Templeton & Phillips Capital Management, LLC holds a concentrated book of 52 reported positions worth $137.1M as of Q2 2026 (disclosed Aug 7, 2026, a ~38-day 13F lag). This quarter they opened Ollie's Bargain Outlet Holdi and trimmed Icici Bank Ltd-Spon ADR. Their largest long position is Berkshire Hathaway Inc-CL B at 34% of the reported non-option book. Cloning the disclosed picks since 2025 would be +6% (+6.6%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 3.0 points over this window.
Growth of $10,000 cloning Templeton & Phillips Capital Management, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~38 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
98% mapped to company sectors
+3 sectors below the cut, 2% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Templeton & Phillips Capital Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Hoffman, Alan N Investment Management | 6 / 52 | $141.1M |
| AF Advisors, Inc. | 7 / 52 | $161.0M |
| Emerald Advisors, LLC | 13 / 52 | $610.7M |
| Daniel Investment Group, Inc. | 10 / 52 | $127.2M |
| United American Securities Inc. (d/b/a UAS Asset Management) | 6 / 52 | $346.7M |
| Marest Capital, LLC | 6 / 52 | $146.1M |
| Greenbrier Partners Capital Management, LLC | 6 / 52 | $970.1M |
| Independent Investors Inc | 14 / 52 | $349.4M |
Ranked by the share of each fund's own book sitting in the names it shares with Templeton & Phillips Capital Management, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Berkshire Hathaway Inc Del CL B NEW | $46.2M | 92.2K | 33.7% | —Held | |
| 2 | Canadian Natl Ry Co COM | $12.6M | 105.4K | 9.2% | ▲+146% Added · +63K sh | |
| 3 | Amazon Com Inc COM | $11.4M | 47.7K | 8.3% | ▲+23% Added · +9K sh | |
| 4 | Brookfield Corp CL A LTD VT SH | $10.0M | 235.7K | 7.3% | —Held | |
| 5 | Ollies Bargain Outlet Hldgs COM | $7.8M | 100.9K | 5.7% | ▲New New position | |
| 6 | Icici Bank Limited ADR | $7.2M | 249.4K | 5.3% | ▼−24% Reduced · −79K sh | |
| 7 | Fomento Economico Mexicano S SPON ADR UNITS | $6.9M | 53.6K | 5.0% | ▲+97% Added · +26K sh | |
| 8 | Perimeter Solutions Inc COMMON STOCK | $4.1M | 116.2K | 3.0% | —Held | |
| 9 | Coca Cola Cons Inc COM | $3.9M | 20.4K | 2.8% | —Held | |
| 10 | Covenant Logistics Group Inc CL A | $3.0M | 80.1K | 2.2% | —Held | |
| 11 | Alphabet Inc CAP STK CL A | $2.7M | 7.4K | 1.9% | —Held | |
| 12 | Flowserve Corp COM | $1.2M | 16.6K | 0.9% | —Held | |
| 13 | Peloton Interactive Inc CL A COM | $1.2M | 205.6K | 0.9% | —Held | |
| 14 | Diageo PLC SPON ADR NEW | $1.2M | 14.4K | 0.8% | ▲New New position | |
| 15 | McDonalds Corp COM | $1.2M | 4.3K | 0.8% | ▲New New position | |
| 16 | Anheuser Busch Inbev Sa NV SPONSORED ADR | $1.1M | 13.9K | 0.8% | ▲+26% Added · +3K sh | |
| 17 | BP PLC SPONSORED ADR | $1.1M | 30.4K | 0.8% | ▲+0.5% Added · +160 sh | |
| 18 | Patterson-Uti Energy Inc COM | $1.0M | 113.8K | 0.8% | —Held | |
| 19 | Fair Isaac Corp COM | $863K | 722 | 0.6% | —Held | |
| 20 | Alphabet Inc CAP STK CL C | $729K | 2.1K | 0.5% | —Held | |
| 21 | Costco Wholesale Corporation COM | $721K | 771 | 0.5% | —Held | |
| 22 | Delta Air Lines Inc COM NEW | $647K | 6.9K | 0.5% | —Held | |
| 23 | SPDR Series Trust ST STR SP600 SML | $595K | 10.3K | 0.4% | —Held | |
| 24 | Grupo Aeroportuario Del Cent SPON ADR | $565K | 5.0K | 0.4% | ▼−31% Reduced · −2K sh | |
| 25 | Tetra Technologies Inc Del COM | $528K | 46.6K | 0.4% | —Held | |
| 26 | Bank Of NY Mellon Corp COM | $521K | 3.6K | 0.4% | —Held | |
| 27 | Pepsico Inc COM | $511K | 3.8K | 0.4% | ▲+95% Added · +2K sh | |
| 28 | Vanguard Index FDS SMALL CP ETF | $501K | 1.7K | 0.4% | —Held | |
| 29 | State STR SPDR S&P 500 ETF T TR UNIT | $482K | 645 | 0.4% | —Held | |
| 30 | Visa Inc COM CL A | $470K | 1.4K | 0.3% | —Held | |
| 31 | Vanguard Intl Equity Index F TT WRLD ST ETF | $436K | 2.8K | 0.3% | —Held | |
| 32 | Sprouts FMRS MKT Inc COM | $423K | 5.0K | 0.3% | —Held | |
| 33 | Nike Inc CL B | $390K | 9.5K | 0.3% | ▲New New position | |
| 34 | Apple Inc COM | $388K | 1.3K | 0.3% | —Held | |
| 35 | Uber Technologies Inc COM | $386K | 5.3K | 0.3% | —Held | |
| 36 | Shell PLC SPON ADS | $383K | 4.9K | 0.3% | ▲+0.8% Added · +40 sh | |
| 37 | Canadian Solar Inc COM | $369K | 23.0K | 0.3% | —Held | |
| 38 | Eli Lilly & Co COM | $367K | 306 | 0.3% | —Held | |
| 39 | Bel Fuse Inc CL B | $358K | 1.1K | 0.3% | ▼−25% Reduced · −367 sh | |
| 40 | Walmart Inc COM | $353K | 3.1K | 0.3% | —Held | |
| 41 | JPMorgan Chase & Co COM | $349K | 1.1K | 0.3% | —Held | |
| 42 | Travelers Companies Inc COM | $332K | 1.0K | 0.2% | —Held | |
| 43 | Mondelez Intl Inc CL A | $318K | 5.5K | 0.2% | ▼−16% Reduced · −1K sh | |
| 44 | Dollar Gen Corp COM | $271K | 2.4K | 0.2% | ▼−5.5% Reduced · −137 sh | |
| 45 | Fedex Corp COM | $229K | 731 | 0.2% | —Held | |
| 46 | Abbvie Inc COM | $219K | 871 | 0.2% | ▲New New position | |
| 47 | E L F Beauty Inc COM | $210K | 2.8K | 0.2% | ▼−97% Reduced · −104K sh | |
| 48 | Ishares TR IBOXX INV CP ETF | $154K | 1.4K | 0.1% | —Held | |
| 49 | Ishares TR RUS 1000 GRW ETF | $149K | 1.2K | 0.1% | ▲+300% Added · +900 sh | |
| 50 | Ishares TR EUROPE ETF | $82K | 1.1K | 0.1% | —Held |
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.