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Timber Creek Capital Management LLC

CIK:0001510848
Investment Adviser
$549M AUM
82 holdings
Boston, MA, United States
Founded:2008
5 employees
Latest filing:Jun 30, 2025

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 Buys
M
METAMETA PLATFORMS INC
+$8.1M
M
MSFTMICROSOFT CORP
+$5.3M
T
TSMTAIWAN SEMICONDUCTOR MFG LTD
+$3.8M
A
AMZNAMAZON COM INC
+$2.9M
T
TLTISHARES TR
+$2.8M
Top Sells
U
UNHUNITEDHEALTH GROUP INC
-$5.1M
K
KMXCARMAX INC
-$4.5M
F
FIFISERV INC
-$2.4M
B
BRK-BBERKSHIRE HATHAWAY INC DEL
-$2.0M
C
CNCCENTENE CORP DEL
-$1.9M

Top Holdings

M
MSFTMICROSOFT CORP
+5.4%$21.1M
A
AMZNAMAZON COM INC
+4.3%$16.7M
V
VVISA INC
+3.9%$15.4M
I
IAUISHARES GOLD TR
+3.8%$15.1M
G
GLDMWORLD GOLD TR
+3.8%$15.1M

Equity Positions (80)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
M
MSFT
MICROSOFT CORP5.37%$21.1M39,971$114.53$497.41+$5.3M
A
AMZN
AMAZON COM INC4.26%$16.7M78,216$81.73$219.39+$2.9M
V
V
VISA INC3.92%$15.4M45,567$90.92$355.05-$804.0K
I
IAU
ISHARES GOLD TR3.84%$15.1M236,986$34.11$62.36+$1.3M
G
GLDM
WORLD GOLD TR3.84%$15.1M225,369$39.06$65.52+$1.4M

Industry Allocation

SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+10.4%
COMMODITY CONTRACTS BROKERS & DEALERS
+9.8%
SERVICES-PREPACKAGED SOFTWARE
+8.9%
SERVICES-BUSINESS SERVICES, NEC
+8.0%
SEMICONDUCTORS & RELATED DEVICES
+5.0%