StockDriftsStockDriftsTop 50 Ted Buchan & Co Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AGG | ISHARES TR | 9% | 278.0K | $27.5M | +2.20%(+5.99K) | $98.54(-1.15%) | 2026-06-30 | |
| EFA | ISHARES TR | 5.94% | 174.9K | $18.2M | +1.18%(+2.05K) | $89.10(+21.95%) | 2026-06-30 | |
| PRF | INVESCO EXCHANGE TRADED FD T | 5.69% | 321.8K | $17.4M | -1.01%(-3.27K) | $31.24(+80.81%) | 2026-06-30 | |
| TIP | ISHARES TR | 5.31% | 148.3K | $16.2M | +0.81%(+1.20K) | $107.91(-0.99%) | 2026-06-30 | |
| IVV | ISHARES TR | 5.04% | 20.6K | $15.4M | +0.43%(+88) | $541.56(+43.83%) | 2026-06-30 | |
| UTES | ETFIS SER TR I | 3.62% | 135.2K | $11.1M | +0.94%(+1.26K) | $79.64(-2.24%) | 2026-06-30 | |
| VNQ | VANGUARD INDEX FDS | 3.38% | 107.1K | $10.3M | +1.52%(+1.60K) | $86.87(+12.58%) | 2026-06-30 | |
| XLE | SELECT SECTOR SPDR TR | 3.26% | 187.5K | $10.0M | +1.92%(+3.52K) | $41.75(+49.93%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.07% | 46.9K | $9.4M | +0.67%(+314) | $27.48(+722.58%) | 2026-06-30 | |
| COWZ | PACER FDS TR | 2.98% | 146.6K | $9.1M | +1.85%(+2.66K) | $48.78(+43.34%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.01% | +36.78% | — | — | +43.35% |
| Top 20 Holdings Unweighted | +14.76% | +51.12% | — | — | +66.60% |
Ted Buchan & Co reports $305.67M in US-listed equity holdings across 95 positions in its most recent 13F filing. Its largest disclosed positions are AGG (9.0%), EFA (5.9%) and PRF (5.7%). The top 20 holdings account for 70.38% of reported assets. Its disclosed equity book has returned +36.78% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Ted Buchan & Co’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2033413). View Ted Buchan & Co’s 13F filings on SEC