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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 32 of 56  ·  1,106 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 WFG WEST FRASER TIMBER LTD Basic Materials 9,945.0 $641K 0.00% +2K +26.7% $64.50 +2.7%
622 CF CF INDUSTRIES HOLD Basic Materials 4,999.0 $640K 0.00% +2K +77.4% $127.97 -14.7%
623 VICI VICI PPTYS INC Real Estate 23,226.0 $637K 0.00% +19K +414.6% $27.44 +0.7%
624 ILMN ILLUMINA INC Healthcare 5,010.0 $634K 0.00% +5K +2405.0% $126.54 +25.2%
625 Q QNITY ELECTRONICS INC Technology 5,349.0 $633K 0.00% +3K +134.0% $118.43 +26.3%
626 ACWV ISHARES INC 5,289.0 $631K 0.00% +3K +119.7% $119.33 +1.5%
627 FEZ SPDR INDEX SHS FDS 9,922.0 $625K 0.00% +3K +45.9% $63.03 +8.6%
628 HAFN HAFNIA LTD Industrials 81,815.0 $623K 0.00% +11K +16.2% $7.62 -5.0%
629 CNTA CENTESSA PHARMACEUTICALS PLC Healthcare 15,595.0 $622K 0.00% +15K +1454.8% $39.88 -0.6%
630 GTX GARRETT MOTION INC Consumer Cyclical 32,987.0 $614K 0.00% +31K +1834.7% $18.60 +74.9%
631 DPZ DOMINOS PIZZA INC Consumer Cyclical 1,574.0 $611K 0.00% +411.0 +35.3% $388.40 -18.6%
632 VDE VANGUARD WORLD FD 3,650.0 $609K 0.00% +4K +3867.4% $166.75 -2.4%
633 SE SEA LTD Consumer Cyclical 7,374.0 $605K 0.00% +5K +258.3% $82.07 +4.0%
634 VET VERMILION ENERGY INC Energy 47,302.0 $605K 0.00% +4K +8.8% $12.79 -11.0%
635 RF REGIONS FINANCIAL CORP NEW Financial Services 22,923.0 $603K 0.00% +19K +459.4% $26.32 +10.9%
636 CART MAPLEBEAR INC Consumer Cyclical 15,610.0 $603K 0.00% +13K +476.2% $38.60 +11.3%
637 ALGN ALIGN TECHNOLOGY INC Healthcare 3,489.0 $602K 0.00% +2K +76.0% $172.50 +2.2%
638 OIH VANECK ETF TRUST 1,516.0 $599K 0.00% +1K +322.3% $395.34 +8.4%
639 KDEF EXCHANGE LISTED FDS TR 10,662.0 $597K 0.00% +2K +22.9% $56.00 -23.8%
640 ESGV VANGUARD WORLD FD 5,288.0 $597K 0.00% +1K +28.4% $112.86 +16.9%
Page 32 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%