Home/Smart Money/Templeton & Phillips Capital Management, LLC
§ 13F · FUND PROFILE

Templeton & Phillips Capital Management, LLC.

Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $138.4T (13F)Positions · 47Turnover · · Q4Filed · Feb 13, 2026
CONCENTRATION
Top 10 holdings
NEW BUYS
0
+$44.3T deployed
EXITS
0
No exits
SECTOR SHIFT
No prior quarter data
3YR HIT RATE
Top-5 overlap
§ 01 · TOP HOLDINGS

The book · Q4 2025

FILED FEB 13, 2026
#TickerNameShares$ value% portΔ Q4
1BRK/BBERKSHIRE HATHAWAY INC DEL96K$48.2T32.1%±0%
2GOOGLALPHABET INC40K$12.6T8.4%+286%
3BNBROOKFIELD CORP236K$10.8T7.2%+71%
4CELHCELSIUS HLDGS INC216K$9.9T6.6%NEW
5CMGCHIPOTLE MEXICAN GRILL INC247K$9.2T6.1%NEW
6FLEXFLEX LTD139K$8.4T5.6%NEW
7FLSFLOWSERVE CORP111K$7.7T5.1%NEW
8HDBHDFC BANK LTD180K$6.6T4.4%−34%
9YUMCYUM CHINA HLDGS INC132K$6.3T4.2%NEW
10AMZNAMAZON COM INC16K$3.7T2.5%−72%
§ 02 · SECTOR ALLOCATION

Where the money is

Sector data pending
§ 03 · THE TEMPLETON SIGNAL

AC read

Templeton & Phillips Capital Management, LLC is a Other fund managing $138369.3 trillion in assets. The fund runs a portfolio of 47 positions.

Read the full dossier →
§ 04 · FILING HISTORY

Q-by-Q deltas

1 FILINGS
Q4 2025
Steady book
+0 buys · 0 exits · 0 changed
Q3 2025
Steady book
+0 buys · 0 exits · 0 changed
Q2 2025
Steady book
+0 buys · 0 exits · 0 changed
Q1 2025
Steady book
+0 buys · 0 exits · 0 changed