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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 4 of 5  ·  88 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VDE VANGUARD WORLD FD 2,901.0 $502K 0.18% -17.0 -0.6% $173.04 -5.4%
62 MU MICRON TECHNOLOGY INC Technology 1,411.0 $477K 0.17% NEW $337.84 +165.2%
63 CVX CHEVRON CORPORATION Energy 2,249.0 $465K 0.17% +740.0 +49.0% $206.95 -10.8%
64 SHV ISHARES TR 3,900.0 $431K 0.16% $110.40 -0.1%
65 AAPL APPLE INC Technology 1,661.0 $422K 0.15% +108.0 +7.0% $253.80 +21.5%
66 MCO MOODYS CORP Financial Services 955.0 $417K 0.15% $436.25 +3.4%
67 PICK ISHARES INC 6,958.0 $394K 0.14% +278.0 +4.2% $56.59 +16.4%
68 ABBV ABBVIE INC Healthcare 1,587.0 $345K 0.12% $217.49 -2.0%
69 GBIL GOLDMAN SACHS ETF TR 3,350.0 $336K 0.12% -650.0 -16.2% $100.19 -0.1%
70 SCHG SCHWAB STRATEGIC TR 11,284.0 $329K 0.12% -692.0 -5.8% $29.13 +18.7%
71 VOO VANGUARD INDEX FDS 540.0 $323K 0.12% NEW $597.55 +15.5%
72 TJX TJX COS INC NEW Consumer Cyclical 1,993.0 $318K 0.12% -14.0 -0.7% $159.73 -0.5%
73 TCAF T ROWE PRICE ETF INC 8,582.0 $305K 0.11% -1K -11.8% $35.59 +14.2%
74 ORCL ORACLE CORP Technology 2,056.0 $302K 0.11% -50.0 -2.4% $147.11 +31.1%
75 MA MASTERCARD INCORPORATED Financial Services 600.0 $300K 0.11% $499.66 -1.3%
76 SHW SHERWIN WILLIAMS CO Basic Materials 895.0 $287K 0.10% $320.55 -2.9%
77 CARR CARRIER GLOBAL CORPORATION Industrials 5,070.0 $285K 0.10% $56.31 +15.2%
78 VO VANGUARD INDEX FDS 921.0 $265K 0.10% +15.0 +1.7% $287.34 -72.7%
79 PULS PGIM ETF TR 5,142.0 $255K 0.09% +478.0 +10.2% $49.50 +0.4%
80 MCK MCKESSON CORP Healthcare 286.0 $247K 0.09% NEW $865.36 -12.7%
Page 4 of 5  ·  88 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%