Ted Buchan & Co holds a focused book of 95 stocks worth $305.7M as of Q2 2026 (disclosed Jul 23, 2026, a ~45-day 13F lag). This quarter they opened Ishares Msci Japan ETF and trimmed Invesco Rafi US 1000 ETF. Their largest long position is Ishares Core U.S. Aggregate at 9% of the equity book. Cloning the disclosed picks since 2024 would be +21% (+11.6%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2033413/holdings"
Use Arkolith to show Ted Buchan & Co's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 3.3 points over this window.
Growth of $10,000 cloning Ted Buchan & Co's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
33% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Ted Buchan & Co
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $540.7B |
| ROYAL BANK OF CANADA | 80 / 80 | $162.7B |
| UBS Group AG | 80 / 80 | $140.9B |
| ENVESTNET ASSET MANAGEMENT INC | 80 / 80 | $90.2B |
| WELLS FARGO & COMPANY/MN | 79 / 80 | $147.2B |
| RAYMOND JAMES FINANCIAL INC | 79 / 80 | $99.2B |
| LPL Financial LLC | 79 / 80 | $82.4B |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 79 / 80 | $59.1B |
Ranked by how many of Ted Buchan & Co's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR CORE US AGGBD ET | $27.5M | 278.0K | 9.0% | ▲+2.2% Added · +6K sh | |
| 2 | Ishares TR MSCI EAFE ETF | $18.2M | 174.9K | 5.9% | ▲+1.2% Added · +2K sh | |
| 3 | Invesco Exchange Traded FD T RAFI US 1000 ETF | $17.4M | 321.8K | 5.7% | ▼−1.0% Reduced · −3K sh | |
| 4 | Ishares TR TIPS BD ETF | $16.2M | 148.3K | 5.3% | ▲+0.8% Added · +1K sh | |
| 5 | Ishares TR CORE S&P500 ETF | $15.4M | 20.6K | 5.0% | ▲+0.4% Added · +88 sh | |
| 6 | Etfis Ser TR I VIRTUS REAVES UT | $11.1M | 135.2K | 3.6% | ▲+0.9% Added · +1K sh | |
| 7 | Vanguard Index FDS REAL ESTATE ETF | $10.3M | 107.1K | 3.4% | ▲+1.5% Added · +2K sh | |
| 8 | Select Sector SPDR TR ST STR ENERG ETF | $10.0M | 187.5K | 3.3% | ▲+1.9% Added · +4K sh | |
| 9 | Nvidia Corporation COM | $9.4M | 46.9K | 3.1% | ▲+0.7% Added · +314 sh | |
| 10 | Pacer FDS TR US CASH COWS 100 | $9.1M | 146.6K | 3.0% | ▲+1.8% Added · +3K sh | |
| 11 | Proshares TR S&P 500 DV ARIST | $9.0M | 160.4K | 2.9% | ▲+100% Added · +80K sh | |
| 12 | Kraneshares Trust MOUNT LUCAS ETF | $8.5M | 309.1K | 2.8% | ▲+0.5% Added · +2K sh | |
| 13 | Vanguard Index FDS GROWTH ETF | $7.8M | 90.1K | 2.5% | ▲+476% Added · +74K sh | |
| 14 | Ishares Inc MSCI JAPAN ETF | $7.7M | 82.7K | 2.5% | ▲New New position | |
| 15 | ASML Hldg NV N Y REGISTRY SHS | $7.6M | 3.8K | 2.5% | ▼−0.9% Reduced · −37 sh | |
| 16 | SPDR Series Trust ST STR SP METAL | $6.9M | 64.5K | 2.3% | ▲+3.7% Added · +2K sh | |
| 17 | Ishares Inc MSCI BRAZIL ETF | $6.4M | 185.1K | 2.1% | ▲+8.0% Added · +14K sh | |
| 18 | Taiwan Semiconductor Manufac SPONSORED ADS | $6.2M | 12.9K | 2.0% | ▲+1.5% Added · +194 sh | |
| 19 | Amazon Com Inc COM | $5.5M | 22.9K | 1.8% | ▲+2.4% Added · +530 sh | |
| 20 | Eli Lilly & Co COM | $5.1M | 4.2K | 1.7% | ▲+4.9% Added · +199 sh | |
| 21 | Alphabet Inc CAP STK CL C | $5.0M | 14.2K | 1.6% | ▲+1.9% Added · +261 sh | |
| 22 | Broadcom Inc COM | $5.0M | 13.1K | 1.6% | ▲+2.6% Added · +328 sh | |
| 23 | Strategic Trust RUNNING GWTH ETF | $4.8M | 148.4K | 1.6% | ▼−2.1% Reduced · −3K sh | |
| 24 | Progressive Corp COM | $3.3M | 15.3K | 1.1% | ▼−1.9% Reduced · −296 sh | |
| 25 | Enbridge Inc COM | $3.2M | 58.3K | 1.0% | ▲+0.1% Added · +90 sh | |
| 26 | Novo-Nordisk A S ADR | $2.9M | 61.3K | 1.0% | ▼−13% Reduced · −10K sh | |
| 27 | Mercadolibre Inc COM | $2.7M | 1.6K | 0.9% | ▲+16% Added · +225 sh | |
| 28 | HSBC Hldgs PLC SPON ADR NEW | $2.7M | 28.2K | 0.9% | ▲+21% Added · +5K sh | |
| 29 | Microsoft Corp COM | $2.5M | 6.8K | 0.8% | ▼−16% Reduced · −1K sh | |
| 30 | Costco Wholesale Corporation COM | $2.4M | 2.6K | 0.8% | ▲+3.0% Added · +75 sh | |
| 31 | Petroleo Brasileiro S A SPONSORED ADR | $2.3M | 142.2K | 0.8% | ▼−0.7% Reduced · −1K sh | |
| 32 | Royal Caribbean Group COM | $2.0M | 6.4K | 0.7% | ▲+5.3% Added · +321 sh | |
| 33 | Micron Technology Inc COM | $2.0M | 1.7K | 0.7% | ▲+23% Added · +331 sh | |
| 34 | Ishares TR 1 3 YR TREAS BD | $1.9M | 23.5K | 0.6% | ▼−5.4% Reduced · −1K sh | |
| 35 | Vanguard Index FDS TOTAL STK MKT | $1.9M | 5.1K | 0.6% | —Held | |
| 36 | Bristol-Myers Squibb Co COM | $1.8M | 32.1K | 0.6% | ▲+0.5% Added · +155 sh | |
| 37 | PNC Finl Svcs Group Inc COM | $1.8M | 7.5K | 0.6% | ▼−3.0% Reduced · −235 sh | |
| 38 | Unitedhealth Group Inc COM | $1.7M | 4.1K | 0.6% | ▼−3.6% Reduced · −156 sh | |
| 39 | Shopify Inc CL A SUB VTG SHS | $1.7M | 14.8K | 0.6% | ▲+2.6% Added · +380 sh | |
| 40 | Truist Finl Corp COM | $1.7M | 33.3K | 0.5% | ▲+2.2% Added · +727 sh | |
| 41 | Netflix Inc. COM | $1.6M | 22.0K | 0.5% | ▲+16% Added · +3K sh | |
| 42 | Vanguard Index FDS VALUE ETF | $1.5M | 7.0K | 0.5% | ▼−0.5% Reduced · −32 sh | |
| 43 | Vanguard Index FDS LARGE CAP ETF | $1.5M | 4.3K | 0.5% | ▼−0.3% Reduced · −13 sh | |
| 44 | British Amern Tob PLC SPONSORED ADR | $1.4M | 22.9K | 0.5% | ▼−3.1% Reduced · −738 sh | |
| 45 | Intuit COM | $1.4M | 5.2K | 0.4% | ▼−13% Reduced · −757 sh | |
| 46 | Pfizer Inc COM | $1.3M | 54.7K | 0.4% | ▲+3.5% Added · +2K sh | |
| 47 | Altria Group Inc COM | $1.3M | 18.2K | 0.4% | ▲+2.6% Added · +471 sh | |
| 48 | Pepsico Inc COM | $1.2M | 9.0K | 0.4% | ▼−0.9% Reduced · −84 sh | |
| 49 | Wisdomtree TR US QTLY DIV GRT | $1.2M | 12.7K | 0.4% | ▲+0.8% Added · +101 sh | |
| 50 | Starbucks Corp COM | $1.2M | 11.8K | 0.4% | ▲+6.3% Added · +703 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 23, 2026 | 95 | $305.7M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 14, 2026 | 88 | $275.3M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 11, 2026 | 88 | $272.4M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 12, 2025 | 83 | $255.3M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 13, 2025 | 92 | $251.5M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 13, 2025 | 86 | $211.5M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 13, 2025 | 83 | $211.8M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 1, 2024 | 85 | $210.8M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.