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Lauren C. Templeton, Scott Phillips — Institutional Investor Profile | Buyside Digest

Lauren C. Templeton, Scott Phillips

Institutional Investor • Templeton & Phillips Capital Management

Value

$2.8B

Stocks

52 Stocks (52 new)

Turnover

N/A

CIK

SEC FilingsEDGAR ↗

Top Holdings

BRK.B(35.77%) BN(7.72%) IBN(6.87%) AMZN(6.55%) ELF(5.25%)

Investor Philosophy

Investment philosophy details pending verification.

Lauren C. Templeton, Scott Phillips Top Holdings

Ticker	P/C	Company Name	Sector	Market Value	Weight	% Chg
BRK.B	None	Berkshire Hathaway, Inc.	General	$44.2M	35.8%	No Change
BN	None	Brookfield Corporation	Financials	$9.5M	7.7%	No Change
IBN	None	ICICI Bank Ltd.	Financials	$8.5M	6.9%	No Change
AMZN	None	Amazon.com, Inc.	Consumer Discretionary	$8.1M	6.5%	No Change
ELF	None	e.l.f. Beauty	Consumer Staples	$6.5M	5.3%	No Change
YUMC	None	Yum China Holdings, Inc.	Consumer Discretionary	$6.4M	5.2%	No Change
CNI	None	Canadian National	Industrials	$4.4M	3.6%	No Change
COKE	None	Coca Cola Consolidated	General	$3.9M	3.2%	No Change
FMX	None	FEMSA	Consumer Staples	$3.0M	2.4%	No Change
PRM	None	Perimeter Solutions SA	Materials	$2.8M	2.3%	No Change

Recent Buys (13F)

Ticker	Amount	% Chg	Weight	Status
No recent buys.

Recent Sells (13F)

Ticker	Amount	% Chg	Weight	Status
No recent sells.

13F Sector Breakdown

General43.4%

Financials16.7%

Consumer Discretionary12.8%

Consumer Staples10.4%

Industrials5.8%

Sector	Stocks	Value	Exposure
General	10	$53.7M	43.4%
Financials	7	$20.6M	16.7%
Consumer Discretionary	4	$15.8M	12.8%
Consumer Staples	9	$12.8M	10.4%
Industrials	5	$7.2M	5.8%
Information Technology	7	$4.4M	3.5%
Energy	4	$3.7M	3.0%
Materials	1	$2.8M	2.3%
Health Care	3	$2.2M	1.8%
Communication Services	2	$441K	0.4%