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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 29 of 56  ·  1,106 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 NVMI NOVA LTD Technology 2,077.0 $923K 0.00% +70.0 +3.5% $444.52 +21.0%
562 ESLT ELBIT SYS LTD Industrials 1,025.0 $916K 0.00% +657.0 +178.5% $893.84 -6.1%
563 SPG SIMON PPTY GROUP INC NEW Real Estate 4,816.0 $904K 0.00% +2K +63.3% $187.78 +10.8%
564 PROF PROFOUND MED CORP Healthcare 143,041.0 $902K 0.00% +66K +84.6% $6.31 +8.1%
565 CRCL CIRCLE INTERNET GROUP INC Financial Services 9,870.0 $891K 0.00% +858.0 +9.5% $90.23 -4.1%
566 HPE HEWLETT PACKARD ENTERPRISE C Technology 37,098.0 $889K 0.00% +31K +530.1% $23.96 +105.2%
567 CGIE CAPITAL GROUP INTERNATIONAL 25,855.0 $889K 0.00% +3K +12.8% $34.38 +6.0%
568 GOVT ISHARES TR 38,506.0 $879K 0.00% +3K +9.5% $22.82 -0.9%
569 NOK NOKIA CORP Technology 105,375.0 $869K 0.00% +86K +444.0% $8.25 +72.7%
570 ACM AECOM Industrials 10,146.0 $869K 0.00% +740.0 +7.9% $85.62 -15.8%
571 IYY ISHARES TR 5,421.0 $865K 0.00% +715.0 +15.2% $159.57 +13.7%
572 TIMB TIM S A Communication Services 31,934.0 $853K 0.00% +1K +3.6% $26.72 -19.0%
573 OZK BANK OZK LITTLE ROCK ARK Financial Services 18,523.0 $853K 0.00% +18K +10000.0% $46.05 +11.6%
574 ROBO EXCHANGE TRADED CONCEPTS TRU 12,132.0 $849K 0.00% +8K +229.1% $69.96 +21.8%
575 MELI MERCADOLIBRE INC Consumer Cyclical 493.0 $847K 0.00% +268.0 +119.1% $1717.79 -3.8%
576 ACGL ARCH CAP GROUP LTD Financial Services 8,827.0 $842K 0.00% +9K +2632.8% $95.43 -5.6%
577 TFC TRUIST FINL CORP Financial Services 18,015.0 $841K 0.00% +12K +207.7% $46.69 +6.8%
578 VCLT VANGUARD SCOTTSDALE FDS 11,314.0 $839K 0.00% +2K +20.0% $74.16 +0.5%
579 TWLO TWILIO INC Communication Services 6,451.0 $839K 0.00% +56.0 +0.9% $130.00 +61.7%
580 TPL TEXAS PACIFIC LAND CORPORATI Energy 2,384.0 $837K 0.00% +2K +1344.8% $351.05 +14.1%
Page 29 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%