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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 30 of 56  ·  1,106 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 ACHR ARCHER AVIATION INC Industrials 159,512.0 $829K 0.00% +38K +30.8% $5.19 +6.3%
582 ITOT ISHARES TR 5,773.0 $828K 0.00% +145.0 +2.6% $143.45 +12.7%
583 MOS MOSAIC CO Basic Materials 30,905.0 $820K 0.00% +16K +106.8% $26.53 -19.0%
584 TSAT TELESAT CORP Technology 23,632.0 $813K 0.00% +3K +13.2% $34.42 +25.9%
585 IEMG ISHARES INC 11,558.0 $812K 0.00% +3K +38.7% $70.23 +14.7%
586 CVNA CARVANA CO Consumer Cyclical 2,592.0 $808K 0.00% +893.0 +52.6% $311.83 -77.2%
587 IHG INTERCONTINENTAL HOTELS GROU Consumer Cyclical 5,830.0 $801K 0.00% +5K +1454.7% $137.40 +19.9%
588 MCHP MICROCHIP TECHNOLOGY INC. Technology 12,249.0 $801K 0.00% +10K +369.5% $65.36 +40.4%
589 FQAL FIDELITY COVINGTON TRUST 10,974.0 $800K 0.00% +240.0 +2.2% $72.90 +9.8%
590 FSM FORTUNA MNG CORP Basic Materials 76,736.0 $793K 0.00% +27K +55.8% $10.33 -15.6%
591 EMBOTELLADORA ANDINA S A 30,376.0 $790K 0.00% +7K +29.6% $26.00
592 SFBS SERVISFIRST BANCSHARES INC Financial Services 10,831.0 $789K 0.00% +11K +10000.0% $72.85 +9.7%
593 CLBT CELLEBRITE DI LTD Technology 56,757.0 $788K 0.00% +2K +4.3% $13.88 -6.4%
594 RYANAIR HOLDINGS PLC 13,099.0 $785K 0.00% +13K +3869.4% $59.96
595 MSM MSC INDL DIRECT INC Industrials 8,455.0 $773K 0.00% +7K +431.1% $91.45 +27.8%
596 KINIKSA PHARMACEUTICALS INTL 15,967.0 $768K 0.00% +5K +39.5% $48.12
597 DRD DRDGOLD LIMITED Basic Materials 24,906.0 $766K 0.00% +2K +10.4% $30.77 -24.4%
598 VBR VANGUARD INDEX FDS 3,513.0 $765K 0.00% +1K +62.0% $217.82 +8.9%
599 AWK AMERICAN WTR WKS CO INC NEW Utilities 5,581.0 $763K 0.00% +460.0 +9.0% $136.78 -9.4%
600 DVN DEVON ENERGY CORP NEW Energy 15,763.0 $757K 0.00% +11K +261.1% $48.01 -9.0%
Page 30 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%