Ted Buchan & Co
CIK: 0002033413SEC EDGAR →
Portfolio Value
$272.0M
Holdings
88
As of
Q4 2025
New Positions
7
Closed Positions
2
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 224,776 | $22.0M | 8.09% |
| 2 | ISHARES TR | 173,417 | $16.0M | 5.88% |
| 3 | INVESCO EXCHANGE TRADED FD T | 325,298 | $15.0M | 5.51% |
| 4 | ISHARES TR | 20,641 | $14.0M | 5.15% |
| 5 | ISHARES TR | 113,197 | $12.0M | 4.41% |
| 6 | ISHARES TR | 147,087 | $12.0M | 4.41% |
| 7 | VANGUARD INDEX FDS | 22,494 | $10.0M | 3.68% |
| 8 | VANGUARD INDEX FDS | 102,132 | $9.0M | 3.31% |
| 9 | ETFIS SER TR I | 126,335 | $9.0M | 3.31% |
| 10 | NVIDIA CORPORATION | 47,009 | $8.0M | 2.94% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 41 | $168.0M | 72.7% |
| Technology | 13 | $28.0M | 12.1% |
| Healthcare | 6 | $9.0M | 3.9% |
| Consumer Cyclical | 6 | $6.0M | 2.6% |
| Communication Services | 2 | $5.0M | 2.2% |
| Unknown | 5 | $5.0M | 2.2% |
| Energy | 4 | $5.0M | 2.2% |
| Consumer Defensive | 3 | $4.0M | 1.7% |
| Industrials | 7 | $1.0M | 0.4% |
| Basic Materials | 1 | $0 | 0.0% |