Ted Buchan & Co
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$275.3M
Q ending 2026-03-31
Prior quarter
$272.4M
Q ending 2025-12-31
Change
+1.1% QoQ · +30.2% YoY
Positions
88
reported holdings
Largest positions
All 88 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Ishares Tr | AGG | Shares | $27.0M | 272K |
| Ishares Tr | EFA | Shares | $16.8M | 173K |
| Ishares Tr | TIP | Shares | $16.2M | 147K |
| Invesco Exchange Traded Fd T | PRF | Shares | $15.4M | 325K |
| Ishares Tr | IVV | Shares | $13.4M | 20K |
| Select Sector Spdr Tr | XLE | Shares | $11.3M | 184K |
| Etfis Ser Tr I | UTES | Shares | $10.7M | 134K |
| Vanguard Index Fds | VNQ | Shares | $9.4M | 105K |
| Pacer Fds Tr | COWZ | Shares | $9.0M | 144K |
| Kraneshares Trust | KMLM | Shares | $8.7M | 307K |
| Proshares Tr | NOBL | Shares | $8.5M | 80K |
| Nvidia Corporation | NVDA | Shares | $8.1M | 47K |
| Vanguard Index Fds | VUG | Shares | $6.8M | 16K |
| Spdr Series Trust | XME | Shares | $6.7M | 62K |
| Ishares Inc | EWZ | Shares | $6.6M | 171K |
| Asml Hldg Nv | Shares | $5.1M | 4K | |
| Strategic Trust | RUNN | Shares | $4.9M | 152K |
| Amazon Com Inc | AMZN | Shares | $4.7M | 22K |
| Taiwan Semiconductor Manufac | TSM | Shares | $4.3M | 13K |
| Alphabet Inc | GOOG | Shares | $4.0M | 14K |
| Broadcom Inc | AVGO | Shares | $4.0M | 13K |
| Eli Lilly & Co | LLY | Shares | $3.7M | 4K |
| Enbridge Inc | ENB | Shares | $3.1M | 58K |
| Progressive Corp | PGR | Shares | $3.1M | 16K |
| Microsoft Corp | MSFT | Shares | $3.0M | 8K |
| Petroleo Brasileiro S A | PBR | Shares | $3.0M | 143K |
| Novo-Nordisk A S | NVO | Shares | $2.6M | 71K |
| Intuit | INTU | Shares | $2.6M | 6K |
| Costco Wholesale Corporation | COST | Shares | $2.5M | 3K |
| Mercadolibre Inc | MELI | Shares | $2.4M | 1K |
| Canadian Nat Res Ltd Med Ter | CNQ | Shares | $2.1M | 42K |
| Ishares Tr | SHY | Shares | $2.1M | 25K |
| Bristol-Myers Squibb Co | BMY | Shares | $1.9M | 32K |
| Hsbc Hldgs Plc | HSBC | Shares | $1.9M | 23K |
| Netflix Inc. | NFLX | Shares | $1.8M | 19K |
| Shopify Inc | SHOP | Shares | $1.7M | 14K |
| Royal Caribbean Group | Shares | $1.7M | 6K | |
| Vanguard Index Fds | VTI | Shares | $1.6M | 5K |
| Pnc Finl Svcs Group Inc | PNC | Shares | $1.6M | 8K |
| Truist Finl Corp | TFC | Shares | $1.5M | 33K |
| Pfizer Inc | PFE | Shares | $1.5M | 53K |
| Pepsico Inc | PEP | Shares | $1.4M | 9K |
| British Amern Tob Plc | BTI | Shares | $1.4M | 24K |
| Vanguard Index Fds | VTV | Shares | $1.4M | 7K |
| Vanguard Index Fds | VV | Shares | $1.3M | 4K |
| Uber Technologies Inc | UBER | Shares | $1.2M | 17K |
| Altria Group Inc | MO | Shares | $1.2M | 18K |
| Unitedhealth Group Inc | UNH | Shares | $1.2M | 4K |
| Vanguard Bd Index Fds | BND | Shares | $1.1M | 16K |
| Wisdomtree Tr | DGRW | Shares | $1.1M | 13K |
| Starbucks Corp | SBUX | Shares | $998K | 11K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $994K | 2K |
| United Parcel Svcs Inc | UPS | Shares | $969K | 10K |
| Invesco Exchange Traded Fd T | RSP | Shares | $934K | 5K |
| Ambev Sa | ABEV | Shares | $884K | 303K |
| T Rowe Price Etf Inc | TCHP | Shares | $870K | 20K |
| Schwab Strategic Tr | SCHD | Shares | $798K | 26K |
| Invesco Qqq Tr | QQQ | Shares | $772K | 1K |
| Tesla Inc | TSLA | Shares | $622K | 2K |
| Parker-Hannifin Corp | PH | Shares | $557K | 622 |
| Vanguard World Fd | VDE | Shares | $502K | 3K |
| Micron Technology Inc | MU | Shares | $477K | 1K |
| Chevron Corporation | CVX | Shares | $465K | 2K |
| Ishares Tr | SHV | Shares | $431K | 4K |
| Apple Inc | AAPL | Shares | $422K | 2K |
| Moodys Corp | MCO | Shares | $417K | 955 |
| Ishares Inc | PICK | Shares | $394K | 7K |
| Abbvie Inc | ABBV | Shares | $345K | 2K |
| Goldman Sachs Etf Tr | GBIL | Shares | $336K | 3K |
| Schwab Strategic Tr | SCHG | Shares | $329K | 11K |
| Vanguard Index Fds | VOO | Shares | $323K | 540 |
| Tjx Cos Inc New | TJX | Shares | $318K | 2K |
| T Rowe Price Etf Inc | TCAF | Shares | $305K | 9K |
| Oracle Corp | ORCL | Shares | $302K | 2K |
| Mastercard Incorporated | MA | Shares | $300K | 600 |
| Sherwin Williams Co | SHW | Shares | $287K | 895 |
| Carrier Global Corporation | CARR | Shares | $285K | 5K |
| Vanguard Index Fds | VO | Shares | $265K | 921 |
| Pgim Etf Tr | PULS | Shares | $255K | 5K |
| Mckesson Corp | MCK | Shares | $247K | 286 |
| Norfolk Southn Corp | NSC | Shares | $247K | 862 |
| Deere & Co | DE | Shares | $239K | 424 |
| Nasdaq Inc | NDAQ | Shares | $222K | 3K |
| Ishares Tr | STIP | Shares | $220K | 2K |
| Alphabet Inc | GOOGL | Shares | $213K | 742 |
| Emerson Elec Co | EMR | Shares | $210K | 2K |
| Schwab Strategic Tr | SCHB | Shares | $204K | 8K |
| Automatic Data Processing In | ADP | Shares | $201K | 990 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.