Timber Creek Capital Management LLC

CIK

1510848

Location

BOSTON, MA

Portfolio Value

Small $370,981,093

Diversification

Diversified

Filing Date

Global Rank

#3,067 / 8,603 ▲ 3 · as of Mar 2026

Top Industry

Semiconductors 13.9%

3Y Alpha vs SPY

+0.5%

Period ended 3 months ago

Filed Apr 28, 2026 · 2mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+78.7%

SPY

+76.5%

Annualised alpha

+0.5%

Max drawdown

−13.9%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

63 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

5.8%

+0.8 pts

Top 5

25.7%

+1.7 pts

Top 10

43.9%

+0.9 pts

HHI

293

Diversified+11

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	28.5%	$105,869,049	12
Financial Services	17.9%	$66,294,515	11
Unclassified	15.2%	$56,555,447	5
Healthcare	13.3%	$49,204,145	12
Consumer Cyclical	8.3%	$30,658,789	6
Communication Services	6.2%	$22,840,053	4
Industrials	3.7%	$13,891,651	4
Energy	2.9%	$10,645,998	2
Consumer Defensive	2.5%	$9,225,305	4
Basic Materials	1.5%	$5,498,286	2
Real Estate	0.1%	$297,855	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
CNH	CNH Industrial N.V.	+435,461	525,743	$5,783,173
RELX	Relx PLC	+64,956	137,769	$4,567,042
CMCSA	Comcast Corp	+39,475	127,660	$3,665,118
SGOL	abrdn Gold ETF Trust	+30,980	262,701	$11,721,718
GLDM	World Gold Trust	+15,998	233,759	$21,667,121
CRM	Salesforce, Inc.	+14,071	33,168	$6,191,470
IAU	Ishares Gold Trust	+13,444	240,521	$21,204,331
ICLR	Icon PLC	+5,135	36,120	$3,997,039
BN	BROOKFIELD Corp /ON/	+2,037	243,011	$9,834,655
SCHW	Schwab Charles Corp	+1,897	105,745	$9,937,915
BDX	Becton Dickinson & Co	+1,707	38,017	$5,977,412
UNH	Unitedhealth Group Inc	+1,398	7,827	$2,117,907
UL	Unilever PLC	+1,300	65,961	$3,757,798
SAP	Sap SE	+1,243	22,741	$3,893,486
FBTC	Fidelity Wise Origin Bitcoin Fund	+730	11,374	$671,407
ELV	Elevance Health, Inc.	+608	19,324	$5,657,101
FERG	Ferguson Enterprises Inc. /DE/	+328	12,459	$2,906,186
PHG	Koninklijke Philips NV	+128	130,774	$3,583,207
MELI	Mercadolibre Inc	+81	2,934	$5,072,944
AMZN	Amazon Com Inc	+69	78,797	$16,411,051
NVDA	Nvidia Corp	+39	44,028	$7,678,483
FLEX	Flex Ltd.	+23	144,310	$9,446,532
MSFT	Microsoft Corp	+12	40,116	$14,849,739
ICE	Intercontinental Exchange, Inc.	+10	45,760	$7,197,132
ABNB	Airbnb, Inc.	+8	36,180	$4,568,810
No positions match the current search.

Trimmed

Positions the filer reduced

21 positions

Ticker	Company	Δ Shares	Shares	Value
DHR	Danaher Corp /De/	−13,853	10,217	$1,937,143
PCAR	Paccar Inc	−5,000	5,500	$635,250
UBS	UBS Group AG	−4,226	109,157	$4,264,763
RVTY	Revvity, Inc.	−2,073	60,013	$5,257,738
WTW	Willis Towers Watson PLC	−1,363	17,546	$5,100,622
YUMC	Yum China Holdings, Inc.	−868	34,232	$1,669,836
MU	Micron Technology Inc	−614	50,246	$16,975,108
TTE	TotalEnergies SE	−427	97,671	$8,886,107
AAPL	Apple Inc.	−274	54,351	$13,793,740
NVS	Novartis AG	−271	34,274	$5,235,353
RYN	Rayonier Inc	−149	14,445	$297,855
ORCL	Oracle Corp	−122	12,541	$1,844,906
AIG	American International Group, Inc.	−118	17,081	$1,285,345
GOOGL	Alphabet Inc.	−117	31,461	$9,046,925
V	Visa Inc.	−84	44,206	$13,360,821
BAM	Brookfield Asset Management Ltd.	−73	25,917	$1,152,010
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−49	56,751	$19,179,000
SONY	Sony Group Corp	−22	206,783	$4,280,408
BRK-B	Berkshire Hathaway Inc	−17	28,439	$13,627,968
LLY	ELI LILLY & Co	−14	12,631	$11,617,614
ASML	Asml Holding NV	−11	4,822	$6,369,042
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
WAT	Waters Corp /De/	4,853	$1,445,223
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
WBD	Warner Bros. Discovery, Inc.	354,015	$10,202,712
MICC	Magnum Ice Cream Co N.V.	12,505	$198,204
ASLE	AerSale Corp	15,000	$106,650
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

63 positions · $370,981,093 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology

Showing 1–50 of 63 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GLDM	World Gold Trust	Added	233,759	+15,998	$21,667,121	+16.6%	5.84%
IAU	Ishares Gold Trust	Added	240,521	+13,444	$21,204,331	+15.0%	5.72%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	56,751	-49	$19,179,000	+11.1%	5.17%
MU	Micron Technology Inc Technology	Reduced	50,246	-614	$16,975,108	+16.9%	4.58%
AMZN	Amazon Com Inc Consumer Cyclical	Added	78,797	+69	$16,411,051	−9.7%	4.42%
MSFT	Microsoft Corp Technology	Added	40,116	+12	$14,849,739	−23.4%	4.00%
AAPL	Apple Inc. Technology	Reduced	54,351	-274	$13,793,740	−7.1%	3.72%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	28,439	-17	$13,627,968	−4.7%	3.67%
V	Visa Inc. Financial Services	Reduced	44,206	-84	$13,360,821	−14.0%	3.60%
SGOL	abrdn Gold ETF Trust	Added	262,701	+30,980	$11,721,718	+23.1%	3.16%
LLY	ELI LILLY & Co Healthcare	Reduced	12,631	-14	$11,617,614	−14.5%	3.13%
SCHW	Schwab Charles Corp Financial Services	Added	105,745	+1,897	$9,937,915	−4.2%	2.68%
BN	BROOKFIELD Corp /ON/ Financial Services	Added	243,011	+2,037	$9,834,655	−11.1%	2.65%
FLEX	Flex Ltd. Technology	Added	144,310	+23	$9,446,532	+8.4%	2.55%
GOOGL	Alphabet Inc. Communication Services	Reduced	31,461	-117	$9,046,925	−8.5%	2.44%
TTE	TotalEnergies SE Energy	Reduced	97,671	-427	$8,886,107	+38.5%	2.40%
NVDA	Nvidia Corp Technology	Added	44,028	+39	$7,678,483	−6.4%	2.07%
META	Meta Platforms, Inc. Communication Services	Added	13,011	+1	$7,443,983	−13.3%	2.01%
ICE	Intercontinental Exchange, Inc. Financial Services	Added	45,760	+10	$7,197,132	−2.9%	1.94%
ASML	Asml Holding NV Technology	Reduced	4,822	-11	$6,369,042	+23.2%	1.72%
CRM	Salesforce, Inc. Technology	Added	33,168	+14,071	$6,191,470	+22.4%	1.67%
BDX	Becton Dickinson & Co Healthcare	Added	38,017	+1,707	$5,977,412	+7.9%	1.61%
CNH	CNH Industrial N.V. Industrials	Added	525,743	+435,461	$5,783,173	+594.8%	1.56%
ELV	Elevance Health, Inc. Healthcare	Added	19,324	+608	$5,657,101	−13.8%	1.52%
RVTY	Revvity, Inc. Healthcare	Reduced	60,013	-2,073	$5,257,738	−12.5%	1.42%
NVS	Novartis AG Healthcare	Reduced	34,274	-271	$5,235,353	+9.9%	1.41%
LIN	Linde PLC Basic Materials	Added	10,357	+1	$5,134,586	+16.3%	1.38%
WTW	Willis Towers Watson PLC Financial Services	Reduced	17,546	-1,363	$5,100,622	−17.9%	1.37%
MELI	Mercadolibre Inc Consumer Cyclical	Added	2,934	+81	$5,072,944	−11.7%	1.37%
ABNB	Airbnb, Inc. Consumer Cyclical	Added	36,180	+8	$4,568,810	−6.9%	1.23%
RELX	Relx PLC Industrials	Added	137,769	+64,956	$4,567,042	+55.2%	1.23%
SONY	Sony Group Corp Technology	Reduced	206,783	-22	$4,280,408	−19.1%	1.15%
UBS	UBS Group AG Financial Services	Reduced	109,157	-4,226	$4,264,763	−18.8%	1.15%
ICLR	Icon PLC Healthcare	Added	36,120	+5,135	$3,997,039	−29.2%	1.08%
SAP	Sap SE Technology	Added	22,741	+1,243	$3,893,486	−25.4%	1.05%
UL	Unilever PLC Consumer Defensive	Added	65,961	+1,300	$3,757,798	−11.1%	1.01%
CMCSA	Comcast Corp Communication Services	Added	127,660	+39,475	$3,665,118	+48.4%	0.99%
STZ	Constellation Brands, Inc. Consumer Defensive	Added	24,312	+4	$3,646,800	+8.7%	0.98%
PHG	Koninklijke Philips NV Healthcare	Added	130,774	+128	$3,583,207	+1.3%	0.97%
FERG	Ferguson Enterprises Inc. /DE/ Industrials	Added	12,459	+328	$2,906,186	+7.6%	0.78%
NFLX	Netflix Inc Communication Services	Added	27,915	+5	$2,684,027	+2.6%	0.72%
LAD	Lithia Motors Inc Consumer Cyclical	Held	9,097	0	$2,271,702	−24.9%	0.61%
UNH	Unitedhealth Group Inc Healthcare	Added	7,827	+1,398	$2,117,907	−0.2%	0.57%
DHR	Danaher Corp /De/ Healthcare	Reduced	10,217	-13,853	$1,937,143	−64.8%	0.52%
ORCL	Oracle Corp Technology	Reduced	12,541	-122	$1,844,906	−25.3%	0.50%
CVX	Chevron Corp Energy	Held	8,506	0	$1,759,891	+35.8%	0.47%
YUMC	Yum China Holdings, Inc. Consumer Cyclical	Reduced	34,232	-868	$1,669,836	−0.3%	0.45%
AMGN	Amgen Inc Healthcare	Held	4,730	0	$1,664,250	+7.5%	0.45%
WAT	Waters Corp /De/ Healthcare	NEW	4,853	NEW	$1,445,223	NEW	0.39%
CSCO	Cisco Systems, Inc. Technology	Held	17,620	0	$1,367,135	+0.7%	0.37%