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Templeton & Phillips Capital Management, LLC

All holdings · as of Jun 30, 2026

52 positions

CompanyClassValueShares% of portfolio
Warren E. Buffett$46.15M92,23233.7%
CANADIAN NATL RY CO$12.57M105,4439.2%
Amazon.com Inc$11.36M47,6698.3%
BROOKFIELD CORP$10.04M235,7467.3%
Ollie's Bargain Outlet Holdings, Inc.$7.76M100,9405.7%
ICICI BANK LTDIBNADR$7.24M249,3935.3%
MEXICAN ECONOMIC DEVELOPMENT INCFMXADR$6.85M53,5865.0%
Perimeter Solutions, Inc.$4.14M116,1513.0%
COCA COLA CONSOLIDATED INC$3.90M20,4302.8%
COVENANT LOGISTICS GROUP, INC.CVLGCommon Stock$2.98M80,1342.2%
Alphabet Inc.$2.65M7,4181.9%
FLOWSERVE CORP$1.23M16,5800.9%
PELOTON INTERACTIVE, INC.$1.22M205,6200.9%
DIAGEO PLC$1.16M14,4100.8%
MCDONALD'S CORP$1.15M4,2600.8%
ANHEUSER BUSCH INBEV SA NV$1.15M13,9010.8%
BP PLC$1.12M30,4400.8%
PATTERSON UTI ENERGY INC$1.04M113,7900.8%
FAIR ISAAC CORP$862.6K7220.6%
Alphabet Inc.$729.3K2,0640.5%
COSTCO WHOLESALE CORP /NEW$721.2K7710.5%
DELTA AIR LINES, INC.$647.2K6,9100.5%
SPDR SERIES TRUST$595.1K10,3190.4%
Central North Airport GroupOMABADR$565.5K5,0000.4%
TETRA TECHNOLOGIES INC$527.8K46,5800.4%
Bank of New York Mellon Corp/The$520.7K3,6010.4%
PEPSICO INC$510.9K3,7730.4%
VANGUARD INDEX FDS$500.8K1,6520.4%
STATE STR SPDR S&P 500 ETF T$481.7K6450.4%
Visa Inc$470.4K1,3710.3%
VANGUARD INTL EQUITY INDEX F$436.0K2,7780.3%
Sprouts Farmers Market, Inc.$422.9K5,0000.3%
NIKE, Inc.$390.4K9,5100.3%
Apple Inc.$387.7K1,3400.3%
Uber Technologies, Inc$386.1K5,3500.3%
SHELL PLC$383.0K4,9400.3%
Canadian Solar Inc.$368.9K23,0280.3%
ELI LILLY & Co$367.0K3060.3%
BEL FUSE INC.$358.4K1,0760.3%
Walmart Inc.$353.0K3,1170.3%
JPMORGAN CHASE & CO$348.6K1,0650.3%
TRAVELERS COMPANIES, INC.$331.8K1,0050.2%
Mondelez International, Inc.$318.4K5,5040.2%
DOLLAR GENERAL CORP$270.6K2,3510.2%
FedEx Corp$228.9K7310.2%
AbbVie Inc.$219.2K8710.2%
elf Beauty Inc$209.6K2,8320.2%
iShares MSCI UAE ETF$154.4K1,4160.1%
ISHARES TR$149.0K1,2000.1%
ISHARES TR$81.9K1,1240.1%
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