Ted Buchan & CO Portfolio Holdings

Ted Buchan & CO

  • $255 Billion
  • Q3 2025

Ted Buchan & CO has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $255 Billion distributed in 83 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 $21.1B, Ishares Tr Msci Eafe ETF with a value of $14.8B, Ishares Core S&P 500 ETF with a value of $13.7B, Invesco Exchange Traded Fd Tr with a value of $13.6B, and Ishares Tr Tips Bd ETF with a value of $11.9B.

Examining the 13F form we can see an increase of $3.75B in the current position value, from $252B to 255B.

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 $255 Billion
ETFs: $152 Billion
Technology: $33 Billion
Consumer Cyclical: $12.6 Billion
Healthcare: $10.5 Billion
Financial Services: $9.15 Billion
Energy: $7.7 Billion
Consumer Defensive: $6.25 Billion
Communication Services: $5.31 Billion
Other: $3.07 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 83
  • Current Value $255 Billion
  • Prior Value $252 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 6 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 38 stocks
Track This Portfolio

Track Ted Buchan & CO Portfolio

Follow Ted Buchan & CO and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ted Buchan & CO, based on Form 13F filings with the SEC.

News

Stay updated on Ted Buchan & CO with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email