Ted Buchan & Co Top Holdings and 13F Report (2026) About Ted Buchan & CoInvestment ActivityTed Buchan & Co has $275.32 million in total holdings as of March 31, 2026.Ted Buchan & Co owns shares of 88 different stocks, but just 28 companies or ETFs make up 80% of its holdings.Approximately 9.89% of the portfolio was purchased this quarter.About 8.92% of the portfolio was sold this quarter.This quarter, Ted Buchan & Co has purchased 88 new stocks and bought additional shares in 36 stocks.Ted Buchan & Co sold shares of 34 stocks and completely divested from 8 stocks this quarter.Largest Holdings iShares Core U.S. Aggregate Bond ETF $27,000,569iShares MSCI EAFE ETF $16,792,230iShares TIPS Bond ETF $16,237,512Invesco RAFI US 1000 ETF $15,449,117iShares Core S&P 500 ETF $13,370,825 Largest New Holdings this Quarter 464286400 - iShares MSCI Brazil ETF $6,579,662 Holding02319V103 - Ambev $884,167 Holding595112103 - Micron Technology $476,692 Holding922908363 - Vanguard S&P 500 ETF $322,677 Holding58155Q103 - McKesson $247,493 Holding Largest Purchases this Quarter iShares MSCI Brazil ETF 171,390 shares (about $6.58M)iShares Core U.S. Aggregate Bond ETF 47,215 shares (about $4.69M)iShares TIPS Bond ETF 33,935 shares (about $3.75M)Taiwan Semiconductor Manufacturing 5,677 shares (about $1.92M)ProShares S&P 500 Aristocrats ETF 12,906 shares (about $1.37M) Largest Sales this Quarter iShares 1-3 Year Treasury Bond ETF 122,258 shares (about $10.10M)Vanguard Growth ETF 6,852 shares (about $2.99M)SPDR S&P Metals & Mining ETF 13,714 shares (about $1.48M)UnitedHealth Group 4,710 shares (about $1.27M)Petroleo Brasileiro S.A.- Petrobras 48,229 shares (about $1.00M) Sector Allocation Over TimeMap of 500 Largest Holdings ofTed Buchan & Co Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAGGiShares Core U.S. Aggregate Bond ETF$27,000,569$4,687,037 â–²21.0%271,9919.8%FinanceEFAiShares MSCI EAFE ETF$16,792,230$51,770 â–¼-0.3%172,8846.1%FinanceTIPiShares TIPS Bond ETF$16,237,512$3,745,072 â–²30.0%147,1325.9%ETFPRFInvesco RAFI US 1000 ETF$15,449,117$12,310 â–¼-0.1%325,0395.6%ETFIVViShares Core S&P 500 ETF$13,370,825$112,354 â–¼-0.8%20,4694.9%ETFXLEEnergy Select Sector SPDR Fund$11,269,284$440,828 â–²4.1%183,9584.1%ETFUTESVirtus Reaves Utilities ETF$10,703,028$608,839 â–²6.0%133,9553.9%ETFVNQVanguard Real Estate ETF$9,356,944$297,768 â–²3.3%105,4893.4%ETFCOWZPacer US Cash Cows 100 ETF$9,002,659$58,869 â–¼-0.6%143,9043.3%ETFKMLMKraneShares Mount Lucas Managed Futures Index Strategy ETF$8,668,716$805,026 â–²10.2%307,4013.1%ETFNOBLProShares S&P 500 Aristocrats ETF$8,515,325$1,368,177 â–²19.1%80,3253.1%ETFNVDANVIDIA$8,121,495$76,911 â–¼-0.9%46,5682.9%Computer and TechnologyVUGVanguard Growth ETF$6,832,329$2,992,911 â–¼-30.5%15,6422.5%ETFXMESPDR S&P Metals & Mining ETF$6,723,271$1,481,267 â–¼-18.1%62,2462.4%ETFEWZiShares MSCI Brazil ETF$6,579,662$6,579,662 â–²New Holding171,3902.4%ETFASMLASML$5,103,293$807,174 â–¼-13.7%3,8631.9%Computer and TechnologyRUNNRunning Oak Efficient Growth ETF$4,881,329$367,162 â–²8.1%151,5471.8%ETFAMZNAmazon.com$4,653,269$324,075 â–²7.5%22,3421.7%Retail/WholesaleTSMTaiwan Semiconductor Manufacturing$4,308,702$1,918,621 â–²80.3%12,7491.6%Computer and TechnologyGOOGAlphabet$3,985,769$28,687 â–²0.7%13,8941.4%Computer and TechnologyAVGOBroadcom$3,957,221$70,571 â–²1.8%12,7851.4%Computer and TechnologyLLYEli Lilly and Company$3,719,550$84,619 â–²2.3%4,0441.4%MedicalENBEnbridge$3,144,692$194,767 â–¼-5.8%58,1901.1%EnergyPGRProgressive$3,084,218$504,719 â–²19.6%15,5581.1%FinanceMSFTMicrosoft$2,982,098$89,581 â–²3.1%8,0561.1%Computer and TechnologyPBRPetroleo Brasileiro S.A.- Petrobras$2,970,875$1,000,757 â–¼-25.2%143,1741.1%EnergyNVONovo Nordisk A/S$2,603,113$1,186,805 â–²83.8%70,8330.9%MedicalINTUIntuit$2,587,770$105,517 â–²4.3%5,9840.9%Computer and TechnologyCOSTCostco Wholesale$2,500,275$2,990 â–¼-0.1%2,5090.9%Retail/WholesaleMELIMercadoLibre$2,389,506$344,075 â–²16.8%1,3820.9%Retail/WholesaleCNQCanadian Natural Resources$2,065,275$69,781 â–¼-3.3%42,3820.8%EnergySHYiShares 1-3 Year Treasury Bond ETF$2,050,197$10,095,170 â–¼-83.1%24,8290.7%ManufacturingBMYBristol Myers Squibb$1,934,735$13,404 â–²0.7%31,9000.7%MedicalHSBCHSBC$1,921,687$87,192 â–²4.8%23,2960.7%FinanceNFLXNetflix$1,820,023$341,236 â–²23.1%18,9290.7%Consumer DiscretionarySHOPIFY INC$1,715,838$44,601 â–²2.7%14,4650.6%CL A SUB VTG SHSRCLRoyal Caribbean Cruises$1,668,967$63,567 â–²4.0%6,0650.6%Consumer DiscretionaryVTIVanguard Total Stock Market ETF$1,641,2640.0%5,1160.6%ETFPNCThe PNC Financial Services Group$1,605,206$179,582 â–¼-10.1%7,7140.6%FinanceTFCTruist Financial$1,496,691$43,580 â–²3.0%32,5580.5%FinancePFEPfizer$1,483,438$30,804 â–²2.1%52,8290.5%MedicalPEPPepsiCo$1,413,294$27,176 â–²2.0%9,1010.5%Consumer StaplesBTIBritish American Tobacco$1,381,471$26,136 â–¼-1.9%23,6270.5%Consumer StaplesVTVVanguard Value ETF$1,376,675$61,613 â–¼-4.3%7,0160.5%ETFVVVanguard Large-Cap ETF$1,303,619$7,173 â–¼-0.5%4,3620.5%ETFUBERUber Technologies$1,209,287$77,900 â–²6.9%16,8120.4%Computer and TechnologyMOAltria Group$1,168,594$16,696 â–²1.4%17,7080.4%Consumer StaplesUNHUnitedHealth Group$1,160,561$1,274,479 â–¼-52.3%4,2890.4%MedicalBNDVanguard Total Bond Market ETF$1,142,511$66,427 â–¼-5.5%15,5140.4%ETFDGRWWisdomTree U.S. Quality Dividend Growth Fund$1,104,939$61,224 â–¼-5.3%12,5790.4%ManufacturingSBUXStarbucks$997,585$53,396 â–²5.7%11,1350.4%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$993,805$68,292 â–²7.4%1,5280.4%FinanceUPSUnited Parcel Service$968,846$111,071 â–¼-10.3%9,8480.4%TransportationRSPInvesco S&P 500 Equal Weight ETF$934,267$23,222 â–¼-2.4%4,8680.3%ETFABEVAmbev$884,167$884,167 â–²New Holding302,7970.3%Consumer StaplesTCHPT. Rowe Price Blue Chip Growth ETF$869,593$74,270 â–¼-7.9%19,6820.3%ETFSCHDSchwab US Dividend Equity ETF$798,056$94,373 â–¼-10.6%26,0120.3%ETFQQQInvesco QQQ$771,757$17,317 â–¼-2.2%1,3370.3%FinanceTSLATesla$622,153$11,156 â–¼-1.8%1,6730.2%Auto/Tires/TrucksPHParker-Hannifin$556,839$56,400 â–¼-9.2%6220.2%IndustrialsVDEVanguard Energy ETF$501,998$2,942 â–¼-0.6%2,9010.2%ETFMUMicron Technology$476,692$476,692 â–²New Holding1,4110.2%Computer and TechnologyCVXChevron$465,431$153,143 â–²49.0%2,2490.2%EnergySHViShares Short Treasury Bond ETF$430,553$110 â–²0.0%3,9000.2%ETFAAPLApple$421,569$27,411 â–²7.0%1,6610.2%Computer and TechnologyMCOMoody's$416,6190.0%9550.2%FinancePICKiShares MSCI Global Metals & Mining Producers ETF$393,753$15,732 â–²4.2%6,9580.1%ETFABBVAbbVie$345,1570.0%1,5870.1%MedicalGBILGoldman Sachs Access Treasury 0-1 Year ETF$335,637$65,124 â–¼-16.3%3,3500.1%ETFSCHGSchwab U.S. Large-Cap Growth ETF$328,703$20,158 â–¼-5.8%11,2840.1%ETFVOOVanguard S&P 500 ETF$322,677$322,677 â–²New Holding5400.1%ETFTJXTJX Companies$318,343$2,236 â–¼-0.7%1,9930.1%Retail/WholesaleTCAFT. Rowe Price Capital Appreciation Equity ETF$305,433$40,928 â–¼-11.8%8,5820.1%ETFORCLOracle$302,458$7,355 â–¼-2.4%2,0560.1%Computer and TechnologyMAMastercard$299,7960.0%6000.1%Business ServicesSHWSherwin-Williams$286,8920.0%8950.1%Basic MaterialsCARRCarrier Global$285,4920.0%5,0700.1%ConstructionVOVanguard Mid-Cap ETF$264,643$4,310 â–²1.7%9210.1%ETFPULSPGIM Ultra Short Bond ETF$254,551$23,663 â–²10.2%5,1420.1%ETFMCKMcKesson$247,493$247,493 â–²New Holding2860.1%MedicalNSCNorfolk Southern$247,3940.0%8620.1%TransportationDEDeere & Company$238,839$238,839 â–²New Holding4240.1%IndustrialsNDAQNasdaq$221,8180.0%2,6130.1%FinanceSTIPiShares 0-5 Year TIPS Bond ETF$220,202$335,733 â–¼-60.4%2,1290.1%ETFGOOGLAlphabet$213,370$213,370 â–²New Holding7420.1%Computer and TechnologyEMREmerson Electric$209,6320.0%1,6000.1%IndustrialsSCHBSchwab US Broad Market ETF$203,988$203,988 â–²New Holding8,1270.1%ETFADPAutomatic Data Processing$201,1480.0%9900.1%Computer and TechnologyBKNGBooking$0$1,590,533 â–¼-100.0%00.0%Retail/WholesaleCRMSalesforce$0$1,332,762 â–¼-100.0%00.0%Computer and TechnologyNOWServiceNow$0$985,471 â–¼-100.0%00.0%Computer and TechnologyROPER TECHNOLOGIES INC$0$256,840 â–¼-100.0%00.0%COMACNAccenture$0$246,836 â–¼-100.0%00.0%Computer and TechnologyVVisa$0$233,924 â–¼-100.0%00.0%Business ServicesIWFiShares Russell 1000 Growth ETF$0$212,512 â–¼-100.0%00.0%ETFJPMJPMorgan Chase & Co.$0$202,414 â–¼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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