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Ted Buchan & Co

SEC CIK
0002033413
Latest filing
Jul 23, 2026

Holdings in Q2 2026

Holdings as of Jun 30, 2026, filed Jul 23, 2026. Long positions only; changes compare share counts with Q1 2026.

Institution overview
Positions
95
+7 vs. Q1 2026
Portfolio value
$305.7M
+$30.4M (+11.0%) vs. Q1 2026
Filed
Jul 23, 2026
SEC
Holdings of Ted Buchan & Co in Q2 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
iShares Core U.S. Aggregate Bond ETF464287226ETF277,977$27.5M9.0%+5,986+2.2%Added–
iShares MSCI Eafe ETF464287465ETF174,931$18.2M5.9%+2,047+1.2%Added–
Invesco Exchange Traded FD T46137V613RAFI US 1000 ETF321,769$17.4M5.7%−3,270−1.0%Reduced–
iShares Tips Bond ETF464287176ETF148,331$16.2M5.3%+1,199+0.8%Added–
iShares Core S&P 500 ETF464287200ETF20,557$15.4M5.0%+88+0.4%Added–
Etfis Ser Tr I26923G806VIRTUS REAVES UT135,212$11.1M3.6%+1,257+0.9%Added–
Vanguard Real Estate ETF922908553ETF107,090$10.3M3.4%+1,601+1.5%Added–
State Street Energy Select Sector SPDR ETF81369Y506ETF187,481$9.96M3.3%+3,523+1.9%Added–
NVDANVIDIA CorpStock46,882$9.38M3.1%+314+0.7%AddedHistory
Pacer US Cash Cows 100 ETF69374H881ETF146,564$9.12M3.0%+2,660+1.8%Added–
ProShares Tr74348A467S&P 500 DV ARIST160,373$9.01M2.9%00.0%UnchangedConverted for a 2-for-1 split–
Kraneshares Trust500767652MOUNT LUCAS ETF309,090$8.51M2.8%+1,689+0.5%Added–
Vanguard Morningstar Growth ETF922908736ETF90,120$7.76M2.5%−3,732−4.0%ReducedConverted for a 6-for-1 split–
iShares Inc46434G822MSCI JAPAN ETF82,679$7.71M2.5%+82,679New–
ASMLASML Holding NVADR3,826$7.61M2.5%−37−1.0%ReducedHistory
SPDR Series Trust78464A755ST STR SP METAL64,530$6.90M2.3%+2,284+3.7%Added–
iShares Inc464286400MSCI BRAZIL ETF185,084$6.39M2.1%+13,694+8.0%Added–
TSMTaiwan Semiconductor Manufacturing Co LtdADR12,943$6.18M2.0%+194+1.5%AddedHistory
AMZNAmazon Com IncStock22,872$5.45M1.8%+530+2.4%AddedHistory
LLYEli Lilly & CoStock4,243$5.09M1.7%+199+4.9%AddedHistory
GOOGAlphabet Inc.Stock14,155$5.00M1.6%+261+1.9%AddedHistory
AVGOBroadcom Inc.Stock13,113$4.95M1.6%+328+2.6%AddedHistory
Strategic Trust48817R870RUNNING GWTH ETF148,384$4.81M1.6%−3,163−2.1%Reduced–
PGRProgressive CorpStock15,262$3.33M1.1%−296−1.9%ReducedHistory
ENBEnbridge IncStock58,280$3.16M1.0%+90+0.2%AddedHistory
NVONovo Nordisk A SADR61,298$2.94M1.0%−9,535−13.5%ReducedHistory
MELIMercadolibre IncCOM1,607$2.73M0.9%+225+16.3%AddedHistory
HSBCHSBC Holdings PLCSPON ADR NEW28,214$2.68M0.9%+4,918+21.1%AddedHistory
MSFTMicrosoft CorpStock6,793$2.53M0.8%−1,263−15.7%ReducedHistory
COSTCostco Wholesale CorpStock2,584$2.42M0.8%+75+3.0%AddedHistory
PBRPetrobras - Petroleo Brasileiro SASPONSORED ADR142,170$2.30M0.8%−1,004−0.7%ReducedHistory
RCLRoyal Caribbean Cruises LtdCOM6,386$2.03M0.7%+321+5.3%AddedHistory
MUMicron Technology IncStock1,742$2.01M0.7%+331+23.5%AddedHistory
iShares Tr4642874571 3 YR TREAS BD23,480$1.93M0.6%−1,349−5.4%Reduced–
Vanguard Morningstar Total Stock Market ETF922908769ETF5,116$1.89M0.6%00.0%Unchanged–
BMYBristol Myers Squibb CoStock32,055$1.85M0.6%+155+0.5%AddedHistory
PNCPNC Financial Services Group, Inc.Stock7,479$1.84M0.6%−235−3.0%ReducedHistory
UNHUnitedHealth Group IncStock4,133$1.72M0.6%−156−3.6%ReducedHistory
SHOPShopify Inc.Stock14,845$1.70M0.6%+380+2.6%AddedHistory
TFCTruist Financial CorpCOM33,285$1.66M0.5%+727+2.2%AddedHistory
NFLXNetflix IncStock22,005$1.57M0.5%+3,076+16.3%AddedHistory
Vanguard Morningstar Value ETF922908744ETF6,984$1.52M0.5%−32−0.5%Reduced–
Vanguard Morningstar Large-Cap ETF922908637ETF4,349$1.50M0.5%−13−0.3%Reduced–
BTIBritish American Tobacco p.l.c.SPONSORED ADR22,889$1.41M0.5%−738−3.1%ReducedHistory
INTUIntuit Inc.Stock5,227$1.36M0.4%−757−12.7%ReducedHistory
PFEPfizer IncStock54,689$1.32M0.4%+1,860+3.5%AddedHistory
MOAltria Group, Inc.Stock18,179$1.31M0.4%+471+2.7%AddedHistory
PEPPepsiCo IncStock9,017$1.22M0.4%−84−0.9%ReducedHistory
WisdomTree Tr97717X669US QTLY DIV GRT12,680$1.21M0.4%+101+0.8%Added–
SBUXStarbucks CorpStock11,838$1.21M0.4%+703+6.3%AddedHistory
UBERUber Technologies, IncStock16,358$1.18M0.4%−454−2.7%ReducedHistory
Vanguard Total Bond Market ETF921937835ETF15,486$1.14M0.4%−28−0.2%Reduced–
SPYSPDR S&P 500 ETF TrustETF1,512$1.13M0.4%−16−1.0%ReducedHistory
CNQCanadian Natural Resources LtdCOM28,208$1.11M0.4%−14,174−33.4%ReducedHistory
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT4,865$1.04M0.3%−3−0.1%Reduced–
UPSUnited Parcel Service IncStock9,539$1.03M0.3%−309−3.1%ReducedHistory
Invesco QQQ Trust Series I46090E103ETF1,356$998.6K0.3%+19+1.4%Added–
ABEVAmbev S.A.SPONSORED ADR314,742$988.3K0.3%+11,945+3.9%AddedHistory
T Rowe Price Exchange-Traded87283Q107PRICE BLUE CHIP19,269$965.2K0.3%−413−2.1%Reduced–
BEBloom Energy CorpCOM CL A2,707$819.4K0.3%+2,707NewHistory
Schwab US Dividend Equity ETF808524797ETF25,544$810.0K0.3%−468−1.8%Reduced–
CLSCelestica IncStock2,196$800.7K0.3%+2,196NewHistory
LITELumentum Holdings Inc.COM872$748.2K0.2%+872NewHistory
TSLATesla, Inc.Stock1,674$703.9K0.2%+1+0.1%AddedHistory
AAPLApple Inc.Stock2,156$624.0K0.2%+495+29.8%AddedHistory
PHParker-Hannifin CorpStock622$608.4K0.2%00.0%UnchangedHistory
Vanguard Energy ETF92204A306ETF2,901$435.5K0.1%00.0%Unchanged–
MCOMoodys CorpStock955$432.5K0.1%00.0%UnchangedHistory
iShares Trust iShares 0-1 Year Treasury Bond ETF464288679ETF3,902$430.5K0.1%+2+0.1%Added–
Vanguard S&P 500 ETF922908363ETF605$415.5K0.1%+65+12.0%Added–
iShares Inc46434G848MSCI GBL ETF NEW6,958$404.6K0.1%00.0%Unchanged–
ABBVAbbVie Inc.Stock1,587$399.4K0.1%00.0%UnchangedHistory
Schwab U.S. Large-Cap Growth ETF808524300ETF11,415$386.3K0.1%+131+1.2%Added–
CARRCarrier Global CorpStock5,070$371.9K0.1%00.0%UnchangedHistory
GOOGLAlphabet Inc.Stock942$336.6K0.1%+200+27.0%AddedHistory
CVXChevron CorpStock1,926$319.2K0.1%−323−14.4%ReducedHistory
SHWSherwin Williams CoCOM895$308.2K0.1%00.0%UnchangedHistory
MAMastercard IncStock600$308.2K0.1%00.0%UnchangedHistory
T Rowe Price Exchange-Traded87283Q867CAP APPRECIATION7,419$304.9K0.1%−1,163−13.6%Reduced–
TJXTJX Companies IncStock1,994$302.1K0.1%+1+0.1%AddedHistory
ORCLOracle CorpStock2,056$301.3K0.1%00.0%UnchangedHistory
Vanguard Morningstar Mid-Cap ETF922908629ETF3,687$297.0K0.1%00.0%UnchangedConverted for a 4-for-1 split–
Goldman Sachs ETF Tr381430529ACCES TREASURY2,750$275.4K0.1%−600−17.9%Reduced–
NSCNorfolk Southern CorpStock862$271.2K0.1%00.0%UnchangedHistory
DEDeere & CoStock424$269.0K0.1%00.0%UnchangedHistory
JPMJPMorgan Chase & CoStock732$239.5K0.1%+732NewHistory
EMREmerson Electric CoStock1,600$229.0K0.1%00.0%UnchangedHistory
Schwab U.S. Broad Market ETF808524102ETF7,900$228.8K0.1%−227−2.8%Reduced–
iShares Tr46429B7470-5 YR TIPS ETF2,129$217.5K0.1%00.0%Unchanged–
CASYCaseys General Stores IncCOM272$216.2K0.1%+272NewHistory
MCKMcKesson CorpStock286$216.1K0.1%00.0%UnchangedHistory
State Street Real Estate Select Sector SPDR ETF81369Y860ETF4,782$210.6K0.1%+4,782New–
NDAQNasdaq, Inc.COM2,613$206.0K0.1%00.0%UnchangedHistory
GLWCorning IncCOM804$205.4K0.1%+804NewHistory
Pgim ETF Tr69344A107PGIM ULTRA SH BD4,103$203.3K0.1%−1,039−20.2%Reduced–

Sold out since Q1 2026 (1)

Positions held at the end of Q1 2026 that are gone from this filing.

Positions of Ted Buchan & Co sold out since Q1 2026
SecurityClassShares in Q1 2026Value in Q1 2026% of portfolio in Q1 2026History
ADPAutomatic Data Processing IncStock990$201.1K0.1%History