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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 8 of 56  ·  1,106 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 TXN TEXAS INSTRS INC Technology 163,326.0 $32.0M 0.10% +125K +329.1% $196.03 +48.4%
142 PEP PEPSICO INC Consumer Defensive 205,930.0 $31.8M 0.09% +115K +125.7% $154.39 -8.9%
143 MDT MEDTRONIC PLC Healthcare 364,695.0 $31.4M 0.09% +206K +129.2% $85.97 -6.1%
144 MRVL MARVELL TECHNOLOGY INC Technology 291,193.0 $31.0M 0.09% +29K +11.2% $106.34 +171.6%
145 WAB WABTEC Industrials 119,936.0 $30.6M 0.09% +60K +99.3% $255.53 +1.6%
146 CRH PLC 288,503.0 $30.6M 0.09% +256K +800.3% $106.18
147 KO COCA COLA CO Consumer Defensive 395,283.0 $30.1M 0.09% +66K +19.9% $76.05 +4.6%
148 VIG VANGUARD SPECIALIZED FUNDS 135,585.0 $29.2M 0.09% +64K +90.2% $215.38 +8.3%
149 DIS DISNEY WALT CO Communication Services 301,840.0 $29.1M 0.09% +49K +19.3% $96.47 +2.5%
150 IBM INTERNATIONAL BUSINESS MACHS Technology 118,145.0 $28.7M 0.09% +23K +23.8% $242.73 +15.7%
151 RSP INVESCO EXCHANGE TRADED FD T 146,225.0 $28.5M 0.09% +19K +14.8% $194.80 +6.6%
152 TPR TAPESTRY INC Consumer Cyclical 189,056.0 $27.3M 0.08% +11K +6.1% $144.44 -2.4%
153 VFH VANGUARD WORLD FD 212,792.0 $25.7M 0.08% +12K +6.1% $120.84 +5.4%
154 VRT VERTIV HOLDINGS CO Industrials 93,724.0 $24.3M 0.07% +49K +110.5% $258.81 +16.1%
155 XLI SELECT SECTOR SPDR TR 147,196.0 $24.2M 0.07% +52K +53.8% $164.40 +5.6%
156 AEP AMERICAN ELEC PWR CO INC Utilities 183,107.0 $24.1M 0.07% +178K +3445.8% $131.42 -3.5%
157 SLV ISHARES SILVER TR Financial Services 351,479.0 $23.9M 0.07% +208K +145.0% $67.88 -9.3%
158 GRANITE REAL ESTATE INVT TR 392,125.0 $23.2M 0.07% +112K +40.0% $59.12
159 AMD ADVANCED MICRO DEVICES INC Technology 109,075.0 $22.9M 0.07% +2K +1.9% $210.04 +133.4%
160 CVS CVS HEALTH CORP Healthcare 316,455.0 $22.9M 0.07% +11K +3.5% $72.37 +34.1%
Page 8 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%