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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 44 of 56  ·  1,106 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 ASTS AST SPACEMOBILE INC Technology 1,216.0 $102K +430.0 +54.7% $83.85 +9.8%
862 BIOHARVEST SCIENCES INC 23,827.0 $102K +12K +97.9% $4.27
863 BKF ISHARES INC 2,470.0 $100K +2K +3759.4% $40.51 -3.2%
864 GLP GLOBAL PARTNERS LP Energy 2,314.0 $100K +2K +3515.6% $43.22 +13.0%
865 COIN COINBASE GLOBAL INC Financial Services 577.0 $100K +286.0 +98.3% $172.65 -6.1%
866 VEEV VEEVA SYS INC Healthcare 572.0 $99K +403.0 +238.5% $172.32 -2.9%
867 PEGA PEGASYSTEMS INC Technology 2,328.0 $98K +787.0 +51.1% $42.25 -16.9%
868 AMER SPORTS INC 2,897.0 $98K +581.0 +25.1% $33.78
869 PMMF BLACKROCK ETF TRUST 978.0 $98K +528.0 +117.3% $100.02 +0.4%
870 SJM SMUCKER J M CO Consumer Defensive 1,020.0 $97K +998.0 +4536.4% $95.49 +6.6%
871 CWCO CONSOLIDATED WATER CO INC Utilities 2,867.0 $95K +600.0 +26.5% $33.06 -10.9%
872 SANM SANMINA CORP Technology 719.0 $94K +121.0 +20.2% $130.10 +93.7%
873 FLEX FLEXTRONICS INTL LTD Technology 1,349.0 $92K +400.0 +42.1% $68.16 +121.3%
874 LIT GLOBAL X FDS 1,222.0 $91K +559.0 +84.3% $74.22 +3.9%
875 DKNG DRAFTKINGS INC NEW Consumer Cyclical 3,970.0 $88K +2K +91.7% $22.15 +11.9%
876 GALAXY DIGITAL INC. 5,083.0 $88K +3K +165.0% $17.29
877 IFRA ISHARES TR 1,508.0 $87K +127.0 +9.2% $57.46 +5.5%
878 ELECTROVAYA INC 10,648.0 $86K +2K +17.2% $8.09
879 ARIS ARIS MINING CORPORATION Basic Materials 4,504.0 $86K +4K +396.6% $19.06 -18.7%
880 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 5,751.0 $86K +1K +25.0% $14.92 +12.8%
Page 44 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%