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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 1 of 19  ·  372 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BROOKFIELD BUSINESS CORP 1,245,724.0 $36.1M 0.11% NEW $28.96
2 AZN ASTRAZENECA PLC Healthcare 135,577.0 $27.1M 0.08% NEW $199.96 -9.2%
3 MDA MDA SPACE LTD Technology 708,895.0 $18.3M 0.05% NEW $25.79 +50.5%
4 TKR TIMKEN CO Industrials 114,953.0 $11.7M 0.04% NEW $101.70 +32.4%
5 AEIS ADVANCED ENERGY INDS Industrials 32,379.0 $10.8M 0.03% NEW $332.50 -7.9%
6 JIVE J P MORGAN EXCHANGE TRADED F 102,401.0 $8.9M 0.03% NEW $86.44 +5.3%
7 TIGO MILLICOM INTL CELLULAR S A Communication Services 104,255.0 $8.1M 0.02% NEW $78.00 +7.3%
8 FN FABRINET Technology 10,595.0 $5.8M 0.02% NEW $547.02 +14.0%
9 SUNB SUNBELT RENTALS HOLDINGS INC Financial Services 81,797.0 $5.3M 0.02% NEW $64.32 +26.4%
10 TER TERADYNE INC Technology 13,563.0 $4.2M 0.01% NEW $310.69 +20.6%
11 EZA ISHARES INC 60,582.0 $4.2M 0.01% NEW $68.51 -5.3%
12 USFD US FOODS HLDG CORP Consumer Defensive 42,466.0 $3.8M 0.01% NEW $90.47 -4.1%
13 ALLIED GOLD CORP 108,520.0 $3.4M 0.01% NEW $31.00
14 BAP CREDICORP LTD Financial Services 9,238.0 $3.1M 0.01% NEW $340.75 -6.1%
15 DYNF BLACKROCK ETF TRUST 42,797.0 $2.5M 0.01% NEW $58.58 +13.1%
16 AMCOR PLC 55,459.0 $2.2M 0.01% NEW $40.56
17 PLNT PLANET FITNESS MASTER ISSUER Consumer Cyclical 27,083.0 $1.9M 0.01% NEW $71.85 -29.4%
18 RPRX ROYALTY PHARMA PLC Healthcare 36,933.0 $1.8M 0.01% NEW $48.30 +13.6%
19 TRIPLE FLAG PRECIOUS METAL 56,664.0 $1.8M 0.01% NEW $31.04
20 IVLU ISHARES TR 36,769.0 $1.5M 0.00% NEW $40.32 +4.7%
Page 1 of 19  ·  372 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%