Ted Buchan & Co
Net buyer this quarter
$306M
60
+$3.46M
19.4%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 NVDA | $9.38M | 3.07% | 0.00% | +0.7% | Q4 2022 |
 NOBL | $9.01M | 2.95% | Not reported | -0.2% | Q4 2022 |
 ASML | $7.61M | 2.49% | 0.00% | -1.0% | Q4 2022 |
 TSM | $6.18M | 2.02% | 0.00% | +1.5% | Q1 2024 |
 AMZN | $5.45M | 1.78% | 0.00% | +2.4% | Q4 2022 |
 LLY | $5.09M | 1.66% | 0.00% | +4.9% | Q4 2022 |
 GOOG | $5M | 1.64% | Not reported | +1.9% | Q4 2022 |
 AVGO | $4.95M | 1.62% | 0.00% | +2.6% | Q4 2022 |
 PGR | $3.33M | 1.09% | 0.00% | -1.9% | Q4 2022 |
 ENB | $3.16M | 1.03% | 0.00% | +0.2% | Q1 2024 |
 NVO | $2.94M | 0.96% | Not reported | -13.5% | Q3 2025 |
 MELI | $2.73M | 0.89% | 0.00% | +16.3% | Q2 2024 |
 HSBC | $2.68M | 0.88% | 0.00% | +21.1% | Q2 2025 |
 MSFT | $2.53M | 0.83% | 0.00% | -15.7% | Q4 2022 |
 COST | $2.42M | 0.79% | 0.00% | +3.0% | Q4 2022 |
 PBR | $2.3M | 0.75% | 0.00% | -0.7% | Q4 2022 |
 RCL | $2.03M | 0.66% | 0.00% | +5.3% | Q1 2025 |
 MU | $2.01M | 0.66% | 0.00% | +23.5% | Q1 2026 |
 BMY | $1.85M | 0.60% | 0.00% | +0.5% | Q3 2024 |
 PNC | $1.84M | 0.60% | 0.00% | -3.1% | Q3 2023 |
 UNH | $1.72M | 0.56% | 0.00% | -3.6% | Q4 2022 |
 SHOP | $1.7M | 0.55% | 0.00% | +2.6% | Q4 2024 |
 TFC | $1.66M | 0.54% | 0.00% | +2.2% | Q2 2024 |
 NFLX | $1.57M | 0.51% | 0.00% | +16.3% | Q4 2022 |
 BTI | $1.41M | 0.46% | 0.00% | -3.1% | Q2 2024 |
 INTU | $1.36M | 0.45% | 0.00% | -12.7% | Q2 2023 |
 PFE | $1.32M | 0.43% | 0.00% | +3.5% | Q4 2022 |
 MO | $1.31M | 0.43% | 0.00% | +2.7% | Q1 2023 |
 PEP | $1.22M | 0.40% | 0.00% | -0.9% | Q1 2025 |
 SBUX | $1.21M | 0.40% | 0.00% | +6.3% | Q4 2022 |
 UBER | $1.18M | 0.39% | 0.00% | -2.7% | Q2 2024 |
 SPY | $1.13M | 0.37% | Not reported | -1.1% | Q1 2023 |
 CNQ | $1.11M | 0.36% | 0.00% | -33.4% | Q2 2024 |
 UPS | $1.03M | 0.34% | 0.00% | -3.1% | Q4 2024 |
 QQQ | $999K | 0.33% | Not reported | +1.4% | Q4 2022 |
 ABEV | $988K | 0.32% | 0.00% | +3.9% | Q1 2025 |
 BE | $819K | 0.27% | 0.00% | New | Q2 2026 |
 CLS | $801K | 0.26% | 0.00% | New | Q2 2026 |
 LITE | $748K | 0.24% | 0.00% | New | Q2 2026 |
 TSLA | $704K | 0.23% | 0.00% | +0.1% | Q1 2023 |
 AAPL | $624K | 0.20% | 0.00% | +29.8% | Q4 2022 |
 PH | $608K | 0.20% | 0.00% | Not reported | Q1 2023 |
 MCO | $433K | 0.14% | 0.00% | Not reported | Q1 2025 |
 ABBV | $399K | 0.13% | 0.00% | Not reported | Q4 2022 |
 CARR | $372K | 0.12% | 0.00% | Not reported | Q1 2023 |
| GOOGL | $337K | 0.11% | 0.00% | +27.0% | Q1 2026 |
 CVX | $319K | 0.10% | 0.00% | -14.4% | Q4 2025 |
 SHW | $308K | 0.10% | 0.00% | Not reported | Q1 2023 |
 MA | $308K | 0.10% | 0.00% | Not reported | Q4 2022 |
 TJX | $302K | 0.10% | 0.00% | +0.1% | Q2 2024 |
| Q1 2026 | |||||
| NOBL | $8.52M | 3.09% | Not reported | +19.1% | Q4 2022 |
| NVDA | $8.12M | 2.95% | 0.00% | -0.9% | Q4 2022 |
| ASML | $5.1M | 1.85% | 0.00% | -13.7% | Q4 2022 |
| AMZN | $4.65M | 1.69% | 0.00% | +7.5% | Q4 2022 |
| TSM | $4.31M | 1.57% | 0.00% | +80.3% | Q1 2024 |
| GOOG | $3.99M | 1.45% | Not reported | +0.7% | Q4 2022 |
| AVGO | $3.96M | 1.44% | 0.00% | +1.8% | Q4 2022 |
| LLY | $3.72M | 1.35% | 0.00% | +2.3% | Q4 2022 |
| ENB | $3.14M | 1.14% | 0.00% | -5.8% | Q1 2024 |
| PGR | $3.08M | 1.12% | 0.00% | +19.6% | Q4 2022 |
| MSFT | $2.98M | 1.08% | 0.00% | +3.1% | Q4 2022 |
| PBR | $2.97M | 1.08% | 0.00% | -25.2% | Q4 2022 |
| NVO | $2.6M | 0.95% | Not reported | +83.8% | Q3 2025 |
| INTU | $2.59M | 0.94% | 0.00% | +4.3% | Q2 2023 |
| COST | $2.5M | 0.91% | 0.00% | -0.1% | Q4 2022 |
| MELI | $2.39M | 0.87% | 0.00% | +16.8% | Q2 2024 |
| CNQ | $2.07M | 0.75% | 0.00% | -3.3% | Q2 2024 |
| BMY | $1.93M | 0.70% | 0.00% | +0.7% | Q3 2024 |
| HSBC | $1.92M | 0.70% | 0.00% | +4.8% | Q2 2025 |
| NFLX | $1.82M | 0.66% | 0.00% | +23.1% | Q4 2022 |
| SHOP | $1.72M | 0.62% | 0.00% | +2.7% | Q4 2024 |
| RCL | $1.67M | 0.61% | 0.00% | +4.0% | Q1 2025 |
| PNC | $1.61M | 0.58% | 0.00% | -10.1% | Q3 2023 |
| TFC | $1.5M | 0.54% | 0.00% | +3.0% | Q2 2024 |
| PFE | $1.48M | 0.54% | 0.00% | +2.1% | Q4 2022 |
| PEP | $1.41M | 0.51% | 0.00% | +2.0% | Q1 2025 |
| BTI | $1.38M | 0.50% | 0.00% | -1.9% | Q2 2024 |
| UBER | $1.21M | 0.44% | 0.00% | +6.9% | Q2 2024 |
| MO | $1.17M | 0.42% | 0.00% | +1.5% | Q1 2023 |
| UNH | $1.16M | 0.42% | 0.00% | -52.3% | Q4 2022 |
| SBUX | $998K | 0.36% | 0.00% | +5.7% | Q4 2022 |
| SPY | $994K | 0.36% | Not reported | +7.4% | Q1 2023 |
| UPS | $969K | 0.35% | 0.00% | -10.3% | Q4 2024 |
| ABEV | $884K | 0.32% | 0.00% | Not reported | Q1 2025 |
| QQQ | $772K | 0.28% | Not reported | -2.2% | Q4 2022 |
| TSLA | $622K | 0.23% | 0.00% | -1.8% | Q1 2023 |
| PH | $557K | 0.20% | 0.00% | -9.2% | Q1 2023 |
| MU | $477K | 0.17% | 0.00% | New | Q1 2026 |
| CVX | $465K | 0.17% | 0.00% | +49.0% | Q4 2025 |
| AAPL | $422K | 0.15% | 0.00% | +7.0% | Q4 2022 |
| MCO | $417K | 0.15% | 0.00% | Not reported | Q1 2025 |
| ABBV | $345K | 0.13% | 0.00% | Not reported | Q4 2022 |
| TJX | $318K | 0.12% | 0.00% | -0.7% | Q2 2024 |
 ORCL | $302K | 0.11% | 0.00% | -2.4% | Q4 2023 |
| MA | $300K | 0.11% | 0.00% | Not reported | Q4 2022 |
| SHW | $287K | 0.10% | 0.00% | Not reported | Q1 2023 |
| CARR | $285K | 0.10% | 0.00% | Not reported | Q1 2023 |
 PULS | $255K | 0.09% | 0.03% | +10.3% | Q3 2025 |
 MCK | $247K | 0.09% | 0.00% | New | Q1 2026 |
 NSC | $247K | 0.09% | 0.00% | Not reported | Q4 2022 |
| Q4 2025 | |||||
| NVDA | $8.77M | 3.22% | 0.00% | -0.1% | Q4 2022 |
| NOBL | $7.02M | 2.58% | Not reported | +5.4% | Q4 2022 |
| AMZN | $4.8M | 1.76% | 0.00% | +2.4% | Q4 2022 |
| ASML | $4.79M | 1.76% | 0.00% | +20.3% | Q4 2022 |
| AVGO | $4.35M | 1.60% | 0.00% | -2.2% | Q4 2022 |
| GOOG | $4.33M | 1.59% | Not reported | -1.3% | Q4 2022 |
| LLY | $4.25M | 1.56% | 0.00% | +0.8% | Q4 2022 |
| INTU | $3.8M | 1.40% | 0.00% | +11.4% | Q2 2023 |
| MSFT | $3.78M | 1.39% | 0.00% | +3.8% | Q4 2022 |
| UNH | $2.97M | 1.09% | 0.00% | +5.2% | Q4 2022 |
| PGR | $2.96M | 1.09% | 0.00% | -0.7% | Q4 2022 |
| ENB | $2.96M | 1.09% | 0.00% | +1.5% | Q1 2024 |
| MELI | $2.38M | 0.87% | 0.00% | +5.6% | Q2 2024 |
| PBR | $2.27M | 0.83% | 0.00% | -25.0% | Q4 2022 |
| SHOP | $2.27M | 0.83% | 0.00% | +0.2% | Q4 2024 |
| COST | $2.17M | 0.80% | 0.00% | -8.4% | Q4 2022 |
| TSM | $2.15M | 0.79% | 0.00% | +0.4% | Q1 2024 |
| NVO | $1.96M | 0.72% | Not reported | +40.1% | Q3 2025 |
| PNC | $1.79M | 0.66% | 0.00% | +12.2% | Q3 2023 |
| HSBC | $1.75M | 0.64% | 0.00% | +0.4% | Q2 2025 |
| BMY | $1.71M | 0.63% | 0.00% | +7.0% | Q3 2024 |
| RCL | $1.63M | 0.60% | 0.00% | -0.6% | Q1 2025 |
 BKNG | $1.59M | 0.58% | 0.00% | -1.0% | Q2 2024 |
| TFC | $1.56M | 0.57% | 0.00% | +0.4% | Q2 2024 |
| CNQ | $1.48M | 0.54% | 0.00% | +0.6% | Q2 2024 |
| NFLX | $1.44M | 0.53% | 0.00% | -3.2% | Q4 2022 |
| BTI | $1.36M | 0.50% | 0.00% | -1.2% | Q2 2024 |
 CRM | $1.33M | 0.49% | 0.00% | +3.7% | Q1 2024 |
| PFE | $1.29M | 0.47% | 0.00% | +0.4% | Q4 2022 |
| UBER | $1.29M | 0.47% | 0.00% | +1.3% | Q2 2024 |
| PEP | $1.28M | 0.47% | 0.00% | +1.0% | Q1 2025 |
| UPS | $1.09M | 0.40% | 0.00% | -32.6% | Q4 2024 |
| MO | $1.01M | 0.37% | 0.00% | -2.0% | Q1 2023 |
 NOW | $985K | 0.36% | 0.00% | +15.8% | Q2 2025 |
| SPY | $971K | 0.36% | Not reported | +38.3% | Q1 2023 |
| SBUX | $887K | 0.33% | 0.00% | -1.7% | Q4 2022 |
| QQQ | $840K | 0.31% | Not reported | +299.7% | Q4 2022 |
| TSLA | $766K | 0.28% | 0.00% | -1.9% | Q1 2023 |
| PH | $602K | 0.22% | 0.00% | Not reported | Q1 2023 |
| MCO | $488K | 0.18% | 0.00% | +62.7% | Q1 2025 |
| AAPL | $422K | 0.15% | 0.00% | -9.5% | Q4 2022 |
| ORCL | $410K | 0.15% | 0.00% | Not reported | Q4 2023 |
| ABBV | $363K | 0.13% | 0.00% | -0.8% | Q4 2022 |
| MA | $343K | 0.13% | 0.00% | -8.8% | Q4 2022 |
| TJX | $308K | 0.11% | 0.00% | Not reported | Q2 2024 |
| SHW | $290K | 0.11% | 0.00% | Not reported | Q1 2023 |
| CARR | $268K | 0.10% | 0.00% | Not reported | Q1 2023 |
 ROP | $257K | 0.09% | 0.00% | Not reported | Q2 2023 |
 ADP | $255K | 0.09% | 0.00% | Not reported | Q4 2022 |
 NDAQ | $254K | 0.09% | 0.00% | Not reported | Q2 2025 |
| Q3 2025 | |||||
| NVDA | $8.78M | 3.44% | 0.00% | -2.5% | Q4 2022 |
| NOBL | $6.6M | 2.58% | Not reported | -13.6% | Q4 2022 |
| AMZN | $4.46M | 1.75% | 0.00% | +1.1% | Q4 2022 |
| AVGO | $4.24M | 1.66% | 0.00% | -4.0% | Q4 2022 |
| MSFT | $3.9M | 1.53% | 0.00% | -2.2% | Q4 2022 |
| ASML | $3.6M | 1.41% | 0.00% | -26.7% | Q4 2022 |
| INTU | $3.52M | 1.38% | 0.00% | +20.3% | Q2 2023 |
| GOOG | $3.4M | 1.33% | Not reported | -17.2% | Q4 2022 |
| PGR | $3.24M | 1.27% | 0.00% | +7.0% | Q4 2022 |
| PBR | $3.23M | 1.27% | 0.00% | +4.5% | Q4 2022 |
| ENB | $3.07M | 1.20% | 0.00% | -2.7% | Q1 2024 |
| LLY | $2.99M | 1.17% | 0.00% | +5.2% | Q4 2022 |
| UNH | $2.95M | 1.16% | 0.00% | +16.3% | Q4 2022 |
| MELI | $2.62M | 1.03% | 0.00% | +16.7% | Q2 2024 |
| COST | $2.54M | 0.99% | 0.00% | -1.2% | Q4 2022 |
| SHOP | $2.09M | 0.82% | 0.00% | +0.8% | Q4 2024 |
| TSM | $1.97M | 0.77% | 0.00% | -3.4% | Q1 2024 |
| NFLX | $1.91M | 0.75% | 0.00% | -5.3% | Q4 2022 |
| RCL | $1.9M | 0.74% | 0.00% | +5.1% | Q1 2025 |
| BKNG | $1.62M | 0.63% | 0.00% | +3.5% | Q2 2024 |
| HSBC | $1.57M | 0.62% | 0.00% | +4.0% | Q2 2025 |
| PNC | $1.54M | 0.60% | 0.00% | -9.2% | Q3 2023 |
| NVO | $1.53M | 0.60% | Not reported | New | Q3 2025 |
| UBER | $1.52M | 0.60% | 0.00% | +21.2% | Q2 2024 |
| TFC | $1.44M | 0.56% | 0.00% | +13.0% | Q2 2024 |
| CNQ | $1.39M | 0.55% | 0.00% | +6.2% | Q2 2024 |
| UPS | $1.36M | 0.53% | 0.00% | +26.5% | Q4 2024 |
| BMY | $1.34M | 0.52% | 0.00% | +8.8% | Q3 2024 |
| PFE | $1.31M | 0.51% | 0.00% | +9.2% | Q4 2022 |
| BTI | $1.29M | 0.51% | 0.00% | -1.7% | Q2 2024 |
| PEP | $1.24M | 0.49% | 0.00% | +18.2% | Q1 2025 |
| MO | $1.18M | 0.46% | 0.00% | +6.9% | Q1 2023 |
| CRM | $1.15M | 0.45% | 0.00% | +0.5% | Q1 2024 |
| NOW | $1.02M | 0.40% | 0.00% | +39.2% | Q2 2025 |
| SBUX | $907K | 0.36% | 0.00% | +3.4% | Q4 2022 |
| TSLA | $772K | 0.30% | 0.00% | -1.9% | Q1 2023 |
| SPY | $686K | 0.27% | Not reported | -27.0% | Q1 2023 |
| ORCL | $592K | 0.23% | 0.00% | -23.0% | Q4 2023 |
| PH | $519K | 0.20% | 0.00% | Not reported | Q1 2023 |
| AAPL | $437K | 0.17% | 0.00% | -51.3% | Q4 2022 |
| PULS | $386K | 0.15% | 0.04% | New | Q3 2025 |
| MA | $374K | 0.15% | 0.00% | Not reported | Q4 2022 |
| ABBV | $370K | 0.15% | 0.00% | +0.8% | Q4 2022 |
| SHW | $310K | 0.12% | 0.00% | Not reported | Q1 2023 |
| CARR | $303K | 0.12% | 0.00% | Not reported | Q1 2023 |
| ADP | $291K | 0.11% | 0.00% | Not reported | Q4 2022 |
| TJX | $290K | 0.11% | 0.00% | +0.1% | Q2 2024 |
| ROP | $288K | 0.11% | 0.00% | Not reported | Q2 2023 |
| MCO | $280K | 0.11% | 0.00% | -38.5% | Q1 2025 |
 V | $268K | 0.11% | 0.00% | +0.4% | Q2 2025 |