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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 13 of 17  ·  334 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 FTBD FIDELITY MERRIMACK STR TR 714.0 $35K -514.0 -41.9% $49.12 -0.4%
242 OKLO OKLO INC Utilities 728.0 $35K -92.0 -11.2% $48.03 +22.7%
243 ULTA ULTA BEAUTY INC Consumer Cyclical 64.0 $34K -45.0 -41.3% $536.36 -13.7%
244 SBAC SBA COMMUNICATIONS CORP Real Estate 200.0 $34K -8.0 -3.9% $171.56 +16.6%
245 SFM SPROUTS FMRS MKT INC Consumer Defensive 450.0 $34K -6K -92.7% $75.86 +14.3%
246 ATHM AUTOHOME INC Communication Services 1,940.0 $34K -23.0 -1.2% $17.53 -0.9%
247 INDY ISHARES TR 772.0 $32K -115.0 -13.0% $42.05 -1.0%
248 RA BROOKFIELD REAL ASSETS INCOM Financial Services 2,435.0 $31K -382.0 -13.6% $12.84 -0.9%
249 TROW PRICE T ROWE GROUP INC Financial Services 347.0 $31K -39.0 -10.1% $89.85 +17.4%
250 HIMS HIMS & HERS HEALTH INC Healthcare 1,550.0 $31K -150.0 -8.8% $19.80 +37.2%
251 TMDX TRANSMEDICS GROUP INC Healthcare 301.0 $30K -300.0 -49.9% $100.32 -29.1%
252 FTAI AVIATION LTD 116.0 $29K -15.0 -11.4% $248.67
253 AVY AVERY DENNISON CORP Industrials 165.0 $29K -119.0 -41.9% $172.81 -11.5%
254 WYNN WYNN RESORTS LTD Consumer Cyclical 271.0 $28K -3K -90.5% $102.45 +2.3%
255 VIRT VIRTU FINL INC Financial Services 618.0 $27K -70.0 -10.2% $44.22 +19.9%
256 URG UR-ENERGY INC Energy 20,000.0 $27K -5K -19.7% $1.36 +19.7%
257 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 285.0 $27K -3K -91.5% $95.49 +132.8%
258 SLI STANDARD LITHIUM LTD Basic Materials 7,550.0 $26K -5K -39.6% $3.44 -0.6%
259 IAI ISHARES TR 150.0 $25K -31.0 -17.1% $164.75 +9.2%
260 NXPI NXP SEMICONDUCTORS N V Technology 123.0 $24K -94.0 -43.3% $194.70 +54.7%
Page 13 of 17  ·  334 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%