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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 15 of 19  ·  372 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 GTM ZOOMINFO TECHNOLOGIES INC Technology 300.0 $2K NEW $5.85 -51.3%
282 IONR IONEER LTD Basic Materials 450.0 $2K NEW $3.85 +6.1%
283 HR HEALTHCARE RLTY TR Real Estate 100.0 $2K NEW $17.09 +14.4%
284 BLBD BLUE BIRD CORP Consumer Cyclical 28.0 $2K NEW $58.68 +19.7%
285 WRBY WARBY PARKER INC Healthcare 75.0 $2K NEW $21.32 +10.3%
286 RDW REDWIRE CORPORATION Industrials 170.0 $2K NEW $9.04 +105.4%
287 TENB TENABLE HLDGS INC Technology 90.0 $2K NEW $17.06 +61.6%
288 BEKE KE HLDGS INC Real Estate 100.0 $1K NEW $14.85 +8.8%
289 SVV SAVERS VALUE VLG INC Consumer Cyclical 200.0 $1K NEW $7.36 +23.4%
290 SAIA SAIA INC Industrials 4.0 $1K NEW $353.00 +36.2%
291 MHD BLACKROCK MUNIHOLDINGS FD IN Financial Services 124.0 $1K NEW $11.30 +2.7%
292 BRC BRADY CORP Industrials 16.0 $1K NEW $82.25 -8.5%
293 CIFR CIPHER DIGITAL INC Financial Services 100.0 $1K NEW $12.63 +92.3%
294 GRAL GRAIL INC Healthcare 21.0 $1K NEW $53.48 +15.0%
295 NNOX NANO X IMAGING LTD Healthcare 435.0 $1K NEW $2.38 -23.5%
296 SIDUS SPACE INC 495.0 $1K NEW $2.08
297 RWR SPDR SERIES TRUST 10.0 $1K NEW $101.60 +8.1%
298 BLUE OWL CAPITAL CORPORATION 92.0 $985.0 NEW $10.71
299 MSGS MADISON SQUARE GRDN SPRT COR Communication Services 3.0 $951.0 NEW $317.00 +21.1%
300 GASS STEALTHGAS INC Industrials 100.0 $933.0 NEW $9.33 +0.1%
Page 15 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%