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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 27 of 56  ·  1,106 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 QXO QXO INC Industrials 62,790.0 $1.2M 0.00% +54K +637.2% $19.27 -19.4%
522 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 14,910.0 $1.2M 0.00% +12K +453.0% $81.08 -4.1%
523 GWRE GUIDEWIRE SOFTWARE INC Technology 8,027.0 $1.2M 0.00% +8K +10000.0% $148.26 -14.2%
524 VMC VULCAN MATLS CO Basic Materials 4,226.0 $1.2M 0.00% +4K +4002.9% $279.86 -3.5%
525 LIBERTY MEDIA CORP DEL 13,787.0 $1.2M 0.00% +8K +157.1% $85.32
526 ATI ATI INC Industrials 7,642.0 $1.2M 0.00% +8K +8297.8% $151.03 +19.3%
527 YUMC YUM CHINA HLDGS INC Consumer Cyclical 23,431.0 $1.1M 0.00% +23K +10000.0% $49.05 -13.7%
528 ITW ILLINOIS TOOL WKS INC Industrials 4,388.0 $1.1M 0.00% +3K +360.4% $260.20 -3.0%
529 ACWX ISHARES TR 15,802.0 $1.1M 0.00% +5K +41.7% $72.01 +3.7%
530 HDV ISHARES TR 8,492.0 $1.1M 0.00% +508.0 +6.4% $133.84 -79.5%
531 HAS HASBRO INC Consumer Cyclical 12,714.0 $1.1M 0.00% +8K +154.8% $89.27 -6.4%
532 HMY HARMONY GOLD MNG LTD Basic Materials 68,597.0 $1.1M 0.00% +22K +45.7% $16.16 -5.1%
533 KMI KINDER MORGAN INC DEL Energy 33,388.0 $1.1M 0.00% +13K +64.7% $32.83 -4.7%
534 PPL PPL CORP Utilities 28,246.0 $1.1M 0.00% +17K +149.4% $38.32 -7.8%
535 NVR NVR INC Consumer Cyclical 162.0 $1.1M 0.00% +135.0 +500.0% $6679.41 -7.3%
536 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 11,875.0 $1.1M 0.00% +6K +105.8% $91.01 -4.1%
537 IRM IRON MTN INC DEL Real Estate 10,610.0 $1.1M 0.00% +6K +123.1% $100.84 +22.5%
538 HYS PIMCO ETF TR 11,473.0 $1.1M 0.00% +917.0 +8.7% $92.84 +0.2%
539 CDX SIMPLIFY EXCHANGE TRADED FUN 48,600.0 $1.0M 0.00% +18K +59.9% $21.37 -1.6%
540 BAYTEX ENERGY CORP 245,491.0 $1.0M 0.00% +79K +47.8% $4.20
Page 27 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%