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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 16 of 56  ·  1,106 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 RIO RIO TINTO PLC Basic Materials 70,257.0 $6.6M 0.02% +33K +89.5% $94.51 +6.8%
302 EW EDWARDS LIFESCIENCES CORP Healthcare 80,688.0 $6.6M 0.02% +74K +1192.9% $81.21 +5.7%
303 SLB SLB LIMITED Energy 130,149.0 $6.5M 0.02% +95K +267.2% $50.00 +13.1%
304 COPX GLOBAL X FDS 83,306.0 $6.5M 0.02% +22K +36.6% $77.88 +4.4%
305 DSGX DESCARTES SYS GROUP INC Technology 93,179.0 $6.5M 0.02% +83K +793.0% $69.60 +8.1%
306 MAS MASCO CORP Industrials 106,122.0 $6.4M 0.02% +91K +623.6% $60.63 +13.7%
307 MLM MARTIN MARIETTA MATLS INC Basic Materials 10,737.0 $6.4M 0.02% +5K +94.5% $598.20 -7.4%
308 XLE SELECT SECTOR SPDR TR 108,332.0 $6.4M 0.02% +70K +182.6% $58.98 -1.1%
309 ENERFLEX LTD 319,436.0 $6.3M 0.02% +285K +834.5% $19.64
310 DELL DELL TECHNOLOGIES INC Technology 36,892.0 $6.2M 0.02% +9K +34.5% $169.40 +136.6%
311 KKR KKR & CO INC Financial Services 68,417.0 $6.2M 0.02% +32K +85.5% $91.32 +2.1%
312 VYMI VANGUARD WHITEHALL FDS 65,177.0 $6.2M 0.02% +35K +115.2% $95.01 +3.5%
313 VRTX VERTEX PHARMACEUTICALS INC Healthcare 13,774.0 $6.1M 0.02% +8K +140.3% $445.70 -0.6%
314 RACE FERRARI N V Consumer Cyclical 17,902.0 $6.1M 0.02% +9K +91.7% $342.10 +2.8%
315 UBS UBS GROUP AG Financial Services 154,291.0 $6.1M 0.02% +134K +666.7% $39.64 +19.3%
316 INGERSOLL RAND INC 75,894.0 $6.1M 0.02% +4K +5.3% $79.99
317 PHM PULTE GROUP INC Consumer Cyclical 51,732.0 $6.0M 0.02% +50K +3712.2% $116.83 +0.8%
318 USIG ISHARES TR 118,784.0 $6.0M 0.02% +24K +25.5% $50.78 +0.1%
319 CBOE CBOE GLOBAL MKTS INC Financial Services 21,024.0 $5.9M 0.02% +21K +10000.0% $279.39 +0.3%
320 CTVA CORTEVA INC Basic Materials 69,617.0 $5.8M 0.02% +7K +10.6% $83.77 -9.4%
Page 16 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%