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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 20 of 56  ·  1,106 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 TRGP TARGA RES CORP Energy 15,625.0 $3.8M 0.01% +14K +824.6% $244.51 +8.0%
382 CDNS CADENCE DESIGN SYSTEM INC Technology 13,614.0 $3.8M 0.01% +3K +23.6% $279.81 +40.9%
383 ENZL ISHARES TR 89,673.0 $3.8M 0.01% +14K +18.7% $42.27 +5.4%
384 SYY SYSCO CORP Consumer Defensive 51,647.0 $3.8M 0.01% +50K +3068.5% $72.74 +5.1%
385 ADP AUTOMATIC DATA PROCESSING IN Industrials 18,673.0 $3.8M 0.01% +4K +31.4% $201.16 +13.9%
386 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 29,426.0 $3.6M 0.01% +5K +21.9% $123.54 -2.8%
387 ROP ROPER TECHNOLOGIES INC Industrials 10,207.0 $3.6M 0.01% +458.0 +4.7% $355.58 -6.1%
388 EQT EQT CORP Energy 58,867.0 $3.6M 0.01% +34K +140.0% $61.06 -13.2%
389 IUSG ISHARES TR 22,812.0 $3.6M 0.01% +5K +31.4% $156.72 +18.2%
390 DHI D R HORTON INC Consumer Cyclical 25,933.0 $3.6M 0.01% +4K +17.9% $137.75 +4.7%
391 AZO AUTOZONE INC Consumer Cyclical 1,038.0 $3.5M 0.01% +64.0 +6.6% $3416.63 -10.0%
392 IWF ISHARES TR 8,142.0 $3.5M 0.01% +3K +70.1% $429.69 -71.4%
393 XME SPDR SERIES TRUST 31,595.0 $3.5M 0.01% +9K +39.5% $109.65 +8.2%
394 SCHC SCHWAB STRATEGIC TR 72,458.0 $3.4M 0.01% +21K +39.8% $47.43 +2.5%
395 NSC NORFOLK SOUTHN CORP Industrials 11,892.0 $3.4M 0.01% +4K +52.6% $286.99 +8.0%
396 DUK DUKE ENERGY CORP NEW Utilities 26,799.0 $3.4M 0.01% +9K +48.0% $125.10 -2.4%
397 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 5,285.0 $3.3M 0.01% +320.0 +6.5% $621.55 +8.8%
398 DOW DOW HLDGS INC Basic Materials 79,070.0 $3.2M 0.01% +69K +667.4% $40.68 -15.9%
399 DRI DARDEN RESTAURANTS INC Consumer Cyclical 16,394.0 $3.2M 0.01% +6K +54.5% $192.75 +1.7%
400 TAC TRANSALTA CORP Utilities 236,167.0 $3.1M 0.01% +188K +390.6% $13.19 -5.1%
Page 20 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%