Timber Creek Capital Management LLC: 13F holdings
CIK 15108482026Q2
| Positions | 80 |
|---|
| Reported value | $489.9m |
|---|
| Filed | 2026-08-10 |
|---|
Change since last quarter
| Positions | 80 (+2 vs prior quarter) |
|---|
| Reported value | $489.9m (+18.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| MU MICRON TECHNOLOGY INC | 39,142 | $45.2m | 9.2% |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 53,734 | $25.7m | 5.2% |
| GOOG ALPHABET INC | 66,436 | $23.5m | 4.8% |
| FLEX LTD | 132,115 | $21.4m | 4.4% |
| GLDM WORLD GOLD TR | 234,486 | $18.6m | 3.8% |
| AMZN AMAZON COM INC | 77,879 | $18.6m | 3.8% |
| IAU ISHARES GOLD TR | 241,959 | $18.3m | 3.7% |
| AAPL APPLE INC | 54,818 | $15.9m | 3.2% |
| LLY ELI LILLY & CO | 12,882 | $15.5m | 3.2% |
| V VISA INC | 44,959 | $15.4m | 3.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1510848")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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