Institutional Fund
Ted Buchan & Co
San Diego, CACIK 20334135 filings on record
Portfolio Value
$275.32M
Q1 2026
Holdings
88
Reported positions
New Buys
8
Opened this quarter
QoQ Change
+1.1%
from $272.43M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr9.8%
- Ishares Tr6.1%
- Ishares Tr5.9%
- Invesco Exchange Traded Fd T5.6%
- Ishares Tr4.9%
- Select Sector Spdr Tr4.1%
- Other63.6%
Portfolio Holdings
88 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 272.0K | $27.00M | 9.8% | +47.2K | Added |
| 2 | Ishares Tr | 172.9K | $16.79M | 6.1% | −533 | Reduced |
| 3 | Ishares Tr | 147.1K | $16.24M | 5.9% | +33.9K | Added |
| 4 | Invesco Exchange Traded Fd T | 325.0K | $15.45M | 5.6% | −259 | Reduced |
| 5 | Ishares Tr | 20.5K | $13.37M | 4.9% | −172 | Reduced |
| 6 | Select Sector Spdr Tr | 184.0K | $11.27M | 4.1% | +7.2K | Added |
| 7 | Etfis Ser Tr I | 134.0K | $10.70M | 3.9% | +7.6K | Added |
| 8 | Vanguard Index Fds | 105.5K | $9.36M | 3.4% | +3.4K | Added |
| 9 | Pacer Fds Tr | 143.9K | $9.00M | 3.3% | −941 | Reduced |
| 10 | Kraneshares Mount Lcs | 307.4K | $8.67M | 3.1% | +28.5K | Added |
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