Ted Buchan & Co - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 11, 2026, for the 2025 Q4 period, Ted Buchan & Co held in its portfolio 88 assets valued at $272,428,377 (i.e. $272.43M).
The most valuable assets in the portfolio included: ISHARES TR ($22.45M), ISHARES TR ($16.65M), and INVESCO EXCHANGE TRADED FD T ($15.26M).
The chart below shows the top 10 valuable assets, and the table below shows the top 88 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Ted Buchan & Co - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 224776 | 22450692 | CORE US AGGBD ET |
| ISHARES TR | 173417 | 16653241 | MSCI EAFE ETF |
| INVESCO EXCHANGE TRADED FD T | 325298 | 15263021 | RAFI US 1000 ETF |
| ISHARES TR | 20641 | 14137860 | CORE S&P500 ETF |
| ISHARES TR | 113197 | 12441507 | TIPS BD ETF |
| ISHARES TR | 147087 | 12181788 | 1 3 YR TREAS BD |
| VANGUARD INDEX FDS | 22494 | 10974302 | GROWTH ETF |
| ETFIS SER TR I | 126335 | 9974163 | VIRTUS REAVES UT |
| VANGUARD INDEX FDS | 102132 | 9037712 | REAL ESTATE ETF |
| NVIDIA CORPORATION | 47009 | 8767364 | COM |
| PACER FDS TR | 144845 | 8715348 | US CASH COWS 100 |
| SELECT SECTOR SPDR TR | 176762 | 7903031 | STATE STREET ENE |
| SPDR SERIES TRUST | 75960 | 7870269 | STATE STREET SPD |
| KRANESHARES TRUST | 278854 | 7236269 | MOUNT LUCAS ETF |
| PROSHARES TR | 67419 | 7016340 | S&P 500 DV ARIST |
| AMAZON COM INC | 20786 | 4797936 | COM |
| ASML HOLDING N V | 4474 | 4787263 | N Y REGISTRY SHS |
| STRATEGIC TRUST | 140148 | 4672534 | RUNNING GWTH ETF |
| BROADCOM INC | 12557 | 4346088 | COM |
| ALPHABET INC | 13794 | 4328656 | CAP STK CL C |
| ELI LILLY & CO | 3952 | 4247135 | COM |
| INTUIT | 5740 | 3802685 | COM |
| MICROSOFT CORP | 7814 | 3779082 | COM |
| UNITEDHEALTH GROUP INC | 8999 | 2970660 | COM |
| PROGRESSIVE CORP | 13012 | 2963093 | COM |
| ENBRIDGE INC | 61794 | 2961199 | COM |
| MERCADOLIBRE INC | 1183 | 2382870 | COM |
| PETROLEO BRASILEIRO SA PETRO | 191403 | 2268134 | SPONSORED ADR |
| SHOPIFY INC | 14089 | 2267906 | CL A SUB VTG SHS |
| COSTCO WHSL CORP NEW | 2512 | 2166380 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 7072 | 2149207 | SPONSORED ADS |
| NOVO-NORDISK A S | 38539 | 1960864 | ADR |
| PNC FINL SVCS GROUP INC | 8577 | 1790277 | COM |
| HSBC HLDGS PLC | 22239 | 1749542 | SPON ADR NEW |
| VANGUARD INDEX FDS | 5116 | 1715241 | TOTAL STK MKT |
| BRISTOL-MYERS SQUIBB CO | 31679 | 1708765 | COM |
| ROYAL CARIBBEAN GROUP | 5834 | 1627219 | COM |
| BOOKING HOLDINGS INC | 297 | 1590533 | COM |
| TRUIST FINL CORP | 31610 | 1555528 | COM |
| CANADIAN NAT RES LTD | 43814 | 1483104 | COM |
| NETFLIX INC | 15380 | 1442029 | COM |
| VANGUARD INDEX FDS | 7330 | 1400081 | VALUE ETF |
| VANGUARD INDEX FDS | 4386 | 1380735 | LARGE CAP ETF |
| BRITISH AMERN TOB PLC | 24074 | 1363070 | SPONSORED ADR |
| SALESFORCE INC | 5031 | 1332762 | COM |
| PFIZER INC | 51732 | 1288127 | COM |
| UBER TECHNOLOGIES INC | 15729 | 1285217 | COM |
| PEPSICO INC | 8926 | 1281060 | COM |
| VANGUARD BD INDEX FDS | 16416 | 1215935 | TOTAL BND MRKT |
| WISDOMTREE TR | 13276 | 1187273 | US QTLY DIV GRT |
| UNITED PARCEL SERVICE INC | 10977 | 1088809 | CL B |
| T ROWE PRICE ETF INC | 21363 | 1065207 | PRICE BLUE CHIP |
| ALTRIA GROUP INC | 17455 | 1006463 | COM |
| SERVICENOW INC | 6433 | 985471 | COM |
| SPDR S&P 500 ETF TR | 1423 | 970973 | TR UNIT |
| INVESCO EXCHANGE TRADED FD T | 4989 | 955693 | S&P500 EQL WGT |
| STARBUCKS CORP | 10539 | 887489 | COM |
| INVESCO QQQ TR | 1367 | 839814 | UNIT SER 1 |
| SCHWAB STRATEGIC TR | 29088 | 797891 | US DIVIDEND EQ |
| TESLA INC | 1703 | 766134 | COM |
| PARKER-HANNIFIN CORP | 685 | 602088 | COM |
| ISHARES TR | 5375 | 550346 | 0-5 YR TIPS ETF |
| MOODYS CORP | 955 | 487862 | COM |
| ISHARES TR | 3899 | 429522 | TRUST ISHARE 0-1 |
| APPLE INC | 1553 | 422235 | COM |
| ORACLE CORP | 2106 | 410480 | COM |
| GOLDMAN SACHS ETF TR | 4000 | 399760 | ACCES TREASURY |
| SCHWAB STRATEGIC TR | 11976 | 390657 | US LCAP GR ETF |
| T ROWE PRICE ETF INC | 9732 | 371957 | CAP APPRECIATION |
| VANGUARD WORLD FD | 2918 | 367441 | ENERGY ETF |
| ABBVIE INC | 1587 | 362614 | COM |
| ISHARES INC | 6680 | 342951 | MSCI GBL ETF NEW |
| MASTERCARD INCORPORATED | 600 | 342528 | CL A |
| TJX COS INC NEW | 2007 | 308423 | COM |
| SHERWIN WILLIAMS CO | 895 | 290007 | COM |
| CARRIER GLOBAL CORPORATION | 5070 | 267899 | COM |
| VANGUARD INDEX FDS | 906 | 263028 | MID CAP ETF |
| ROPER TECHNOLOGIES INC | 577 | 256840 | COM |
| AUTOMATIC DATA PROCESSING IN | 990 | 254658 | COM |
| NASDAQ INC | 2613 | 253801 | COM |
| NORFOLK SOUTHN CORP | 862 | 248877 | COM |
| ACCENTURE PLC IRELAND | 920 | 246836 | SHS CLASS A |
| VISA INC | 667 | 233924 | COM CL A |
| PGIM ETF TR | 4664 | 231305 | PGIM ULTRA SH BD |
| CHEVRON CORP NEW | 1509 | 230019 | COM |
| ISHARES TR | 449 | 212512 | RUS 1000 GRW ETF |
| EMERSON ELEC CO | 1600 | 212352 | COM |
| JPMORGAN CHASE & CO. | 628 | 202414 | COM |
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