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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 42 of 56  ·  1,106 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 VEGN ETF SER SOLUTIONS 2,366.0 $135K +283.0 +13.6% $57.23 +33.8%
822 PAA PLAINS ALL AMERN PIPELINE L Energy 6,122.0 $133K +6K +1940.7% $21.78 +4.7%
823 ARES ARES MANAGEMENT CORPORATION Financial Services 1,257.0 $133K +1K +1169.7% $105.67 +20.1%
824 ABNB AIRBNB INC Consumer Cyclical 1,060.0 $133K +281.0 +36.1% $125.06 +7.5%
825 CRSP CRISPR THERAPEUTICS AG Healthcare 2,702.0 $132K +1K +63.2% $48.77 +5.8%
826 TSN TYSON FOODS INC Consumer Defensive 2,049.0 $132K +1K +121.3% $64.23 -11.3%
827 EWG ISHARES INC 3,265.0 $131K +402.0 +14.0% $40.19 +4.9%
828 EMXC ISHARES INC 1,644.0 $130K +685.0 +71.4% $79.35 +21.2%
829 APA APA CORPORATION Energy 3,129.0 $129K +1K +91.4% $41.26 -8.7%
830 OSK OSHKOSH CORP Industrials 864.0 $129K +784.0 +980.0% $149.04 -11.8%
831 LPX LOUISIANA PAC CORP Basic Materials 1,768.0 $129K +100.0 +6.0% $72.68 -3.6%
832 BIIB BIOGEN INC Healthcare 691.0 $127K +63.0 +10.0% $183.37 +5.0%
833 CHRD CHORD ENERGY CORPORATION Energy 921.0 $126K +567.0 +160.2% $136.43 +1.4%
834 BR BROADRIDGE FINL SOLUTIONS IN Technology 776.0 $124K +263.0 +51.3% $159.91 -6.8%
835 CFR CULLEN FROST BANKERS INC Financial Services 893.0 $124K +438.0 +96.3% $138.58 +1.6%
836 VTRS VIATRIS INC Healthcare 9,054.0 $123K +3K +40.8% $13.61 +17.0%
837 CAS SIMPLIFY EXCHANGE TRADED FUN 5,000.0 $123K +4K +400.0% $24.64 +6.3%
838 FICO FAIR ISAAC CORP Technology 116.0 $123K +77.0 +197.4% $1058.96 +14.0%
839 FLOT ISHARES TR 2,334.0 $118K +265.0 +12.8% $50.72 +0.4%
840 JPIE J P MORGAN EXCHANGE TRADED F 2,568.0 $118K +2K +851.1% $45.82 +0.1%
Page 42 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%