Ted Buchan & CO Portfolio Holdings

Ted Buchan & CO

$211 Billion
Q3 2024

Ted Buchan & CO has filed its 13F form on November 01, 2024 for Q3 2024 where it was disclosed a total value porftolio of $211 Billion distributed in 85 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core U.S. Aggregate Bo with a value of $19.1B, Invesco Exchange Traded Fd Tr with a value of $14.1B, Ishares Barclays 1 3 Year Trea with a value of $11.9B, Ishares Core S&P 500 ETF with a value of $10.8B, and Ishares Tr Tips Bd ETF with a value of $10.6B.

Examining the 13F form we can see an increase of $24.4B in the current position value, from $186B to 211B.

Ted Buchan & CO is based out at San Diego, CA

Below you can find more details about Ted Buchan & CO portfolio as well as his latest detailed transactions.

Portfolio value $211 Billion

ETFs: $147 Billion

Technology: $21.3 Billion

Consumer Cyclical: $7.46 Billion

Financial Services: $6.52 Billion

Healthcare: $6.1 Billion

Energy: $4.6 Billion

Consumer Defensive: $3.85 Billion

Communication Services: $3.72 Billion

Other: $4.3 Billion

Stock Holdings Table Companies Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
NSC Norfolk Southern Corp Industrials	$56.1B	$214 Million 0.1% of portfolio	862	Q3 2024 New

Summary

Portfolio
No. of Stocks 85
Current Value $211 Billion
Prior Value $186 Billion
Filing
Period Q3 2024
Filing Date November 01, 2024
Form Type 13F-HR
Activity in Q3 2024
New Purchases 5 stocks
Additional Purchases 38 stocks
Sold out of 0 stocks
Reduced holdings in 27 stocks

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