13F Filings History of Ted Buchan & Co

Latest 13F report
Q3 2025 - 12 Nov 2025
Value $
$255,266,936
Signature - Title
Eric Schmid - Chief Compliance Officer
Location
San Diego, CA
Summary
This page shows a list of all the recent 13F filings made by Ted Buchan & Co. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Ted Buchan & Co reported 83 stock holdings with total value $255,266,936 as of Q3 2025. Top holdings included AGG, EFA, IVV, PRF, and TIP.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 83 $255,266,936 +$28,869,637 -$39,906,249 -$11,036,612 AGG, EFA, IVV, PRF, TIP 13F-HR 12 Nov 2025, 10:53
Q2 2025 92 $251,515,456 +$31,781,385 -$2,454,327 +$29,327,058 AGG, PRF, IVV, TIP, SHY 13F-HR 13 Aug 2025, 11:29
Q1 2025 86 $211,450,005 +$6,948,989 -$3,748,957 +$3,200,032 AGG, PRF, SHY, IVV, TIP 13F-HR 13 May 2025, 09:22
Q4 2024 83 $211,804,340 +$15,051,716 -$5,135,487 +$9,916,229 AGG, PRF, SHY, IVV, TIP 13F-HR 12 Feb 2025, 18:25
Q3 2024 85 $210,792,839 +$29,675,720 -$12,252,425 +$17,423,295 AGG, PRF, SHY, IVV, TIP 13F-HR 01 Nov 2024, 11:48
Q2 2024 85 $186,397,633 +$48,166,211 -$20,495,282 +$27,670,929 AGG, PRF, SHY, TIP, XBI 13F-HR 21 Aug 2024, 15:14
Q1 2024 89 $162,818,213 +$21,243,487 -$7,282,741 +$13,960,746 PRF, SHY, NOBL, TIP, XBI 13F-HR 06 Sep 2024, 12:42
Q4 2023 80 $137,308,639 +$5,374,554 -$3,046,509 +$2,328,045 PRF, NOBL, SHY, XBI, TIP 13F-HR 06 Sep 2024, 12:46
Q3 2023 77 $124,468,653 +$11,709,856 -$5,035,325 +$6,674,531 PRF, SHY, NOBL, TIP, XLE 13F-HR 06 Sep 2024, 12:44
Q2 2023 81 $130,056,027 +$13,069,944 -$7,585,444 +$5,484,500 PRF, NOBL, SHY, TIP, XBI 13F-HR 06 Sep 2024, 12:43
Q1 2023 83 $119,664,533 +$24,918,711 -$16,265,840 +$8,652,871 PRF, SHY, NOBL, TIP, XLE 13F-HR 06 Sep 2024, 12:41
Q4 2022 76 $108,121,192 $0 $0 $0 PRF, NOBL, XLE, SHY, IEO 13F-HR 06 Sep 2024, 12:45