Ted Buchan & Co: 13F holdings
CIK 20334132026Q2
| Positions | 95 |
|---|
| Reported value | $305.7m |
|---|
| Filed | 2026-07-23 |
|---|
Change since last quarter
| Positions | 95 (+7 vs prior quarter) |
|---|
| Reported value | $305.7m (+11.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AGG ISHARES TR | 277,977 | $27.5m | 9.0% |
| EFA ISHARES TR | 174,931 | $18.2m | 5.9% |
| PRF INVESCO EXCHANGE TRADED FD T | 321,769 | $17.4m | 5.7% |
| TIP ISHARES TR | 148,331 | $16.2m | 5.3% |
| IVV ISHARES TR | 20,557 | $15.4m | 5.0% |
| UTES ETFIS SER TR I | 135,212 | $11.1m | 3.6% |
| VNQ VANGUARD INDEX FDS | 107,090 | $10.3m | 3.4% |
| XLE SELECT SECTOR SPDR TR | 187,481 | $10.0m | 3.3% |
| NVDA NVIDIA CORPORATION | 46,882 | $9.4m | 3.1% |
| COWZ PACER FDS TR | 146,564 | $9.1m | 3.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2033413")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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