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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 47 of 56  ·  1,106 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 KVUE KENVUE INC Consumer Defensive 2,927.0 $51K +2K +205.8% $17.32 +1.4%
922 ARCO ARCOS DORADOS HLDGS INC Consumer Cyclical 6,054.0 $51K +6K +10000.0% $8.35 -1.7%
923 ONDS ONDAS INC Technology 5,330.0 $49K +4K +433.0% $9.19 +12.0%
924 EMN EASTMAN CHEM CO Basic Materials 646.0 $49K +46.0 +7.7% $75.81 -5.5%
925 FFIV F5 INC Technology 166.0 $49K +116.0 +232.0% $294.41 +34.6%
926 METL SPROTT FDS TR 1,768.0 $48K +1K +294.6% $27.37 -0.7%
927 SPXU PROSHARES TR 850.0 $47K +225.0 +36.0% $55.44 -29.9%
928 NOVT NOVANTA INC Technology 400.0 $47K +398.0 +10000.0% $117.80 +39.5%
929 CHTR CHARTER COMMUNICATIONS INC Communication Services 217.0 $47K +32.0 +17.3% $216.07 -38.8%
930 ON ON SEMICONDUCTOR CORP Technology 747.0 $46K +27.0 +3.8% $62.13 +94.6%
931 BLDP BALLARD PWR SYS INC NEW Industrials 19,087.0 $46K +11K +133.2% $2.39 +116.2%
932 RH RH Consumer Cyclical 402.0 $45K +5.0 +1.3% $112.82 +30.1%
933 BE BLOOM ENERGY CORP Industrials 338.0 $45K +139.0 +69.8% $132.44 +91.5%
934 NFGC NEW FOUND GOLD CORP Basic Materials 22,225.0 $44K +21K +2122.5% $1.97 -18.8%
935 OGI ORGANIGRAM GLOBAL INC Healthcare 43,692.0 $43K +43K +3994.8% $0.99 +7.6%
936 PATH UIPATH INC Technology 3,929.0 $43K +2K +120.5% $11.01 +1.5%
937 SILJ AMPLIFY ETF TR 1,400.0 $43K +1K +418.5% $30.68 -14.1%
938 SNN SMITH & NEPHEW PLC Healthcare 1,331.0 $43K +1K +664.9% $32.07 -5.4%
939 HUT 8 CORP 900.0 $42K +875.0 +3500.0% $47.08
940 WY WEYERHAEUSER CO Real Estate 1,750.0 $42K +257.0 +17.2% $24.17 -0.4%
Page 47 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%