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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 48 of 56  ·  1,106 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 SPHY SPDR SERIES TRUST 1,807.0 $42K +10.0 +0.6% $23.23 +0.3%
942 SIX FLAGS ENTERTAINMENT CORP 2,375.0 $42K +2K +2275.0% $17.55
943 GAU GALIANO GOLD INC Basic Materials 16,024.0 $41K +6K +66.6% $2.58 -20.5%
944 NTNX NUTANIX INC Technology 1,080.0 $41K +514.0 +90.8% $38.12 +36.0%
945 OGN ORGANON & CO Healthcare 6,468.0 $40K +213.0 +3.4% $6.13 +118.5%
946 OC OWENS CORNING NEW Industrials 368.0 $39K +218.0 +145.3% $107.21 +11.1%
947 IMAX IMAX CORP Communication Services 1,005.0 $39K +50.0 +5.2% $38.55 +1.5%
948 EQR EQUITY RESIDENTIAL Real Estate 650.0 $39K +338.0 +108.3% $59.53 +13.1%
949 OBE OBSIDIAN ENERGY LTD Energy 4,381.0 $39K +2K +85.4% $8.81 +31.0%
950 GNTX GENTEX CORP Consumer Cyclical 1,789.0 $39K +825.0 +85.6% $21.58 +14.5%
951 ZYMEWORKS INC 1,439.0 $37K +1K +362.7% $25.83
952 JMIA JUMIA TECHNOLOGIES AG Consumer Cyclical 5,324.0 $37K +3K +156.7% $6.93 -1.0%
953 BAX BAXTER INTL INC Healthcare 2,171.0 $36K +1K +92.0% $16.77 +14.8%
954 WTS WATTS WATER TECHNOLOGIES INC Industrials 123.0 $36K +99.0 +412.5% $291.79 +8.1%
955 XEL XCEL ENERGY INC Utilities 448.0 $36K +348.0 +348.0% $79.71 -2.6%
956 DOCU DOCUSIGN INC Technology 737.0 $35K +147.0 +24.9% $48.11 -4.1%
957 CGAU CENTERRA GOLD INC Basic Materials 1,941.0 $35K +2K +462.6% $18.17 -14.3%
958 FDS FACTSET RESH SYS INC Financial Services 156.0 $35K +109.0 +231.9% $224.73 +9.6%
959 AVAV AEROVIRONMENT INC Industrials 190.0 $35K +51.0 +36.7% $183.50 +0.6%
960 SPPP SPROTT ASSET MANAGEMENT LP Financial Services 2,233.0 $35K +1K +107.7% $15.48 -13.1%
Page 48 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%