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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 36 of 56  ·  1,106 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 DAL DELTA AIR LINES INC Industrials 6,049.0 $409K 0.00% +5K +463.2% $67.55 +15.8%
702 WTRG ESSENTIAL UTILS INC Utilities 10,052.0 $408K 0.00% +8K +509.6% $40.62 -9.8%
703 MSCI MSCI INC Financial Services 752.0 $403K 0.00% +269.0 +55.7% $536.12 +12.5%
704 JOBY JOBY AVIATION INC Industrials 48,500.0 $401K 0.00% +2K +4.9% $8.27 +17.3%
705 MPWR MONOLITHIC PWR SYS INC Technology 357.0 $399K 0.00% +192.0 +116.4% $1118.41 +39.4%
706 SPAB SPDR SERIES TRUST 15,200.0 $388K 0.00% +80.0 +0.5% $25.54 -1.0%
707 STLD STEEL DYNAMICS INC Basic Materials 2,029.0 $373K 0.00% +15.0 +0.7% $183.74 +45.4%
708 EUAD SPINNAKER ETF SERIES 8,625.0 $370K 0.00% +4K +72.9% $42.95 -6.3%
709 CRS CARPENTER TECHNOLOGY CORP Industrials 916.0 $370K 0.00% +368.0 +67.2% $403.83 +23.6%
710 IYF ISHARES TR 3,129.0 $369K 0.00% +995.0 +46.6% $117.98 +5.4%
711 COKE COCA COLA CONS INC Consumer Defensive 1,800.0 $361K 0.00% +600.0 +50.0% $200.35 -10.7%
712 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 43,551.0 $359K 0.00% +35K +395.2% $8.25 +53.6%
713 FLAGSTAR BANK NATIONAL ASSOC 26,497.0 $354K 0.00% +3K +12.3% $13.35
714 YUM YUM BRANDS INC Consumer Cyclical 2,290.0 $352K 0.00% +470.0 +25.8% $153.59 -4.1%
715 QUBT QUANTUM COMPUTING INC Technology 50,973.0 $338K 0.00% +11K +27.6% $6.64 +57.5%
716 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 15,428.0 $337K 0.00% +14K +1083.1% $21.82 +2.5%
717 NULV NUSHARES ETF TR 7,330.0 $335K 0.00% +484.0 +7.1% $45.65 +10.2%
718 EXEL EXELIXIS INC Healthcare 7,533.0 $330K 0.00% +1K +15.9% $43.87 +17.9%
719 FANG DIAMONDBACK ENERGY INC Energy 1,731.0 $330K 0.00% +73.0 +4.4% $190.57 +4.0%
720 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 7,638.0 $328K 0.00% +288.0 +3.9% $42.91 -7.7%
Page 36 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%