Ted Buchan & CO Portfolio Holdings

Ted Buchan & CO

  • $252 Billion
  • Q2 2025

Ted Buchan & CO has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $252 Billion distributed in 92 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 $19.9B, Invesco Exchange Traded Fd Tr with a value of $14.1B, Ishares Core S&P 500 ETF with a value of $12.7B, Ishares Tr Tips Bd ETF with a value of $11.6B, and Ishares Barclays 1 3 Year Trea with a value of $11.3B.

Examining the 13F form we can see an increase of $40.1B in the current position value, from $211B to 252B.

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 $252 Billion
ETFs: $160 Billion
Technology: $31.5 Billion
Consumer Cyclical: $12.1 Billion
Financial Services: $10.3 Billion
Healthcare: $7.9 Billion
Energy: $7.18 Billion
Consumer Defensive: $5.89 Billion
Communication Services: $5.24 Billion
Other: $4.96 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$19.9 Billion 7.92% of portfolio
200,738
Q2 2025 Added 4.13%
$0
$14.1 Billion 5.62% of portfolio
334,657
Q2 2025 Added 2.77%
$0
$12.7 Billion 5.03% of portfolio
20,380
Q2 2025 Added 2.03%
$0
$11.6 Billion 4.61% of portfolio
105,471
Q2 2025 Added 7.02%
$0
$11.3 Billion 4.51% of portfolio
136,865
Q2 2025 Reduced 0.51%
$0
$10.4 Billion 4.14% of portfolio
23,777
Q2 2025 Added 79.14%
$0
$9.65 Billion 3.84% of portfolio
175,162
Q2 2025 Added 2.11%
$0
$8.97 Billion 3.57% of portfolio
100,746
Q2 2025 Added 9.85%
$0
$7.84 Billion 3.12% of portfolio
295,937
Q2 2025 Reduced 2.04%
$0
$7.69 Billion 3.06% of portfolio
92,754
Q2 2025 Added 8.46%
$456B
$7.62 Billion 3.03% of portfolio
48,258
Q2 2025 Added 8.71%
$0
$7.46 Billion 2.96% of portfolio
74,037
Q2 2025 Added 3.12%
$0
$7.21 Billion 2.87% of portfolio
84,975
Q2 2025 Added 6.2%
$0
$7 Billion 2.78% of portfolio
265,428
Q2 2025 Added 4.75%
$0
$6.08 Billion 2.42% of portfolio
90,516
Q2 2025 Added 6.0%
$0
$5.34 Billion 2.12% of portfolio
59,757
Q2 2025 New
$2.26T
$4.4 Billion 1.75% of portfolio
20,073
Q2 2025 Added 10.55%
$295B
$4.06 Billion 1.62% of portfolio
5,070
Q2 2025 Added 12.57%
$3.95T
$3.83 Billion 1.52% of portfolio
7,700
Q2 2025 Added 13.72%
$127B
$3.69 Billion 1.47% of portfolio
13,380
Q2 2025 Added 6.01%
$201B
$3.37 Billion 1.34% of portfolio
4,282
Q2 2025 Reduced 3.9%
$142B
$3.27 Billion 1.3% of portfolio
12,242
Q2 2025 Added 11.51%
$79.8B
$3.06 Billion 1.22% of portfolio
244,299
Q2 2025 Added 10.08%
$1.24T
$2.99 Billion 1.19% of portfolio
16,879
Q2 2025 Added 7.67%
$608B
$2.91 Billion 1.16% of portfolio
3,727
Q2 2025 Added 49.08%
$95.8B
$2.83 Billion 1.13% of portfolio
62,609
Q2 2025 Added 19.49%
$439B
$2.75 Billion 1.09% of portfolio
2,776
Q2 2025 Added 1.61%
$118B
$2.51 Billion 1.0% of portfolio
960
Q2 2025 Added 60.8%
$245B
$2.29 Billion 0.91% of portfolio
7,354
Q2 2025 Added 24.64%
$545B
$2.25 Billion 0.89% of portfolio
1,678
Q2 2025 Added 10.98%
$79.9B
$1.75 Billion 0.7% of portfolio
5,583
Q2 2025 Added 47.78%
$217B
$1.68 Billion 0.67% of portfolio
290
Q2 2025 Added 15.08%
$1.27T
$1.65 Billion 0.66% of portfolio
7,294
Q2 2025 Added 20.86%
$178B
$1.61 Billion 0.64% of portfolio
13,946
Q2 2025 Added 16.25%
$0
$1.62 Billion 0.64% of portfolio
9,170
Q2 2025 Added 6.47%
$77.3B
$1.57 Billion 0.62% of portfolio
8,424
Q2 2025 Added 12.76%
$0
$1.38 Billion 0.55% of portfolio
30,439
Q2 2025 Reduced 2.94%
$259B
$1.3 Billion 0.52% of portfolio
21,314
Q2 2025 New
$63.8B
$1.3 Billion 0.52% of portfolio
12,880
Q2 2025 Added 56.01%
$232B
$1.32 Billion 0.52% of portfolio
4,826
Q2 2025 Added 20.68%
$0
$1.28 Billion 0.51% of portfolio
4,486
Q2 2025 Added 0.29%
$34.5B
$1.29 Billion 0.51% of portfolio
41,006
Q2 2025 Added 24.68%
$0
$1.28 Billion 0.51% of portfolio
17,408
Q2 2025 Reduced 23.86%
$99B
$1.26 Billion 0.5% of portfolio
27,225
Q2 2025 Added 16.66%
$6.76B
$1.25 Billion 0.5% of portfolio
36,180
Q2 2025 Reduced 0.67%
$58.4B
$1.2 Billion 0.48% of portfolio
27,866
Q2 2025 Added 7.92%
$218B
$1.22 Billion 0.48% of portfolio
3,139
Q2 2025 Added 18.86%
$182B
$1.2 Billion 0.48% of portfolio
12,811
Q2 2025 Added 34.65%
$130B
$1.17 Billion 0.47% of portfolio
24,790
Q2 2025 Added 17.97%

Summary

  • Portfolio
  • No. of Stocks 92
  • Current Value $252 Billion
  • Prior Value $211 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 11 stocks
  • Additional Purchases 53 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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