Templeton & Phillips Capital Management as of June 30, 2023
Portfolio Holdings for Templeton & Phillips Capital Management
Templeton & Phillips Capital Management holds 21 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 37.2 | $35M | 103k | 341.00 | |
| Unilever Spon Adr New (UL) | 11.7 | $11M | 211k | 52.13 | |
| Hdfc Bank Sponsored Ads (HDB) | 10.6 | $10M | 143k | 69.70 | |
| Amazon (AMZN) | 8.9 | $8.4M | 64k | 130.36 | |
| Visa Com Cl A (V) | 7.3 | $6.9M | 29k | 237.48 | |
| Starbucks Corporation (SBUX) | 7.1 | $6.7M | 67k | 99.06 | |
| Paypal Holdings (PYPL) | 3.9 | $3.7M | 56k | 66.73 | |
| Mondelez Intl Cl A (MDLZ) | 3.3 | $3.1M | 43k | 72.94 | |
| Diageo Spon Adr New (DEO) | 2.8 | $2.6M | 15k | 173.48 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.4 | $2.2M | 19k | 119.70 | |
| Covenant Logistics Group Cl A (CVLG) | 1.0 | $933k | 34k | 27.50 | |
| Pepsi (PEP) | 1.0 | $907k | 4.9k | 185.22 | |
| Krispy Kreme (DNUT) | 0.6 | $584k | 40k | 14.73 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.4 | $373k | 3.7k | 100.92 | |
| Dorchester Minerals Com Unit (DMLP) | 0.4 | $373k | 13k | 29.96 | |
| Ingles Mkts Cl A (IMKTA) | 0.3 | $291k | 3.5k | 82.65 | |
| UnitedHealth (UNH) | 0.3 | $279k | 580.00 | 480.64 | |
| Coca-Cola Bottling Co. Consolidated (COKE) | 0.3 | $254k | 400.00 | 636.02 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $250k | 2.1k | 120.97 | |
| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.2 | $214k | 6.6k | 32.63 | |
| Levi Strauss & Co Cl A Com Stk (LEVI) | 0.2 | $175k | 12k | 14.43 |
