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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 37 of 56  ·  1,106 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 CQQQ INVESCO EXCH TRADED FD TR II 7,090.0 $325K 0.00% +7K +6990.0% $45.86 +10.2%
722 HUBB HUBBELL INC Industrials 647.0 $324K 0.00% +299.0 +85.9% $500.31 -3.1%
723 VIAV VIAVI SOLUTIONS INC Technology 9,130.0 $322K 0.00% +62.0 +0.7% $35.22 +38.4%
724 ASEA GLOBAL X FDS 16,150.0 $315K 0.00% +12K +270.3% $19.52 -0.6%
725 IBDV ISHARES TR 14,419.0 $314K 0.00% +1K +11.2% $21.80 -0.6%
726 WEN WENDYS CO Consumer Cyclical 45,375.0 $313K 0.00% +6K +15.2% $6.89 -2.2%
727 BUNGE GLOBAL SA 2,435.0 $313K 0.00% +2K +1043.2% $128.34
728 DASH DOORDASH INC Communication Services 2,073.0 $312K 0.00% +1K +94.1% $150.45 +1.4%
729 SGDJ SPROTT ETF TRUST 1,722.0 $308K 0.00% +1K +655.3% $178.98 -56.1%
730 FCFS FIRSTCASH HOLDINGS INC Financial Services 1,611.0 $306K 0.00% +1K +475.4% $189.69 +18.0%
731 CELH CELSIUS HLDGS INC Consumer Defensive 8,912.0 $306K 0.00% +1K +20.1% $34.28 -18.3%
732 QYLD GLOBAL X FDS 17,692.0 $305K 0.00% +7K +62.3% $17.24 +4.4%
733 DXCM DEXCOM INC Healthcare 4,775.0 $298K 0.00% +5K +8909.4% $62.36 +22.9%
734 FIRST TR EXCH TRADED FD III 4,181.0 $295K 0.00% +25.0 +0.6% $70.45
735 CPK CHESAPEAKE UTILS CORP Utilities 2,266.0 $289K 0.00% +57.0 +2.6% $127.58 -4.2%
736 IONQ IONQ INC Technology 10,401.0 $289K 0.00% +4K +71.6% $27.77 +126.1%
737 SSRM SSR MINING IN Basic Materials 9,359.0 $286K 0.00% +8K +493.9% $30.53 -12.8%
738 E ENI SPA Energy 5,125.0 $281K 0.00% +5K +914.9% $54.75 -0.8%
739 XYL XYLEM INC Industrials 2,276.0 $279K 0.00% +1K +92.9% $122.48 -10.6%
740 OWL BLUE OWL CAPITAL INC Financial Services 31,588.0 $274K 0.00% +31K +5804.3% $8.68 +8.5%
Page 37 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%