Investor
Ted Buchan & Co
CIK 0002033413 · filed 2026-05-14 · SEC filing
13F book
$275.3M
Positions
88
8 new · 8 sold
Largest name
9.8%
Ishares Tr
Est. mark
$196.8K
Price effect on 80 names still held. Flow $2.69M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Ishares Tr | — | 272K | $27M | 9.8% | −$137.2K | Added$4.55M |
| Ishares Tr | — | 172.9K | $16.8M | 6.1% | $190.2K | Cut$139K |
| Ishares Tr | — | 147.1K | $16.2M | 5.9% | $50.9K | Added$3.8M |
| Invesco Exchange Traded Fd T | — | 325K | $15.4M | 5.6% | $198.2K | Cut$186.1K |
| Ishares Tr | — | 20.5K | $13.4M | 4.9% | −$649.2K | Cut−$767K |
| Select Sector Spdr Tr | — | 184K | $11.3M | 4.1% | $2.93M | Added$3.37M |
| Etfis Ser Tr I | — | 134K | $10.7M | 3.9% | $120K | Added$728.9K |
| Vanguard Index Fds | — | 105.5K | $9.36M | 3.4% | $21.5K | Added$319.2K |
| Pacer Fds Tr | — | 143.9K | $9M | 3.3% | $343.9K | Cut$287.3K |
| Kraneshares Mount Lcs | — | 307.4K | $8.67M | 3.1% | $627.4K | Added$1.43M |
| Proshares Tr | — | 80.3K | $8.52M | 3.1% | $130.8K | Added$1.5M |
| Nvidia Corp | NVDA | 46.6K | $8.12M | 2.9% | −$563.6K | Cut−$645.9K |
| Vanguard Growth Etf | — | 15.6K | $6.83M | 2.5% | −$799K | Cut−$4.14M |
| Spdr Series Trust | — | 62.2K | $6.72M | 2.4% | $273.9K | Cut−$1.15M |
| Ishares Inc | — | 171.4K | $6.58M | 2.4% | — | New |
| Asml Holding N V | — | 3.86K | $5.1M | 1.9% | $969.8K | Cut$316K |
| Strategic Trust | — | 151.5K | $4.88M | 1.8% | −$158.4K | Added$208.8K |
| Amazon Com Inc | AMZN | 22.3K | $4.65M | 1.7% | −$468.7K | Added−$144.7K |
| Taiwan Semiconductor Mfg Ltd | — | 12.7K | $4.31M | 1.6% | $240.9K | Added$2.16M |
| Alphabet Inc | — | 13.9K | $3.99M | 1.4% | −$371.6K | Added−$342.9K |
| Broadcom Inc. | AVGO | 12.8K | $3.96M | 1.4% | −$459.4K | Added−$388.9K |
| Eli Lilly & Co | LLY | 4.04K | $3.72M | 1.4% | −$612.2K | Added−$527.6K |
| Enbridge Inc | — | 58.2K | $3.14M | 1.1% | $356.2K | Cut$183.5K |
| Progressive Corp | — | 15.6K | $3.08M | 1.1% | −$383.6K | Added$121.1K |
| Microsoft Corp | MSFT | 8.06K | $2.98M | 1.1% | −$886.6K | Added−$797K |
| Petroleo Brasileiro Sa Petro | — | 143.2K | $2.97M | 1.1% | $1.27M | Cut$702.7K |
| Novo-Nordisk A S | — | 70.8K | $2.6M | 0.9% | −$544.6K | Added$642.2K |
| Intuit Inc. | INTU | 5.98K | $2.59M | 0.9% | −$1.32M | Added−$1.21M |
| Costco Whsl Corp New | — | 2.51K | $2.5M | 0.9% | $336.5K | Cut$333.9K |
| Mercadolibre Inc | MELI | 1.38K | $2.39M | 0.9% | −$337.4K | Added$6.64K |
| Canadian Nat Res Ltd | — | 42.4K | $2.07M | 0.8% | $630.6K | Cut$582.2K |
| Ishares Tr | — | 24.8K | $2.05M | 0.7% | −$6.15K | Cut−$10.1M |
| Bristol-Myers Squibb Co | — | 31.9K | $1.93M | 0.7% | $212.6K | Added$226K |
| Hsbc Hldgs Plc | — | 23.3K | $1.92M | 0.7% | $85K | Added$172.1K |
| Netflix Inc | NFLX | 18.9K | $1.82M | 0.7% | $36.8K | Added$378K |
| Shopify Inc. | SHOP | 14.5K | $1.72M | 0.6% | −$596.7K | Added−$552.1K |
| Royal Caribbean Group | — | 6.07K | $1.67M | 0.6% | −$21.8K | Added$41.7K |
| Vanguard Index Fds | — | 5.12K | $1.64M | 0.6% | −$74K | Held |
| Pnc Finl Svcs Group Inc | — | 7.71K | $1.61M | 0.6% | −$4.94K | Cut−$185.1K |
| Truist Finl Corp | — | 32.6K | $1.5M | 0.5% | −$102.4K | Added−$58.8K |
| Pfizer Inc | PFE | 52.8K | $1.48M | 0.5% | $164.5K | Added$195.3K |
| Pepsico Inc | PEP | 9.1K | $1.41M | 0.5% | $105.1K | Added$132.2K |
| British Amern Tob Plc | — | 23.6K | $1.38M | 0.5% | $43.7K | Cut$18.4K |
| Vanguard Index Fds | — | 7.02K | $1.38M | 0.5% | $36.6K | Cut−$23.4K |
| Vanguard Index Fds | — | 4.36K | $1.3M | 0.5% | −$69.6K | Cut−$77.1K |
| Uber Technologies, Inc | UBER | 16.8K | $1.21M | 0.4% | −$153.8K | Added−$75.9K |
| Altria Group, Inc. | MO | 17.7K | $1.17M | 0.4% | $145.4K | Added$162.1K |
| Unitedhealth Group Inc | UNH | 4.29K | $1.16M | 0.4% | −$255.3K | Cut−$1.81M |
| Vanguard Bd Index Fds | — | 15.5K | $1.14M | 0.4% | −$6.61K | Cut−$73.4K |
| Wisdomtree Tr | — | 12.6K | $1.1M | 0.4% | −$20K | Cut−$82.3K |
| Starbucks Corp | SBUX | 11.1K | $997.6K | 0.4% | $56.7K | Added$110.1K |
| Spdr S&P 500 Etf Tr | — | 1.53K | $993.8K | 0.4% | −$45.5K | Added$22.8K |
| United Parcel Service Inc | UPS | 9.85K | $968.8K | 0.4% | −$7.98K | Cut−$120K |
| Invesco Exchange Traded Fd T | — | 4.87K | $934.3K | 0.3% | $1.75K | Cut−$21.4K |
| Ambev Sa | — | 302.8K | $884.2K | 0.3% | — | New |
| T Rowe Price Etf Inc | — | 19.7K | $869.6K | 0.3% | −$111.8K | Cut−$195.6K |
| Schwab Strategic Tr | — | 26K | $798.1K | 0.3% | $84.5K | Cut$165 |
| Invesco Qqq Tr | — | 1.34K | $771.8K | 0.3% | −$49.6K | Cut−$68.1K |
| Tesla, Inc. | TSLA | 1.67K | $622.2K | 0.2% | −$130.5K | Cut−$144K |
| Parker-Hannifin Corp | PH | 622 | $556.8K | 0.2% | $10.1K | Cut−$45.2K |
| Vanguard World Fd | — | 2.9K | $502K | 0.2% | $136.7K | Cut$134.6K |
| Micron Technology Inc | MU | 1.41K | $476.7K | 0.2% | — | New |
| Chevron Corp New | CVX | 2.25K | $465.4K | 0.2% | $82.3K | Added$235.4K |
| Ishares Tr | — | 3.9K | $430.6K | 0.2% | $921 | Added$1.03K |
| Apple Inc. | AAPL | 1.66K | $421.6K | 0.2% | −$28.1K | Added−$666 |
| Moodys Corp | — | 955 | $416.6K | 0.2% | −$71.2K | Held |
| Ishares Inc | — | 6.96K | $393.8K | 0.1% | $35.1K | Added$50.8K |
| AbbVie Inc. | ABBV | 1.59K | $345.2K | 0.1% | −$17.5K | Held |
| Goldman Sachs Etf Tr | — | 3.35K | $335.6K | 0.1% | $838 | Cut−$64.1K |
| Schwab Strategic Tr | — | 11.3K | $328.7K | 0.1% | −$39.4K | Cut−$62K |
| Vanguard Index Fds | — | 540 | $322.7K | 0.1% | — | New |
| Tjx Cos Inc New | — | 1.99K | $318.3K | 0.1% | $12.1K | Cut$9.92K |
| T Rowe Price Etf Inc | — | 8.58K | $305.4K | 0.1% | −$22.6K | Cut−$66.5K |
| Oracle Corp | — | 2.06K | $302.5K | 0.1% | −$98.3K | Cut−$108K |
| Mastercard Inc | MA | 600 | $299.8K | 0.1% | −$42.7K | Held |
| Sherwin Williams Co | SHW | 895 | $286.9K | 0.1% | −$3.11K | Held |
| CARRIER GLOBAL Corp | CARR | 5.07K | $285.5K | 0.1% | $17.6K | Held |
| Vanguard Index Fds | — | 921 | $264.6K | 0.1% | −$2.7K | Added$1.61K |
| Pgim Etf Tr | — | 5.14K | $254.6K | 0.1% | −$417 | Added$23.2K |
| Mckesson Corp | MCK | 286 | $247.5K | 0.1% | — | New |
| Norfolk Southn Corp | — | 862 | $247.4K | 0.1% | −$1.48K | Held |
| Deere & Co | DE | 424 | $238.8K | 0.1% | — | New |
| Nasdaq, Inc. | NDAQ | 2.61K | $221.8K | 0.1% | −$32K | Held |
| Ishares Tr | — | 2.13K | $220.2K | 0.1% | $2.21K | Cut−$330.1K |
| Alphabet Inc | — | 742 | $213.4K | 0.1% | — | New |
| Emerson Elec Co | — | 1.6K | $209.6K | 0.1% | −$2.72K | Held |
| Schwab Strategic Tr | — | 8.13K | $204K | 0.1% | — | New |
| Automatic Data Processing In | — | 990 | $201.1K | 0.1% | −$53.5K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.