Ted Buchan & Co
Annual return '25
+31.0%
SPY '25
+17.7%
Alpha
+13.2ptsvs SPY
Invested
$275.3M
Holdings
88
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 96%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AGG
ISHARES TR
Q1 2026: Exited (was 224.8k shares)
9.8%
02
$EFA
ISHARES TR
Q1 2026: Exited (was 173.4k shares)
6.1%
03
$TIP
ISHARES TR
Q1 2026: Exited (was 113.2k shares)
5.9%
04
$PRF
INVESCO EXCHANGE TRADED FD T
Q1 2026: Exited (was 325.3k shares)
5.6%
05
$IVV
ISHARES TR
Q1 2026: Exited (was 20.6k shares)
4.9%
06
$XLE
SELECT SECTOR SPDR TR
Q1 2026: Exited (was 176.8k shares)
4.1%
07
$UTES
ETFIS SER TR I
Q1 2026: Exited (was 126.3k shares)
3.9%
08
$VNQ
VANGUARD INDEX FDS
Q1 2026: Exited (was 102.1k shares)
3.4%
09
$COWZ
PACER FDS TR
Q1 2026: Exited (was 144.8k shares)
3.3%
10
$KMLM
KRANESHARES TRUST
Q1 2026: Exited (was 278.9k shares)
3.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 06:27 UTC.