Ted Buchan & CO Portfolio Holdings

Ted Buchan & CO

  • $255 Billion
  • Q3 2025

Ted Buchan & CO has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $255 Billion distributed in 83 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core U.S. Aggregate Bo with a value of $21.1B, Ishares Tr Msci Eafe ETF with a value of $14.8B, Ishares Core S&P 500 ETF with a value of $13.7B, Invesco Exchange Traded Fd Tr with a value of $13.6B, and Ishares Tr Tips Bd ETF with a value of $11.9B.

Examining the 13F form we can see an increase of $3.75B in the current position value, from $252B to 255B.

Ted Buchan & CO is based out at San Diego, CA

Below you can find more details about Ted Buchan & CO portfolio as well as his latest detailed transactions.

Portfolio value $255 Billion
ETFs: $152 Billion
Technology: $33 Billion
Consumer Cyclical: $12.6 Billion
Healthcare: $10.5 Billion
Financial Services: $9.15 Billion
Energy: $7.7 Billion
Consumer Defensive: $6.25 Billion
Communication Services: $5.31 Billion
Other: $3.07 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
-
$9.77 Billion 3.83% of portfolio
-
Q3 2025 New
$465B
$8.78 Billion 3.44% of portfolio
47,073
Q3 2025 Reduced 2.46%
$2.39T
$4.46 Billion 1.75% of portfolio
20,292
Q3 2025 Added 1.09%
$139B
$4.24 Billion 1.66% of portfolio
12,843
Q3 2025 Reduced 4.01%
$3.78T
$3.9 Billion 1.53% of portfolio
7,528
Q3 2025 Reduced 2.23%
$405B
$3.6 Billion 1.41% of portfolio
3,718
Q3 2025 Reduced 26.67%
$182B
$3.52 Billion 1.38% of portfolio
5,151
Q3 2025 Added 20.29%
$1.74T
$3.4 Billion 1.33% of portfolio
13,972
Q3 2025 Reduced 17.22%
$85.6B
$3.23 Billion 1.27% of portfolio
255,336
Q3 2025 Added 4.52%
$132B
$3.24 Billion 1.27% of portfolio
13,101
Q3 2025 Added 7.02%
$96.7B
$3.07 Billion 1.2% of portfolio
60,908
Q3 2025 Reduced 2.72%
$971B
$2.99 Billion 1.17% of portfolio
3,922
Q3 2025 Added 5.23%
$300B
$2.95 Billion 1.16% of portfolio
8,552
Q3 2025 Added 16.29%
$103B
$2.62 Billion 1.03% of portfolio
1,120
Q3 2025 Added 16.67%
$404B
$2.54 Billion 0.99% of portfolio
2,742
Q3 2025 Reduced 1.22%
$174B
$2.09 Billion 0.82% of portfolio
14,062
Q3 2025 Added 0.83%
$49.1B
$1.91 Billion 0.75% of portfolio
1,589
Q3 2025 Reduced 5.3%
$64.5B
$1.9 Billion 0.74% of portfolio
5,866
Q3 2025 Added 5.07%
$191B
$1.62 Billion 0.63% of portfolio
300
Q3 2025 Added 3.45%
$284B
$1.57 Billion 0.62% of portfolio
22,161
Q3 2025 Added 3.97%
$74.3B
$1.54 Billion 0.6% of portfolio
7,647
Q3 2025 Reduced 9.22%
$109B
$1.53 Billion 0.6% of portfolio
27,503
Q3 2025 New
$181B
$1.52 Billion 0.6% of portfolio
15,530
Q3 2025 Added 21.22%
$59.5B
$1.44 Billion 0.56% of portfolio
31,490
Q3 2025 Added 13.01%
$38.8B
$1.39 Billion 0.55% of portfolio
43,554
Q3 2025 Added 6.21%
$68.7B
$1.36 Billion 0.53% of portfolio
16,289
Q3 2025 Added 26.47%
$99.5B
$1.34 Billion 0.52% of portfolio
29,611
Q3 2025 Added 8.76%
$141B
$1.31 Billion 0.51% of portfolio
51,522
Q3 2025 Added 9.15%
$123B
$1.29 Billion 0.51% of portfolio
24,374
Q3 2025 Reduced 1.68%
$204B
$1.24 Billion 0.49% of portfolio
8,838
Q3 2025 Added 18.2%
$104B
$1.18 Billion 0.46% of portfolio
17,818
Q3 2025 Added 6.89%
$237B
$1.15 Billion 0.45% of portfolio
4,852
Q3 2025 Added 0.54%
$169B
$1.02 Billion 0.4% of portfolio
1,111
Q3 2025 Added 39.22%
$97.3B
$907 Million 0.36% of portfolio
10,724
Q3 2025 Added 3.4%
$1.29T
$772 Million 0.3% of portfolio
1,736
Q3 2025 Reduced 1.87%
$593B
$592 Million 0.23% of portfolio
2,106
Q3 2025 Reduced 23.0%
$107B
$519 Million 0.2% of portfolio
685
Q1 2025 Reduced 8.79%
$4.3T
$437 Million 0.17% of portfolio
1,715
Q3 2025 Reduced 51.32%
$414B
$370 Million 0.15% of portfolio
1,600
Q3 2025 Added 0.82%
$512B
$374 Million 0.15% of portfolio
658
Q4 2024 Reduced 0.6%
$86.1B
$310 Million 0.12% of portfolio
895
Q2 2024 New
$45.2B
$303 Million 0.12% of portfolio
5,070
Q2 2023 Added 8.8%
$104B
$291 Million 0.11% of portfolio
990
Q1 2023 Added 10.0%
$47.7B
$288 Million 0.11% of portfolio
577
Q4 2023 Added 27.65%
$533B
$268 Million 0.11% of portfolio
786
Q3 2025 Added 0.38%
$170B
$290 Million 0.11% of portfolio
2,007
Q3 2025 Added 0.05%
$87.8B
$280 Million 0.11% of portfolio
587
Q3 2025 Reduced 38.53%
$152B
$227 Million 0.09% of portfolio
920
Q3 2025 Reduced 14.02%
$42.8B
$231 Million 0.09% of portfolio
2,613
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 83
  • Current Value $255 Billion
  • Prior Value $252 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 6 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 38 stocks
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