account_balance
Investment manager · 13F filer · SEC CIK 1961304
Templeton & Phillips Capital Management, LLC
Reported value$137Mas of Jun 30, 2026
Positions52 5 new, 8 sold out
Top 10 weight82.4%BRK-B alone is 34%
FiledAug 738 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
BRK-BBerkshire Hathaway Inc
33.7%
CNICanadian National Railway Co
9.2%Added +146%
AMZNAmazon.com Inc
8.3%Added +23%
BNBrookfield Corp
7.3%
OLLIOllie's Bargain Outlet Holdings, Inc.
5.7%New
IBNIcici Bank Ltd
5.3%Trimmed −24%
FMXMexican Economic Development Inc
5.0%Added +97%
PRMPerimeter Group Inc.
3.0%
COKECoca-Cola Consolidated, Inc.
2.8%
CVLGCovenant Logistics Group, Inc.
2.2%
GOOGLAlphabet Inc.
1.9%
FLS0.9%BRK-BBerkshire Hathaway Inc
33.7%
CNICanadian National Railway Co
9.2%+146%
AMZNAmazon.com Inc
8.3%+23%
BNBrookfield Corp
7.3%
OLLIOllie's Bargain Outlet Holdings, Inc.
5.7%
IBNIcici Bank Ltd
5.3%
FMX5.0%PRMCOKEGOOGLFLSBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
BRK-B Berkshire Hathaway Inc 33.7% HeldCNI Canadian National Railway Co 9.2% Added +146%AMZN Amazon.com Inc 8.3% Added +23%BN Brookfield Corp 7.3% HeldOLLI Ollie's Bargain Outlet Holdings, Inc. 5.7% NewIBN Icici Bank Ltd 5.3% Trimmed −24%FMX Mexican Economic Development Inc 5.0% Added +97%PRM Perimeter Group Inc. 3.0% HeldCOKE Coca-Cola Consolidated, Inc. 2.8% HeldCVLG Covenant Logistics Group, Inc. 2.2% HeldGOOGL Alphabet Inc. 1.9% HeldFLS Flowserve Corp 0.9% Held
What changed
Biggest moves since Mar 31, 2026
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