$336 Million is the total value of Timber Creek Capital Management LLC's 118 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| UNH | New | UNITEDHEALTH GROUP INC COMstock | $4,410,000 | – | 8,783 | +100.0% | 1.31% | – |
| PCAR | New | PACCAR INC COMstock | $3,132,000 | – | 35,490 | +100.0% | 0.93% | – |
| SONY | New | SONY GROUP CORPORATION SPONSORED ADRadr | $2,887,000 | – | 22,845 | +100.0% | 0.86% | – |
| MELI | New | MERCADOLIBRE INC COMstock | $2,414,000 | – | 1,791 | +100.0% | 0.72% | – |
| BSJO | New | INVESCO BULLETSHARES 2024 HIGH YIELD CORPORATE BOND ETFetf | $4,000 | – | 195 | +100.0% | 0.00% | – |
| New | KYNDRYL HLDGS INC COMMON STOCKstock | $0 | – | 19 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-01-31
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL CL B NEW | 42 | Q3 2023 | 6.2% |
| VISA INC COM CL A | 42 | Q3 2023 | 6.4% |
| AMAZON COM INC COM | 42 | Q3 2023 | 7.0% |
| MICROSOFT CORP COM | 42 | Q3 2023 | 5.4% |
| LILLY ELI & CO COM | 42 | Q3 2023 | 4.5% |
| US BANCORP DEL COM NEW | 42 | Q3 2023 | 5.5% |
| NOVARTIS AG SPONSORED ADR | 42 | Q3 2023 | 4.2% |
| ORACLE CORP COM | 42 | Q3 2023 | 5.1% |
| AMGEN INC COM | 42 | Q3 2023 | 4.4% |
| 3M CO COM | 42 | Q3 2023 | 4.3% |
View Timber Creek Capital Management LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-03 |
| 13F-HR | 2024-01-11 |
| 13F-HR | 2023-10-18 |
| 13F-HR | 2023-07-20 |
| 13F-HR | 2023-04-06 |
| 13F-HR | 2023-01-23 |
| 13F-HR | 2022-10-12 |
| 13F-HR | 2022-07-13 |
| 13F-HR | 2022-04-26 |
| 13F-HR | 2022-01-31 |
View Timber Creek Capital Management LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.