Templeton & Phillips Capital Management, LLC
Q2 2026 13F filing
Updated 35 days ago52 disclosed positions worth $137.1M
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $46.2M | 92.2K | 33.67% | — |
| 2 | C CNI CANADIAN NATL RY CO | $12.6M | 105.4K | 9.17% | — |
| 3 | A AMZN AMAZON COM INC | $11.4M | 47.7K | 8.29% | — |
| 4 | B BXDIF BROOKFIELD CORP | $10M | 235.7K | 7.32% | — |
| 5 | O OLLI OLLIES BARGAIN OUTLET HLDGS | $7.8M | 100.9K | 5.66% | — |
| 6 | I IBN ICICI BANK LIMITED | $7.2M | 249.4K | 5.28% | — |
| 7 | ? N/A FOMENTO ECONOMICO MEXICANO S | $6.9M | 53.6K | 5.00% | — |
| 8 | P PRM PERIMETER SOLUTIONS INC | $4.1M | 116.2K | 3.02% | — |
| 9 | C COKE COCA COLA CONS INC | $3.9M | 20.4K | 2.85% | — |
| 10 | C CVLG COVENANT LOGISTICS GROUP INC | $3M | 80.1K | 2.18% | — |
| 11 | G GOOGN ALPHABET INC | $2.7M | 7.4K | 1.93% | — |
| 12 | F FLS FLOWSERVE CORP | $1.2M | 16.6K | 0.90% | — |
| 13 | P PEGA PELOTON INTERACTIVE INC | $1.2M | 205.6K | 0.89% | — |
| 14 | D DGEAF DIAGEO PLC | $1.2M | 14.4K | 0.84% | — |
| 15 | M MCD MCDONALDS CORP | $1.2M | 4.3K | 0.84% | — |
| 16 | B BUDFF ANHEUSER BUSCH INBEV SA NV | $1.1M | 13.9K | 0.84% | — |
| 17 | B BPPFF BP PLC | $1.1M | 30.4K | 0.82% | — |
| 18 | P PTEN PATTERSON-UTI ENERGY INC | $1M | 113.8K | 0.76% | — |
| 19 | F FICO FAIR ISAAC CORP | $863K | 722 | 0.63% | — |
| 20 | G GOOGN ALPHABET INC | $729K | 2.1K | 0.53% | — |
| 21 | C COST COSTCO WHOLESALE CORPORATION | $721K | 771 | 0.53% | — |
| 22 | D DAL DELTA AIR LINES INC | $647K | 6.9K | 0.47% | — |
| 23 | A ARCC SPDR SERIES TRUST | $595K | 10.3K | 0.43% | — |
| 24 | ? N/A GRUPO AEROPORTUARIO DEL CENT | $565K | 5.0K | 0.41% | — |
| 25 | T TTI TETRA TECHNOLOGIES INC DEL | $528K | 46.6K | 0.39% | — |
| 26 | B BNY-PK BANK OF NY MELLON CORP | $521K | 3.6K | 0.38% | — |
| 27 | P PEP PEPSICO INC | $511K | 3.8K | 0.37% | — |
| 28 | V VGES VANGUARD INDEX FDS | $501K | 1.7K | 0.37% | — |
| 29 | S SPY STATE STR SPDR S&P 500 ETF T | $482K | 645 | 0.35% | — |
| 30 | V V VISA INC | $470K | 1.4K | 0.34% | — |
| 31 | V VGES VANGUARD INTL EQUITY INDEX F | $436K | 2.8K | 0.32% | — |
| 32 | S SFM SPROUTS FMRS MKT INC | $423K | 5.0K | 0.31% | — |
| 33 | N NKE NIKE INC | $390K | 9.5K | 0.28% | — |
| 34 | A AAPL APPLE INC | $388K | 1.3K | 0.28% | — |
| 35 | U UBER UBER TECHNOLOGIES INC | $386K | 5.3K | 0.28% | — |
| 36 | R RYDAF SHELL PLC | $383K | 4.9K | 0.28% | — |
| 37 | C CSIQ CANADIAN SOLAR INC | $369K | 23.0K | 0.27% | — |
| 38 | L LLY ELI LILLY & CO | $367K | 306 | 0.27% | — |
| 39 | B BELFB BEL FUSE INC | $358K | 1.1K | 0.26% | — |
| 40 | W WMT WALMART INC | $353K | 3.1K | 0.26% | — |
| 41 | J JPM-PM JPMORGAN CHASE & CO | $349K | 1.1K | 0.25% | — |
| 42 | T TRV TRAVELERS COMPANIES INC | $332K | 1.0K | 0.24% | — |
| 43 | M MDLZ MONDELEZ INTL INC | $318K | 5.5K | 0.23% | — |
| 44 | D DG DOLLAR GEN CORP | $271K | 2.4K | 0.20% | — |
| 45 | F FDX FEDEX CORP | $229K | 731 | 0.17% | — |
| 46 | A ABBV ABBVIE INC | $219K | 871 | 0.16% | — |
| 47 | E ELF E L F BEAUTY INC | $210K | 2.8K | 0.15% | — |
| 48 | B BLK ISHARES TR | $154K | 1.4K | 0.11% | — |
| 49 | E ETHA ISHARES TR | $149K | 1.2K | 0.11% | — |
| 50 | B BLK ISHARES TR | $82K | 1.1K | 0.06% | — |