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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 16 of 17  ·  334 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 CDW CDW CORP Technology 33.0 $4K -128.0 -79.5% $120.88 +11.5%
302 CRNC CERENCE INC Technology 581.0 $4K -2K -74.9% $6.77 +63.1%
303 BTAL AGF INVTS TR 282.0 $4K -2K -88.3% $13.76 -15.0%
304 SIRI SIRIUSXM HOLDINGS INC Communication Services 143.0 $3K -2K -92.9% $23.30 +17.8%
305 COLD AMERICOLD REALTY TRUST INC Real Estate 280.0 $3K -6K -95.5% $11.17 +29.7%
306 PPTA PERPETUA RESOURCES CORP Basic Materials 100.0 $3K -900.0 -90.0% $29.02 -21.1%
307 PTC PTC INC Technology 20.0 $3K -1K -98.6% $142.55 -4.5%
308 ESTC ELASTIC N V Technology 57.0 $3K -648.0 -91.9% $49.65 +25.2%
309 VOX ROYALTY CORP 507.0 $3K -4K -89.2% $5.23
310 EEMV ISHARES INC 37.0 $2K -32.0 -46.4% $64.65 +12.4%
311 POOL POOL CORP Industrials 11.0 $2K -48.0 -81.4% $199.36 -9.2%
312 LYFT LYFT INC Technology 160.0 $2K -723.0 -81.9% $13.23 +6.0%
313 AVTR AVANTOR INC Healthcare 261.0 $2K -24K -98.9% $7.76 +24.9%
314 CE CELANESE CORP DEL Basic Materials 30.0 $2K -200.0 -87.0% $63.57 -22.8%
315 PBW INVESCO EXCHANGE TRADED FD T 54.0 $2K -30.0 -35.7% $31.54 +29.8%
316 BHF BRIGHTHOUSE FINL INC Financial Services 27.0 $2K -6.0 -18.2% $59.48 +5.1%
317 IT GARTNER INC Technology 10.0 $2K -282.0 -96.6% $154.80 +3.6%
318 ULST SSGA ACTIVE ETF TR 38.0 $2K -218.0 -85.2% $40.37 -0.1%
319 DTE DTE ENERGY CO Utilities 10.0 $1K -64.0 -86.5% $146.80 -2.5%
320 DOV DOVER CORP Industrials 7.0 $1K -318.0 -97.8% $207.29 +4.3%
Page 16 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%