Templeton & Phillips Capital Management, LLC

LOOKOUT MOUNTAIN, TN · CIK 1961304 · 13F filing filed 2026-08-07

SEC-registered investment adviser since 2009 · limited liability company

Assets managed$314.2m
Staff3 · 2 in investment roles
Main clients (by assets)Charities 58%, High net worth individuals 24%, Private funds 18%
Private funds2 (2 hedge) · $57.1m gross assets
Form ADV · 2026-07-06SEC adviser record

Kindhedge funds, institutions
Others nearbyLookout Mountain, TN

As an employer

Offices in1 country
Private fundshedge 2

$137.1m reported value +11.7% vs Q1 2026

52positions

82.4%in top 10

5 new 7 added 6 reduced 8 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	92,232	$46.2m33.67%	33.67%	Unchanged
2	CANADIAN NATL RY CO COM CNI	CNI	105,443	$12.6m9.17%	9.17%	Added +62.5k	+62,513 145.6%
3	AMAZON COM INC COM AMZN	AMZN	47,669	$11.4m8.29%	8.29%	Added +8.8k	+8,800 22.6%
4	BROOKFIELD CORP CL A LTD VT SH BN	BN	235,746	$10.0m7.32%	7.32%	Unchanged
5	OLLIES BARGAIN OUTLET HLDGS COM OLLI	OLLI	100,940	$7.8m5.66%	5.66%	New
6	ICICI BANK LIMITED ADR IBN	IBN	249,393	$7.2m5.28%	5.28%	Reduced -78.6k	-78,607 -24.0%
7	FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS FMX	FMX	53,586	$6.9m5.00%	5.00%	Added +26.4k	+26,386 97.0%
8	PERIMETER SOLUTIONS INC COMMON STOCK PRM	PRM	116,151	$4.1m3.02%	3.02%	Unchanged
9	COCA COLA CONS INC COM COKE	COKE	20,430	$3.9m2.85%	2.85%	Unchanged
10	COVENANT LOGISTICS GROUP INC CL A CVLG	CVLG	80,134	$3.0m2.18%	2.18%	Unchanged
11	ALPHABET INC CAP STK CL A GOOGL	GOOGL	7,418	$2.7m1.93%	1.93%	Unchanged
12	FLOWSERVE CORP COM FLS	FLS	16,580	$1.2m0.90%	0.90%	Unchanged
13	PELOTON INTERACTIVE INC CL A COM PTON	PTON	205,620	$1.2m0.89%	0.89%	Unchanged
14	DIAGEO PLC SPON ADR NEW DEO	DEO	14,410	$1.2m0.84%	0.84%	New
15	MCDONALDS CORP COM MCD	MCD	4,260	$1.2m0.84%	0.84%	New
16	ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR BUD	BUD	13,901	$1.1m0.84%	0.84%	Added +2.8k	+2,831 25.6%
17	BP PLC SPONSORED ADR BP	BP	30,440	$1.1m0.82%	0.82%	Added +160	+160 0.5%
18	PATTERSON-UTI ENERGY INC COM PTEN	PTEN	113,790	$1.0m0.76%	0.76%	Unchanged
19	FAIR ISAAC CORP COM FICO	FICO	722	$862.6k0.63%	0.63%	Unchanged
20	ALPHABET INC CAP STK CL C GOOG	GOOG	2,064	$729.3k0.53%	0.53%	Unchanged
21	COSTCO WHSL CORP NEW COM COST	COST	771	$721.2k0.53%	0.53%	Unchanged
22	DELTA AIR LINES INC DEL COM NEW DAL	DAL	6,910	$647.2k0.47%	0.47%	Unchanged
23	SPDR SER TR PORTFOLIO S&P600 SPSM	SPSM	10,319	$595.1k0.43%	0.43%	Unchanged
24	GRUPO AEROPORTUARIO DEL CENT SPON ADR OMAB	OMAB	5,000	$565.5k0.41%	0.41%	Reduced -2.2k	-2,200 -30.6%
25	TETRA TECHNOLOGIES INC DEL COM TTI	TTI	46,580	$527.8k0.38%	0.38%	Unchanged
26	BANK NEW YORK MELLON CORP COM BNY	BNY	3,601	$520.7k0.38%	0.38%	Unchanged
27	PEPSICO INC COM PEP	PEP	3,773	$510.9k0.37%	0.37%	Added +1.8k	+1,843 95.5%
28	VANGUARD INDEX FDS SMALL CP ETF VB	VB	1,652	$500.8k0.37%	0.37%	Unchanged
29	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	645	$481.7k0.35%	0.35%	Unchanged
30	VISA INC COM CL A V	V	1,371	$470.4k0.34%	0.34%	Unchanged
31	VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF VT	VT	2,778	$436.0k0.32%	0.32%	Unchanged
32	SPROUTS FMRS MKT INC COM SFM	SFM	5,000	$422.9k0.31%	0.31%	Unchanged
33	NIKE INC CL B NKE	NKE	9,510	$390.4k0.28%	0.28%	New
34	APPLE INC COM AAPL	AAPL	1,340	$387.7k0.28%	0.28%	Unchanged
35	UBER TECHNOLOGIES INC COM UBER	UBER	5,350	$386.1k0.28%	0.28%	Unchanged
36	SHELL PLC SPON ADS SHEL	SHEL	4,940	$383.0k0.28%	0.28%	Added +40	+40 0.8%
37	CANADIAN SOLAR INC COM CSIQ	CSIQ	23,028	$368.9k0.27%	0.27%	Unchanged
38	ELI LILLY & CO COM LLY	LLY	306	$367.0k0.27%	0.27%	Unchanged
39	BEL FUSE INC CL B BELFB	BELFB	1,076	$358.4k0.26%	0.26%	Reduced -367	-367 -25.4%
40	WALMART INC COM WMT	WMT	3,117	$353.0k0.26%	0.26%	Unchanged
41	JPMORGAN CHASE & CO COM JPM	JPM	1,065	$348.6k0.25%	0.25%	Unchanged
42	TRAVELERS COMPANIES INC COM TRV	TRV	1,005	$331.8k0.24%	0.24%	Unchanged
43	MONDELEZ INTL INC CL A MDLZ	MDLZ	5,504	$318.4k0.23%	0.23%	Reduced -1.1k	-1,080 -16.4%
44	DOLLAR GEN CORP NEW COM DG	DG	2,351	$270.6k0.20%	0.20%	Reduced -137	-137 -5.5%
45	FEDEX CORP COM FDX	FDX	731	$228.9k0.17%	0.17%	Unchanged
46	ABBVIE INC COM ABBV	ABBV	871	$219.2k0.16%	0.16%	New
47	E L F BEAUTY INC COM ELF	ELF	2,832	$209.6k0.15%	0.15%	Reduced -104.3k	-104,298 -97.4%
48	ISHARES TR IBOXX INV CP ETF LQD	LQD	1,416	$154.4k0.11%	0.11%	Unchanged
49	ISHARES TR RUS 1000 GRW ETF IWF	IWF	1,200	$149.0k0.11%	0.11%	Unchanged
50	ISHARES TR EUROPE ETF IEV	IEV	1,124	$81.9k0.06%	0.06%	Unchanged
51	ISHARES TR RUSSELL 2000 ETF IWM	IWM	118	$35.5k0.03%	0.03%	Unchanged
52	ISHARES TR MSCI EMG MKT ETF EEM	EEM	343	$23.5k0.02%	0.02%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
YUM CHINA HLDGS INC YUMC	YUMC	131,675	$6.4m131.7k shares
INTUIT INTU	INTU	3,930	$1.7m3.9k shares
MASTERCARD INCORPORATED MA	MA	2,298	$1.1m2.3k shares
HDFC BANK LTD HDB	HDB	16,246	$404.2k16.2k shares
BIRKENSTOCK HOLDING PLC BIRK	BIRK	11,200	$401.3k11.2k shares
NETFLIX INC NFLX	NFLX	2,420	$232.7k2.4k shares
HCA HEALTHCARE INC HCA	HCA	451	$213.4k451 shares
SPOTIFY TECHNOLOGY S A SPOT	SPOT	430	$208.5k430 shares