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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 35 of 56  ·  1,106 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 ERIC TELEFONAKTIEBOLAGET LM ERICS Technology 39,697.0 $453K 0.00% +39K +7578.3% $11.40 +9.8%
682 NI NISOURCE INC Utilities 9,643.0 $452K 0.00% +8K +559.1% $46.90 -2.2%
683 JKHY HENRY JACK & ASSOC INC Technology 2,875.0 $447K 0.00% +3K +2078.0% $155.40 -18.7%
684 BBY BEST BUY INC Consumer Cyclical 6,936.0 $446K 0.00% +6K +441.9% $64.31 +15.3%
685 BL BLACKLINE INC Technology 12,200.0 $445K 0.00% +3K +28.4% $36.46 -22.7%
686 WSO WATSCO INC Industrials 1,182.0 $444K 0.00% +922.0 +354.6% $375.82 -1.1%
687 ISRA VANECK ETF TRUST 7,254.0 $443K 0.00% +4K +116.5% $61.13 +8.1%
688 ONON ON HLDG AG Consumer Cyclical 12,753.0 $443K 0.00% +10K +398.9% $34.75 +6.8%
689 FXE INVESCO CURRENCYSHARES EURO Financial Services 4,098.0 $438K 0.00% +2K +138.3% $106.79 -0.3%
690 EA ELECTRONIC ARTS INC Communication Services 2,132.0 $433K 0.00% +1K +215.4% $203.15 +0.0%
691 RKLB ROCKET LAB CORP Industrials 6,537.0 $428K 0.00% +725.0 +12.5% $65.48 +73.6%
692 ICLN ISHARES TR 23,183.0 $423K 0.00% +2K +7.1% $18.24 +15.1%
693 CGBL CAPITAL GROUP CORE BALANCED 12,215.0 $423K 0.00% +3K +36.9% $34.61 +7.2%
694 LDUR PIMCO ETF TR 4,415.0 $421K 0.00% +55.0 +1.3% $95.44 -0.3%
695 NET CLOUDFLARE INC Technology 2,025.0 $416K 0.00% +426.0 +26.6% $205.38 +20.6%
696 SMG SCOTTS MIRACLE-GRO CO Basic Materials 6,816.0 $416K 0.00% +7K +10000.0% $61.00 -5.7%
697 MBLY MOBILEYE GLOBAL INC Consumer Cyclical 56,261.0 $414K 0.00% +30K +110.3% $7.37 +31.5%
698 APTIV PLC 6,658.0 $413K 0.00% +3K +68.5% $62.07
699 LSPD LIGHTSPEED COMMERCE INC Technology 46,293.0 $413K 0.00% +2K +5.1% $8.91 +7.0%
700 BP BP PLC Energy 8,906.0 $410K 0.00% +7K +462.2% $46.09 -5.1%
Page 35 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%