13F HOLDINGS REPORT
Templeton & Phillips Capital Management, LLC
Quarter ended Q3 2025 · Filed November 6, 2025 · Accession 0001398344-25-020456
Total Value
$139.0M
Positions
51
Other Managers
0
Confidential Omitted
No
Holdings (51)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 96,005 | $48.3M | 34.72% |
| 2 | AMAZON COM INC | AMZN | 57,085 | $12.5M | 9.02% |
| 3 | VISA INC | V | 28,871 | $9.9M | 7.09% |
| 4 | BROOKFIELD CORP | 11271J107 | 137,977 | $9.5M | 6.81% |
| 5 | DOLLAR GEN CORP NEW | 256677105 | 90,808 | $9.4M | 6.75% |
| 6 | HDFC BANK LTD | HDB | 273,510 | $9.3M | 6.72% |
| 7 | UNILEVER PLC | UNLYF | 150,081 | $8.9M | 6.40% |
| 8 | PERIMETER SOLUTIONS INC | PRM | 189,919 | $4.3M | 3.06% |
| 9 | ALPHABET INC | GOOG | 10,463 | $2.5M | 1.83% |
| 10 | PAPA JOHNS INTL INC | 698813102 | 52,276 | $2.5M | 1.81% |
| 11 | COCA COLA CONS INC | COKE | 20,430 | $2.4M | 1.72% |
| 12 | CANADIAN PACIFIC KANSAS CITY | CP | 28,660 | $2.1M | 1.54% |
| 13 | ICICI BANK LIMITED | IBN | 66,367 | $2.0M | 1.44% |
| 14 | ISHARES TR | 46436E866 | 77,443 | $1.8M | 1.30% |
| 15 | COVENANT LOGISTICS GROUP INC | CVLG | 80,134 | $1.5M | 1.05% |
| 16 | PELOTON INTERACTIVE INC | PTON | 157,116 | $1.4M | 1.02% |
| 17 | FAIR ISAAC CORP | FICO | 722 | $1.1M | 0.78% |
| 18 | COSTCO WHSL CORP NEW | 22160K105 | 771 | $713,661 | 0.51% |
| 19 | PATTERSON-UTI ENERGY INC | PTEN | 113,550 | $588,189 | 0.42% |
| 20 | ALPHABET INC | GOOG | 2,064 | $502,687 | 0.36% |
| 21 | SPDR SERIES TRUST | 78468R853 | 10,381 | $480,848 | 0.35% |
| 22 | SHAKE SHACK INC | SHAK | 5,000 | $468,050 | 0.34% |
| 23 | KINDER MORGAN INC DEL | EP-PC | 16,000 | $452,960 | 0.33% |
| 24 | MONDELEZ INTL INC | 609207105 | 7,084 | $442,537 | 0.32% |
| 25 | SPDR S&P 500 ETF TR | SPY | 645 | $429,686 | 0.31% |
| 26 | SUNOPTA INC | STKL | 67,023 | $392,755 | 0.28% |
| 27 | BANK NEW YORK MELLON CORP | 064058100 | 3,601 | $392,365 | 0.28% |
| 28 | VANGUARD INTL EQUITY INDEX F | 922042742 | 2,778 | $382,808 | 0.28% |
| 29 | APPLE INC | AAPL | 1,340 | $341,204 | 0.25% |
| 30 | JPMORGAN CHASE & CO. | VYLD | 1,065 | $335,933 | 0.24% |
| 31 | WALMART INC | WMT | 3,179 | $327,628 | 0.24% |
| 32 | TRAVELERS COMPANIES INC | TRV | 1,005 | $280,616 | 0.20% |
| 33 | CANADIAN SOLAR INC | CSIQ | 21,250 | $277,100 | 0.20% |
| 34 | PEPSICO INC | PEP | 1,930 | $271,049 | 0.19% |
| 35 | TETRA TECHNOLOGIES INC DEL | 88162F105 | 46,580 | $267,835 | 0.19% |
| 36 | VANGUARD INDEX FDS | 922908751 | 996 | $253,263 | 0.18% |
| 37 | ALIBABA GROUP HLDG LTD | BBAAY | 1,385 | $247,541 | 0.18% |
| 38 | DISNEY WALT CO | 254687106 | 2,091 | $239,420 | 0.17% |
| 39 | ELI LILLY & CO | LLY | 306 | $233,478 | 0.17% |
| 40 | BLOCK INC | BSQKZ | 3,103 | $224,254 | 0.16% |
| 41 | BEL FUSE INC | BELFB | 1,443 | $203,492 | 0.15% |
| 42 | ABBVIE INC | ABBV | 871 | $201,671 | 0.15% |
| 43 | ISHARES TR | 464287242 | 1,416 | $157,842 | 0.11% |
| 44 | ISHARES TR | 464287614 | 300 | $140,523 | 0.10% |
| 45 | ISHARES TR | 464288166 | 1,008 | $111,253 | 0.08% |
| 46 | ISHARES TR | 464287861 | 1,124 | $73,600 | 0.05% |
| 47 | ISHARES TR | 464287176 | 561 | $62,394 | 0.04% |
| 48 | ISHARES TR | 464288588 | 553 | $52,618 | 0.04% |
| 49 | ISHARES TR | 464288687 | 1,530 | $48,379 | 0.03% |
| 50 | ISHARES TR | 464287655 | 126 | $30,487 | 0.02% |
| 51 | ISHARES TR | 464287234 | 343 | $18,316 | 0.01% |