Ted Buchan & Co

Est. AUM

$275.3M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE US AGGBD ET	$27.0M	271991	9.81%	SOLE
2	ISHARES TR	MSCI EAFE ETF	$16.8M	172884	6.10%	SOLE
3	ISHARES TR	TIPS BD ETF	$16.2M	147132	5.90%	SOLE
4	INVESCO EXCHANGE TRADED FD T	RAFI US 1000 ETF	$15.4M	325039	5.61%	SOLE
5	ISHARES TR	CORE S&P500 ETF	$13.4M	20469	4.86%	SOLE
6	SELECT SECTOR SPDR TR	STATE STREET ENE	$11.3M	183958	4.09%	SOLE
7	ETFIS SER TR I	VIRTUS REAVES UT	$10.7M	133955	3.89%	SOLE
8	VANGUARD INDEX FDS	REAL ESTATE ETF	$9.4M	105489	3.40%	SOLE
9	PACER FDS TR	US CASH COWS 100	$9.0M	143904	3.27%	SOLE
10	KRANESHARES TRUST	MOUNT LUCAS ETF	$8.7M	307401	3.15%	SOLE
11	PROSHARES TR	S&P 500 DV ARIST	$8.5M	80325	3.09%	SOLE
12	NVIDIA CORPORATION	COM	$8.1M	46568	2.95%	SOLE
13	VANGUARD INDEX FDS	GROWTH ETF	$6.8M	15642	2.48%	SOLE
14	SPDR SERIES TRUST	STATE STREET SPD	$6.7M	62246	2.44%	SOLE
15	ISHARES INC	MSCI BRAZIL ETF	$6.6M	171390	2.39%	SOLE
16	ASML HLDG NV	N Y REGISTRY SHS	$5.1M	3863	1.85%	SOLE
17	STRATEGIC TRUST	RUNNING GWTH ETF	$4.9M	151547	1.77%	SOLE
18	AMAZON COM INC	COM	$4.7M	22342	1.69%	SOLE
19	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$4.3M	12749	1.57%	SOLE
20	ALPHABET INC	CAP STK CL C	$4.0M	13894	1.45%	SOLE
21	BROADCOM INC	COM	$4.0M	12785	1.44%	SOLE
22	ELI LILLY & CO	COM	$3.7M	4044	1.35%	SOLE
23	ENBRIDGE INC	COM	$3.1M	58190	1.14%	SOLE
24	PROGRESSIVE CORP	COM	$3.1M	15558	1.12%	SOLE
25	MICROSOFT CORP	COM	$3.0M	8056	1.08%	SOLE
26	PETROLEO BRASILEIRO S A	SPONSORED ADR	$3.0M	143174	1.08%	SOLE
27	NOVO-NORDISK A S	ADR	$2.6M	70833	0.95%	SOLE
28	INTUIT	COM	$2.6M	5984	0.94%	SOLE
29	COSTCO WHOLESALE CORPORATION	COM	$2.5M	2509	0.91%	SOLE
30	MERCADOLIBRE INC	COM	$2.4M	1382	0.87%	SOLE
31	CANADIAN NAT RES LTD MED TER	COM	$2.1M	42382	0.75%	SOLE
32	ISHARES TR	1 3 YR TREAS BD	$2.0M	24829	0.74%	SOLE
33	BRISTOL-MYERS SQUIBB CO	COM	$1.9M	31900	0.70%	SOLE
34	HSBC HLDGS PLC	SPON ADR NEW	$1.9M	23296	0.70%	SOLE
35	NETFLIX INC.	COM	$1.8M	18929	0.66%	SOLE
36	SHOPIFY INC	CL A SUB VTG SHS	$1.7M	14465	0.62%	SOLE
37	ROYAL CARIBBEAN GROUP	COM	$1.7M	6065	0.61%	SOLE
38	VANGUARD INDEX FDS	TOTAL STK MKT	$1.6M	5116	0.60%	SOLE
39	PNC FINL SVCS GROUP INC	COM	$1.6M	7714	0.58%	SOLE
40	TRUIST FINL CORP	COM	$1.5M	32558	0.54%	SOLE
41	PFIZER INC	COM	$1.5M	52829	0.54%	SOLE
42	PEPSICO INC	COM	$1.4M	9101	0.51%	SOLE
43	BRITISH AMERN TOB PLC	SPONSORED ADR	$1.4M	23627	0.50%	SOLE
44	VANGUARD INDEX FDS	VALUE ETF	$1.4M	7016	0.50%	SOLE
45	VANGUARD INDEX FDS	LARGE CAP ETF	$1.3M	4362	0.47%	SOLE
46	UBER TECHNOLOGIES INC	COM	$1.2M	16812	0.44%	SOLE
47	ALTRIA GROUP INC	COM	$1.2M	17708	0.42%	SOLE
48	UNITEDHEALTH GROUP INC	COM	$1.2M	4289	0.42%	SOLE
49	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$1.1M	15514	0.42%	SOLE
50	WISDOMTREE TR	US QTLY DIV GRT	$1.1M	12579	0.40%	SOLE

1–50 of 88

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.