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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 34 of 56  ·  1,106 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 GDXJ VANECK ETF TRUST 4,273.0 $535K 0.00% +4K +752.9% $125.10 -18.8%
662 GSAT GLOBALSTAR INC Communication Services 7,813.0 $534K 0.00% +8K +5215.0% $68.30 +18.9%
663 O REALTY INCOME CORP Real Estate 8,572.0 $530K 0.00% +7K +328.4% $61.85 -3.0%
664 MAT MATTEL INC Consumer Cyclical 36,057.0 $526K 0.00% +8K +30.8% $14.59 -2.6%
665 CHKP CHECK POINT SOFTWARE TECH LT Technology 3,594.0 $524K 0.00% +107.0 +3.1% $145.69 -11.3%
666 GPC GENUINE PARTS CO Consumer Cyclical 4,947.0 $520K 0.00% +1K +41.7% $105.10 -7.6%
667 NTES NETEASE COM INC Technology 4,594.0 $517K 0.00% +4K +436.7% $112.49 +5.5%
668 SA SEABRIDGE GOLD INC Basic Materials 17,811.0 $513K 0.00% +14K +350.9% $28.81 -3.4%
669 IEO ISHARES TR 4,243.0 $512K 0.00% +255.0 +6.4% $120.68 -2.5%
670 IDU ISHARES TR 3,158.0 $497K 0.00% +3K +544.5% $157.27 -30.0%
671 GFI GOLD FIELDS LTD Basic Materials 10,174.0 $490K 0.00% +9K +520.4% $48.13 -25.4%
672 HRL HORMEL FOODS CORP Consumer Defensive 22,024.0 $485K 0.00% +21K +1367.3% $22.03 +7.3%
673 IYR ISHARES TR 5,106.0 $485K 0.00% +4K +223.0% $94.90 +6.5%
674 AFRM AFFIRM HLDGS INC Technology 10,657.0 $484K 0.00% +2K +19.7% $45.40 +44.2%
675 VIGI VANGUARD WHITEHALL FDS 5,360.0 $480K 0.00% +588.0 +12.3% $89.60 +3.9%
676 WCC WESCO INTL INC Industrials 1,704.0 $479K 0.00% +2K +1162.2% $281.33 +25.6%
677 OTIS OTIS WORLDWIDE CORP Industrials 6,191.0 $479K 0.00% +1K +27.8% $77.42 -10.1%
678 MGK VANGUARD WORLD FD 1,281.0 $475K 0.00% +1K +1730.0% $371.17 -76.3%
679 PNW PINNACLE WEST CAP CORP Utilities 4,637.0 $471K 0.00% +4K +354.6% $101.51 -0.2%
680 NVGS NAVIGATOR HLDGS LTD Energy 23,594.0 $455K 0.00% +22K +1306.9% $19.27 +14.3%
Page 34 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%