§ 13F · FUND PROFILE
Timber Creek Capital Management LLC.
AUM · $490M (13F)Positions · 80Turnover · n/a · Q2Filed · Aug 10, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$23M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | MU | MICRON TECHNOLOGY INC | 39K | $45M | 9.2% | −22% |
| 2 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 54K | $26M | 5.2% | −5% |
| 3 | GOOG | ALPHABET INC | 66K | $23M | 4.8% | ±0% |
| 4 | FLEX | FLEX LTD | 132K | $21M | 4.4% | −8% |
| 5 | GLDM | WORLD GOLD TR | 234K | $19M | 3.8% | ±0% |
| 6 | AMZN | AMAZON COM INC | 78K | $19M | 3.8% | −1% |
| 7 | IAU | ISHARES GOLD TR | 242K | $18M | 3.7% | +1% |
| 8 | AAPL | APPLE INC | 55K | $16M | 3.2% | +1% |
| 9 | LLY | ELI LILLY & CO | 13K | $15M | 3.2% | +2% |
| 10 | V | VISA INC | 45K | $15M | 3.1% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE TIMBER SIGNAL
AC read
Timber Creek Capital Management LLC is a Other fund managing $490 million in assets. The fund runs a portfolio of 80 positions.
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