A Look at Timber Creek Capital Management's Q4 2022 vs. Q1 2023 13F Holdings

Timber Creek Capital Management LLC recently released its 13F report, detailing the changes in its holdings from Q4 2022 to Q1 2023. The report shows that the firm made several changes to its portfolio, including adding new positions in some companies and reducing its stake in others.

One of the notable changes in the firm's portfolio was its decision to increase its position in Alphabet Inc. Class C stock (GOOG). The firm increased its holding in the company from 151,058 shares in Q4 2022 to 152,941 shares in Q1 2023, a 1.2% increase. The value of the holding also increased from $13,403,000 to $15,905,000, representing an 18.7% growth.

Another company that received increased attention from Timber Creek Capital Management LLC was Microsoft Corporation (MSFT). The firm held 48,178 shares of the company in Q4 2022, which decreased slightly to 48,091 shares in Q1 2023. However, the value of the holding increased from $11,554,000 to $13,864,000, reflecting a 20% growth.

In contrast, the firm reduced its stake in Berkshire Hathaway Inc. Class B stock (BRK-B) from 44,713 shares in Q4 2022 to 41,874 shares in Q1 2023, representing a 6.4% decrease. The value of the holding also decreased from $13,812,000 to $12,929,000.

The report also shows that Timber Creek Capital Management LLC increased its position in iShares Gold Trust (IAU) from 346,330 shares in Q4 2022 to 343,431 shares in Q1 2023. The value of the holding increased from $11,979,000 to $12,834,000, reflecting a 7.1% growth.

Similarly, the firm also increased its holdings in SPDR Gold MiniShares Trust (GLDM) from 279,452 shares in Q4 2022 to 275,848 shares in Q1 2023. The value of the holding increased from $10,113,000 to $10,788,000, representing a 6.7% growth.

In addition to these changes, Timber Creek Capital Management LLC made several other adjustments to its portfolio in Q1 2023. The firm added new positions in companies such as Willis Towers Watson PLC Limited (WTW) and CarMax Inc. (KMX), while reducing its stake in Bank of America Corporation (BAC) and Pfizer Inc. (PFE).

Overall, the 13F report released by Timber Creek Capital Management LLC provides useful insights into the changes made by the firm to its portfolio in Q1 2023. Investors can use this information to assess the investment strategy of the firm and make informed decisions about their own investment portfolios.