Ted Buchan & CO Portfolio Holdings

Ted Buchan & CO

$212 Billion
Q4 2024

Ted Buchan & CO has filed its 13F form on February 12, 2025 for Q4 2024 where it was disclosed a total value porftolio of $212 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 $18.8B, Invesco Exchange Traded Fd Tr with a value of $13.7B, Ishares Barclays 1 3 Year Trea with a value of $11.2B, Ishares Core S&P 500 ETF with a value of $11.1B, and Ishares Tr Tips Bd ETF with a value of $10.3B.

Examining the 13F form we can see an increase of $1.01B in the current position value, from $211B to 212B.

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 $212 Billion

ETFs: $141 Billion

Technology: $24.2 Billion

Consumer Cyclical: $8.42 Billion

Healthcare: $7.28 Billion

Financial Services: $7.03 Billion

Energy: $5.65 Billion

Communication Services: $4.4 Billion

Consumer Defensive: $4.09 Billion

Other: $3.85 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
LNC Lincoln National Corp Financial Services	$6.3B	$1.17 Billion 0.55% of portfolio	36,925	Q4 2024 Reduced 1.42%

Summary

Portfolio
No. of Stocks 83
Current Value $212 Billion
Prior Value $211 Billion
Filing
Period Q4 2024
Filing Date February 12, 2025
Form Type 13F-HR
Activity in Q4 2024
New Purchases 3 stocks
Additional Purchases 38 stocks
Sold out of 0 stocks
Reduced holdings in 22 stocks

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