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Eric Schmid

Ted Buchan & Co

Assets Managed
$275.316M
Holdings
88
Last Quarter
2026 - Q1
Filed Date
7d ago
Growth Rate
1.07%(2Q avg: 3.9%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Ted Buchan & Co's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 88 positions.

Assets under management

The assets under management (AUM) of Ted Buchan & Co over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 275.316M in assets, with a quarterly growth rate of 1.07% and a 2-quarter average growth rate of 3.9%. The portfolio is managed by Eric Schmid, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AGG
Ishares Core U.s. Aggregate
Recent Activity
Increased 21.01%
9.81%
$27.001M
271,991 shares@ $99.28 avg price
EFA
Ishares Msci Eafe Etf
Recent Activity
Decreased -0.3%
6.1%
$16.792M
172,884 shares@ $97.14 avg price
TIP
Ishares Tips Bond Etf
Recent Activity
Increased 29.98%
5.9%
$16.238M
147,132 shares@ $110.37 avg price
PRF
Invesco Ftse Rafi Us 1000 Et
Recent Activity
Decreased -0.07%
5.62%
$15.449M
325,039 shares@ $47.54 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -0.83%
4.86%
$13.371M
20,469 shares@ $653.23 avg price
XLE
Energy Select Sector Spdr
Recent Activity
Increased 4.08%
4.1%
$11.269M
183,958 shares@ $61.27 avg price
UTES
Virtus Reaves Utilities Etf
Recent Activity
Increased 6.04%
3.89%
$10.703M
133,955 shares@ $79.91 avg price
VNQ
Vanguard Real Estate Etf
Recent Activity
Increased 3.29%
3.4%
$9.357M
105,489 shares@ $88.71 avg price
COWZ
Pacer Us Cash Cows 100 Etf
Recent Activity
Decreased -0.64%
3.27%
$9.003M
143,904 shares@ $62.57 avg price
KMLM
Kraneshares Mt Lc Mn Ft Id S
Recent Activity
Increased 10.24%
3.15%
$8.669M
307,401 shares@ $28.21 avg price

1-10 of 88