Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Ted Buchan & Co (CIK 2033413) reported $275.3M across 88 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AGG ($27.0M, 9.81%), EFA ($16.8M, 6.10%), TIP ($16.2M, 5.90%), PRF ($15.4M, 5.61%), IVV ($13.4M, 4.86%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AGG | ISHARES TR | $27.0M | 9.81% | 271,991 | Added |
| 2 | EFA | ISHARES TR | $16.8M | 6.10% | 172,884 | Trimmed |
| 3 | TIP | ISHARES TR | $16.2M | 5.90% | 147,132 | Added |
| 4 | PRF | INVESCO EXCHANGE TRADED FD T | $15.4M | 5.61% | 325,039 | Trimmed |
| 5 | IVV | ISHARES TR | $13.4M | 4.86% | 20,469 | Trimmed |
| 6 | XLE | SELECT SECTOR SPDR TR | $11.3M | 4.09% | 183,958 | Added |
| 7 | UTES | ETFIS SER TR I | $10.7M | 3.89% | 133,955 | Added |
| 8 | VNQ | VANGUARD INDEX FDS | $9.4M | 3.40% | 105,489 | Added |
| 9 | COWZ | PACER FDS TR | $9.0M | 3.27% | 143,904 | Trimmed |
| 10 | KMLM | KRANESHARES TRUST | $8.7M | 3.15% | 307,401 | Added |
| 11 | NOBL | PROSHARES TR | $8.5M | 3.09% | 80,325 | Added |
| 12 | NVDA | NVIDIA CORPORATION | $8.1M | 2.95% | 46,568 | Trimmed |
| 13 | VUG | VANGUARD INDEX FDS | $6.8M | 2.48% | 15,642 | Trimmed |
| 14 | XME | SPDR SERIES TRUST | $6.7M | 2.44% | 62,246 | Trimmed |
| 15 | EWZ | ISHARES INC | $6.6M | 2.39% | 171,390 | New |
| 16 | ASML | ASML HLDG NV | $5.1M | 1.85% | 3,863 | Trimmed |
| 17 | RUNN | STRATEGIC TRUST | $4.9M | 1.77% | 151,547 | Added |
| 18 | AMZN | AMAZON COM INC | $4.7M | 1.69% | 22,342 | Added |
| 19 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $4.3M | 1.57% | 12,749 | Added |
| 20 | GOOG | ALPHABET INC | $4.0M | 1.45% | 13,894 | Added |
| 21 | AVGO | BROADCOM INC | $4.0M | 1.44% | 12,785 | Added |
| 22 | LLY | ELI LILLY & CO | $3.7M | 1.35% | 4,044 | Added |
| 23 | ENB | ENBRIDGE INC | $3.1M | 1.14% | 58,190 | Trimmed |
| 24 | PGR | PROGRESSIVE CORP | $3.1M | 1.12% | 15,558 | Added |
| 25 | MSFT | MICROSOFT CORP | $3.0M | 1.08% | 8,056 | Added |
Source: SEC Form 13F filings · as of 2026-03-31