Fund Universe

Timber Creek Capital Management LLC

CIK 0001510848 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.327
AUM ($M)
490
Positions
80
Turnover
0.15
Top-10 wt
44%
Herfindahl
0.031
History (qtrs)
6
Excess Return
-4.1%

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Quarter
Activity this period
Security type

Holdings · 85 positions · portfolio value $490M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
MU funds › MICRON TECHNOLOGY INC TRIM 9.2% +5.1% 45.2 39,142 -11,104 5
TSM funds › TAIWAN SEMICONDUCTOR MANUFAC TRIM 5.2% +0.6% 25.7 53,734 -3,017 5
GOOG funds › ALPHABET INC TRIM 4.8% +0.2% 23.5 66,436 -83 5
FLEX funds › FLEX LTD TRIM 4.4% +2.1% 21.4 132,115 -12,195 5
GLDM funds › WORLD GOLD TR ADD 3.8% -1.5% 18.6 234,486 +727 5
AMZN funds › AMAZON COM INC TRIM 3.8% -0.2% 18.6 77,879 -918 5
IAU funds › ISHARES GOLD TR ADD 3.7% -1.4% 18.3 241,959 +1,438 5
AAPL funds › APPLE INC ADD 3.2% -0.1% 15.9 54,818 +467 5
LLY funds › ELI LILLY & CO ADD 3.2% +0.3% 15.5 12,882 +251 5
V funds › VISA INC ADD 3.1% -0.1% 15.4 44,959 +753 5
BRKB funds › BERKSHIRE HATHAWAY INC DEL ADD 3.1% -0.2% 15.0 30,009 +1,570 5
MSFT funds › MICROSOFT CORP TRIM 3.0% -0.6% 14.9 39,965 -151 5
GOOGL funds › ALPHABET INC TRIM 2.2% +0.1% 11.0 30,756 -705 5
BN funds › BROOKFIELD CORP ADD 2.1% -0.2% 10.5 245,681 +2,670 5
SGOL funds › ETFS GOLD TR ADD 2.1% -0.7% 10.3 268,201 +5,500 5
NVDA funds › NVIDIA CORPORATION ADD 2.1% +0.2% 10.2 51,214 +7,186 3 +4.6%
ASML funds › ASML HLDG NV ADD 2.0% +0.4% 9.8 4,909 +87 3 +99.7%
SCHW funds › SCHWAB CHARLES CORP TRIM 1.9% -0.5% 9.5 103,265 -2,480 5
TTE funds › TOTALENERGIES SE ADD 1.6% -0.5% 8.1 103,844 +6,173 3 +32.3%
META funds › META PLATFORMS INC TRIM 1.5% -0.3% 7.1 12,656 -355 5 -31.4%
ELV funds › ELEVANCE HEALTH INC FORMERLY TRIM 1.4% +0.1% 7.1 18,337 -987 5
ICLR funds › ICON PUB LTD CO ADD 1.4% +0.4% 6.8 38,937 +2,817 3 -18.7%
RVTY funds › REVVITY INC TRIM 1.3% +0.0% 6.4 57,683 -2,330 5
CNH funds › CNH INDL N V ADD 1.3% -0.1% 6.4 568,547 +42,804 5
AZN funds › ASTRAZENECA PLC NEW 1.3% +1.3% 6.2 32,445 +32,445 1 -73.2%
SUNB funds › SUNBELT RENTALS HOLDINGS INC NEW 1.2% +1.2% 6.0 80,695 +80,695 1 +42.3%
BDX funds › BECTON DICKINSON & CO ADD 1.2% -0.2% 6.0 39,624 +1,607 5
NVS funds › NOVARTIS AG ADD 1.1% -0.1% 5.5 35,388 +1,114 5
UBS funds › UBS GROUP AG ADD 1.1% +0.1% 5.4 109,432 +275 5
LIN funds › LINDE PLC ADD 1.1% -0.1% 5.4 10,410 +53 5
AVGO funds › BROADCOM INC NEW 1.1% +1.1% 5.3 14,117 +14,117 1 -48.4%
CRM funds › SALESFORCE INC ADD 1.1% -0.4% 5.3 33,928 +760 5
ICE funds › INTERCONTINENTAL EXCHANGE IN TRIM 1.1% -0.7% 5.3 43,025 -2,735 5
ABNB funds › AIRBNB INC ADD 1.1% -0.0% 5.2 36,375 +195 3 +58.8%
WTW funds › WILLIS TOWERS WATSON PLC LTD ADD 1.1% -0.2% 5.1 19,692 +2,146 5
SE funds › SEA LTD NEW 1.0% +1.0% 5.1 52,840 +52,840 1 +257.7%
MELI funds › MERCADOLIBRE INC ADD 1.0% -0.2% 5.0 2,942 +8 5
PHG funds › KONINKLIJKE PHILIPS N V ADD 0.9% +0.0% 4.3 157,381 +26,607 5
RELX funds › RELX PLC TRIM 0.9% -0.2% 4.2 133,407 -4,362 5
SONY funds › SONY GROUP CORP ADD 0.9% -0.2% 4.2 208,687 +1,904 5
UL funds › UNILEVER PLC ADD 0.8% -0.1% 4.2 69,264 +3,303 3 -30.5%
SAP funds › SAP SE ADD 0.8% -0.1% 3.9 25,494 +2,753 5
UNH funds › UNITEDHEALTH GROUP INC ADD 0.7% +0.2% 3.5 8,503 +676 4 +13.8%
FERG funds › FERGUSON ENTERPRISES INC ADD 0.7% +0.0% 3.5 14,549 +2,090 5
STZ funds › CONSTELLATION BRANDS INC ADD 0.7% -0.2% 3.4 24,632 +320 3 -12.8%
CMCSA funds › COMCAST CORP NEW ADD 0.7% -0.2% 3.3 133,535 +5,875 5
LAD funds › LITHIA MTRS INC ADD 0.5% -0.0% 2.7 9,160 +63 5
CSCO funds › CISCO SYS INC HOLD 0.4% +0.1% 2.1 17,620 +0 5
ORCL funds › ORACLE CORP HOLD 0.4% -0.1% 1.8 12,541 +0 5
VTIP funds › VANGUARD MALVERN FDS TRIM 0.4% -0.1% 1.8 36,168 -956 5
NFLX funds › NETFLIX INC. TRIM 0.4% -0.3% 1.7 24,096 -3,819 5
AMGN funds › AMGEN INC HOLD 0.3% -0.1% 1.7 4,730 +0 5
WAT funds › WATERS CORP TRIM 0.3% -0.0% 1.7 4,410 -443 2 +35.0%
CVX funds › CHEVRON CORPORATION HOLD 0.3% -0.1% 1.4 8,506 +0 5
YUMC funds › YUM CHINA HLDGS INC TRIM 0.3% -0.1% 1.4 34,114 -118 5
AIG funds › AMERICAN INTL GROUP INC HOLD 0.3% -0.1% 1.3 17,081 +0 5
IVV funds › ISHARES TR HOLD 0.3% -0.0% 1.3 1,698 +0 5
BAM funds › BROOKFIELD ASSET MANAGMT LTD HOLD 0.2% -0.0% 1.2 25,917 +0 5
GLD funds › SPDR GOLD TR HOLD 0.2% -0.1% 1.1 3,000 +0 5
PEP funds › PEPSICO INC HOLD 0.2% -0.1% 1.0 7,725 +0 5
IBDR funds › ISHARES TR ADD 0.2% -0.0% 1.0 42,657 +2,791 5
IBHF funds › ISHARES TR ADD 0.2% -0.0% 1.0 44,250 +3,267 5
IBDS funds › ISHARES TR ADD 0.2% -0.0% 1.0 40,601 +1,661 5
IEI funds › ISHARES TR ADD 0.2% -0.0% 1.0 8,248 +453 5
EBAY funds › EBAY INC. HOLD 0.2% +0.0% 0.8 7,300 +0 5
FBTC funds › FIDELITY WISE ORIGIN BITCOIN ADD 0.2% +0.0% 0.8 15,737 +4,363 5
IBHG funds › ISHARES TR ADD 0.2% -0.0% 0.8 35,969 +4,893 3 -20.4%
CUSIP:084670108 funds › BERKSHIRE HATHAWAY INC DEL HOLD 0.2% -0.0% 0.7 1 +0 5
PG funds › PROCTER & GAMBLE CO HOLD 0.1% -0.0% 0.6 4,300 +0 5
PFE funds › PFIZER INC HOLD 0.1% -0.0% 0.6 25,433 +0 5
AGG funds › ISHARES TR HOLD 0.1% -0.0% 0.5 5,410 +0 2 -34.7%
BHP funds › BHP BILLITON LIMITED HOLD 0.1% -0.0% 0.4 5,000 +0 5
RYN funds › RAYONIER INC HOLD 0.1% -0.0% 0.3 14,445 +0 5
INTC funds › INTEL CORP NEW 0.1% +0.1% 0.3 2,082 +2,082 1 -44.3%
SGOV funds › ISHARES TR TRIM 0.1% -0.0% 0.3 2,792 -56 5
PYPL funds › PAYPAL HLDGS INC HOLD 0.1% -0.0% 0.3 6,425 +0 5
JPM funds › JPMORGAN CHASE & CO HOLD 0.1% -0.0% 0.3 825 +0 5
GE funds › GE AEROSPACE NEW 0.0% +0.0% 0.2 638 +638 1 +163.2%
AMAT funds › APPLIED MATLS INC NEW 0.0% +0.0% 0.2 300 +300 1 +110.2%
SHYG funds › ISHARES TR HOLD 0.0% -0.0% 0.2 4,740 +0 5
CUSIP:30231G102 funds › EXXON MOBIL CORP EXIT 0.0% -2.5% 0.0 0 -60,516 0
PCAR funds › PACCAR INC EXIT 0.0% -0.2% 0.0 0 -5,500 0
ZROZ funds › PIMCO ETF TR EXIT 0.0% -0.1% 0.0 0 -4,813 0
DHR funds › DANAHER CORP DEL EXIT 0.0% -0.5% 0.0 0 -10,217 0
TLT funds › ISHARES TR EXIT 0.0% -0.6% 0.0 0 -30,655 0 -24.4%

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 490 80 0.15 44% 0.031 0.326 in
2026Q1 412 78 0.10 41% 0.027 0.381 in
2025Q4 430 80 0.15 40% 0.025 0.237 in
2025Q3 414 83 0.06 39% 0.023 0.377 in
2025Q2 393 82 0.10 37% 0.023 0.324 entered
2025Q1 375 83 0.00 36% 0.021 0.000 out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status