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Portfolio (Quarterly) Guide ↗

TD Waterhouse Canada Inc.

· CIK 0001999606
13F Portfolio $33.7B AUM 2,307 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 372 New 1106 Added 334 Reduced 107 Exited
Page 15 of 56  ·  1,106 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 FLR FLUOR CORP Industrials 168,549.0 $8.0M 0.02% +65K +63.5% $47.39 +4.5%
282 SO SOUTHERN CO Utilities 82,588.0 $8.0M 0.02% +6K +7.3% $96.65 -5.6%
283 RMD RESMED INC Healthcare 35,498.0 $7.9M 0.02% +34K +1885.3% $222.66 -13.3%
284 EWC ISHARES INC 142,068.0 $7.8M 0.02% +88K +161.9% $55.22 +5.2%
285 URI UNITED RENTALS INC Industrials 10,690.0 $7.8M 0.02% +5K +84.7% $730.55 +48.4%
286 FORTINET INC 95,788.0 $7.8M 0.02% +85K +775.7% $81.13
287 FSV FIRSTSERVICE CORP NEW Real Estate 58,353.0 $7.8M 0.02% +25K +72.9% $132.87 +4.2%
288 WAT WATERS CORP Healthcare 25,670.0 $7.7M 0.02% +16K +163.5% $299.35 +21.4%
289 EFV ISHARES TR 101,434.0 $7.6M 0.02% +41K +68.7% $75.24 +2.6%
290 HCA HCA HEALTHCARE INC Healthcare 15,695.0 $7.5M 0.02% +3K +22.9% $474.83 -23.9%
291 ANGLOGOLD ASHANTI PLC 71,784.0 $7.4M 0.02% +30K +72.3% $103.52
292 VPL VANGUARD INTL EQUITY INDEX F 74,437.0 $7.4M 0.02% +23K +44.0% $99.67 +12.0%
293 GEN GEN DIGITAL INC Technology 382,109.0 $7.1M 0.02% +312K +446.0% $18.57 +39.2%
294 GLDM WORLD GOLD TR Financial Services 74,587.0 $7.0M 0.02% +5K +7.4% $94.04 -8.9%
295 VCSH VANGUARD SCOTTSDALE FDS 88,070.0 $7.0M 0.02% +60K +213.2% $79.00 -0.5%
296 DY DYCOM INDS INC Industrials 19,669.0 $6.9M 0.02% +3K +15.7% $352.20 +30.3%
297 VCIT VANGUARD SCOTTSDALE FDS 83,268.0 $6.9M 0.02% +19K +28.7% $82.50 -0.7%
298 FERG FERGUSON ENTERPRISES INC Industrials 28,618.0 $6.8M 0.02% +27K +1597.4% $238.91 -6.1%
299 VEU VANGUARD INTL EQUITY INDEX F 89,206.0 $6.8M 0.02% +41K +85.1% $76.08 +7.6%
300 COP CONOCOPHILLIPS Energy 63,711.0 $6.7M 0.02% +47K +284.8% $104.93 +13.3%
Page 15 of 56  ·  1,106 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 34.5%
Technology 15.4%
Energy 12.9%
Basic Materials 7.6%
Industrials 6.7%
Communication Services 6.2%
Consumer Cyclical 5.8%
Healthcare 4.5%
Utilities 3.6%
Consumer Defensive 2.6%