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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$456B
$7.62 Billion 3.03% of portfolio
48,258
Q2 2025 Added 8.71%
$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%
$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%
$77.3B
$1.57 Billion 0.62% of portfolio
8,424
Q2 2025 Added 12.76%
$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%
$34.5B
$1.29 Billion 0.51% of portfolio
41,006
Q2 2025 Added 24.68%
$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%
$138B
$1.14 Billion 0.45% of portfolio
47,205
Q2 2025 Added 43.18%
$118B
$977 Million 0.39% of portfolio
16,670
Q2 2025 Added 15.5%
$202B
$987 Million 0.39% of portfolio
7,477
Q2 2025 Added 262.96%
$108B
$950 Million 0.38% of portfolio
10,371
Q2 2025 Added 28.58%
$172B
$820 Million 0.33% of portfolio
798
Q2 2025 New
$3.69T
$723 Million 0.29% of portfolio
3,523
Q2 2025 Reduced 10.45%
$157B
$702 Million 0.28% of portfolio
1,815
Q2 2025 Added 32.68%
$684B
$598 Million 0.24% of portfolio
2,735
Q2 2024 New
$1.08T
$562 Million 0.22% of portfolio
1,769
Q2 2025 Added 2.91%
$96.6B
$478 Million 0.19% of portfolio
685
Q1 2025 Reduced 8.79%
$94.5B
$479 Million 0.19% of portfolio
955
Q1 2025 New
$55B
$371 Million 0.15% of portfolio
5,070
Q2 2023 Added 8.8%
$548B
$370 Million 0.15% of portfolio
658
Q4 2024 Reduced 0.6%
$150B
$320 Million 0.13% of portfolio
1,070
Q4 2023 Added 30.49%
$55.1B
$327 Million 0.13% of portfolio
577
Q4 2023 Added 27.65%
$621B
$322 Million 0.13% of portfolio
663
Q2 2025 New
$124B
$305 Million 0.12% of portfolio
990
Q1 2023 Added 10.0%
$92.8B
$307 Million 0.12% of portfolio
895
Q2 2024 New
$351B
$295 Million 0.12% of portfolio
1,587
Q4 2023 Reduced 2.76%
$551B
$278 Million 0.11% of portfolio
783
Q2 2025 New

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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