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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 43 of 56  ·  1,106 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 SWKS SKYWORKS SOLUTIONS INC Technology 2,209.0 $117K +158.0 +7.7% $53.19 +41.7%
842 FROG JFROG LTD Technology 2,420.0 $117K +2K +2320.0% $48.47 +76.7%
843 AMTM AMENTUM HOLDINGS INC Industrials 4,448.0 $117K +4K +739.2% $26.34 -14.2%
844 SPTL SPDR SERIES TRUST 4,414.0 $115K +31.0 +0.7% $26.16 -1.7%
845 CANOPY GROWTH CORPORATION 119,056.0 $115K +102K +594.6% $0.97
846 H HYATT HOTELS CORP Consumer Cyclical 795.0 $114K +140.0 +21.4% $143.46 +35.0%
847 FRT FEDERAL RLTY INVT TR NEW Real Estate 1,058.0 $112K +420.0 +65.8% $105.97 +15.2%
848 BEN FRANKLIN RESOURCES INC Financial Services 4,747.0 $112K +5K +9394.0% $23.58 +33.1%
849 GLOB GLOBANT S A Technology 2,404.0 $112K +960.0 +66.5% $46.56 -18.0%
850 ESGD ISHARES TR 1,142.0 $111K +105.0 +10.1% $97.10 +4.7%
851 NUKZ EXCHANGE TRADED CONCEPTS TRU 1,657.0 $111K +17.0 +1.0% $66.91 +2.2%
852 TFLR T ROWE PRICE ETF INC 2,175.0 $110K +715.0 +49.0% $50.41 +0.5%
853 NVTS NAVITAS SEMICONDUCTOR CORP Technology 12,729.0 $109K +2K +18.6% $8.55 +186.3%
854 IYT ISHARES TR 1,440.0 $108K +840.0 +140.0% $75.08 +12.9%
855 ARCC ARES CAPITAL CORP Financial Services 6,034.0 $107K +2K +49.6% $17.70 +6.0%
856 SOLV SOLVENTUM CORP Healthcare 1,650.0 $106K +1K +293.8% $64.31 +22.5%
857 INFY INFOSYS LTD Technology 7,959.0 $106K +8K +2056.9% $13.30 -7.7%
858 EGO ELDORADO GOLD CORP NEW Basic Materials 2,930.0 $105K +330.0 +12.7% $35.69 -16.3%
859 PODD INSULET CORP Healthcare 485.0 $104K +35.0 +7.8% $215.35 -29.6%
860 IOT SAMSARA INC Technology 3,239.0 $103K +3K +799.7% $31.80 +7.1%
Page 43 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%