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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 54 of 56  ·  1,106 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 SMIN ISHARES TR 88.0 $5K +15.0 +20.6% $59.97 +9.5%
1062 CUK CARNIVAL PLC Consumer Cyclical 200.0 $5K +100.0 +100.0% $26.38 +4.2%
1063 NIOCORP DEVS LTD 1,150.0 $5K +150.0 +15.0% $4.51
1064 MANU MANCHESTER UTD PLC NEW Communication Services 302.0 $5K +6.0 +2.0% $16.96 +30.4%
1065 FLGT FULGENT GENETICS INC Healthcare 310.0 $5K +210.0 +210.0% $16.44 +11.4%
1066 RUN SUNRUN INC Energy 359.0 $5K +134.0 +59.6% $14.13 -4.7%
1067 Z ZILLOW GROUP INC Communication Services 120.0 $5K +90.0 +300.0% $40.40 -13.9%
1068 VNT VONTIER CORPORATION Technology 120.0 $4K +80.0 +200.0% $35.89 -20.8%
1069 LARGO INC 3,413.0 $4K +3K +495.6% $1.25
1070 PUK PRUDENTIAL PLC Financial Services 141.0 $4K +105.0 +291.7% $29.28 -12.6%
1071 ALTY GLOBAL X FDS 330.0 $4K +31.0 +10.4% $12.03 +1.7%
1072 SDGR SCHRODINGER INC Healthcare 337.0 $4K +12.0 +3.7% $11.53 +24.9%
1073 CMPS COMPASS PATHWAYS PLC Healthcare 690.0 $4K +320.0 +86.5% $5.59 +109.9%
1074 GOLF ACUSHNET HLDGS CORP Consumer Cyclical 40.0 $4K +1.0 +2.6% $93.55 -3.2%
1075 NTLA INTELLIA THERAPEUTICS INC Healthcare 281.0 $4K +81.0 +40.5% $13.25 +1.8%
1076 GLDG GOLDMINING INC Basic Materials 3,030.0 $4K +30.0 +1.0% $1.22 -23.3%
1077 DDD 3D SYS CORP DEL Technology 1,905.0 $4K +430.0 +29.1% $1.87 +60.6%
1078 NIU NIU TECHNOLOGIES Consumer Cyclical 1,200.0 $3K +100.0 +9.1% $2.90 -21.0%
1079 RIOT RIOT PLATFORMS INC Financial Services 260.0 $3K +200.0 +333.3% $12.48 +105.8%
1080 CHARGEPOINT HOLDINGS INC 627.0 $3K +45.0 +7.7% $4.78
Page 54 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%