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Portfolio (Quarterly) Guide ↗

Ted Buchan & Co

· CIK 0002033413
13F Portfolio $275M AUM 88 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 8 New 35 Added 31 Reduced 8 Exited
Page 2 of 2  ·  35 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 NFLX NETFLIX INC. Communication Services 18,929.0 $1.8M 0.66% +4K +23.1% $96.15 -8.8%
22 SHOP SHOPIFY INC Technology 14,465.0 $1.7M 0.62% +376.0 +2.7% $118.62 -12.1%
23 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 6,065.0 $1.7M 0.61% +231.0 +4.0% $275.18 -3.2%
24 TFC TRUIST FINL CORP Financial Services 32,558.0 $1.5M 0.54% +948.0 +3.0% $45.97 +5.3%
25 PFE PFIZER INC Healthcare 52,829.0 $1.5M 0.54% +1K +2.1% $28.08 -8.3%
26 PEP PEPSICO INC Consumer Defensive 9,101.0 $1.4M 0.51% +175.0 +2.0% $155.29 -6.0%
27 UBER UBER TECHNOLOGIES INC Technology 16,812.0 $1.2M 0.44% +1K +6.9% $71.93 -2.5%
28 MO ALTRIA GROUP INC Consumer Defensive 17,708.0 $1.2M 0.42% +253.0 +1.4% $65.99 +9.6%
29 SBUX STARBUCKS CORP Consumer Cyclical 11,135.0 $998K 0.36% +596.0 +5.7% $89.59 +12.9%
30 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,528.0 $994K 0.36% +105.0 +7.4% $650.40 +15.2%
31 CVX CHEVRON CORPORATION Energy 2,249.0 $465K 0.17% +740.0 +49.0% $206.95 -10.8%
32 AAPL APPLE INC Technology 1,661.0 $422K 0.15% +108.0 +7.0% $253.80 +21.5%
33 PICK ISHARES INC 6,958.0 $394K 0.14% +278.0 +4.2% $56.59 +16.2%
34 VO VANGUARD INDEX FDS 921.0 $265K 0.10% +15.0 +1.7% $287.34 -72.6%
35 PULS PGIM ETF TR 5,142.0 $255K 0.09% +478.0 +10.2% $49.50 +0.4%
Page 2 of 2  ·  35 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 35.0%
Healthcare 12.9%
Financial Services 12.1%
Consumer Cyclical 11.9%
Energy 9.7%
Consumer Defensive 8.2%
Communication Services 6.8%
Industrials 3.0%
Basic Materials 0.3%