13F HOLDINGS REPORT
Templeton & Phillips Capital Management, LLC
Quarter ended Q2 2025 · Filed August 4, 2025 · Accession 0001398344-25-014377
Total Value
$138.4M
Positions
47
Other Managers
0
Confidential Omitted
No
Holdings (47)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 96,005 | $46.6M | 33.70% |
| 2 | AMAZON COM INC | AMZN | 62,595 | $13.7M | 9.92% |
| 3 | HDFC BANK LTD | HDB | 136,755 | $10.5M | 7.58% |
| 4 | DOLLAR GEN CORP NEW | 256677105 | 90,808 | $10.4M | 7.51% |
| 5 | VISA INC | V | 28,871 | $10.3M | 7.41% |
| 6 | UNILEVER PLC | UNLYF | 150,081 | $9.2M | 6.63% |
| 7 | BROOKFIELD CORP | 11271J107 | 137,977 | $8.5M | 6.17% |
| 8 | PERIMETER SOLUTIONS INC | PRM | 189,919 | $2.6M | 1.91% |
| 9 | PAPA JOHNS INTL INC | 698813102 | 52,276 | $2.6M | 1.85% |
| 10 | ICICI BANK LIMITED | IBN | 66,367 | $2.2M | 1.61% |
| 11 | COCA COLA CONS INC | COKE | 19,880 | $2.2M | 1.60% |
| 12 | ALPHABET INC | GOOG | 10,463 | $1.8M | 1.33% |
| 13 | GRUPO AEROPORTUARIO DEL SURE | 40051E202 | 5,706 | $1.8M | 1.31% |
| 14 | ISHARES TR | 46436E866 | 77,443 | $1.8M | 1.31% |
| 15 | COVENANT LOGISTICS GROUP INC | CVLG | 80,134 | $1.6M | 1.18% |
| 16 | FAIR ISAAC CORP | FICO | 722 | $1.3M | 0.95% |
| 17 | ADOBE INC | ADBE | 3,200 | $1.2M | 0.89% |
| 18 | CANADIAN PACIFIC KANSAS CITY | CP | 14,330 | $1.1M | 0.82% |
| 19 | PELOTON INTERACTIVE INC | PTON | 157,116 | $1.1M | 0.79% |
| 20 | COSTCO WHSL CORP NEW | 22160K105 | 771 | $763,244 | 0.55% |
| 21 | SHAKE SHACK INC | SHAK | 5,000 | $703,000 | 0.51% |
| 22 | HONEST CO INC | HNST | 112,000 | $570,080 | 0.41% |
| 23 | MONDELEZ INTL INC | 609207105 | 7,219 | $486,849 | 0.35% |
| 24 | SPDR SERIES TRUST | 78468R853 | 10,381 | $442,231 | 0.32% |
| 25 | SPDR S&P 500 ETF TR | SPY | 645 | $398,513 | 0.29% |
| 26 | SUNOPTA INC | STKL | 67,023 | $388,733 | 0.28% |
| 27 | ALPHABET INC | GOOG | 2,064 | $366,133 | 0.26% |
| 28 | BANK NEW YORK MELLON CORP | 064058100 | 3,601 | $328,087 | 0.24% |
| 29 | WALMART INC | WMT | 3,179 | $310,843 | 0.22% |
| 30 | JPMORGAN CHASE & CO. | VYLD | 1,065 | $308,754 | 0.22% |
| 31 | APPLE INC | AAPL | 1,340 | $274,928 | 0.20% |
| 32 | TRAVELERS COMPANIES INC | TRV | 1,005 | $268,878 | 0.19% |
| 33 | DISNEY WALT CO | 254687106 | 2,091 | $259,305 | 0.19% |
| 34 | PEPSICO INC | PEP | 1,930 | $254,837 | 0.18% |
| 35 | ELI LILLY & CO | LLY | 306 | $238,536 | 0.17% |
| 36 | SMITHFIELD FOODS INC | SFD | 9,100 | $214,123 | 0.15% |
| 37 | BLOCK INC | BSQKZ | 3,103 | $210,787 | 0.15% |
| 38 | CANADIAN SOLAR INC | CSIQ | 15,318 | $169,111 | 0.12% |
| 39 | ISHARES TR | 464287242 | 1,416 | $155,208 | 0.11% |
| 40 | ISHARES TR | 464287614 | 300 | $127,374 | 0.09% |
| 41 | ISHARES TR | 464288166 | 1,008 | $110,578 | 0.08% |
| 42 | ISHARES TR | 464287861 | 1,124 | $71,093 | 0.05% |
| 43 | ISHARES TR | 464287176 | 561 | $61,732 | 0.04% |
| 44 | ISHARES TR | 464288588 | 553 | $51,921 | 0.04% |
| 45 | ISHARES TR | 464288687 | 1,530 | $46,940 | 0.03% |
| 46 | ISHARES TR | 464287655 | 126 | $27,190 | 0.02% |
| 47 | ISHARES TR | 464287234 | 343 | $16,546 | 0.01% |