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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 28 of 56  ·  1,106 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 WRN WESTERN COPPER & GOLD CORP Basic Materials 398,301.0 $1.0M 0.00% +395K +10000.0% $2.58 -3.9%
542 SCHD SCHWAB STRATEGIC TR 33,654.0 $1.0M 0.00% +25K +269.8% $30.49 +6.1%
543 TTD THE TRADE DESK INC Technology 45,881.0 $1.0M 0.00% +41K +880.8% $21.97 -9.3%
544 POST POST HLDGS INC Consumer Defensive 10,336.0 $1.0M 0.00% +5K +112.2% $97.15 -5.9%
545 BBCA J P MORGAN EXCHANGE TRADED F 10,557.0 $999K 0.00% +236.0 +2.3% $94.62 +6.3%
546 FIRST HAWAIIAN INC 39,746.0 $992K 0.00% +12K +41.4% $24.96
547 NVT NVENT ELEC PLC Industrials 8,126.0 $987K 0.00% +4K +79.7% $121.47 +38.2%
548 PKG PACKAGING CORP AMER Consumer Cyclical 4,661.0 $985K 0.00% +3K +233.2% $211.26 +5.8%
549 DFUS DIMENSIONAL ETF TRUST 13,628.0 $974K 0.00% +4K +36.9% $71.46 +13.8%
550 FTV FORTIVE CORP Technology 17,247.0 $963K 0.00% +9K +117.2% $55.85 +11.8%
551 VO VANGUARD INDEX FDS 3,335.0 $960K 0.00% +2K +179.6% $287.87 -72.4%
552 ISTB ISHARES TR 19,757.0 $954K 0.00% +743.0 +3.9% $48.29 -0.5%
553 ET ENERGY TRANSFER L P Energy 50,098.0 $950K 0.00% +32K +169.5% $18.97 +1.1%
554 KMX CARMAX INC Consumer Cyclical 23,309.0 $939K 0.00% +12K +111.8% $40.28 +22.2%
555 TDG TRANSDIGM GROUP INC Industrials 799.0 $937K 0.00% +540.0 +208.5% $1172.30 +5.3%
556 IBDU ISHARES TR 40,266.0 $933K 0.00% +2K +3.9% $23.17 -0.4%
557 AX AXOS FINANCIAL INC Financial Services 10,868.0 $932K 0.00% +10K +2493.8% $85.77 +5.9%
558 SEDG SOLAREDGE TECHNOLOGIES INC Energy 17,971.0 $931K 0.00% +17K +1219.5% $51.82 +19.1%
559 TSCO TRACTOR SUPPLY CO Consumer Cyclical 20,902.0 $930K 0.00% +11K +104.0% $44.48 -31.9%
560 ELAN ELANCO ANIMAL HEALTH INC Healthcare 39,956.0 $923K 0.00% +21K +112.2% $23.11 +6.1%
Page 28 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%