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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 17  ·  334 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 ARKQ ARK ETF TR 202.0 $23K -60.0 -22.9% $114.51 +15.0%
262 ENPH ENPHASE ENERGY INC Energy 565.0 $22K -673.0 -54.4% $38.25 +48.7%
263 SSYS STRATASYS LTD Technology 2,699.0 $21K -204.0 -7.0% $7.92 +13.1%
264 CAG CONAGRA BRANDS INC Consumer Defensive 1,237.0 $19K -7K -84.6% $15.50 -15.2%
265 MIR MIRION TECHNOLOGIES INC Industrials 1,000.0 $19K -117K -99.2% $18.66 -7.5%
266 UA UNDER ARMOUR INC Consumer Cyclical 3,283.0 $18K -240.0 -6.8% $5.60 -1.8%
267 WIX WIX COM LTD Technology 198.0 $18K -27.0 -12.0% $90.47 -46.7%
268 CGGO CAPITAL GROUP GBL GROWTH EQT 529.0 $18K -1K -73.4% $33.82 +17.7%
269 GDDY GODADDY INC Technology 219.0 $18K -2.0 -0.9% $80.62 +0.1%
270 AUR AURORA INNOVATION INC Technology 3,956.0 $16K -84K -95.5% $4.16 +50.4%
271 MGV VANGUARD WORLD FD 108.0 $16K -190.0 -63.8% $144.70 +9.5%
272 EXI ISHARES TR 79.0 $15K -36.0 -31.3% $184.35 +4.5%
273 AUGO AURA MINERALS INC Basic Materials 160.0 $14K -199.0 -55.4% $86.91 -32.5%
274 XRAY DENTSPLY SIRONA INC Healthcare 1,188.0 $14K -175.0 -12.8% $11.64 -11.9%
275 IESC IES HOLDINGS INC Industrials 26.0 $13K -5.0 -16.1% $483.23 +52.1%
276 PULS PGIM ETF TR 242.0 $12K -15.0 -5.8% $49.30 +0.5%
277 NGVT INGEVITY CORP Basic Materials 163.0 $12K -24.0 -12.8% $72.31 -7.4%
278 BMI BADGER METER INC Technology 69.0 $11K -4K -98.2% $153.46 -15.1%
279 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 162.0 $10K -138.0 -46.0% $62.88 +17.5%
280 IEX IDEX CORP Industrials 50.0 $10K -7.0 -12.3% $191.88 +13.9%
Page 14 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%