Ted Buchan & Co

CIK

2033413

Location

San Diego, CA

Portfolio Value

Micro $85,167,482

Diversification

Diversified

Filing Date

Global Rank

#5,672 / 8,232 ▲ 219

Top Industry

Semiconductors 20.2%

3Y Alpha vs SPY

-4.5%

Period ended 2 months ago

Filed May 14, 2026 · 30d

14 quarters · since Dec 2022

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+57.6%

SPY

+76.5%

Annualised alpha

-4.5%

Max drawdown

−18.3%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

52 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

9.5%

−0.4 pts

Top 5

30.7%

+0.2 pts

Top 10

49.4%

+0.2 pts

HHI

368

Diversified+6

Portfolio Trend

14 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	36.9%	$31,385,852	12
Healthcare	13.5%	$11,494,042	7
Consumer Cyclical	12.5%	$10,649,442	6
Financial Services	10.6%	$9,046,032	7
Energy	10.2%	$8,651,858	4
Consumer Defensive	8.6%	$7,347,523	5
Industrials	2.9%	$2,507,041	6
Communication Services	2.4%	$2,033,392	2
Unclassified	2.1%	$1,765,408	2
Basic Materials	0.3%	$286,892	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

23 positions

Ticker	Company	Δ Shares	Shares	Value
NVO	Novo Nordisk A S	+32,294	70,833	$2,603,112
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+5,677	12,749	$4,308,524
NFLX	Netflix Inc	+3,549	18,929	$1,820,023
PGR	Progressive Corp/Oh/	+2,546	15,558	$3,084,217
AMZN	Amazon Com Inc	+1,556	22,342	$4,653,168
PFE	Pfizer Inc	+1,097	52,829	$1,483,438
UBER	Uber Technologies, Inc	+1,083	16,812	$1,209,287
HSBC	Hsbc Holdings PLC	+1,057	23,296	$1,921,687
TFC	Truist Financial Corp	+948	32,558	$1,496,691
CVX	Chevron Corp	+740	2,249	$465,318
SBUX	Starbucks Corp	+596	11,135	$997,584
SHOP	Shopify Inc.	+376	14,465	$1,715,838
MO	Altria Group, Inc.	+253	17,708	$1,168,550
INTU	Intuit Inc.	+244	5,984	$2,587,361
MSFT	Microsoft Corp	+242	8,056	$2,982,089
RCL	Royal Caribbean Cruises Ltd	+231	6,065	$1,668,966
AVGO	Broadcom Inc.	+228	12,785	$3,957,085
BMY	Bristol Myers Squibb Co	+221	31,900	$1,934,735
MELI	Mercadolibre Inc	+199	1,382	$2,389,505
PEP	Pepsico Inc	+175	9,101	$1,413,294
AAPL	Apple Inc.	+108	1,661	$421,545
SPY	Spdr S&P 500 ETF Trust	+105	1,528	$993,719
LLY	ELI LILLY & Co	+92	4,044	$3,719,549
No positions match the current search.

Trimmed

Positions the filer reduced

15 positions

Ticker	Company	Δ Shares	Shares	Value
PBR	Petrobras - Petroleo Brasileiro SA	−48,229	143,174	$2,970,860
UNH	Unitedhealth Group Inc	−4,710	4,289	$1,160,560
ENB	Enbridge Inc	−3,604	58,190	$3,150,406
CNQ	Canadian Natural Resources Ltd	−1,432	42,382	$2,065,274
UPS	United Parcel Service Inc	−1,129	9,848	$968,846
PNC	Pnc Financial Services Group, Inc.	−863	7,714	$1,605,206
ASML	Asml Holding NV	−611	3,863	$5,102,366
BTI	British American Tobacco p.l.c.	−447	23,627	$1,381,470
NVDA	Nvidia Corp	−441	46,568	$8,121,459
PH	Parker-Hannifin Corp	−63	622	$556,839
ORCL	Oracle Corp	−50	2,056	$302,458
TSLA	Tesla, Inc.	−30	1,673	$621,937
QQQ	Invesco Qqq Trust, Series 1	−30	1,337	$771,689
TJX	Tjx Companies Inc /De/	−14	1,993	$318,282
COST	Costco Wholesale Corp /New	−3	2,509	$2,500,042
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
ABEV	Ambev S.A.	302,797	$884,167
MU	Micron Technology Inc	1,411	$476,692
MCK	Mckesson Corp	286	$247,492
DE	Deere & Co	424	$238,839
GOOGL	Alphabet Inc.	742	$213,369
No positions match the current search.

Sold Out

Positions the filer fully exited

7 positions

Ticker	Company	Shares	Value
BKNG	Booking Holdings Inc.	297	$1,590,533
CRM	Salesforce, Inc.	5,031	$1,332,762
NOW	ServiceNow, Inc.	6,433	$985,471
ROP	Roper Technologies Inc	577	$256,840
ACN	Accenture plc	920	$246,836
V	Visa Inc.	667	$233,923
JPM	Jpmorgan Chase & Co	628	$202,354
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

52 positions · $85,167,482 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology

Showing 1–50 of 52 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	46,568	-441	$8,121,459	−7.4%	9.54%
ASML	Asml Holding NV Technology	Reduced	3,863	-611	$5,102,366	+6.6%	5.99%
AMZN	Amazon Com Inc Consumer Cyclical	Added	22,342	+1,556	$4,653,168	−3.0%	5.46%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	12,749	+5,677	$4,308,524	+100.5%	5.06%
AVGO	Broadcom Inc. Technology	Added	12,785	+228	$3,957,085	−8.9%	4.65%
LLY	ELI LILLY & Co Healthcare	Added	4,044	+92	$3,719,549	−12.4%	4.37%
ENB	Enbridge Inc Energy	Reduced	58,190	-3,604	$3,150,406	+6.6%	3.70%
PGR	Progressive Corp/Oh/ Financial Services	Added	15,558	+2,546	$3,084,217	+4.1%	3.62%
MSFT	Microsoft Corp Technology	Added	8,056	+242	$2,982,089	−21.1%	3.50%
PBR	Petrobras - Petroleo Brasileiro SA Energy	Reduced	143,174	-48,229	$2,970,860	+31.0%	3.49%
NVO	Novo Nordisk A S Healthcare	Added	70,833	+32,294	$2,603,112	+32.8%	3.06%
INTU	Intuit Inc. Technology	Added	5,984	+244	$2,587,361	−32.0%	3.04%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	2,509	-3	$2,500,042	+15.4%	2.94%
MELI	Mercadolibre Inc Consumer Cyclical	Added	1,382	+199	$2,389,505	+0.3%	2.81%
CNQ	Canadian Natural Resources Ltd Energy	Reduced	42,382	-1,432	$2,065,274	+39.3%	2.42%
BMY	Bristol Myers Squibb Co Healthcare	Added	31,900	+221	$1,934,735	+13.2%	2.27%
HSBC	Hsbc Holdings PLC Financial Services	Added	23,296	+1,057	$1,921,687	+9.8%	2.26%
NFLX	Netflix Inc Communication Services	Added	18,929	+3,549	$1,820,023	+26.2%	2.14%
SHOP	Shopify Inc. Technology	Added	14,465	+376	$1,715,838	−24.3%	2.01%
RCL	Royal Caribbean Cruises Ltd Consumer Cyclical	Added	6,065	+231	$1,668,966	+2.6%	1.96%
PNC	Pnc Financial Services Group, Inc. Financial Services	Reduced	7,714	-863	$1,605,206	−10.3%	1.88%
TFC	Truist Financial Corp Financial Services	Added	32,558	+948	$1,496,691	−3.8%	1.76%
PFE	Pfizer Inc Healthcare	Added	52,829	+1,097	$1,483,438	+15.2%	1.74%
PEP	Pepsico Inc Consumer Defensive	Added	9,101	+175	$1,413,294	+10.3%	1.66%
BTI	British American Tobacco p.l.c. Consumer Defensive	Reduced	23,627	-447	$1,381,470	+1.3%	1.62%
UBER	Uber Technologies, Inc Technology	Added	16,812	+1,083	$1,209,287	−5.9%	1.42%
MO	Altria Group, Inc. Consumer Defensive	Added	17,708	+253	$1,168,550	+16.1%	1.37%
UNH	Unitedhealth Group Inc Healthcare	Reduced	4,289	-4,710	$1,160,560	−60.9%	1.36%
SBUX	Starbucks Corp Consumer Cyclical	Added	11,135	+596	$997,584	+12.4%	1.17%
SPY	Spdr S&P 500 ETF Trust	Added	1,528	+105	$993,719	+2.4%	1.17%
UPS	United Parcel Service Inc Industrials	Reduced	9,848	-1,129	$968,846	−11.0%	1.14%
ABEV	Ambev S.A. Consumer Defensive	NEW	302,797	NEW	$884,167	NEW	1.04%
QQQ	Invesco Qqq Trust, Series 1	Reduced	1,337	-30	$771,689	−8.1%	0.91%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	1,673	-30	$621,937	−18.8%	0.73%
PH	Parker-Hannifin Corp Industrials	Reduced	622	-63	$556,839	−7.5%	0.65%
MU	Micron Technology Inc Technology	NEW	1,411	NEW	$476,692	NEW	0.56%
CVX	Chevron Corp Energy	Added	2,249	+740	$465,318	+102.3%	0.55%
AAPL	Apple Inc. Technology	Added	1,661	+108	$421,545	−0.2%	0.49%
MCO	Moodys Corp /De/ Financial Services	Held	955	0	$416,618	−14.6%	0.49%
ABBV	AbbVie Inc. Healthcare	Held	1,587	0	$345,156	−4.8%	0.41%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	1,993	-14	$318,282	+3.2%	0.37%
ORCL	Oracle Corp Technology	Reduced	2,056	-50	$302,458	−26.3%	0.36%
MA	Mastercard Inc Financial Services	Held	600	0	$299,796	−12.5%	0.35%
SHW	Sherwin Williams Co Basic Materials	Held	895	0	$286,892	−1.1%	0.34%
CARR	CARRIER GLOBAL Corp Industrials	Held	5,070	0	$285,491	+6.6%	0.34%
MCK	Mckesson Corp Healthcare	NEW	286	NEW	$247,492	NEW	0.29%
NSC	Norfolk Southern Corp Industrials	Held	862	0	$247,394	−0.6%	0.29%
DE	Deere & Co Industrials	NEW	424	NEW	$238,839	NEW	0.28%
NDAQ	Nasdaq, Inc. Financial Services	Held	2,613	0	$221,817	−12.6%	0.26%
GOOGL	Alphabet Inc. Communication Services	NEW	742	NEW	$213,369	NEW	0.25%