account_balance

Investment manager · 13F filer · SEC CIK 2033413

Ted Buchan & Co

Reported value$303Mas of Sep 30, 2026
Positions94 5 new, 6 sold out
Top 10 weight47.7%AGG alone is 9%
FiledOct 2323 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
AGG iShares Tr 8.8% Held
EFA iShares Tr 6.1% Held
PRF Invesco Exchange Traded Fd T 5.6% Trimmed −2%
IVV iShares Tr 5.2% Held
TIP iShares Tr 5.2% Held
XLE Select Sector SPDR Tr 3.9% Held
NVDA NVIDIA Corp 3.4% Trimmed −5%
VNQ Vanguard Index FDS 3.2% Added +2%
COWZ Pacer FDS Tr 3.2% Held
UTES Etfis Ser Tr I 3.2% Held
KMLM Kraneshares Trust 3.2% Held
NOBL Proshares Tr 2.8% Trimmed −2%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 23, 2026, compared with the Jul 23, 2026 filing
add_circleNew
  • FLBR $1.38M
  • NBIS $1.3M
  • SKHY $1.2M
  • FLTR $619K
arrow_upwardAdded
arrow_downwardTrimmed
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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