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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 12 of 19  ·  372 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 DK DELEK US HLDGS INC NEW Energy 143.0 $6K NEW $44.17 +9.8%
222 RC READY CAPITAL CORP Real Estate 3,961.0 $6K NEW $1.58 +9.7%
223 MLKN MILLERKNOLL INC Consumer Cyclical 430.0 $6K NEW $14.50 +0.1%
224 ESNT ESSENT GROUP LTD Financial Services 107.0 $6K NEW $58.00 -2.0%
225 WULF TERAWULF INC Financial Services 428.0 $6K NEW $14.46 +78.8%
226 NWSA NEWS CORP NEW Communication Services 250.0 $6K NEW $24.71 +9.5%
227 POWL POWELL INDS INC Industrials 11.0 $6K NEW $553.18 -46.9%
228 ALMONTY INDS INC 400.0 $6K NEW $14.95
229 CTGO CONTANGO SILVER & GOLD INC Basic Materials 322.0 $6K NEW $18.41 -11.0%
230 IVOG VANGUARD ADMIRAL FDS INC 47.0 $6K NEW $125.87 +11.2%
231 ORIO ORION DIGITAL CORP Technology 5,912.0 $6K NEW $0.95 -1.8%
232 CRNX CRINETICS PHARMACEUTICALS IN Healthcare 150.0 $5K NEW $36.40 -8.0%
233 TMF DIREXION SHARES ETF TRUST 150.0 $5K NEW $35.94 -5.6%
234 TTMI TTM TECHNOLOGIES INC Technology 55.0 $5K NEW $97.05 +83.8%
235 BITB BITWISE BITCOIN ETF TR Financial Services 140.0 $5K NEW $36.89 -6.7%
236 PHG KONINKLIJKE PHILIPS N V Healthcare 189.0 $5K NEW $27.22 -5.2%
237 QNC QUANTUM EMOTION CORP Technology 2,150.0 $5K NEW $2.38 +29.0%
238 PCT PURECYCLE TECHNOLOGIES INC Industrials 1,000.0 $5K NEW $5.08 +136.7%
239 SUI SUN CMNTYS INC Real Estate 40.0 $5K NEW $126.83 -3.7%
240 EZPW EZCORP INC Financial Services 193.0 $5K NEW $26.02 +20.0%
Page 12 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%