13F Filings History of Ted Buchan & Co

Latest 13F report
Q4 2025 - 11 Feb 2026
Value $
$272,428,377
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 88 stock holdings with total value $272,428,377 as of Q4 2025. Top holdings included AGG, EFA, PRF, IVV, and TIP.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 88 $272,428,377 +$22,974,263 -$2,889,539 +$20,084,724 AGG, EFA, PRF, IVV, TIP 13F-HR 10 Feb 2026, 17:48
Q3 2025 83 $255,266,936 +$28,869,631 -$39,906,265 -$11,036,634 AGG, EFA, IVV, PRF, TIP 13F-HR 12 Nov 2025, 10:53
Q2 2025 92 $251,515,456 +$31,781,382 -$2,454,327 +$29,327,055 AGG, PRF, IVV, TIP, SHY 13F-HR 13 Aug 2025, 11:29
Q1 2025 86 $211,450,005 +$6,948,990 -$3,748,957 +$3,200,033 AGG, PRF, SHY, IVV, TIP 13F-HR 13 May 2025, 09:22
Q4 2024 83 $211,804,340 +$15,051,714 -$5,135,487 +$9,916,227 AGG, PRF, SHY, IVV, TIP 13F-HR 12 Feb 2025, 18:25
Q3 2024 85 $210,792,839 +$29,675,717 -$12,252,427 +$17,423,290 AGG, PRF, SHY, IVV, TIP 13F-HR 01 Nov 2024, 11:48
Q2 2024 85 $186,397,633 +$48,166,210 -$20,495,276 +$27,670,934 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 -$3,046,511 +$2,328,043 PRF, NOBL, SHY, XBI, TIP 13F-HR 06 Sep 2024, 12:46
Q3 2023 77 $124,468,653 +$11,709,862 -$5,035,325 +$6,674,537 PRF, SHY, NOBL, TIP, XLE 13F-HR 06 Sep 2024, 12:44
Q2 2023 81 $130,056,027 +$13,069,944 -$7,585,445 +$5,484,499 PRF, NOBL, SHY, TIP, XBI 13F-HR 06 Sep 2024, 12:43
Q1 2023 83 $119,664,533 +$24,918,709 -$16,265,837 +$8,652,872 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