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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 17  ·  334 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PFM INVESCO EXCHANGE TRADED FD T 83,354.0 $4.3M 0.01% -16K -16.4% $51.19 +7.4%
42 VV VANGUARD INDEX FDS 13,473.0 $4.1M 0.01% -5K -26.9% $301.00 +13.2%
43 AGG ISHARES TR 39,971.0 $4.0M 0.01% -407.0 -1.0% $98.96 -0.8%
44 SOLARIS RES INC 458,620.0 $3.9M 0.01% -392K -46.1% $8.60
45 EXC EXELON CORP Utilities 58,146.0 $3.6M 0.01% -3K -4.6% $62.49 -28.3%
46 EWP ISHARES INC 66,157.0 $3.6M 0.01% -5K -7.4% $54.67 +3.9%
47 AES AES CORP Utilities 241,948.0 $3.4M 0.01% -67K -21.8% $14.19 +3.7%
48 FSLR FIRST SOLAR INC Energy 17,047.0 $3.4M 0.01% -1K -7.4% $198.65 +38.6%
49 CEG CONSTELLATION ENERGY CORP Utilities 11,984.0 $3.3M 0.01% -2K -11.9% $279.45 -10.3%
50 PLD PROLOGIS INC. Real Estate 24,884.0 $3.3M 0.01% -58K -69.8% $133.51 +6.9%
51 AGI ALAMOS GOLD INC Basic Materials 68,094.0 $3.1M 0.01% -43K -38.5% $45.31 -20.8%
52 ROK ROCKWELL AUTOMATION INC Industrials 8,165.0 $3.0M 0.01% -146.0 -1.8% $369.46 +22.2%
53 EPD ENTERPRISE PRODS PARTNERS L Energy 79,352.0 $3.0M 0.01% -32K -28.5% $37.42 +0.3%
54 MINT PIMCO ETF TR 28,778.0 $2.9M 0.01% -41K -59.0% $100.27 +0.2%
55 RGLD ROYAL GOLD INC Basic Materials 10,899.0 $2.9M 0.01% -10K -47.4% $263.44 -21.9%
56 CHRW C H ROBINSON WORLDWIDE IN Industrials 16,668.0 $2.8M 0.01% -132.0 -0.8% $168.50 +11.7%
57 NDAQ NASDAQ INC Financial Services 31,844.0 $2.7M 0.01% -75K -70.3% $85.02 +2.1%
58 PPA INVESCO EXCHANGE TRADED FD T 15,156.0 $2.6M 0.01% -164.0 -1.1% $169.62 +0.1%
59 HOOD ROBINHOOD MKTS INC Financial Services 35,291.0 $2.5M 0.01% -95K -72.9% $70.05 +21.4%
60 REGN REGENERON PHARMACEUTICALS Healthcare 3,133.0 $2.4M 0.01% -4K -54.3% $777.28 -21.3%
Page 3 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%