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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 10 of 116  ·  2,307 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 ITA ISHARES TR 94,123.0 $21.0M 0.06% +11K +13.7% $222.92 +1.9%
182 MRSH MARSH & MCLENNAN COS INC Financial Services 121,540.0 $20.9M 0.06% +60K +96.2% $171.62 -5.3%
183 CSX CSX CORP Industrials 501,173.0 $20.7M 0.06% +25K +5.2% $41.33 +14.0%
184 SPGI S&P GLOBAL INC Financial Services 48,171.0 $20.5M 0.06% +9K +23.1% $425.07 -1.9%
185 EWJ ISHARES INC 232,173.0 $20.0M 0.06% +14K +6.6% $86.26 +6.6%
186 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 287,930.0 $20.0M 0.06% +187K +184.2% $69.32 +26.0%
187 BA BOEING CO Industrials 95,517.0 $19.8M 0.06% +31K +47.0% $207.09 +4.3%
188 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 46,659.0 $19.8M 0.06% +22K +90.8% $423.71 +106.9%
189 CRM SALESFORCE INC Technology 104,959.0 $19.5M 0.06% +36K +51.2% $185.93 -1.8%
190 NOBL PROSHARES TR 184,667.0 $19.5M 0.06% +3K +1.7% $105.56 -48.7%
191 LPLA LPL FINL HLDGS INC Financial Services 67,391.0 $19.4M 0.06% +67K +10000.0% $288.31 -1.6%
192 PFE PFIZER INC Healthcare 677,398.0 $19.3M 0.06% -98K -12.6% $28.48 -10.0%
193 BKNG BOOKING HOLDINGS INC Consumer Cyclical 4,566.0 $19.1M 0.06% +863.0 +23.3% $4186.10 -96.1%
194 MDLZ MONDELEZ INTL INC Consumer Defensive 326,438.0 $19.0M 0.06% +149K +84.0% $58.30 +5.7%
195 CAE CAE INC Industrials 721,207.0 $19.0M 0.06% +529K +274.4% $26.34 -4.7%
196 LQD ISHARES TR 171,824.0 $18.8M 0.06% +82K +91.7% $109.20 -1.0%
197 PLTR PALANTIR TECHNOLOGIES INC Technology 127,862.0 $18.7M 0.06% -163K -56.0% $146.33 -6.7%
198 BSX BOSTON SCIENTIFIC CORP Healthcare 298,238.0 $18.5M 0.06% +141K +90.1% $61.91 -21.3%
199 URA GLOBAL X FDS 371,733.0 $18.3M 0.05% -31K -7.6% $49.24 -6.8%
200 MDA MDA SPACE LTD Technology 708,895.0 $18.3M 0.05% NEW $25.79 +50.5%
Page 10 of 116  ·  2,307 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%