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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
Page 4 of 4  ·  78 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IBDS ISHARES TR 38,940.0 $944K 0.23% $24.24 -0.2%
62 IBHF ISHARES TR 40,983.0 $941K 0.23% +357.0 +0.9% $22.95 -1.3%
63 IEI ISHARES TR 7,795.0 $924K 0.22% $118.60 -1.3%
64 BERKSHIRE HATHAWAY INC DEL 1.0 $718K 0.17% $718140.00
65 PFE PFIZER INC Healthcare 25,433.0 $714K 0.17% $28.08 -12.0%
66 IBHG ISHARES TR 31,076.0 $688K 0.17% +182.0 +0.6% $22.13 -0.4%
67 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 11,374.0 $671K 0.16% +730.0 +6.9% $59.03 -8.1%
68 EBAY EBAY INC. Consumer Cyclical 7,300.0 $664K 0.16% $91.02 +19.7%
69 PCAR PACCAR INC Industrials 5,500.0 $635K 0.15% -5K -47.6% $115.50 +1.1%
70 PG PROCTER & GAMBLE CO Consumer Defensive 4,300.0 $621K 0.15% $144.44 +4.4%
71 AGG ISHARES TR 5,410.0 $537K 0.13% NEW $99.27 -0.6%
72 BHP BHP BILLITON LIMITED Basic Materials 5,000.0 $364K 0.09% $72.74 +13.1%
73 ZROZ PIMCO ETF TR 4,813.0 $308K 0.07% +39.0 +0.8% $64.01 +0.3%
74 RYN RAYONIER INC Real Estate 14,445.0 $298K 0.07% -149.0 -1.0% $20.62 +2.7%
75 PYPL PAYPAL HLDGS INC Financial Services 6,425.0 $291K 0.07% $45.23 -7.8%
76 SGOV ISHARES TR 2,848.0 $287K 0.07% -142.0 -4.8% $100.67 -0.1%
77 JPM JPMORGAN CHASE & CO Financial Services 825.0 $243K 0.06% $294.16 +13.6%
78 SHYG ISHARES TR 4,740.0 $201K 0.05% -810.0 -14.6% $42.31 +0.1%
Page 4 of 4  ·  78 positions

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%