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 ETFs Only

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

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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