Ted Buchan & Co

Ted Buchan & Co as of Dec. 31, 2025

Portfolio Holdings for Ted Buchan & Co

Ted Buchan & Co holds 88 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Us Aggbd Et (AGG) 8.2 $23M 225k 99.88
Ishares Tr Msci Eafe Etf (EFA) 6.1 $17M 173k 96.03
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 5.6 $15M 325k 46.92
Ishares Tr Core S&p500 Etf (IVV) 5.2 $14M 21k 684.94
Ishares Tr Tips Bd Etf (TIP) 4.6 $12M 113k 109.91
Ishares Tr 1 3 Yr Treas Bd (SHY) 4.5 $12M 147k 82.82
Vanguard Index Fds Growth Etf (VUG) 4.0 $11M 23k 487.88
Etfis Ser Tr I Virtus Reaves Ut (UTES) 3.7 $10M 126k 78.95
Vanguard Index Fds Real Estate Etf (VNQ) 3.3 $9.0M 102k 88.49
NVIDIA Corporation (NVDA) 3.2 $8.8M 47k 186.50
Pacer Fds Tr Us Cash Cows 100 (COWZ) 3.2 $8.7M 145k 60.17
Select Sector Spdr Tr State Street Ene (XLE) 2.9 $7.9M 177k 44.71
Spdr Series Trust State Street Spd (XME) 2.9 $7.9M 76k 103.61
Kraneshares Trust Mount Lucas Etf (KMLM) 2.7 $7.2M 279k 25.95
Proshares Tr S&p 500 Dv Arist (NOBL) 2.6 $7.0M 67k 104.07
Amazon (AMZN) 1.8 $4.8M 21k 230.83
Asml Holding N V N Y Registry Shs (ASML) 1.8 $4.8M 4.5k 1070.02
Strategic Trust Running Gwth Etf (RUNN) 1.7 $4.7M 140k 33.34
Broadcom (AVGO) 1.6 $4.3M 13k 346.11
Alphabet Cap Stk Cl C (GOOG) 1.6 $4.3M 14k 313.81
Eli Lilly & Co. (LLY) 1.6 $4.2M 4.0k 1074.68
Intuit (INTU) 1.4 $3.8M 5.7k 662.49
Microsoft Corporation (MSFT) 1.4 $3.8M 7.8k 483.63
UnitedHealth (UNH) 1.1 $3.0M 9.0k 330.11
Progressive Corporation (PGR) 1.1 $3.0M 13k 227.72
Enbridge (ENB) 1.1 $3.0M 62k 47.92
MercadoLibre (MELI) 0.9 $2.4M 1.2k 2014.26
Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) 0.8 $2.3M 191k 11.85
Shopify Cl A Sub Vtg Shs (SHOP) 0.8 $2.3M 14k 160.97
Costco Wholesale Corporation (COST) 0.8 $2.2M 2.5k 862.41
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.8 $2.1M 7.1k 303.90
Novo-nordisk A S Adr (NVO) 0.7 $2.0M 39k 50.88
PNC Financial Services (PNC) 0.7 $1.8M 8.6k 208.73
HSBC HLDGS Spon Adr New (HSBC) 0.6 $1.7M 22k 78.67
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $1.7M 5.1k 335.27
Bristol Myers Squibb (BMY) 0.6 $1.7M 32k 53.94
Royal Caribbean Cruises (RCL) 0.6 $1.6M 5.8k 278.92
Booking Holdings (BKNG) 0.6 $1.6M 297.00 5355.33
Truist Financial Corp equities (TFC) 0.6 $1.6M 32k 49.21
Canadian Natural Resources (CNQ) 0.5 $1.5M 44k 33.85
Netflix (NFLX) 0.5 $1.4M 15k 93.76
Vanguard Index Fds Value Etf (VTV) 0.5 $1.4M 7.3k 191.01
Vanguard Index Fds Large Cap Etf (VV) 0.5 $1.4M 4.4k 314.81
British Amern Tob Sponsored Adr (BTI) 0.5 $1.4M 24k 56.62
salesforce (CRM) 0.5 $1.3M 5.0k 264.91
Pfizer (PFE) 0.5 $1.3M 52k 24.90
Uber Technologies (UBER) 0.5 $1.3M 16k 81.71
Pepsi (PEP) 0.5 $1.3M 8.9k 143.52
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.4 $1.2M 16k 74.07
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.4 $1.2M 13k 89.43
United Parcel Service CL B (UPS) 0.4 $1.1M 11k 99.19
T Rowe Price Etf Price Blue Chip (TCHP) 0.4 $1.1M 21k 49.86
Altria (MO) 0.4 $1.0M 18k 57.66
Servicenow (NOW) 0.4 $986k 6.4k 153.19
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $971k 1.4k 682.34
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.4 $956k 5.0k 191.56
Starbucks Corporation (SBUX) 0.3 $888k 11k 84.21
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $840k 1.4k 614.35
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.3 $798k 29k 27.43
Tesla Motors (TSLA) 0.3 $766k 1.7k 449.87
Parker-Hannifin Corporation (PH) 0.2 $602k 685.00 878.96
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.2 $550k 5.4k 102.39
Moody's Corporation (MCO) 0.2 $488k 955.00 510.85
Ishares Tr Trust Ishare 0-1 (SHV) 0.2 $430k 3.9k 110.16
Apple (AAPL) 0.2 $422k 1.6k 271.88
Oracle Corporation (ORCL) 0.2 $411k 2.1k 194.91
Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.1 $400k 4.0k 99.94
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $391k 12k 32.62
T Rowe Price Etf Cap Appreciation (TCAF) 0.1 $372k 9.7k 38.22
Vanguard World Energy Etf (VDE) 0.1 $367k 2.9k 125.92
Abbvie (ABBV) 0.1 $363k 1.6k 228.49
Ishares Msci Gbl Etf New (PICK) 0.1 $343k 6.7k 51.34
Mastercard Incorporated Cl A (MA) 0.1 $343k 600.00 570.88
TJX Companies (TJX) 0.1 $308k 2.0k 153.67
Sherwin-Williams Company (SHW) 0.1 $290k 895.00 324.03
Carrier Global Corporation (CARR) 0.1 $268k 5.1k 52.84
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $263k 906.00 290.32
Roper Industries (ROP) 0.1 $257k 577.00 445.13
Automatic Data Processing (ADP) 0.1 $255k 990.00 257.23
Nasdaq Omx (NDAQ) 0.1 $254k 2.6k 97.13
Norfolk Southern (NSC) 0.1 $249k 862.00 288.72
Accenture Plc Ireland Shs Class A (ACN) 0.1 $247k 920.00 268.30
Visa Com Cl A (V) 0.1 $234k 667.00 350.71
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 0.1 $231k 4.7k 49.59
Chevron Corporation (CVX) 0.1 $230k 1.5k 152.43
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $213k 449.00 473.30
Emerson Electric (EMR) 0.1 $212k 1.6k 132.72
JPMorgan Chase & Co. (JPM) 0.1 $202k 628.00 322.32