Timber Creek Capital Management LLC

CIK: 0001510848SEC EDGAR →

Portfolio Value

$430.4B

Holdings

80

As of

Q4 2025

New Positions

2

Closed Positions

1

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

ALPHABET INC

66,559$20.9B
4.85%
2

MICROSOFT CORP

40,104$19.4B
4.51%
3

WORLD GOLD TR

217,761$18.6B
4.32%
4

ISHARES GOLD TR

227,077$18.4B
4.28%
5

AMAZON COM INC

78,728$18.2B
4.22%
6

TAIWAN SEMICONDUCTOR MFG

56,800$17.3B
4.01%
7

VISA INC

44,290$15.5B
3.61%
8

APPLE INC

54,625$14.8B
3.45%
9

MICRON TECHNOLOGY INC

50,860$14.5B
3.37%
10

BERKSHIRE HATHAWAY INC DEL

28,456$14.3B
3.32%

Quarterly Changes

Top Buys

NVDANEW
$8.2B
TTENEW
$6.4B
ICLRNEW
$5.6B
ASMLNEW
$5.2B
ABNBNEW
$4.9B

Top Sells

TTENCLOSED
$6.0B
MU↓ Decreased
$5.4B
CNHI↓ Decreased
$4.8B
MOHCLOSED
$4.5B
GOOG↓ Decreased
$4.4B

New Positions (10)

$8.2B · 44K shares
$6.4B · 98K shares
$5.6B · 31K shares
$5.2B · 5K shares
$4.9B · 36K shares
$4.2B · 65K shares
$3.4B · 24K shares
$689.0M · 31K shares
$198.0M · 13K shares
$106.0M · 15K shares

Closed Positions (13)

$6.0B · 100K shares
$4.5B · 23K shares
$4.3B · 102K shares
$4.0B · 54K shares
$4.0B · 872K shares
$3.9B · 40K shares
$3.8B · 77K shares
$3.7B · 19K shares
$3.5B · 27K shares
$2.4B · 40K shares
$1.8B · 27K shares
$1.1B · 25K shares
$628.5M · 27K shares

Sector Breakdown

Sector# HoldingsValue%
Technology13$126.1B29.3%
Financial Services23$80.7B18.8%
Communication Services7$57.8B13.4%
Unknown9$52.7B12.2%
Healthcare10$51.8B12.0%
Consumer Cyclical4$27.8B6.5%
Energy3$15.1B3.5%
Consumer Defensive5$9.5B2.2%
Basic Materials2$4.7B1.1%
Industrials3$4.0B0.9%
Real Estate1$315.0M0.1%