Timber Creek Capital Management LLC — 13F holdings

Timber Creek Capital Management LLC reported 80 holdings worth $490M in its 13F filing for Q2 2026, filed August 10, 2026.

Largest positions

  1. MU MICRON TECHNOLOGY INC — $45.2M (9.2%)
  2. TSM TAIWAN SEMICONDUCTOR MFG LTD — $25.7M (5.2%)
  3. GOOG ALPHABET INC — $23.5M (4.8%)
  4. FLEX FLEX LTD — $21.4M (4.4%)
  5. GLDM WORLD GOLD TR — $18.6M (3.8%)
  6. AMZN AMAZON COM INC — $18.6M (3.8%)
  7. IAU ISHARES GOLD TR — $18.3M (3.7%)
  8. AAPL APPLE INC — $15.9M (3.2%)
  9. LLY ELI LILLY & CO — $15.5M (3.2%)
  10. V Visa Inc — $15.4M (3.1%)