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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 3 of 19  ·  372 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CSIQ CANADIAN SOLAR INC Energy 18,500.0 $252K 0.00% NEW $13.60 +25.3%
42 DIVO AMPLIFY ETF TR 5,000.0 $225K 0.00% NEW $44.91 +2.2%
43 KOID KRANESHARES TRUST 6,852.0 $216K 0.00% NEW $31.59 +31.1%
44 AAOI APPLIED OPTOELECTRONICS INC Technology 2,500.0 $216K 0.00% NEW $86.35 +127.7%
45 IDMO INVESCO EXCH TRADED FD TR II 3,774.0 $213K 0.00% NEW $56.35 +3.4%
46 ASX ASE TECHNOLOGY HLDG CO LTD Technology 8,847.0 $199K 0.00% NEW $22.47 +58.1%
47 MUX MCEWEN INC. Basic Materials 8,498.0 $181K 0.00% NEW $21.25 -13.4%
48 WK WORKIVA INC Technology 2,819.0 $168K NEW $59.70 -17.7%
49 VCEB VANGUARD WORLD FD 2,500.0 $156K NEW $62.37 -0.0%
50 TOLZ PROSHARES TR 2,496.0 $149K NEW $59.68 +0.5%
51 AAXJ ISHARES TR 1,500.0 $145K NEW $96.66 +18.4%
52 JHID JOHN HANCOCK EXCHANGE TRADED 3,440.0 $141K NEW $40.97 +3.6%
53 MORN MORNINGSTAR INC Financial Services 800.0 $136K NEW $169.70 +7.0%
54 USCI UNITED STS COMMODITY INDEX F Financial Services 1,415.0 $134K NEW $94.61 +2.5%
55 FLKR FRANKLIN TEMPLETON ETF TR 3,247.0 $133K NEW $40.82 +46.4%
56 EVRG EVERGY INC Utilities 1,423.0 $117K NEW $82.28 -0.7%
57 EWW ISHARES INC 1,501.0 $115K NEW $76.36 -1.9%
58 SIMO SILICON MOTION TECHNOLOGY CO Technology 941.0 $110K NEW $116.93 +125.1%
59 PCN PIMCO CORPORATE & INCM STRG Financial Services 9,000.0 $108K NEW $12.00 -2.7%
60 SHG SHINHAN FINANCIAL GROUP CO L Financial Services 1,670.0 $104K NEW $62.50 +2.3%
Page 3 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%