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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 50 of 56  ·  1,106 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 RVMD REVOLUTION MEDICINES INC Healthcare 270.0 $27K +70.0 +35.0% $98.55 +50.7%
982 NTSK NETSKOPE INC Technology 3,432.0 $27K +2K +171.9% $7.74 +21.9%
983 DECK DECKERS OUTDOOR CORP Consumer Cyclical 262.0 $26K +55.0 +26.6% $100.82 +8.8%
984 ZM ZOOM COMMUNICATIONS INC Technology 325.0 $26K +80.0 +32.6% $80.70 +25.3%
985 AIOT POWERFLEET INC Technology 8,500.0 $26K +5K +142.9% $3.04 +27.0%
986 HIVE HIVE DIGITAL TECHNOLOGIES LT Financial Services 13,599.0 $26K +334.0 +2.5% $1.89 +109.3%
987 TLRY TILRAY BRANDS INC Healthcare 4,136.0 $25K +936.0 +29.2% $6.11 -17.7%
988 XPO XPO INC Industrials 126.0 $25K +16.0 +14.6% $198.13 +13.4%
989 SKYY FIRST TR EXCHANGE-TRADED FD 227.0 $25K +152.0 +202.7% $109.85 +27.4%
990 JGRO J P MORGAN EXCHANGE TRADED F 292.0 $25K +257.0 +734.3% $85.34 +12.0%
991 IP INTERNATIONAL PAPER CO Consumer Cyclical 698.0 $25K +298.0 +74.5% $35.65 -7.8%
992 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 120.0 $25K +4.0 +3.5% $207.26 +12.4%
993 U UNITY SOFTWARE INC Technology 1,130.0 $25K +50.0 +4.6% $21.97 +31.1%
994 RDNT RADNET INC Healthcare 449.0 $25K +414.0 +1182.9% $55.07 -1.7%
995 HCC WARRIOR MET COAL INC Energy 260.0 $24K +180.0 +225.0% $91.89 +7.6%
996 LITHIUM AMERS CORP NEW 6,022.0 $24K +5K +302.8% $3.93
997 VMI VALMONT INDS INC Industrials 58.0 $24K +54.0 +1350.0% $405.52 +32.1%
998 STRL STERLING INFRASTRUCTURE INC Industrials 56.0 $24K +5.0 +9.8% $419.68 +112.5%
999 NAK NORTHERN DYNASTY MINERALS LT Basic Materials 16,000.0 $23K +5K +45.5% $1.46 +34.8%
1000 OLED UNIVERSAL DISPLAY CORP Technology 261.0 $23K +211.0 +422.0% $89.51 -0.8%
Page 50 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%