Timber Creek Capital Management LLC

13F filer · CIK 0001510848

Reported Aug 10, 2026

Net buyer this quarter

13F portfolio value$490MU.S. long equity reported on 13F

Positions707 new · 3 closed

Net flow last quarter+$2.47MBuys minus sells

Top 10 positions weight44.5%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 10, 202670 positions
MUMicron Technology Inc	$45.2M	9.22%	0.00%	-22.1%	Q3 2022
TSMTaiwan Semiconductor Manufacturing Co Ltd	$25.7M	5.24%	0.00%	-5.3%	Q1 2020
GOOGAlphabet Inc.	$23.5M	4.79%	Not reported	-0.1%	Q4 2015
FLEXFlex Ltd.	$21.4M	4.37%	0.04%	-8.5%	Q3 2023
GLDMWorld Gold Trust	$18.6M	3.80%	0.07%	+0.3%	Q4 2020
AMZNAmazon Com Inc	$18.6M	3.79%	0.00%	-1.2%	Q3 2013
IAUIshares Gold Trust	$18.3M	3.73%	0.03%	+0.6%	Q3 2013
AAPLApple Inc.	$15.9M	3.24%	0.00%	+0.9%	Q3 2013
LLYELI LILLY & Co	$15.5M	3.15%	0.00%	+2.0%	Q3 2013
VVisa Inc.	$15.4M	3.15%	0.00%	+1.7%	Q3 2013
BRK.BBerkshire Hathaway Inc	$15M	3.07%	Not reported	+5.5%	Q3 2013
MSFTMicrosoft Corp	$14.9M	3.04%	0.00%	-0.4%	Q3 2013
GOOGLAlphabet Inc.	$11M	2.24%	0.00%	-2.2%	Q4 2015
BNBROOKFIELD Corp	$10.5M	2.14%	Not reported	+1.1%	Q4 2022
SGOLabrdn Gold ETF Trust	$10.3M	2.09%	0.15%	+2.1%	Q2 2022
NVDANvidia Corp	$10.2M	2.09%	0.00%	+16.3%	Q1 2024
ASMLAsml Holding NV	$9.77M	1.99%	0.00%	+1.8%	Q4 2025
SCHWSchwab Charles Corp	$9.53M	1.94%	0.01%	-2.4%	Q3 2013
TTETotalEnergies SE	$8.07M	1.65%	0.00%	+6.3%	Q3 2013
METAMeta Platforms, Inc.	$7.13M	1.46%	Not reported	-2.7%	Q1 2017
ELVElevance Health, Inc.	$7.09M	1.45%	0.01%	-5.1%	Q3 2021
ICLRIcon PLC	$6.76M	1.38%	0.05%	+7.8%	Q4 2025
RVTYRevvity, Inc.	$6.42M	1.31%	0.05%	-3.9%	Q2 2024
CNHCNH Industrial N.V.	$6.38M	1.30%	0.05%	+8.1%	Q1 2021
AZNAstrazeneca PLC	$6.15M	1.26%	Not reported	Not reported	Q1 2020
SUNBSunbelt Rentals Holdings, Inc.	$6.04M	1.23%	0.02%	New	Q2 2026
BDXBecton Dickinson & Co	$6M	1.22%	0.01%	+4.2%	Q1 2025
NVSNovartis AG	$5.55M	1.13%	0.00%	+3.3%	Q3 2013
UBSUBS Group AG	$5.42M	1.11%	0.00%	+0.3%	Q1 2024
LINLinde PLC	$5.4M	1.10%	0.00%	+0.5%	Q1 2020
AVGOBroadcom Inc.	$5.33M	1.09%	0.00%	New	Q2 2026
CRMSalesforce, Inc.	$5.32M	1.08%	0.00%	+2.3%	Q3 2022
ICEIntercontinental Exchange, Inc.	$5.3M	1.08%	0.01%	-6.0%	Q2 2023
ABNBAirbnb, Inc.	$5.21M	1.06%	Not reported	+0.5%	Q2 2024
WTWWillis Towers Watson PLC	$5.15M	1.05%	0.02%	+12.2%	Q2 2022
SESea Ltd	$5.06M	1.03%	0.03%	New	Q2 2026
MELIMercadolibre Inc	$4.99M	1.02%	0.01%	+0.3%	Q4 2021
PHGKoninklijke Philips NV	$4.28M	0.87%	0.02%	+20.4%	Q4 2014
RELXRelx PLC	$4.22M	0.86%	0.01%	-3.2%	Q1 2024
SONYSony Group Corp	$4.19M	0.85%	0.00%	+0.9%	Q4 2021
ULUnilever PLC	$4.16M	0.85%	0.00%	+5.0%	Q3 2013
SAPSap SE	$3.93M	0.80%	0.00%	+12.1%	Q3 2021
UNHUnitedhealth Group Inc	$3.53M	0.72%	0.00%	+8.6%	Q1 2017
FERGFerguson Enterprises Inc.	$3.45M	0.70%	0.01%	+16.8%	Q1 2024
STZConstellation Brands, Inc.	$3.43M	0.70%	Not reported	+1.3%	Q4 2025
CMCSAComcast Corp	$3.28M	0.67%	0.00%	+4.6%	Q4 2015
LADLithia Motors Inc	$2.66M	0.54%	0.04%	+0.7%	Q1 2023
CSCOCisco Systems, Inc.	$2.07M	0.42%	0.00%	Not reported	Q3 2013
ORCLOracle Corp	$1.84M	0.38%	0.00%	Not reported	Q3 2013
NFLXNetflix Inc	$1.72M	0.35%	0.00%	-13.7%	Q2 2022

Q1 2026Reported Apr 28, 202666 positions
GLDMWorld Gold Trust	$21.7M	5.25%	0.07%	+7.4%	Q4 2020
IAUIshares Gold Trust	$21.2M	5.14%	0.03%	+5.9%	Q3 2013
TSMTaiwan Semiconductor Manufacturing Co Ltd	$19.2M	4.65%	0.00%	-0.1%	Q1 2020
GOOGAlphabet Inc.	$19.1M	4.63%	Not reported	-0.1%	Q4 2015
MUMicron Technology Inc	$17M	4.12%	0.00%	-1.2%	Q3 2022
AMZNAmazon Com Inc	$16.4M	3.98%	0.00%	+0.1%	Q3 2013
MSFTMicrosoft Corp	$14.8M	3.60%	0.00%	0.0%	Q3 2013
AAPLApple Inc.	$13.8M	3.34%	0.00%	-0.5%	Q3 2013
BRK.BBerkshire Hathaway Inc	$13.6M	3.30%	Not reported	-0.1%	Q3 2013
VVisa Inc.	$13.4M	3.24%	0.00%	-0.2%	Q3 2013
SGOLabrdn Gold ETF Trust	$11.7M	2.84%	0.15%	+13.4%	Q2 2022
LLYELI LILLY & Co	$11.6M	2.82%	0.00%	-0.1%	Q3 2013
XOMExxonMobil Holdings Corp	$10.3M	2.49%	0.00%	-0.8%	Q3 2013
SCHWSchwab Charles Corp	$9.94M	2.41%	0.01%	+1.8%	Q3 2013
BNBROOKFIELD Corp	$9.83M	2.38%	Not reported	+0.9%	Q4 2022
FLEXFlex Ltd.	$9.45M	2.29%	0.04%	0.0%	Q3 2023
GOOGLAlphabet Inc.	$9.05M	2.19%	0.00%	-0.4%	Q4 2015
TTETotalEnergies SE	$8.89M	2.15%	0.00%	-0.4%	Q3 2013
NVDANvidia Corp	$7.68M	1.86%	0.00%	+0.1%	Q1 2024
METAMeta Platforms, Inc.	$7.44M	1.80%	Not reported	0.0%	Q1 2017
ICEIntercontinental Exchange, Inc.	$7.2M	1.74%	0.01%	0.0%	Q2 2023
ASMLAsml Holding NV	$6.37M	1.54%	0.00%	-0.2%	Q4 2025
CRMSalesforce, Inc.	$6.19M	1.50%	0.00%	+73.7%	Q3 2022
BDXBecton Dickinson & Co	$5.98M	1.45%	0.01%	+4.7%	Q1 2025
CNHCNH Industrial N.V.	$5.78M	1.40%	0.04%	+482.3%	Q1 2021
ELVElevance Health, Inc.	$5.66M	1.37%	0.01%	+3.3%	Q3 2021
RVTYRevvity, Inc.	$5.26M	1.27%	0.05%	-3.3%	Q2 2024
NVSNovartis AG	$5.24M	1.27%	0.00%	-0.8%	Q3 2013
LINLinde PLC	$5.13M	1.24%	0.00%	0.0%	Q1 2020
WTWWillis Towers Watson PLC	$5.1M	1.24%	0.02%	-7.2%	Q2 2022
MELIMercadolibre Inc	$5.07M	1.23%	0.01%	+2.8%	Q4 2021
ABNBAirbnb, Inc.	$4.57M	1.11%	Not reported	0.0%	Q2 2024
RELXRelx PLC	$4.57M	1.11%	0.01%	+89.2%	Q1 2024
SONYSony Group Corp	$4.28M	1.04%	0.00%	0.0%	Q4 2021
UBSUBS Group AG	$4.26M	1.03%	0.00%	-3.7%	Q1 2024
ICLRIcon PLC	$4M	0.97%	0.05%	+16.6%	Q4 2025
SAPSap SE	$3.89M	0.94%	0.00%	+5.8%	Q3 2021
ULUnilever PLC	$3.76M	0.91%	0.00%	+2.0%	Q3 2013
CMCSAComcast Corp	$3.67M	0.89%	0.00%	+44.8%	Q4 2015
STZConstellation Brands, Inc.	$3.65M	0.88%	Not reported	0.0%	Q4 2025
PHGKoninklijke Philips NV	$3.58M	0.87%	0.01%	+0.1%	Q4 2014
FERGFerguson Enterprises Inc.	$2.91M	0.70%	0.01%	+2.7%	Q1 2024
NFLXNetflix Inc	$2.68M	0.65%	0.00%	0.0%	Q2 2022
LADLithia Motors Inc	$2.27M	0.55%	0.04%	Not reported	Q1 2023
UNHUnitedhealth Group Inc	$2.12M	0.51%	0.00%	+21.8%	Q1 2017
DHRDanaher Corp	$1.94M	0.47%	0.00%	-57.6%	Q3 2023
ORCLOracle Corp	$1.84M	0.45%	0.00%	-1.0%	Q3 2013
CVXChevron Corp	$1.76M	0.43%	0.00%	Not reported	Q3 2013
YUMCYum China Holdings, Inc.	$1.67M	0.40%	0.01%	-2.5%	Q4 2023
AMGNAmgen Inc	$1.66M	0.40%	0.00%	Not reported	Q3 2013

Q4 2025Reported Jan 23, 202669 positions
GOOGAlphabet Inc.	$20.9M	4.85%	Not reported	-1.5%	Q4 2015
MSFTMicrosoft Corp	$19.4M	4.51%	0.00%	+0.8%	Q3 2013
GLDMWorld Gold Trust	$18.6M	4.32%	0.08%	-2.9%	Q4 2020
IAUIshares Gold Trust	$18.4M	4.28%	0.03%	-3.4%	Q3 2013
AMZNAmazon Com Inc	$18.2M	4.22%	0.00%	+1.1%	Q3 2013
TSMTaiwan Semiconductor Manufacturing Co Ltd	$17.3M	4.01%	0.00%	-2.4%	Q1 2020
VVisa Inc.	$15.5M	3.61%	0.00%	-2.4%	Q3 2013
AAPLApple Inc.	$14.9M	3.45%	0.00%	-4.2%	Q3 2013
MUMicron Technology Inc	$14.5M	3.37%	0.00%	-6.4%	Q3 2022
BRK.BBerkshire Hathaway Inc	$14.3M	3.32%	Not reported	-0.2%	Q3 2013
LLYELI LILLY & Co	$13.6M	3.16%	0.00%	Not reported	Q3 2013
BNBROOKFIELD Corp	$11.1M	2.57%	Not reported	0.0%	Q4 2022
SCHWSchwab Charles Corp	$10.4M	2.41%	0.01%	+0.1%	Q3 2013
WBDWarner Bros. Discovery, Inc.	$10.2M	2.37%	0.01%	-6.2%	Q2 2022
GOOGLAlphabet Inc.	$9.88M	2.30%	0.00%	-0.2%	Q4 2015
SGOLabrdn Gold ETF Trust	$9.52M	2.21%	0.13%	+0.5%	Q2 2022
FLEXFlex Ltd.	$8.72M	2.03%	0.04%	-2.7%	Q3 2023
METAMeta Platforms, Inc.	$8.59M	2.00%	Not reported	+23.0%	Q1 2017
NVDANvidia Corp	$8.2M	1.91%	0.00%	Not reported	Q1 2024
ICEIntercontinental Exchange, Inc.	$7.41M	1.72%	0.01%	+3.7%	Q2 2023
XOMExxonMobil Holdings Corp	$7.34M	1.71%	0.00%	-0.6%	Q3 2013
BDXBecton Dickinson & Co	$7.05M	1.64%	0.01%	+1.0%	Q1 2025
ELVElevance Health, Inc.	$6.56M	1.52%	0.01%	+12.4%	Q3 2021
TTETotalEnergies SE	$6.42M	1.49%	0.00%	-1.6%	Q3 2013
WTWWillis Towers Watson PLC	$6.21M	1.44%	0.02%	-0.7%	Q2 2022
RVTYRevvity, Inc.	$6.01M	1.40%	0.06%	-4.7%	Q2 2024
MELIMercadolibre Inc	$5.75M	1.34%	0.01%	+2.2%	Q4 2021
ICLRIcon PLC	$5.65M	1.31%	0.04%	New	Q4 2025
AZNAstrazeneca PLC	$5.65M	1.31%	Not reported	-0.8%	Q1 2020
DHRDanaher Corp	$5.51M	1.28%	0.00%	-4.0%	Q3 2023
SONYSony Group Corp	$5.29M	1.23%	0.00%	-1.6%	Q4 2021
UBSUBS Group AG	$5.25M	1.22%	0.00%	-2.7%	Q1 2024
SAPSap SE	$5.22M	1.21%	0.00%	-0.5%	Q3 2021
ASMLAsml Holding NV	$5.17M	1.20%	0.00%	New	Q4 2025
CRMSalesforce, Inc.	$5.06M	1.18%	0.00%	+6.5%	Q3 2022
ABNBAirbnb, Inc.	$4.91M	1.14%	Not reported	Not reported	Q2 2024
NVSNovartis AG	$4.76M	1.11%	0.00%	-0.2%	Q3 2013
LINLinde PLC	$4.42M	1.03%	0.00%	+1.0%	Q1 2020
ULUnilever PLC	$4.23M	0.98%	0.00%	+79.8%	Q3 2013
PHGKoninklijke Philips NV	$3.54M	0.82%	0.01%	+20.5%	Q4 2014
STZConstellation Brands, Inc.	$3.35M	0.78%	Not reported	New	Q4 2025
LADLithia Motors Inc	$3.02M	0.70%	0.04%	-0.7%	Q1 2023
RELXRelx PLC	$2.94M	0.68%	0.00%	+49.6%	Q1 2024
FERGFerguson Enterprises Inc.	$2.7M	0.63%	0.01%	+2.8%	Q1 2024
CMCSAComcast Corp	$2.64M	0.61%	0.00%	-28.9%	Q4 2015
NFLXNetflix Inc	$2.62M	0.61%	0.00%	+0.5%	Q2 2022
ORCLOracle Corp	$2.47M	0.57%	0.00%	Not reported	Q3 2013
UNHUnitedhealth Group Inc	$2.12M	0.49%	0.00%	-0.3%	Q1 2017
YUMCYum China Holdings, Inc.	$1.68M	0.39%	0.01%	-1.6%	Q4 2023
AMGNAmgen Inc	$1.55M	0.36%	0.00%	Not reported	Q3 2013

Q3 2025Reported Nov 7, 202572 positions
MSFTMicrosoft Corp	$20.6M	4.98%	0.00%	-0.4%	Q3 2013
GLDMWorld Gold Trust	$17.1M	4.14%	0.09%	-0.6%	Q4 2020
IAUIshares Gold Trust	$17.1M	4.13%	0.03%	-0.8%	Q3 2013
AMZNAmazon Com Inc	$17.1M	4.13%	0.00%	-0.4%	Q3 2013
GOOGAlphabet Inc.	$16.5M	3.98%	Not reported	-0.4%	Q4 2015
TSMTaiwan Semiconductor Manufacturing Co Ltd	$16.2M	3.93%	0.00%	-0.6%	Q1 2020
VVisa Inc.	$15.5M	3.74%	0.00%	-0.5%	Q3 2013
AAPLApple Inc.	$14.5M	3.51%	0.00%	-0.6%	Q3 2013
BRK.BBerkshire Hathaway Inc	$14.3M	3.46%	Not reported	-0.4%	Q3 2013
BNBROOKFIELD Corp	$11M	2.66%	Not reported	-0.5%	Q4 2022
SCHWSchwab Charles Corp	$9.9M	2.39%	0.01%	-0.4%	Q3 2013
LLYELI LILLY & Co	$9.65M	2.33%	0.00%	-0.3%	Q3 2013
MUMicron Technology Inc	$9.09M	2.20%	0.00%	-0.7%	Q3 2022
FLEXFlex Ltd.	$8.6M	2.08%	0.04%	-0.5%	Q3 2023
SGOLabrdn Gold ETF Trust	$8.49M	2.05%	0.13%	-0.6%	Q2 2022
METAMeta Platforms, Inc.	$7.77M	1.88%	Not reported	-0.4%	Q1 2017
GOOGLAlphabet Inc.	$7.69M	1.86%	0.00%	-0.5%	Q4 2015
ICEIntercontinental Exchange, Inc.	$7.44M	1.80%	0.01%	-0.4%	Q2 2023
WBDWarner Bros. Discovery, Inc.	$7.37M	1.78%	0.02%	-0.3%	Q2 2022
XOMExxonMobil Holdings Corp	$6.92M	1.67%	0.00%	-0.3%	Q3 2013
BDXBecton Dickinson & Co	$6.73M	1.63%	0.01%	-0.4%	Q1 2025
WTWWillis Towers Watson PLC	$6.58M	1.59%	0.02%	-0.4%	Q2 2022
MELIMercadolibre Inc	$6.52M	1.58%	0.01%	-0.3%	Q4 2021
SONYSony Group Corp	$6.05M	1.46%	0.00%	-0.8%	Q4 2021
TTETotalEnergies SE	$5.95M	1.44%	0.00%	-0.6%	Q3 2013
SAPSap SE	$5.77M	1.40%	0.00%	-0.5%	Q3 2021
RVTYRevvity, Inc.	$5.71M	1.38%	0.06%	+9.6%	Q2 2024
CNHCNH Industrial N.V.	$5.68M	1.37%	0.04%	-0.4%	Q1 2021
ELVElevance Health, Inc.	$5.38M	1.30%	0.01%	+32.0%	Q3 2021
DHRDanaher Corp	$4.97M	1.20%	0.00%	-0.7%	Q3 2023
LINLinde PLC	$4.87M	1.18%	0.00%	-0.5%	Q1 2020
UBSUBS Group AG	$4.78M	1.15%	0.00%	-0.5%	Q1 2024
AZNAstrazeneca PLC	$4.75M	1.15%	Not reported	-0.5%	Q1 2020
MOHMolina Healthcare, Inc.	$4.47M	1.08%	0.05%	New	Q3 2025
NVSNovartis AG	$4.44M	1.07%	0.00%	-0.5%	Q3 2013
GGenpact LTD	$4.27M	1.03%	0.06%	-0.6%	Q4 2024
CRMSalesforce, Inc.	$4.25M	1.03%	0.00%	-0.4%	Q3 2022
CPCanadian Pacific Kansas City Ltd	$4.03M	0.97%	0.01%	-0.5%	Q3 2024
LYGLloyds Banking Group plc	$3.96M	0.96%	0.00%	-0.6%	Q1 2022
CMCSAComcast Corp	$3.9M	0.94%	0.00%	-0.5%	Q4 2015
DEODiageo PLC	$3.85M	0.93%	0.00%	-0.5%	Q3 2013
FTVFortive Corp	$3.79M	0.92%	0.02%	-0.7%	Q1 2025
AMTAmerican Tower Corp	$3.73M	0.90%	0.00%	-0.5%	Q1 2024
ORCLOracle Corp	$3.56M	0.86%	0.00%	Not reported	Q3 2013
FISVFiserv Inc	$3.48M	0.84%	0.01%	-0.5%	Q1 2017
NFLXNetflix Inc	$3.33M	0.80%	0.00%	-0.3%	Q2 2022
PHGKoninklijke Philips NV	$2.96M	0.71%	0.01%	-0.7%	Q4 2014
LADLithia Motors Inc	$2.9M	0.70%	0.04%	-0.6%	Q1 2023
FERGFerguson Enterprises Inc.	$2.65M	0.64%	0.01%	-0.8%	Q1 2024
ULUnilever PLC	$2.4M	0.58%	0.00%	-0.6%	Q3 2013

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