Templeton & Phillips Capital Management, LLC - Portfolio overview

Templeton & Phillips Capital Management, LLC has 70 reported holdings in this dataset, with the latest filing dated 2026-05-06.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Financial Services and Consumer Defensive.

Largest reported holdings by portfolio allocation

1. BRKB - BERKSHIRE HATHAWAY INC DEL, 31.44%
2. BN - BROOKFIELD CORP, 6.79%
3. UL - UNILEVER PLC, 6.33%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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