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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 5 of 5  ·  88 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 NSC NORFOLK SOUTHN CORP Industrials 862.0 $247K 0.09% $287.00 +11.6%
82 DE DEERE & CO Industrials 424.0 $239K 0.09% NEW $563.30 -6.1%
83 NDAQ NASDAQ INC Financial Services 2,613.0 $222K 0.08% $84.89 +7.1%
84 STIP ISHARES TR 2,129.0 $220K 0.08% -3K -60.4% $103.43 -0.0%
85 GOOGL ALPHABET INC Communication Services 742.0 $213K 0.08% NEW $287.56 +35.2%
86 EMR EMERSON ELEC CO Industrials 1,600.0 $210K 0.08% $131.02 +7.6%
87 SCHB SCHWAB STRATEGIC TR 8,127.0 $204K 0.07% NEW $25.10 +15.3%
88 ADP AUTOMATIC DATA PROCESSING IN Industrials 990.0 $201K 0.07% $203.18 +7.5%
Page 5 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%