Timber Creek Capital Management LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 29, 2025), Timber Creek Capital Management LLC reported 83 stock positions worth $375.0 million. Its top holding was Visa Class A (V) at 4.3% of the portfolio, followed by Microsoft (MSFT, 4.2%) and Berkshire Hathaway Class B (BRK.B, 4.1%). Compared with Q4 2024, it opened 7 new positions, sold out of 4, added to 27 and reduced 34. The biggest buy was a new position in Fortive (FTV) and the biggest sale an exit from HDFC Bank Ltd.-ADR (HDB).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001510848
- Portfolio Value
- $375.0M (Q1 2025)
- SEC Filing
- 0001214659-25-006519 ↗ filed Apr 29, 2025
Holdings Value
Holdings 83 stocks · $375.0M
| V Visa Inc. Class A | 4.31% | 46,167 | $16.2M | Reduce -0.3% |
| MSFT Microsoft Corp. | 4.20% | 41,960 | $15.8M | Add +6.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 4.09% | 28,773 | $15.3M | Reduce -0.1% |
| AMZN Amazon.com Inc. | 3.70% | 72,882 | $13.9M | Add +5.7% |
| IAU iShares Gold Trust | 3.67% | 233,227 | $13.8M | Reduce -0.9% |
| GLDM SPDR Gold Minishares Trust | 3.65% | 221,363 | $13.7M | Reduce -0.9% |
| AAPL Apple Inc. | 3.41% | 57,641 | $12.8M | Add +0.2% |
| GOOG Alphabet Inc. Class C | 3.06% | 73,450 | $11.5M | Add +6.6% |
| LLY Eli Lilly & Co. | 2.81% | 12,748 | $10.5M | Add +0.2% |
| TSM Taiwan Semiconductor-SP ADR | 2.60% | 58,838 | $9.8M | Reduce -0.1% |
| SCHW Schwab (charles) Corp. | 2.46% | 117,690 | $9.2M | Reduce -0.2% |
| BN Brookfield Corp. | 2.26% | 162,047 | $8.5M | Add +5.5% |
| ICE Intercontinental Exchange Inc. | 2.04% | 44,448 | $7.7M | Add +0.6% |
| SAP Sap SE-Sponsored ADR | 1.98% | 27,609 | $7.4M | Reduce -12.3% |
| XOM Exxon Mobil Corp. | 1.94% | 61,186 | $7.3M | Add +1.5% |
| TTE Totalenergies SE -Spon ADR | 1.83% | 106,030 | $6.9M | Reduce -1.7% |
| SGOL Abrdn Physical Gold Shares | 1.78% | 223,629 | $6.7M | Reduce -0.8% |
| CNH CNH Industrial NV | 1.73% | 528,802 | $6.5M | Reduce -17.8% |
| WTW Willis Towers Watson PLC | 1.72% | 19,125 | $6.5M | Reduce -0.0% |
| MELI MercadoLibre Inc. | 1.71% | 3,285 | $6.4M | Reduce -1.1% |
| FISV Fiserv Inc. | 1.61% | 27,268 | $6.0M | Reduce -2.0% |
| SONY Sony Group Corp. - SP ADR | 1.44% | 213,214 | $5.4M | Reduce -0.3% |
| FTV Fortive Corp. | 1.44% | 73,893 | $5.4M | New |
| VTIP Vanguard Short-Term Tips | 1.41% | 105,791 | $5.3M | Reduce -14.3% |
| DHR Danaher Corp. | 1.39% | 25,430 | $5.2M | Add +66.8% |
| UNH Unitedhealth Group Inc. | 1.35% | 9,655 | $5.1M | Reduce -21.1% |
| GOOGL Alphabet Inc. Class A | 1.33% | 32,280 | $5.0M | Reduce -0.6% |
| G Genpact Ltd. | 1.33% | 98,856 | $5.0M | Add +27.1% |
| FLEX Flex Ltd. | 1.32% | 149,114 | $4.9M | Reduce -0.1% |
| LIN Linde PLC | 1.28% | 10,304 | $4.8M | Add +1.6% |
| CRM Salesforce Inc. | 1.26% | 17,572 | $4.7M | Add +0.4% |
| MU Micron Technology Inc. | 1.26% | 54,181 | $4.7M | Add +0.5% |
| CMCSA Comcast Corp. Class A | 1.25% | 127,343 | $4.7M | Reduce -13.2% |
| AZN Astrazeneca PLC-Spons ADR | 1.22% | 62,221 | $4.6M | Reduce -0.1% |
| LYG Lloyds Banking Group PLC-ADR | 1.21% | 1,184,440 | $4.5M | Reduce -0.7% |
| KMX Carmax Inc. | 1.19% | 57,466 | $4.5M | Reduce -0.2% |
| ELV Elevance Health Inc. | 1.18% | 10,165 | $4.4M | Add +38.3% |
| DEO Diageo PLC-Sponsored ADR | 1.15% | 41,238 | $4.3M | Reduce -0.8% |
| AMT American Tower Corp. | 1.13% | 19,546 | $4.3M | Add +29.7% |
| RVTY Revvity Inc. | 1.13% | 40,177 | $4.3M | Add +20.2% |
| NVS Novartis AG-Sponsored ADR | 1.09% | 36,732 | $4.1M | Reduce -13.6% |
| WBD Warner Bros Discovery Inc. | 1.08% | 376,749 | $4.0M | Reduce -0.1% |
| CP Canadian Pacific Kansas City | 1.02% | 54,478 | $3.8M | Add +807.4% |
| BDX Becton Dickinson and Co. | 0.98% | 16,113 | $3.7M | New |
| UBS UBS Group AG-Reg | 0.96% | 117,141 | $3.6M | Reduce -0.4% |
| CNC Centene Corp. | 0.90% | 55,675 | $3.4M | New |
| FERG Ferguson Enterprises Inc. | 0.88% | 20,499 | $3.3M | Add +715.7% |
| LAD Lithia Motors Inc. | 0.73% | 9,263 | $2.7M | Reduce -0.9% |
| ZROZ PIMCO 25+ YR Zero CPN US Tif | 0.71% | 37,339 | $2.7M | New |
| PHG Koninklijke Philips NVR- NY | 0.71% | 105,185 | $2.7M | Add +512.5% |
| NFLX Netflix Inc. | 0.71% | 2,857 | $2.7M | Reduce -26.5% |
| RELX Relx PLC - Spon ADR | 0.64% | 47,850 | $2.4M | Add +19.4% |
| UL Unilever PLC | 0.63% | 39,840 | $2.4M | Add +0.6% |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.57% | 49,992 | $2.1M | New |
| FIS Fidelity National Info Serv | 0.55% | 27,582 | $2.1M | Reduce -36.2% |
| YUMC Yum China Holdings Inc. | 0.50% | 36,356 | $1.9M | Reduce -22.9% |
| AIG American International Group | 0.50% | 21,471 | $1.9M | Reduce -8.4% |
| ORCL Oracle Corp. | 0.47% | 12,663 | $1.8M | No change |
| AMGN Amgen Inc. | 0.42% | 5,030 | $1.6M | No change |
| CVX Chevron Corp. | 0.38% | 8,561 | $1.4M | No change |
| BAM Brookfield Asset Mgmt-A | 0.35% | 26,964 | $1.3M | Reduce -0.0% |
| IBDQ iShares Ibonds Dec 2025 Term | 0.32% | 48,364 | $1.2M | No change |
| BSCP Invesco Bulletshares 2025 CB | 0.32% | 58,555 | $1.2M | No change |
| PEP Pepsico Inc. | 0.31% | 7,725 | $1.2M | No change |
| CSCO Cisco Systems Inc. | 0.29% | 17,620 | $1.1M | No change |
| PCAR Paccar Inc. | 0.27% | 10,500 | $1.0M | Reduce -2.0% |
| IVV iShares Core S&P 500 ETF | 0.26% | 1,706 | $959K | No change |
| GLD SPDR Gold Shares | 0.23% | 3,000 | $864K | No change |
| IBDR iShares Ibonds Dec 2026 Term | 0.22% | 34,790 | $842K | Add +0.2% |
| IEI iShares 3-7 Year Treasury Bo | 0.22% | 7,096 | $838K | Add +0.2% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.22% | 34,554 | $836K | Add +0.2% |
| IBHF iShares Ibond 2026 HY & Inc. | 0.21% | 34,485 | $801K | New |
| BRK.A Berkshire Hathaway Inc. Class A | 0.21% | 1 | $798K | No change |
| PG The Procter & Gamble Co. | 0.21% | 4,623 | $788K | No change |
| PFE Pfizer Inc. | 0.17% | 25,433 | $644K | Reduce -9.8% |
| FBTC Fidelity Wise Origin Bitcoin | 0.17% | 8,778 | $632K | Add +1.0% |
| IBHE iShares Ibonds 2025 H/Y Inc. | 0.15% | 24,171 | $562K | Add +2.0% |
| EBAY eBay Inc. | 0.13% | 7,300 | $494K | No change |
| PYPL PayPal Holdings Inc. | 0.11% | 6,425 | $419K | No change |
| RYN Rayonier Inc. | 0.10% | 13,957 | $389K | Add +4.5% |
| SGOV iShares 0-3 Month Treasury B | 0.09% | 3,502 | $353K | New |
| BHP BHP Group Ltd.-Spon ADR | 0.06% | 5,000 | $243K | No change |
| JPM JPMorgan Chase & Co. | 0.06% | 950 | $233K | No change |
Portfolio Sells Q4 2024 → Q1 2025
| HDB HDFC Bank Ltd.-ADR | Sold out | 0.00% | −1.06 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -0.1% | 2.60% | −0.75 |
| FIS Fidelity National Info Serv | Reduce -36.2% | 0.55% | −0.46 |
| GOOGL Alphabet Inc. Class A | Reduce -0.6% | 1.33% | −0.44 |
| UNH Unitedhealth Group Inc. | Reduce -21.1% | 1.35% | −0.44 |
| DEO Diageo PLC-Sponsored ADR | Reduce -0.8% | 1.15% | −0.37 |
| CNH CNH Industrial NV | Reduce -17.8% | 1.73% | −0.37 |
| FLEX Flex Ltd. | Reduce -0.1% | 1.32% | −0.34 |
| CMCSA Comcast Corp. Class A | Reduce -13.2% | 1.25% | −0.34 |
| VTIP Vanguard Short-Term Tips | Reduce -14.3% | 1.41% | −0.32 |
| NFLX Netflix Inc. | Reduce -26.5% | 0.71% | −0.29 |
| SAP Sap SE-Sponsored ADR | Reduce -12.3% | 1.98% | −0.26 |
| LAD Lithia Motors Inc. | Reduce -0.9% | 0.73% | −0.24 |
| BSCU Invesco Bulletshares 2030 CB | Sold out | 0.00% | −0.23 |
| KMX Carmax Inc. | Reduce -0.2% | 1.19% | −0.17 |
| IEF iShares 7-10 Year Treasury B | Sold out | 0.00% | −0.15 |
| YUMC Yum China Holdings Inc. | Reduce -22.9% | 0.50% | −0.15 |
| LILAK Liberty Latin Americ Class C | Sold out | 0.00% | −0.11 |
| NVS Novartis AG-Sponsored ADR | Reduce -13.6% | 1.09% | −0.10 |
| BAM Brookfield Asset Mgmt-A | Reduce -0.0% | 0.35% | −0.07 |
| UBS UBS Group AG-Reg | Reduce -0.4% | 0.96% | −0.07 |
| WBD Warner Bros Discovery Inc. | Reduce -0.1% | 1.08% | −0.07 |
| SCHW Schwab (charles) Corp. | Reduce -0.2% | 2.46% | −0.06 |
| PCAR Paccar Inc. | Reduce -2.0% | 0.27% | −0.05 |
| PFE Pfizer Inc. | Reduce -9.8% | 0.17% | −0.04 |
| FISV Fiserv Inc. | Reduce -2.0% | 1.61% | −0.04 |
| WTW Willis Towers Watson PLC | Reduce -0.0% | 1.72% | −0.01 |
| AIG American International Group | Reduce -8.4% | 0.50% | +0.01 |
| AZN Astrazeneca PLC-Spons ADR | Reduce -0.1% | 1.22% | +0.04 |
| MELI MercadoLibre Inc. | Reduce -1.1% | 1.71% | +0.08 |
| V Visa Inc. Class A | Reduce -0.3% | 4.31% | +0.09 |
| TTE Totalenergies SE -Spon ADR | Reduce -1.7% | 1.83% | +0.13 |
| SONY Sony Group Corp. - SP ADR | Reduce -0.3% | 1.44% | +0.14 |
| SGOL Abrdn Physical Gold Shares | Reduce -0.8% | 1.78% | +0.15 |
| LYG Lloyds Banking Group PLC-ADR | Reduce -0.7% | 1.21% | +0.27 |
| GLDM SPDR Gold Minishares Trust | Reduce -0.9% | 3.65% | +0.30 |
| IAU iShares Gold Trust | Reduce -0.9% | 3.67% | +0.30 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.1% | 4.09% | +0.32 |
Portfolio Buys Q4 2024 → Q1 2025
| FTV Fortive Corp. | New | 1.44% | +1.44 |
| BDX Becton Dickinson and Co. | New | 0.98% | +0.98 |
| CNC Centene Corp. | New | 0.90% | +0.90 |
| CP Canadian Pacific Kansas City | Add +807.4% | 1.02% | +0.89 |
| FERG Ferguson Enterprises Inc. | Add +715.7% | 0.88% | +0.75 |
| ZROZ PIMCO 25+ YR Zero CPN US Tif | New | 0.71% | +0.71 |
| PHG Koninklijke Philips NVR- NY | Add +512.5% | 0.71% | +0.59 |
| SHYG iShares 0-5 YR HY Corp. Bond | New | 0.57% | +0.57 |
| ELV Elevance Health Inc. | Add +38.3% | 1.18% | +0.40 |
| DHR Danaher Corp. | Add +66.8% | 1.39% | +0.38 |
| G Genpact Ltd. | Add +27.1% | 1.33% | +0.36 |
| AMT American Tower Corp. | Add +29.7% | 1.13% | +0.34 |
| IBHF iShares Ibond 2026 HY & Inc. | New | 0.21% | +0.21 |
| ICE Intercontinental Exchange Inc. | Add +0.6% | 2.04% | +0.15 |
| RELX Relx PLC - Spon ADR | Add +19.4% | 0.64% | +0.12 |
| SGOV iShares 0-3 Month Treasury B | New | 0.09% | +0.09 |
| XOM Exxon Mobil Corp. | Add +1.5% | 1.94% | +0.07 |
| RVTY Revvity Inc. | Add +20.2% | 1.13% | +0.06 |
| LIN Linde PLC | Add +1.6% | 1.28% | +0.05 |
| RYN Rayonier Inc. | Add +4.5% | 0.10% | +0.00 |
| IBHE iShares Ibonds 2025 H/Y Inc. | Add +2.0% | 0.15% | −0.01 |
| IEI iShares 3-7 Year Treasury Bo | Add +0.2% | 0.22% | −0.01 |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | Add +0.2% | 0.22% | −0.02 |
| UL Unilever PLC | Add +0.6% | 0.63% | −0.02 |
| IBDR iShares Ibonds Dec 2026 Term | Add +0.2% | 0.22% | −0.02 |
| LLY Eli Lilly & Co. | Add +0.2% | 2.81% | −0.03 |
| FBTC Fidelity Wise Origin Bitcoin | Add +1.0% | 0.17% | −0.04 |
| MU Micron Technology Inc. | Add +0.5% | 1.26% | −0.05 |
| BN Brookfield Corp. | Add +5.5% | 2.26% | −0.28 |
| CRM Salesforce Inc. | Add +0.4% | 1.26% | −0.43 |
| MSFT Microsoft Corp. | Add +6.1% | 4.20% | −0.61 |
| AMZN Amazon.com Inc. | Add +5.7% | 3.70% | −0.67 |
| GOOG Alphabet Inc. Class C | Add +6.6% | 3.06% | −0.73 |
| AAPL Apple Inc. | Add +0.2% | 3.41% | −0.74 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 80 | $489.9M | MU, TSM, GOOG, FLEX, GLDM |
| Q1 2026 | 78 | $412.5M | GLDM, IAU, TSM, GOOG, MU |
| Q4 2025 | 80 | $430.4M | GOOG, MSFT, GLDM, IAU, AMZN |
| Q3 2025 | 83 | $413.8M | MSFT, GLDM, IAU, AMZN, GOOG |
| Q2 2025 | 82 | $392.6M | MSFT, AMZN, V, IAU, GLDM |
| Q1 2025 | 83 | $375.0M | V, MSFT, BRK.B, AMZN, IAU |
| Q4 2024 | 80 | $346.4M | MSFT, AMZN, V, AAPL, GOOG |
| Q3 2024 | 81 | $357.2M | MSFT, AAPL, BRK.B, AMZN, V |
| Q2 2024 | 136 | $331.3M | MSFT, AMZN, AAPL, GOOG, V |
| Q1 2024 | 124 | $320.0M | MSFT, IAU, V, BRK.B, AMZN |