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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 40 of 56  ·  1,106 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 CGNX COGNEX CORP Technology 3,920.0 $193K 0.00% +2K +64.0% $49.30 +26.5%
782 SMTC SEMTECH CORP Technology 2,416.0 $193K 0.00% +953.0 +65.1% $79.96 +98.6%
783 EWBC EAST WEST BANCORP INC Financial Services 1,749.0 $191K 0.00% +660.0 +60.6% $109.22 +15.6%
784 BWXT BWX TECHNOLOGIES INC Industrials 896.0 $190K 0.00% +5.0 +0.6% $212.53 -11.8%
785 BOTZ GLOBAL X FDS 5,588.0 $189K 0.00% +61.0 +1.1% $33.86 +13.2%
786 XLG INVESCO EXCHANGE TRADED FD T 3,446.0 $189K 0.00% +2K +118.1% $54.88 +13.4%
787 PPLT ABRDN PLATINUM ETF TRUST Financial Services 1,055.0 $188K 0.00% +50.0 +5.0% $177.77 -91.0%
788 SLVR SPROTT FDS TR 3,050.0 $185K 0.00% +2K +205.0% $60.51 -13.1%
789 EAGG ISHARES TR 3,898.0 $184K 0.00% +672.0 +20.8% $47.25 -0.5%
790 ZIM ZIM INTEGRATED SHIPPING SERV Industrials 7,100.0 $184K 0.00% +300.0 +4.4% $25.94 -1.5%
791 SOMNIGROUP INTERNATIONAL INC 2,494.0 $183K 0.00% +701.0 +39.1% $73.53
792 CTRA COTERRA ENERGY INC Energy 5,391.0 $183K 0.00% +5K +2737.4% $33.93 -4.0%
793 GII SPDR INDEX SHS FDS 2,392.0 $182K 0.00% +2K +304.1% $76.01 -3.0%
794 PBR PETROLEO BRASILEIRO S A Energy 8,829.0 $177K 0.00% +8K +939.9% $20.06 -11.5%
795 FOXF FOX FACTORY HLDG CORP Consumer Cyclical 10,342.0 $176K 0.00% +6K +115.0% $17.02 +3.7%
796 VOYA VOYA FINANCIAL INC Financial Services 2,610.0 $175K 0.00% +2K +241.2% $66.96 +32.1%
797 EMB ISHARES TR 1,850.0 $174K 0.00% +892.0 +93.1% $93.81 +1.6%
798 XLY SELECT SECTOR SPDR TR 1,578.0 $173K 0.00% +134.0 +9.3% $109.83 +5.1%
799 VFF VILLAGE FARMS INTL INC Consumer Defensive 62,937.0 $173K 0.00% +7K +13.5% $2.74 -21.3%
800 RBLX ROBLOX CORP Technology 2,995.0 $172K 0.00% +2K +223.4% $57.55 -26.5%
Page 40 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%