Timber Creek Capital Management LLC
Timber Creek Capital Management, LLC is a boutique investment advisory firm headquartered in Boston, Massachusetts. Founded in 2008 by Thomas R. Brennecke and John Will T., the firm specializes in discretionary investment management, primarily serving high net worth individuals. With a small professional staff (4 to 5 employees), they focus on long-term capital appreciation through concentrated equity portfolios and personalized client service.
Investment Strategy
Timber Creek Capital Management LLC employs a disciplined, research-driven investment process focused on long-term capital appreciation. The firm primarily constructs concentrated portfolios of high-quality companies, leveraging fundamental analysis to identify securities exhibiting strong growth prospects and value characteristics. Their approach is tailored to individual client situations, with a particular emphasis on serving high net worth individuals and addressing unique financial goals.
Top Holdings
Equity Positions (80)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 5.37% | $21.1M | 39,971 | $114.53 | $497.41 | +$5.3M |
A AMZN | AMAZON COM INC | 4.26% | $16.7M | 78,216 | $81.73 | $219.39 | +$2.9M |
V V | VISA INC | 3.92% | $15.4M | 45,567 | $90.92 | $355.05 | -$804.0K |
I IAU | ISHARES GOLD TR | 3.84% | $15.1M | 236,986 | $34.11 | $62.36 | +$1.3M |
G GLDM | WORLD GOLD TR | 3.84% | $15.1M | 225,369 | $39.06 | $65.52 | +$1.4M |