$95.5 Million is the total value of Templeton & Phillips Capital Management, LLC's 21 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
TSM | New | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $344,174 | – | 3,700 | +100.0% | 0.36% | – |
LEVI | New | LEVI STRAUSS & CO NEW | $220,583 | – | 12,100 | +100.0% | 0.23% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-01
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
BERKSHIRE HATHAWAY INC DEL | 4 | Q3 2023 | 37.9% |
UNILEVER PLC | 4 | Q3 2023 | 11.7% |
HDFC BANK LTD | 4 | Q3 2023 | 10.6% |
AMAZON COM INC | 4 | Q3 2023 | 8.9% |
STARBUCKS CORP | 4 | Q3 2023 | 7.4% |
VISA INC | 4 | Q3 2023 | 7.3% |
PAYPAL HLDGS INC | 4 | Q3 2023 | 4.4% |
MONDELEZ INTL INC | 4 | Q3 2023 | 3.3% |
DIAGEO PLC | 4 | Q3 2023 | 2.9% |
ALPHABET INC | 4 | Q3 2023 | 2.6% |
View Templeton & Phillips Capital Management, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-02-14 |
13F-HR | 2023-11-14 |
13F-HR | 2023-08-14 |
13F-HR | 2023-05-01 |
13F-HR | 2023-02-14 |
View Templeton & Phillips 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.