Ted Buchan & CO Portfolio Holdings

Ted Buchan & CO

  • $211 Billion
  • Q1 2025

Ted Buchan & CO has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $211 Billion distributed in 86 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 $19.1B, Invesco Exchange Traded Fd Tr with a value of $13.2B, Ishares Barclays 1 3 Year Trea with a value of $11.4B, Ishares Core S&P 500 ETF with a value of $11.2B, and Ishares Tr Tips Bd ETF with a value of $10.9B.

Examining the 13F form we can see an decrease of $354M in the current position value, from $212B to 211B.

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 $211 Billion
ETFs: $141 Billion
Technology: $21.5 Billion
Consumer Cyclical: $8.31 Billion
Healthcare: $7.95 Billion
Financial Services: $7.6 Billion
Energy: $6.51 Billion
Consumer Defensive: $4.71 Billion
Communication Services: $3.86 Billion
Other: $3.68 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

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

Summary

  • Portfolio
  • No. of Stocks 86
  • Current Value $211 Billion
  • Prior Value $212 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 13, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 5 stocks
  • Additional Purchases 35 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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