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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 39 of 56  ·  1,106 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 XHB SPDR SERIES TRUST 2,374.0 $236K 0.00% +2K +313.6% $99.20 +4.1%
762 AOA ISHARES TR 2,612.0 $232K 0.00% +2K +391.0% $88.64 +8.5%
763 AEE AMEREN CORP Utilities 2,064.0 $229K 0.00% +2K +281.5% $110.76 -3.3%
764 STE STERIS PLC Healthcare 1,029.0 $226K 0.00% +31.0 +3.1% $219.78 -4.4%
765 INDA ISHARES TR 4,848.0 $226K 0.00% +3K +200.4% $46.60 +1.2%
766 OGE OGE ENERGY CORP Utilities 4,595.0 $222K 0.00% +3K +212.4% $48.26 -3.4%
767 ZVIA ZEVIA PBC Consumer Defensive 190,602.0 $221K 0.00% +60K +45.5% $1.16 +21.7%
768 IEV ISHARES TR 3,201.0 $221K 0.00% +1K +82.9% $68.91 +4.4%
769 FIW FIRST TR EXCHANGE-TRADED FD 2,105.0 $219K 0.00% +500.0 +31.1% $104.05 -0.0%
770 HL HECLA MINING COMPANY Basic Materials 11,343.0 $217K 0.00% +3K +35.1% $19.11 -22.1%
771 TCOM TRIP COM GROUP LTD Consumer Cyclical 4,305.0 $214K 0.00% +3K +318.4% $49.76 -5.1%
772 BRBR BELLRING BRANDS INC Consumer Defensive 13,565.0 $212K 0.00% +6K +79.1% $15.62 -49.4%
773 AFL AFLAC INC Financial Services 1,895.0 $208K 0.00% +245.0 +14.8% $109.52 +5.2%
774 TTC TORO CO Industrials 2,194.0 $205K 0.00% +1K +149.9% $93.45 -3.8%
775 SKEENA RES LTD NEW 6,768.0 $201K 0.00% +7K +2564.6% $29.74
776 DDOG DATADOG INC Technology 1,682.0 $199K 0.00% +900.0 +115.1% $118.42 +95.6%
777 DG DOLLAR GEN CORP Consumer Defensive 1,684.0 $197K 0.00% +481.0 +40.0% $117.17 -8.8%
778 ORLA ORLA MNG LTD NEW Basic Materials 11,778.0 $196K 0.00% +6K +121.7% $16.60 -34.7%
779 GTLS CHART INDS INC Industrials 938.0 $194K 0.00% +371.0 +65.4% $206.79 +0.1%
780 RL RALPH LAUREN CORP Consumer Cyclical 545.0 $193K 0.00% +12.0 +2.2% $354.77 +5.1%
Page 39 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%