Templeton & Phillips Capital Management, LLC
Q4 2025 13F-HR Holdings
Net value change ($000)
+11,163
(8.0%)
New positions
8
Sold out positions
13
Turnover %
41.9%
Sector allocation + QoQ delta (equities-only)
Snapshot: Change Analysis
Compared to Q3 2025
Methodology:
sector metrics are equities-only;
instrument mix chart is ex-options;
options exposure is shown separately.
Why this matters.
Top Adds (Value $000, Stocks/ETFs)
| GOOGL | 10,082 | 396.3% |
| CELH | 9,900 | NEW |
| CMG | 9,157 | NEW |
| FLEX | 8,420 | NEW |
| FLS | 7,678 | NEW |
| YUMC | 6,286 | NEW |
| LULU | 2,396 | NEW |
| BN | 1,356 | 14.3% |
| COKE | 738 | 30.8% |
| PEP | 341 | 125.8% |
Top Reduces (Value $000, Stocks/ETFs)
| V | -9,375 | -95.1% |
| Unilever PLC | -8,897 | -100.0% |
| AMZN | -8,789 | -70.1% |
| DG | -5,826 | -62.1% |
| HDB | -2,779 | -29.7% |
| PZZA | -2,517 | -100.0% |
| CP | -2,135 | -100.0% |
| iSHARES TRUST | -1,809 | -100.0% |
| PTON | -1,414 | -100.0% |
| PRM | -1,054 | -24.8% |
Instrument mix + QoQ Δ (ex-options)
How this table is calculated:
SEC
VALUE ($000) is used as reported.
For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received.
Column % is bucket-based:
non-options share is calculated inside non-option total, options share is calculated inside options total.
Details.
Filter:
Instrument:
| Issuer Name | Ticker | Sector | Industry | Class | History | Value ($000) | % | Shares | Shares Δ | Shares Δ% | Value Δ ($000) | Value Δ% | Principal | Option Type |
|---|