Teca Partners as of June 30, 2025
Portfolio Holdings for Teca Partners
Teca Partners holds 11 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Guidewire Software (GWRE) | 17.5 | $25M | 106k | 235.45 | |
| Viking Holdings Ord Shs (VIK) | 17.4 | $25M | 468k | 53.29 | |
| Option Care Health Com New (OPCH) | 9.2 | $13M | 408k | 32.48 | |
| Ferguson Enterprises Common Stock New (FERG) | 8.5 | $12M | 56k | 217.75 | |
| Ross Stores (ROST) | 8.1 | $12M | 91k | 127.58 | |
| Fortune Brands (FBIN) | 7.7 | $11M | 215k | 51.48 | |
| Acadia Healthcare (ACHC) | 7.0 | $10M | 445k | 22.69 | |
| Lpl Financial Holdings (LPLA) | 7.0 | $10M | 27k | 374.97 | |
| TJX Companies (TJX) | 6.8 | $9.8M | 79k | 123.49 | |
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 5.3 | $7.7M | 76k | 100.69 | |
| Spdr Series Trust Bloomberg 1-3 Mo (BIL) | 5.3 | $7.6M | 83k | 91.73 |
