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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 6 of 17  ·  334 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 NUE NUCOR CORP Basic Materials 6,365.0 $1.1M 0.00% -6K -47.3% $173.58 +46.0%
102 CPA COPA HOLDINGS SA Industrials 9,268.0 $1.1M 0.00% -53.0 -0.6% $117.92 +11.7%
103 MOO VANECK ETF TRUST 12,506.0 $1.1M 0.00% -4K -26.4% $84.67 -8.4%
104 VUSB VANGUARD BD INDEX FDS 20,000.0 $992K 0.00% -645.0 -3.1% $49.61 +0.1%
105 COM DIREXION SHARES ETF TRUST 29,149.0 $972K 0.00% -2K -5.2% $33.35 -0.4%
106 PDS PRECISION DRILLING CORP Energy 10,186.0 $943K 0.00% -4K -25.6% $92.54 +5.0%
107 VFMV VANGUARD WELLINGTON FD 7,022.0 $939K 0.00% -3K -32.1% $133.68 +4.4%
108 ICOP ISHARES TR 19,154.0 $938K 0.00% -1K -5.8% $48.97 +4.7%
109 PAVE GLOBAL X FDS 17,955.0 $928K 0.00% -3K -14.5% $51.66 +9.4%
110 DB DEUTSCHE BK AG Financial Services 30,229.0 $921K 0.00% -60K -66.4% $30.46 +2.9%
111 SPYM SPDR SERIES TRUST 11,403.0 $879K 0.00% -899.0 -7.3% $77.08 +12.9%
112 HEI HEICO CORP NEW Industrials 3,154.0 $866K 0.00% -2K -40.0% $274.52 +17.8%
113 RDDT REDDIT INC Communication Services 6,341.0 $864K 0.00% -732.0 -10.3% $136.21 +25.6%
114 DGRW WISDOMTREE TR 9,390.0 $827K 0.00% -3K -22.5% $88.07 +8.9%
115 F FORD MTR CO Consumer Cyclical 69,740.0 $814K 0.00% -277K -79.9% $11.67 +28.5%
116 DOO BRP INC Consumer Cyclical 10,769.0 $776K 0.00% -1K -11.7% $72.03 -15.9%
117 FCOR FIDELITY MERRIMACK STR TR 16,384.0 $772K 0.00% -20K -55.3% $47.10 -0.4%
118 VNQ VANGUARD INDEX FDS 8,380.0 $746K 0.00% -4K -31.8% $89.01 +7.3%
119 XLP SELECT SECTOR SPDR TR 8,969.0 $731K 0.00% -5K -34.0% $81.50 +1.9%
120 ALAB ASTERA LABS INC Technology 6,722.0 $713K 0.00% -6K -45.5% $106.09 +226.4%
Page 6 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%