§ 13F · FUND PROFILE
Ted Buchan & Co.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $255M (13F)Positions · 83Turnover · — · Q1Filed · May 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$9M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AGG | ISHARES TR | 272K | $27M | 9.8% | +21% |
| 2 | EFA | ISHARES TR | 173K | $17M | 6.1% | ±0% |
| 3 | TIP | ISHARES TR | 147K | $16M | 5.9% | +30% |
| 4 | PRF | INVESCO EXCHANGE TRADED FD T | 325K | $15M | 5.6% | ±0% |
| 5 | IVV | ISHARES TR | 20K | $13M | 4.9% | −1% |
| 6 | XLE | SELECT SECTOR SPDR TR | 184K | $11M | 4.1% | +4% |
| 7 | UTES | ETFIS SER TR I | 134K | $11M | 3.9% | +6% |
| 8 | VNQ | VANGUARD INDEX FDS | 105K | $9M | 3.4% | +3% |
| 9 | COWZ | PACER FDS TR | 144K | $9M | 3.3% | −1% |
| 10 | KMLM | KRANESHARES TRUST | 307K | $9M | 3.1% | +10% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE TED SIGNAL
AC read
Ted Buchan & Co is a Other fund managing $255 million in assets. The fund runs a portfolio of 83 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed