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Ted Buchan & Co

Portfolio Manager
Ted Buchan & Co
Performance
+0.87% (2025 Q4)
AUM (13F)
$275.32M
# of Holdings
88
Performance Rank
Allocation (Top 20)
71.76%

Ted Buchan & Co Holdings Map

Top 50 Ted Buchan & Co Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AGG
ISHARES TR
9.81%272.0K$27.0M
+21.01%(+47.22K)
2025-Q1: 192.8K shares2025-Q2: 200.7K shares2025-Q3: 210.8K shares2025-Q4: 224.8K shares2026-Q1: 272.0K shares
$98.53(+0.12%)
2026-03-31
EFA
ISHARES TR
6.1%172.9K$16.8M
-0.31%(-533)
2025-Q1: 0 shares2025-Q2: 59.8K shares2025-Q3: 158.3K shares2025-Q4: 173.4K shares2026-Q1: 172.9K shares
$88.98(+16.27%)
2026-03-31
TIP
ISHARES TR
5.9%147.1K$16.2M
+29.98%(+33.94K)
2025-Q1: 98.6K shares2025-Q2: 105.5K shares2025-Q3: 107.2K shares2025-Q4: 113.2K shares2026-Q1: 147.1K shares
$107.89(+2.89%)
2026-03-31
PRF
INVESCO EXCHANGE TRADED FD T
5.61%325.0K$15.4M
-0.08%(-259)
2025-Q1: 325.6K shares2025-Q2: 334.7K shares2025-Q3: 301.1K shares2025-Q4: 325.3K shares2026-Q1: 325.0K shares
$31.24(+68.93%)
2026-03-31
IVV
ISHARES TR
4.86%20.5K$13.4M
-0.83%(-172)
2025-Q1: 20.0K shares2025-Q2: 20.4K shares2025-Q3: 20.4K shares2025-Q4: 20.6K shares2026-Q1: 20.5K shares
$540.92(+38.94%)
2026-03-31
XLE
SELECT SECTOR SPDR TR
4.09%184.0K$11.3M
+4.07%(+7.20K)
2025-Q1: 80.0K shares2025-Q2: 85.0K shares2025-Q3: 82.0K shares2025-Q4: 176.8K shares2026-Q1: 184.0K shares
$41.04(+41.51%)
2026-03-31
UTES
ETFIS SER TR I
3.89%134.0K$10.7M
+6.03%(+7.62K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 117.1K shares2025-Q4: 126.3K shares2026-Q1: 134.0K shares
$79.63(-0.16%)
2026-03-31
VNQ
VANGUARD INDEX FDS
3.4%105.5K$9.4M
+3.29%(+3.36K)
2025-Q1: 91.7K shares2025-Q2: 100.7K shares2025-Q3: 96.2K shares2025-Q4: 102.1K shares2026-Q1: 105.5K shares
$86.80(+9.82%)
2026-03-31
COWZ
PACER FDS TR
3.27%143.9K$9.0M
-0.65%(-941)
2025-Q1: 171.5K shares2025-Q2: 175.2K shares2025-Q3: 138.8K shares2025-Q4: 144.8K shares2026-Q1: 143.9K shares
$48.53(+29.89%)
2026-03-31
KMLM
KRANESHARES TRUST
3.15%307.4K$8.7M
+10.24%(+28.55K)
2025-Q1: 253.4K shares2025-Q2: 265.4K shares2025-Q3: 258.6K shares2025-Q4: 278.9K shares2026-Q1: 307.4K shares
$28.72(+3.16%)
2026-03-31

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