Templeton & Phillips Capital Management, LLC

All 13F Filings

Location
Lookout Mountain, TN
Most recent 13F
Q2 2026
Holdings value ($000)
137,082
Description
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Website
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Founded
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Chairman
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CEO
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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
Q2 2026 8/7/2026 52 137,082 13F-HR Templeton & Phillips Capital Management, LLC
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 134.6 K 98.2% 14.06 K 0 14.06 K
ETFs 2.457 K 1.8% 316 0 316
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Fund Snapshot

Q2 2026
Latest filed
8/7/2026
Total value ($000)
137,082
Holdings
52
QoQ value change ($000)
14,375 (11.7%)
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.