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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 EWZ ISHARES INC 171,390.0 $6.6M 2.39% NEW $38.39 -5.4%
2 ABEV AMBEV SA Consumer Defensive 302,797.0 $884K 0.32% NEW $2.92 +12.2%
3 MU MICRON TECHNOLOGY INC Technology 1,411.0 $477K 0.17% NEW $337.84 +167.7%
4 VOO VANGUARD INDEX FDS 540.0 $323K 0.12% NEW $597.55 +15.3%
5 MCK MCKESSON CORP Healthcare 286.0 $247K 0.09% NEW $865.36 -12.6%
6 DE DEERE & CO Industrials 424.0 $239K 0.09% NEW $563.30 -6.2%
7 GOOGL ALPHABET INC Communication Services 742.0 $213K 0.08% NEW $287.56 +34.3%
8 SCHB SCHWAB STRATEGIC TR 8,127.0 $204K 0.07% NEW $25.10 +15.1%

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%