.20% | Sold Out | 0 | -4,291 | |
ASR |
Grupo Aeroportuario del Sureste SAB de CV
Grupo Aeroportuario del Sureste SAB de CV
| 2025-03-31 | Sold Out Sold Out | -0.99% | 255.27 ($273.56) 294.28 | $312.00 | 14.05% | Sold Out | 0 | -4,822 | |
IBN | ICICI Bank Ltd | 2025-03-31 | Add Add | +0.97% | 27.55 ($29.02) 31.67 | $33.21 | 14.44% | Add 428.16% | 52,710 | 42,730 | |
HCA | HCA Healthcare Inc | 2025-03-31 | Sold Out Sold Out | -0.96% | 296.7 ($321.62) 345.55 | $361.12 | 12.28% | Sold Out | 0 | -4,040 | |
EL | The Estee Lauder Companies Inc | 2025-03-31 | Add Add | +0.57% | 64.26 ($72.33) 85.48 | $87.21 | 20.57% | Add 97.28% | 24,206 | 11,936 |
Templeton & Phillips Capital Management, LLC Total Holding History ($B)
Templeton & Phillips Capital Management, LLC's Asset Allocation
Templeton & Phillips Capital Management, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Templeton & Phillips Capital Management, LLC's Hypothetical Growth since 2025-03-31
Templeton & Phillips Capital Management, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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Templeton & Phillips Capital Management, LLC's Holdings Heat Map
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Templeton & Phillips Capital Management, LLC's Holdings Bubble Chart
Templeton & Phillips Capital Management, LLC News
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