Timber Creek Capital Management LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 12, 2025), Timber Creek Capital Management LLC reported 82 stock positions worth $392.6 million. Its top holding was Microsoft (MSFT) at 5.4% of the portfolio, followed by Amazon.com (AMZN, 4.3%) and Visa Class A (V, 3.9%). Compared with Q1 2025, it opened 2 new positions, sold out of 4, added to 30 and reduced 36. The biggest buy was a new position in Meta Platforms Class A (META) and the biggest sale an exit from Unitedhealth (UNH).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001510848
- Portfolio Value
- $392.6M (Q2 2025)
- SEC Filing
- 0001214659-25-011865 ↗ filed Aug 12, 2025
Holdings Value
Holdings 82 stocks · $392.6M
| MSFT Microsoft Corp. | 5.37% | 39,971 | $21.1M | Reduce -4.7% |
| AMZN Amazon.com Inc. | 4.26% | 78,216 | $16.7M | Add +7.3% |
| V Visa Inc. Class A | 3.92% | 45,567 | $15.4M | Reduce -1.3% |
| IAU iShares Gold Trust | 3.84% | 236,986 | $15.1M | Add +1.6% |
| GLDM SPDR Gold Minishares Trust | 3.84% | 225,369 | $15.1M | Add +1.8% |
| TSM Taiwan Semiconductor-SP ADR | 3.47% | 58,537 | $13.6M | Reduce -0.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 3.38% | 28,630 | $13.3M | Reduce -0.5% |
| GOOG Alphabet Inc. Class C | 3.37% | 67,822 | $13.2M | Reduce -7.7% |
| AAPL Apple Inc. | 2.96% | 57,360 | $11.6M | Reduce -0.5% |
| BN Brookfield Corp. | 2.76% | 161,428 | $10.8M | Reduce -0.4% |
| SCHW Schwab (charles) Corp. | 2.56% | 104,181 | $10.0M | Reduce -11.5% |
| LLY Eli Lilly & Co. | 2.47% | 12,677 | $9.7M | Reduce -0.6% |
| ICE Intercontinental Exchange Inc. | 2.12% | 44,320 | $8.3M | Reduce -0.3% |
| META Meta Platforms Inc. Class A | 2.07% | 10,621 | $8.1M | New |
| FLEX Flex Ltd. | 1.92% | 149,120 | $7.5M | Add +0.0% |
| SGOL Abrdn Physical Gold Shares | 1.90% | 231,971 | $7.5M | Add +3.7% |
| MELI MercadoLibre Inc. | 1.72% | 2,799 | $6.7M | Reduce -14.8% |
| CNH CNH Industrial NV | 1.69% | 525,386 | $6.6M | Reduce -0.7% |
| XOM Exxon Mobil Corp. | 1.68% | 61,561 | $6.6M | Add +0.6% |
| BDX Becton Dickinson and Co. | 1.63% | 36,109 | $6.4M | Add +124.1% |
| WTW Willis Towers Watson PLC | 1.58% | 19,131 | $6.2M | Add +0.0% |
| SAP Sap SE-Sponsored ADR | 1.58% | 21,719 | $6.2M | Reduce -21.3% |
| GOOGL Alphabet Inc. Class A | 1.58% | 31,788 | $6.2M | Reduce -1.5% |
| TTE Totalenergies SE -Spon ADR | 1.54% | 100,241 | $6.0M | Reduce -5.5% |
| MU Micron Technology Inc. | 1.52% | 54,665 | $6.0M | Add +0.9% |
| VTIP Vanguard Short-Term Tips | 1.41% | 110,020 | $5.5M | Add +4.0% |
| RVTY Revvity Inc. | 1.34% | 59,467 | $5.3M | Add +48.0% |
| SONY Sony Group Corp. - SP ADR | 1.32% | 211,862 | $5.2M | Reduce -0.6% |
| DHR Danaher Corp. | 1.28% | 25,230 | $5.0M | Reduce -0.8% |
| LIN Linde PLC | 1.23% | 10,302 | $4.8M | Reduce -0.0% |
| WBD Warner Bros Discovery Inc. | 1.23% | 378,580 | $4.8M | Add +0.5% |
| AZN Astrazeneca PLC-Spons ADR | 1.18% | 62,164 | $4.6M | Reduce -0.1% |
| CRM Salesforce Inc. | 1.14% | 18,010 | $4.5M | Add +2.5% |
| UBS UBS Group AG-Reg | 1.12% | 117,084 | $4.4M | Reduce -0.1% |
| G Genpact Ltd. | 1.11% | 102,474 | $4.3M | Add +3.7% |
| DEO Diageo PLC-Sponsored ADR | 1.05% | 40,554 | $4.1M | Reduce -1.7% |
| NVS Novartis AG-Sponsored ADR | 1.04% | 34,785 | $4.1M | Reduce -5.3% |
| AMT American Tower Corp. | 1.04% | 19,476 | $4.1M | Reduce -0.4% |
| CP Canadian Pacific Kansas City | 1.04% | 54,329 | $4.1M | Reduce -0.3% |
| CMCSA Comcast Corp. Class A | 1.03% | 124,569 | $4.0M | Reduce -2.2% |
| LYG Lloyds Banking Group PLC-ADR | 0.97% | 877,275 | $3.8M | Reduce -25.9% |
| FTV Fortive Corp. | 0.96% | 77,822 | $3.8M | Add +5.3% |
| FISV Fiserv Inc. | 0.93% | 27,102 | $3.6M | Reduce -0.6% |
| ELV Elevance Health Inc. | 0.89% | 12,618 | $3.5M | Add +24.1% |
| ORCL Oracle Corp. | 0.82% | 12,663 | $3.2M | No change |
| NFLX Netflix Inc. | 0.81% | 2,785 | $3.2M | Reduce -2.5% |
| PHG Koninklijke Philips NVR- NY | 0.73% | 109,133 | $2.9M | Add +3.8% |
| TLT iShares 20+ Year Treasury BD | 0.72% | 32,170 | $2.8M | New |
| ZROZ PIMCO 25+ YR Zero CPN US Tif | 0.70% | 41,362 | $2.8M | Add +10.8% |
| LAD Lithia Motors Inc. | 0.70% | 9,220 | $2.7M | Reduce -0.5% |
| FERG Ferguson Enterprises Inc. | 0.69% | 11,899 | $2.7M | Reduce -42.0% |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.68% | 62,454 | $2.7M | Add +24.9% |
| RELX Relx PLC - Spon ADR | 0.63% | 48,979 | $2.5M | Add +2.4% |
| UL Unilever PLC | 0.62% | 40,736 | $2.4M | Add +2.3% |
| FIS Fidelity National Info Serv | 0.50% | 27,255 | $2.0M | Reduce -1.2% |
| BAM Brookfield Asset Mgmt-A | 0.42% | 26,664 | $1.6M | Reduce -1.1% |
| YUMC Yum China Holdings Inc. | 0.40% | 35,943 | $1.6M | Reduce -1.1% |
| AIG American International Group | 0.38% | 19,096 | $1.5M | Reduce -11.1% |
| CNC Centene Corp. | 0.38% | 56,888 | $1.5M | Add +2.2% |
| AMGN Amgen Inc. | 0.36% | 4,730 | $1.4M | Reduce -6.0% |
| CVX Chevron Corp. | 0.33% | 8,561 | $1.3M | No change |
| CSCO Cisco Systems Inc. | 0.30% | 17,620 | $1.2M | No change |
| RAL Ralliant Corp. | 0.28% | 25,610 | $1.1M | Add +4.1% |
| PEP Pepsico Inc. | 0.27% | 7,725 | $1.1M | No change |
| IVV iShares Core S&P 500 ETF | 0.27% | 1,698 | $1.1M | Reduce -0.5% |
| PCAR Paccar Inc. | 0.26% | 10,500 | $1.0M | No change |
| FBTC Fidelity Wise Origin Bitcoin | 0.25% | 9,901 | $982K | Add +12.8% |
| GLD SPDR Gold Shares | 0.24% | 3,000 | $933K | No change |
| IBDR iShares Ibonds Dec 2026 Term | 0.24% | 38,602 | $933K | Add +11.0% |
| IEI iShares 3-7 Year Treasury Bo | 0.23% | 7,602 | $904K | Add +7.1% |
| IBHF iShares Ibond 2026 HY & Inc. | 0.23% | 38,802 | $899K | Add +12.5% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.23% | 36,931 | $894K | Add +6.9% |
| PG The Procter & Gamble Co. | 0.18% | 4,623 | $696K | No change |
| BRK.A Berkshire Hathaway Inc. Class A | 0.18% | 1 | $695K | No change |
| EBAY eBay Inc. | 0.17% | 7,300 | $666K | No change |
| PFE Pfizer Inc. | 0.16% | 25,433 | $629K | No change |
| IBHE iShares Ibonds 2025 H/Y Inc. | 0.16% | 27,064 | $627K | Add +12.0% |
| PYPL PayPal Holdings Inc. | 0.11% | 6,425 | $436K | No change |
| SGOV iShares 0-3 Month Treasury B | 0.10% | 3,862 | $388K | Add +10.3% |
| RYN Rayonier Inc. | 0.08% | 13,957 | $333K | No change |
| JPM JPMorgan Chase & Co. | 0.07% | 950 | $277K | No change |
| BHP BHP Group Ltd.-Spon ADR | 0.07% | 5,000 | $256K | No change |
Portfolio Sells Q1 2025 → Q2 2025
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −1.35 |
| KMX Carmax Inc. | Sold out | 0.00% | −1.19 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.5% | 3.38% | −0.70 |
| FISV Fiserv Inc. | Reduce -0.6% | 0.93% | −0.68 |
| AAPL Apple Inc. | Reduce -0.5% | 2.96% | −0.45 |
| SAP Sap SE-Sponsored ADR | Reduce -21.3% | 1.58% | −0.40 |
| V Visa Inc. Class A | Reduce -1.3% | 3.92% | −0.40 |
| LLY Eli Lilly & Co. | Reduce -0.6% | 2.47% | −0.33 |
| IBDQ iShares Ibonds Dec 2025 Term | Sold out | 0.00% | −0.32 |
| BSCP Invesco Bulletshares 2025 CB | Sold out | 0.00% | −0.32 |
| TTE Totalenergies SE -Spon ADR | Reduce -5.5% | 1.54% | −0.29 |
| LYG Lloyds Banking Group PLC-ADR | Reduce -25.9% | 0.97% | −0.24 |
| CMCSA Comcast Corp. Class A | Reduce -2.2% | 1.03% | −0.22 |
| FERG Ferguson Enterprises Inc. | Reduce -42.0% | 0.69% | −0.19 |
| SONY Sony Group Corp. - SP ADR | Reduce -0.6% | 1.32% | −0.12 |
| AIG American International Group | Reduce -11.1% | 0.38% | −0.12 |
| DHR Danaher Corp. | Reduce -0.8% | 1.28% | −0.11 |
| YUMC Yum China Holdings Inc. | Reduce -1.1% | 0.40% | −0.11 |
| DEO Diageo PLC-Sponsored ADR | Reduce -1.7% | 1.05% | −0.10 |
| AMT American Tower Corp. | Reduce -0.4% | 1.04% | −0.09 |
| AMGN Amgen Inc. | Reduce -6.0% | 0.36% | −0.06 |
| NVS Novartis AG-Sponsored ADR | Reduce -5.3% | 1.04% | −0.05 |
| FIS Fidelity National Info Serv | Reduce -1.2% | 0.50% | −0.05 |
| LIN Linde PLC | Reduce -0.0% | 1.23% | −0.05 |
| CNH CNH Industrial NV | Reduce -0.7% | 1.69% | −0.04 |
| AZN Astrazeneca PLC-Spons ADR | Reduce -0.1% | 1.18% | −0.04 |
| LAD Lithia Motors Inc. | Reduce -0.5% | 0.70% | −0.03 |
| MELI MercadoLibre Inc. | Reduce -14.8% | 1.72% | +0.01 |
| IVV iShares Core S&P 500 ETF | Reduce -0.5% | 0.27% | +0.02 |
| CP Canadian Pacific Kansas City | Reduce -0.3% | 1.04% | +0.02 |
| BAM Brookfield Asset Mgmt-A | Reduce -1.1% | 0.42% | +0.07 |
| ICE Intercontinental Exchange Inc. | Reduce -0.3% | 2.12% | +0.07 |
| SCHW Schwab (charles) Corp. | Reduce -11.5% | 2.56% | +0.10 |
| NFLX Netflix Inc. | Reduce -2.5% | 0.81% | +0.10 |
| UBS UBS Group AG-Reg | Reduce -0.1% | 1.12% | +0.16 |
| GOOGL Alphabet Inc. Class A | Reduce -1.5% | 1.58% | +0.24 |
| GOOG Alphabet Inc. Class C | Reduce -7.7% | 3.37% | +0.31 |
| BN Brookfield Corp. | Reduce -0.4% | 2.76% | +0.50 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -0.5% | 3.47% | +0.86 |
| MSFT Microsoft Corp. | Reduce -4.7% | 5.37% | +1.17 |
Portfolio Buys Q1 2025 → Q2 2025
| META Meta Platforms Inc. Class A | New | 2.07% | +2.07 |
| TLT iShares 20+ Year Treasury BD | New | 0.72% | +0.72 |
| BDX Becton Dickinson and Co. | Add +124.1% | 1.63% | +0.64 |
| FLEX Flex Ltd. | Add +0.0% | 1.92% | +0.60 |
| AMZN Amazon.com Inc. | Add +7.3% | 4.26% | +0.56 |
| MU Micron Technology Inc. | Add +0.9% | 1.52% | +0.26 |
| RVTY Revvity Inc. | Add +48.0% | 1.34% | +0.21 |
| GLDM SPDR Gold Minishares Trust | Add +1.8% | 3.84% | +0.19 |
| IAU iShares Gold Trust | Add +1.6% | 3.84% | +0.18 |
| WBD Warner Bros Discovery Inc. | Add +0.5% | 1.23% | +0.15 |
| SGOL Abrdn Physical Gold Shares | Add +3.7% | 1.90% | +0.13 |
| SHYG iShares 0-5 YR HY Corp. Bond | Add +24.9% | 0.68% | +0.12 |
| FBTC Fidelity Wise Origin Bitcoin | Add +12.8% | 0.25% | +0.08 |
| PHG Koninklijke Philips NVR- NY | Add +3.8% | 0.73% | +0.02 |
| IBHF iShares Ibond 2026 HY & Inc. | Add +12.5% | 0.23% | +0.02 |
| IBDR iShares Ibonds Dec 2026 Term | Add +11.0% | 0.24% | +0.01 |
| IBHE iShares Ibonds 2025 H/Y Inc. | Add +12.0% | 0.16% | +0.01 |
| IEI iShares 3-7 Year Treasury Bo | Add +7.1% | 0.23% | +0.01 |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | Add +6.9% | 0.23% | +0.01 |
| SGOV iShares 0-3 Month Treasury B | Add +10.3% | 0.10% | +0.00 |
| VTIP Vanguard Short-Term Tips | Add +4.0% | 1.41% | −0.00 |
| RAL Ralliant Corp. | Add +4.1% | 0.28% | −0.00 |
| UL Unilever PLC | Add +2.3% | 0.62% | −0.01 |
| ZROZ PIMCO 25+ YR Zero CPN US Tif | Add +10.8% | 0.70% | −0.01 |
| RELX Relx PLC - Spon ADR | Add +2.4% | 0.63% | −0.01 |
| CRM Salesforce Inc. | Add +2.5% | 1.14% | −0.12 |
| WTW Willis Towers Watson PLC | Add +0.0% | 1.58% | −0.14 |
| G Genpact Ltd. | Add +3.7% | 1.11% | −0.22 |
| XOM Exxon Mobil Corp. | Add +0.6% | 1.68% | −0.26 |
| ELV Elevance Health Inc. | Add +24.1% | 0.89% | −0.29 |
| FTV Fortive Corp. | Add +5.3% | 0.96% | −0.48 |
| CNC Centene Corp. | Add +2.2% | 0.38% | −0.53 |
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 |