FBInvestor
Funds / Timber Creek Capital Management LLC
Institutional Fund

Timber Creek Capital Management LLC

Boston, MACIK 15108485 filings on record

Portfolio Value
$412.46M
Q1 2026
Holdings
78
Reported positions
New Buys
2
Opened this quarter
QoQ Change
-4.2%
from $430.44M

Portfolio Value Trend

Reported 13F value by quarter

Portfolio value trend — upgrade to see history

Upgrade

Top Allocations

Largest positions by weight

  • World Gold Tr5.3%
  • Ishares Gold Tr5.1%
  • Taiwan Semiconductor Mfg Ltd4.6%
  • Alphabet Inc4.6%
  • Micron Technology Inc4.1%
  • Amazon Com Inc4.0%
  • Other72.2%

Portfolio Holdings

78 positions · Q1 2026

#SecuritySharesValue% Port.Δ SharesActivity
1World Gold Tr233.8K$21.67M5.3%+16.0KAdded
2Ishares Gold Tr240.5K$21.20M5.1%+13.4KAdded
3Taiwan Semiconductor Mfg Ltd56.8K$19.18M4.6%49Reduced
4Alphabet Inc66.5K$19.08M4.6%40Reduced
5Micron Technology Inc50.2K$16.98M4.1%614Reduced
6Amazon Com Inc78.8K$16.41M4.0%+69Added
7Microsoft Corp40.1K$14.85M3.6%+12Added
8Apple Inc54.4K$13.79M3.3%274Reduced
9Berkshire Hathaway Inc Del28.4K$13.63M3.3%17Reduced
10Visa Inc44.2K$13.36M3.2%84Reduced

68 more holdings on Premium

See this fund's complete portfolio, full position changes, and activity history.

Unlock full portfolio