Templeton & Phillips Capital Management, LLC

All 13F Filings

Location
Lookout Mountain, TN
Most recent 13F
Q1 2026
Holdings value ($000)
122,707
Description
Website
Founded
Chairman
CEO
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q1 2026 5/6/2026 55 122,707 13F-HR Templeton & Phillips Capital Management, LLC
Q4 2025 2/13/2026 45 150,166 13F-HR Templeton & Phillips Capital Management, LLC
Q3 2025 11/6/2025 51 139,003 13F-HR Templeton & Phillips Capital Management, LLC
Q2 2025 8/4/2025 47 138,369 13F-HR Templeton & Phillips Capital Management, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 120.6 K 98.3% 0 28.36 K -28.36 K
ETFs 2.141 K 1.7% 900 0 900
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Fund Snapshot

Q1 2026
Latest filed
5/6/2026
Total value ($000)
122,707
Holdings
55
QoQ value change ($000)
-27,459 (-18.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.