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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 14 of 19  ·  372 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 IONS IONIS PHARMACEUTICALS INC Healthcare 48.0 $4K NEW $75.10 -2.1%
262 LLYVA LIBERTY LIVE HOLDINGS INC Communication Services 39.0 $4K NEW $91.92 -2.5%
263 RTO RENTOKIL INITIAL PLC Industrials 107.0 $3K NEW $31.86 -7.3%
264 ATLC ATLANTICUS HOLDINGS CORP Financial Services 60.0 $3K NEW $54.07 +58.9%
265 HLI HOULIHAN LOKEY INC Financial Services 20.0 $3K NEW $141.05 -2.8%
266 HOOY TIDAL TRUST II 100.0 $3K NEW $28.13 +0.7%
267 ATAIBECKLEY INC 733.0 $3K NEW $3.69
268 LW LAMB WESTON HLDGS INC Consumer Defensive 67.0 $3K NEW $38.46 +10.7%
269 VAL VALARIS LTD Energy 26.0 $3K NEW $96.35 -5.1%
270 GDL GDL FD Financial Services 300.0 $2K NEW $8.29 +1.9%
271 XPLR INFRASTRUCTURE LP 225.0 $2K NEW $10.69
272 LEG LEGGETT & PLATT INC Consumer Cyclical 244.0 $2K NEW $9.79 +2.2%
273 AMRIZE LTD 42.0 $2K NEW $55.19
274 TIDAL TRUST II 106.0 $2K NEW $21.00
275 AMDW ROUNDHILL ETF TRUST 50.0 $2K NEW $42.40 +132.7%
276 GCI LIBERTY INC 58.0 $2K NEW $36.53
277 VNDA VANDA PHARMACEUTICALS INC Healthcare 294.0 $2K NEW $7.03 -15.5%
278 MKSI MKS INC. Technology 8.0 $2K NEW $235.88 +32.3%
279 FUBO FUBOTV INC Communication Services 197.0 $2K NEW $9.16 +5.9%
280 NOV NOV INC Energy 95.0 $2K NEW $18.58 +13.7%
Page 14 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%