Sponsored

The Analysis of Ted Buchan & Co's Holdings & P&L

Currently, Ted Buchan & Co holds 88 types of securities in its portfolio with a total value $275.3M. In the most recent quarter, they have increased their positions in EWZ (+171.4K shares, valued at $6.6M), AGG (+47.2K shares, valued at $4.7M), TIP (+33.9K shares, valued at $3.7M); decreased their positions in SHY (-122.3K shares, valued at $10.1M), VUG (-6.9K shares, valued at $3.0M), XME (-13.7K shares, valued at $1.5M); initiated new positions in EWZ (+171.4K shares, valued at $6.6M), ABEV (+302.8K shares, valued at $884.2K), MU (+1.4K shares, valued at $476.7K).

1M P&L

+2.6M+0.99%

3M P&L

-6.3M-2.33%

HY P&L

-38.1M-12.57%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A170.5M

68.3%

2Semiconductors12.9M

5.2%

3Drug Manufacturers - General10.1M

4.0%

Top Industries by Stock Count

1N/A33 stocks

40.7%

2Drug Manufacturers - General5 stocks

6.2%

3Software - Application4 stocks

4.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AGG ISHARES TR272.0K shares21.01%2026-03-312026-05-14

EFA ISHARES TR172.9K shares-0.31%2026-03-312026-05-14

TIP ISHARES TR147.1K shares29.98%2026-03-312026-05-14

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T325.0K shares-0.08%2026-03-312026-05-14

IVV ISHARES TR20.5K shares-0.83%2026-03-312026-05-14

XLE SELECT SECTOR SPDR TR184.0K shares4.07%2026-03-312026-05-14

UTES ETFIS SER TR I134.0K shares6.03%2026-03-312026-05-14

VNQ VANGUARD INDEX FDS105.5K shares3.29%2026-03-312026-05-14

Sponsored

COWZ PACER FDS TR143.9K shares-0.65%2026-03-312026-05-14

KMLM KRANESHARES TRUST307.4K shares10.24%2026-03-312026-05-14

NOBL PROSHARES TR80.3K shares19.14%2026-03-312026-05-14

NVDA NVIDIA CORPORATION46.6K shares-0.94%2026-03-312026-05-14

VUG VANGUARD INDEX FDS15.6K shares-30.46%2026-03-312026-05-14

XME SPDR SERIES TRUST62.2K shares-18.05%2026-03-312026-05-14

EWZ ISHARES INC171.4K sharesnew addition2026-03-312026-05-14

ASML ASML HLDG NV3.9K shares-13.66%2026-03-312026-05-14

Sponsored

RUNN STRATEGIC TRUST151.5K shares8.13%2026-03-312026-05-14

AMZN AMAZON COM INC22.3K shares7.49%2026-03-312026-05-14

TSM TAIWAN SEMICONDUCTOR MANUFAC12.7K shares80.27%2026-03-312026-05-14

ALPHABET INC ALPHABET INC13.9K shares0.72%2026-03-312026-05-14

BROADCOM INC BROADCOM INC12.8K shares1.82%2026-03-312026-05-14

LLY ELI LILLY & CO4.0K shares2.33%2026-03-312026-05-14

ENB ENBRIDGE INC58.2K shares-5.83%2026-03-312026-05-14

PGR PROGRESSIVE CORP15.6K shares19.57%2026-03-312026-05-14

Sponsored

MSFT MICROSOFT CORP8.1K shares3.10%2026-03-312026-05-14

PBR PETROLEO BRASILEIRO S A143.2K shares-25.20%2026-03-312026-05-14

NVO NOVO-NORDISK A S70.8K shares83.80%2026-03-312026-05-14

INTU INTUIT6.0K shares4.25%2026-03-312026-05-14

COST COSTCO WHOLESALE CORPORATION2.5K shares-0.12%2026-03-312026-05-14

MELI MERCADOLIBRE INC1.4K shares16.82%2026-03-312026-05-14

CNQ CANADIAN NAT RES LTD MED TER42.4K shares-3.27%2026-03-312026-05-14

SHY ISHARES TR24.8K shares-83.12%2026-03-312026-05-14

Sponsored

BMY BRISTOL-MYERS SQUIBB CO31.9K shares0.70%2026-03-312026-05-14

HSBC HSBC HLDGS PLC23.3K shares4.75%2026-03-312026-05-14

NFLX NETFLIX INC.18.9K shares23.08%2026-03-312026-05-14

SHOP SHOPIFY INC14.5K shares2.67%2026-03-312026-05-14

RCL ROYAL CARIBBEAN GROUP6.1K shares3.96%2026-03-312026-05-14

VTI VANGUARD INDEX FDS5.1K shares0.00%2026-03-312026-05-14

PNC PNC FINL SVCS GROUP INC7.7K shares-10.06%2026-03-312026-05-14

TFC TRUIST FINL CORP32.6K shares3.00%2026-03-312026-05-14

Sponsored

PFE PFIZER INC52.8K shares2.12%2026-03-312026-05-14

PEP PEPSICO INC9.1K shares1.96%2026-03-312026-05-14

BTI BRITISH AMERN TOB PLC23.6K shares-1.86%2026-03-312026-05-14

VTV VANGUARD INDEX FDS7.0K shares-4.28%2026-03-312026-05-14

VV VANGUARD INDEX FDS4.4K shares-0.55%2026-03-312026-05-14

UBER UBER TECHNOLOGIES INC16.8K shares6.89%2026-03-312026-05-14

MO ALTRIA GROUP INC17.7K shares1.45%2026-03-312026-05-14

UNH UNITEDHEALTH GROUP INC4.3K shares-52.34%2026-03-312026-05-14

Sponsored

BND VANGUARD BD INDEX FDS15.5K shares-5.49%2026-03-312026-05-14

DGRW WISDOMTREE TR12.6K shares-5.25%2026-03-312026-05-14

SBUX STARBUCKS CORP11.1K shares5.66%2026-03-312026-05-14

SPY STATE STR SPDR S&P 500 ETF T1.5K shares7.38%2026-03-312026-05-14

UPS UNITED PARCEL SVCS INC9.8K shares-10.29%2026-03-312026-05-14

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T4.9K shares-2.43%2026-03-312026-05-14

ABEV AMBEV SA302.8K sharesnew addition2026-03-312026-05-14

TCHP T ROWE PRICE ETF INC19.7K shares-7.87%2026-03-312026-05-14

Sponsored

SCHD SCHWAB STRATEGIC TR26.0K shares-10.57%2026-03-312026-05-14

INVESCO QQQ TR INVESCO QQQ TR1.3K shares-2.19%2026-03-312026-05-14

TSLA TESLA INC1.7K shares-1.76%2026-03-312026-05-14

PH PARKER-HANNIFIN CORP622 shares-9.20%2026-03-312026-05-14

VDE VANGUARD WORLD FD2.9K shares-0.58%2026-03-312026-05-14

MU MICRON TECHNOLOGY INC1.4K sharesnew addition2026-03-312026-05-14

CVX CHEVRON CORPORATION2.2K shares49.04%2026-03-312026-05-14

SHV ISHARES TR3.9K shares0.03%2026-03-312026-05-14

Sponsored

AAPL APPLE INC1.7K shares6.95%2026-03-312026-05-14

MCO MOODYS CORP955 shares0.00%2026-03-312026-05-14

PICK ISHARES INC7.0K shares4.16%2026-03-312026-05-14

ABBV ABBVIE INC1.6K shares0.00%2026-03-312026-05-14

GBIL GOLDMAN SACHS ETF TR3.4K shares-16.25%2026-03-312026-05-14

SCHG SCHWAB STRATEGIC TR11.3K shares-5.78%2026-03-312026-05-14

VANGUARD INDEX FDS VANGUARD INDEX FDS540 sharesnew addition2026-03-312026-05-14

TJX TJX COS INC NEW2.0K shares-0.70%2026-03-312026-05-14

Sponsored

TCAF T ROWE PRICE ETF INC8.6K shares-11.82%2026-03-312026-05-14

ORCL ORACLE CORP2.1K shares-2.37%2026-03-312026-05-14

MA MASTERCARD INCORPORATED600 shares0.00%2026-03-312026-05-14

SHW SHERWIN WILLIAMS CO895 shares0.00%2026-03-312026-05-14

CARR CARRIER GLOBAL CORPORATION5.1K shares0.00%2026-03-312026-05-14

VO VANGUARD INDEX FDS921 shares1.66%2026-03-312026-05-14

PULS PGIM ETF TR5.1K shares10.25%2026-03-312026-05-14

MCK MCKESSON CORP286 sharesnew addition2026-03-312026-05-14

Sponsored

NSC NORFOLK SOUTHN CORP862 shares0.00%2026-03-312026-05-14

DE DEERE & CO424 sharesnew addition2026-03-312026-05-14

NDAQ NASDAQ INC2.6K shares0.00%2026-03-312026-05-14

STIP ISHARES TR2.1K shares-60.39%2026-03-312026-05-14

ALPHABET INC ALPHABET INC742 sharesnew addition2026-03-312026-05-14

EMR EMERSON ELEC CO1.6K shares0.00%2026-03-312026-05-14

SCHB SCHWAB STRATEGIC TR8.1K sharesnew addition2026-03-312026-05-14

ADP AUTOMATIC DATA PROCESSING IN990 shares0.00%2026-03-312026-05-14

Sponsored

AGG

ISHARES TR

21.01%

Shares272.0K

Event2026-03-31

Filed2026-05-14

EFA

ISHARES TR

-0.31%

Shares172.9K

Event2026-03-31

Filed2026-05-14

TIP

ISHARES TR

29.98%

Shares147.1K

Event2026-03-31

Filed2026-05-14

INVESCO EXCHANGE TRADED FD T

-0.08%

Shares325.0K

Event2026-03-31

Filed2026-05-14

IVV

ISHARES TR

-0.83%

Shares20.5K

Event2026-03-31

Filed2026-05-14

XLE

SELECT SECTOR SPDR TR

4.07%

Shares184.0K

Event2026-03-31

Filed2026-05-14

UTES

ETFIS SER TR I

6.03%

Shares134.0K

Event2026-03-31

Filed2026-05-14

VNQ

VANGUARD INDEX FDS

3.29%

Shares105.5K

Event2026-03-31

Filed2026-05-14

COWZ

PACER FDS TR

-0.65%

Shares143.9K

Event2026-03-31

Filed2026-05-14

KMLM

KRANESHARES TRUST

10.24%

Shares307.4K

Event2026-03-31

Filed2026-05-14

NOBL

PROSHARES TR

19.14%

Shares80.3K

Event2026-03-31

Filed2026-05-14

NVDA

NVIDIA CORPORATION

-0.94%

Shares46.6K

Event2026-03-31

Filed2026-05-14

VUG

VANGUARD INDEX FDS

-30.46%

Shares15.6K

Event2026-03-31

Filed2026-05-14

XME

SPDR SERIES TRUST

-18.05%

Shares62.2K

Event2026-03-31

Filed2026-05-14

EWZ

ISHARES INC

New

Shares171.4K

Event2026-03-31

Filed2026-05-14

ASML

ASML HLDG NV

-13.66%

Shares3.9K

Event2026-03-31

Filed2026-05-14

RUNN

STRATEGIC TRUST

8.13%

Shares151.5K

Event2026-03-31

Filed2026-05-14

AMZN

AMAZON COM INC

7.49%

Shares22.3K

Event2026-03-31

Filed2026-05-14

TSM

TAIWAN SEMICONDUCTOR MANUFAC

80.27%

Shares12.7K

Event2026-03-31

Filed2026-05-14

ALPHABET INC

0.72%

Shares13.9K

Event2026-03-31

Filed2026-05-14

BROADCOM INC

1.82%

Shares12.8K

Event2026-03-31

Filed2026-05-14

LLY

ELI LILLY & CO

2.33%

Shares4.0K

Event2026-03-31

Filed2026-05-14

ENB

ENBRIDGE INC

-5.83%

Shares58.2K

Event2026-03-31

Filed2026-05-14

PGR

PROGRESSIVE CORP

19.57%

Shares15.6K

Event2026-03-31

Filed2026-05-14

MSFT

MICROSOFT CORP

3.10%

Shares8.1K

Event2026-03-31

Filed2026-05-14

PBR

PETROLEO BRASILEIRO S A

-25.20%

Shares143.2K

Event2026-03-31

Filed2026-05-14

NVO

NOVO-NORDISK A S

83.80%

Shares70.8K

Event2026-03-31

Filed2026-05-14

INTU

INTUIT

4.25%

Shares6.0K

Event2026-03-31

Filed2026-05-14

COST

COSTCO WHOLESALE CORPORATION

-0.12%

Shares2.5K

Event2026-03-31

Filed2026-05-14

MELI

MERCADOLIBRE INC

16.82%

Shares1.4K

Event2026-03-31

Filed2026-05-14

CNQ

CANADIAN NAT RES LTD MED TER

-3.27%

Shares42.4K

Event2026-03-31

Filed2026-05-14

SHY

ISHARES TR

-83.12%

Shares24.8K

Event2026-03-31

Filed2026-05-14

BMY

BRISTOL-MYERS SQUIBB CO

0.70%

Shares31.9K

Event2026-03-31

Filed2026-05-14

HSBC

HSBC HLDGS PLC

4.75%

Shares23.3K

Event2026-03-31

Filed2026-05-14

NFLX

NETFLIX INC.

23.08%

Shares18.9K

Event2026-03-31

Filed2026-05-14

SHOP

SHOPIFY INC

2.67%

Shares14.5K

Event2026-03-31

Filed2026-05-14

RCL

ROYAL CARIBBEAN GROUP

3.96%

Shares6.1K

Event2026-03-31

Filed2026-05-14

VTI

VANGUARD INDEX FDS

0.00%

Shares5.1K

Event2026-03-31

Filed2026-05-14

PNC

PNC FINL SVCS GROUP INC

-10.06%

Shares7.7K

Event2026-03-31

Filed2026-05-14

TFC

TRUIST FINL CORP

3.00%

Shares32.6K

Event2026-03-31

Filed2026-05-14

PFE

PFIZER INC

2.12%

Shares52.8K

Event2026-03-31

Filed2026-05-14

PEP

PEPSICO INC

1.96%

Shares9.1K

Event2026-03-31

Filed2026-05-14

BTI

BRITISH AMERN TOB PLC

-1.86%

Shares23.6K

Event2026-03-31

Filed2026-05-14

VTV

VANGUARD INDEX FDS

-4.28%

Shares7.0K

Event2026-03-31

Filed2026-05-14

VANGUARD INDEX FDS

-0.55%

Shares4.4K

Event2026-03-31

Filed2026-05-14

UBER

UBER TECHNOLOGIES INC

6.89%

Shares16.8K

Event2026-03-31

Filed2026-05-14

ALTRIA GROUP INC

1.45%

Shares17.7K

Event2026-03-31

Filed2026-05-14

UNH

UNITEDHEALTH GROUP INC

-52.34%

Shares4.3K

Event2026-03-31

Filed2026-05-14

BND

VANGUARD BD INDEX FDS

-5.49%

Shares15.5K

Event2026-03-31

Filed2026-05-14

DGRW

WISDOMTREE TR

-5.25%

Shares12.6K

Event2026-03-31

Filed2026-05-14

SBUX

STARBUCKS CORP

5.66%

Shares11.1K

Event2026-03-31

Filed2026-05-14

SPY

STATE STR SPDR S&P 500 ETF T

7.38%

Shares1.5K

Event2026-03-31

Filed2026-05-14

UPS

UNITED PARCEL SVCS INC

-10.29%

Shares9.8K

Event2026-03-31

Filed2026-05-14

INVESCO EXCHANGE TRADED FD T

-2.43%

Shares4.9K

Event2026-03-31

Filed2026-05-14

ABEV

AMBEV SA

New

Shares302.8K

Event2026-03-31

Filed2026-05-14

TCHP

T ROWE PRICE ETF INC

-7.87%

Shares19.7K

Event2026-03-31

Filed2026-05-14

SCHD

SCHWAB STRATEGIC TR

-10.57%

Shares26.0K

Event2026-03-31

Filed2026-05-14

INVESCO QQQ TR

-2.19%

Shares1.3K

Event2026-03-31

Filed2026-05-14

TSLA

TESLA INC

-1.76%

Shares1.7K

Event2026-03-31

Filed2026-05-14

PARKER-HANNIFIN CORP

-9.20%

Shares622

Event2026-03-31

Filed2026-05-14

VDE

VANGUARD WORLD FD

-0.58%

Shares2.9K

Event2026-03-31

Filed2026-05-14

MICRON TECHNOLOGY INC

New

Shares1.4K

Event2026-03-31

Filed2026-05-14

CVX

CHEVRON CORPORATION

49.04%

Shares2.2K

Event2026-03-31

Filed2026-05-14

SHV

ISHARES TR

0.03%

Shares3.9K

Event2026-03-31

Filed2026-05-14

AAPL

APPLE INC

6.95%

Shares1.7K

Event2026-03-31

Filed2026-05-14

MCO

MOODYS CORP

0.00%

Shares955

Event2026-03-31

Filed2026-05-14

PICK

ISHARES INC

4.16%

Shares7.0K

Event2026-03-31

Filed2026-05-14

ABBV

ABBVIE INC

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-14

GBIL

GOLDMAN SACHS ETF TR

-16.25%

Shares3.4K

Event2026-03-31

Filed2026-05-14

SCHG

SCHWAB STRATEGIC TR

-5.78%

Shares11.3K

Event2026-03-31

Filed2026-05-14

VANGUARD INDEX FDS

New

Shares540

Event2026-03-31

Filed2026-05-14

TJX

TJX COS INC NEW

-0.70%

Shares2.0K

Event2026-03-31

Filed2026-05-14

TCAF

T ROWE PRICE ETF INC

-11.82%

Shares8.6K

Event2026-03-31

Filed2026-05-14

ORCL

ORACLE CORP

-2.37%

Shares2.1K

Event2026-03-31

Filed2026-05-14

MASTERCARD INCORPORATED

0.00%

Shares600

Event2026-03-31

Filed2026-05-14

SHW

SHERWIN WILLIAMS CO

0.00%

Shares895

Event2026-03-31

Filed2026-05-14

CARR

CARRIER GLOBAL CORPORATION

0.00%

Shares5.1K

Event2026-03-31

Filed2026-05-14

VANGUARD INDEX FDS

1.66%

Shares921

Event2026-03-31

Filed2026-05-14

PULS

PGIM ETF TR

10.25%

Shares5.1K

Event2026-03-31

Filed2026-05-14

MCK

MCKESSON CORP

New

Shares286

Event2026-03-31

Filed2026-05-14

NSC

NORFOLK SOUTHN CORP

0.00%

Shares862

Event2026-03-31

Filed2026-05-14

DEERE & CO

New

Shares424

Event2026-03-31

Filed2026-05-14

NDAQ

NASDAQ INC

0.00%

Shares2.6K

Event2026-03-31

Filed2026-05-14

STIP

ISHARES TR

-60.39%

Shares2.1K

Event2026-03-31

Filed2026-05-14

ALPHABET INC

New

Shares742

Event2026-03-31

Filed2026-05-14

EMR

EMERSON ELEC CO

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-14

SCHB

SCHWAB STRATEGIC TR

New

Shares8.1K

Event2026-03-31

Filed2026-05-14

ADP

AUTOMATIC DATA PROCESSING IN

0.00%

Shares990

Event2026-03-31

Filed2026-05-14

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available