Timber Creek Capital Management LLC — Q3 2025 13F Holdings

Name: Timber Creek Capital Management LLC — 13F Holdings, Q3 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001510848

Total reported value

$412.5M

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Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	MSFT	Microsoft CORP	Stock-Tech	4.98%	-0.91%	-0.44%
2	GLDM	Spdr Gold Minishares Trust	ETF-Commodities	4.14%	+0.93%	-0.55%
3	IAU	Ishares Gold Trust	ETF-Commodities	4.13%	+0.86%	-0.78%
4	AMZN	Amazon.com INC	Stock-Consumer Disc	4.13%	-0.24%	-0.43%
5	GOOG	Alphabet Inc-cl C	Stock-Comm Services	3.98%	-0.22%	-0.40%
6	TSM	Taiwan Semiconductor-sp Adr	Stock-Tech	3.93%	+0.64%	-0.63%
7	V	Visa Inc-class A Shares	Stock-Financials	3.74%	-0.37%	-0.45%
8	AAPL	Apple INC	Stock-Tech	3.51%	-0.11%	-0.57%
9	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	3.46%	-0.02%	-0.39%
10	BN	Brookfield CORP	Stock-Financials	2.66%	-0.19%	-0.49%
11	SCHW	Schwab (charles) CORP	Stock-Financials	2.39%	—	-0.43%
12	LLY	Eli Lilly & Co	Stock-Healthcare	2.33%	-0.34%	-0.25%
13	MU	Micron Technology INC	Stock-Tech	2.20%	+0.75%	-0.65%
14	FLEX	Flex Ltd.	Stock-Tech	2.08%	+0.26%	-0.54%
15	SGOL	Abrdn Physical Gold Shares	ETF-Commodities	2.05%	+0.63%	-0.56%
16	META	Meta Platforms Inc-class A	Stock-Comm Services	1.88%	-0.20%	-0.41%
17	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	1.86%	-0.11%	-0.50%
18	ICE	Intercontinental Exchange In	Stock-Financials	1.80%	+0.02%	-0.42%
19	WBD	Warner Bros Discovery INC	Stock-Comm Services	1.78%	-2.37%	EXIT
20	XOM	Exxon Mobil CORP	Stock-Energy	1.67%	+0.78%	-0.31%
21	BDX	Becton Dickinson And Co	Stock-Healthcare	1.63%	-0.19%	-0.44%
22	WTW	Willis Towers Watson Public Limited Company	Stock-Financials	1.59%	-0.20%	-0.44%
23	MELI	Mercadolibre INC	Stock-Consumer Disc	1.58%	-0.11%	-0.25%
24	SONY	Sony Group CORP - Sp Adr	Stock-Tech	1.46%	-0.19%	-0.79%
25	TTEN	Totalenergies Se -spon Adr	Stock-Other	1.44%	—	-0.55%
26	SAP	Sap Se-sponsored Adr	Stock-Tech	1.40%	-0.27%	-0.51%
27	RVTY	Revvity INC	Stock-Healthcare	1.38%	-0.13%	+9.57%
28	CNH	CNH Industrial N.V.	Stock-Industrials	1.37%	+1.21%	-0.37%
29	ELV	Elevance Health INC	Stock-Healthcare	1.30%	-0.15%	+31.97%
30	DHR	Danaher CORP	Stock-Healthcare	1.20%	-0.81%	-0.66%
31	LIN	Linde plc	Stock-Materials	1.18%	+0.21%	-0.45%
32	UBS	UBS Group AG	Stock-Financials	1.15%	-0.19%	-0.53%
33	AZNN	Astrazeneca Plc-spons Adr	Stock-Other	1.15%	-1.31%	EXIT
34	MOH	Molina Healthcare INC	Stock-Healthcare	1.08%	—	—
35	NVS	Novartis Ag-sponsored Adr	Stock-Healthcare	1.07%	+0.16%	-0.45%
36	G	Genpact Limited	Stock-Tech	1.03%	—	-0.60%
37	CRM	Salesforce INC	Stock-Tech	1.03%	+0.32%	-0.40%
38	CP	Canadian Pacific Kansas City	Stock-Industrials	0.97%	—	-0.48%
39	LYG	Lloyds Banking Group Plc-adr	Stock-Financials	0.96%	—	-0.55%
40	CMCSA	Comcast Corp-class A	Stock-Comm Services	0.94%	+0.28%	-0.47%
41	DEO	Diageo Plc-sponsored Adr	Stock-Consumer Staples	0.93%	—	-0.52%
42	FTV	Fortive CORP	Stock-Tech	0.92%	—	-0.67%
43	AMT	American Tower CORP	Stock-Real Estate	0.90%	—	-0.45%
44	ORCL	Oracle CORP	Stock-Tech	0.86%	-0.12%	—
45	FISV	Fiserv INC	Stock-Other	0.84%	—	-0.54%
46	NFLX	Netflix INC	Stock-Comm Services	0.80%	—	-0.29%
47	PHG	Koninklijke Philips Nvr- Ny	Stock-Healthcare	0.71%	—	-0.67%
48	LAD	Lithia Motors INC	Stock-Consumer Disc	0.70%	-0.15%	-0.62%
49	TLT	Ishares 20+ Year Treasury Bd	ETF-Gov Bonds	0.68%	—	-2.34%
50	FERG	Ferguson Enterprises INC	Stock-Industrials	0.64%	—	-0.84%

1–50 of 83

Holding changes this quarter

Position changes disclosed by Timber Creek Capital Management LLC for the quarter ending Q3 2025, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	TSM	Taiwan Semiconductor-sp Adr	+1.3%	-0.63%	Trim
2	MU	Micron Technology INC	+0.9%	-0.65%	Add
3	GOOG	Alphabet Inc-cl C	+0.9%	-0.40%	Trim
4	MSFT	Microsoft CORP	+0.8%	-0.44%	Trim
5	FLEX	Flex Ltd.	+0.8%	-0.54%	Trim
6	WBD	Warner Bros Discovery INC	+0.7%	-0.30%	Add
7	BDX	Becton Dickinson And Co	+0.7%	-0.44%	Add
8	GOOGL	Alphabet Inc-cl A	+0.5%	-0.50%	Trim
9	GLDM	Spdr Gold Minishares Trust	+0.5%	-0.55%	Add
10	IAU	Ishares Gold Trust	+0.5%	-0.78%	Add
11	AMZN	Amazon.com INC	+0.4%	-0.43%	Add
12	BN	Brookfield CORP	+0.4%	-0.49%	Trim
13	ORCL	Oracle CORP	+0.4%	—	Unchanged
14	SGOL	Abrdn Physical Gold Shares	+0.3%	-0.56%	Add
15	RVTY	Revvity INC	+0.3%	+9.57%	Add
16	UBS	UBS Group AG	+0.2%	-0.53%	Trim
17	ELV	Elevance Health INC	+0.1%	+31.97%	Add
18	AAPL	Apple INC	+0.1%	-0.57%	Trim
19	NFLX	Netflix INC	+0.1%	-0.29%	Trim
20	FBTC	Fidelity Wise Origin Bitcoin	+0.1%	+3.71%	Add
21	SONY	Sony Group CORP - Sp Adr	0%	-0.79%	Trim
22	SCHW	Schwab (charles) CORP	-0.1%	-0.43%	Trim
23	AIG	American International Group	-0.1%	-0.41%	Trim
24	DEO	Diageo Plc-sponsored Adr	-0.2%	-0.52%	Trim
25	AMT	American Tower CORP	-0.2%	-0.45%	Trim
26	CRM	Salesforce INC	-0.2%	-0.40%	Add
27	FERG	Ferguson Enterprises INC	-0.2%	-0.84%	Trim
28	LYG	Lloyds Banking Group Plc-adr	-0.3%	-0.55%	Trim
29	G	Genpact Limited	-0.3%	-0.60%	Add
30	CMCSA	Comcast Corp-class A	-0.3%	-0.47%	Trim
31	CNH	CNH Industrial N.V.	-0.4%	-0.37%	Trim
32	TTEN	Totalenergies Se -spon Adr	-0.4%	-0.55%	Trim
33	LLY	Eli Lilly & Co	-0.5%	-0.25%	Trim
34	SHYG	Ishares 0-5 Yr Hy CORP Bond	-0.5%	-90.64%	Trim
35	FTV	Fortive CORP	-0.5%	-0.67%	Add
36	V	Visa Inc-class A Shares	-0.6%	-0.45%	Trim
37	SAP	Sap Se-sponsored Adr	-0.6%	-0.51%	Trim
38	BRK-B	Berkshire Hathaway Inc-cl B	-0.6%	-0.39%	Trim
39	ZROZ	Pimco 25+ Yr Zero Cpn US Tif	-0.7%	-91.09%	Trim
40	FISV	Fiserv INC	-0.8%	-0.54%	Trim
41	UNH	Unitedhealth Group INC	-0.8%	—	Trim
42	VTIP	Vanguard Short-term Tips	-0.9%	-65.08%	Trim
43	META	Meta Platforms Inc-class A	—	NEW	New buy
44	KMX	Carmax INC	—	EXIT	Sold out
45	MOH	Molina Healthcare INC	—	NEW	New buy
46	CNC	Centene CORP	—	EXIT	Sold out
47	TLT	Ishares 20+ Year Treasury Bd	—	NEW	New buy
48	IBDQ	Ishares Ibonds Dec 2025 Term	—	EXIT	Sold out
49	BSCP	Invesco Bulletshares 2025 Cb	—	EXIT	Sold out
50	RAL	Ralliant CORP	—	NEW	New buy