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Portfolio (Quarterly) Guide ↗

Timber Creek Capital Management LLC

· CIK 0001510848
13F Portfolio $412M AUM 78 positions Filed Apr 28, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2 New 22 Added 17 Reduced 4 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 WAT WATERS CORP Healthcare 4,853.0 $1.4M 0.35% NEW $297.80 +20.3%
2 AGG ISHARES TR 5,410.0 $537K 0.13% NEW $99.27 -0.6%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 29.4%
Technology 28.8%
Healthcare 13.4%
Communication Services 12.7%
Consumer Cyclical 8.4%
Energy 3.3%
Basic Materials 1.5%
Consumer Defensive 1.5%
Industrials 1.0%
Real Estate 0.1%