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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 102 of 116  ·  2,307 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2021 LEG LEGGETT & PLATT INC Consumer Cyclical 244.0 $2K NEW $9.79 +10.9%
2022 KSA ISHARES TR 60.0 $2K $39.57 -2.6%
2023 LINEAGE CELL THERAPEUTICS IN 1,500.0 $2K $1.57
2024 CSTE CAESARSTONE LTD Industrials 2,310.0 $2K $1.02 +87.3%
2025 PSKY PARAMOUNT SKYDANCE CORP Communication Services 256.0 $2K $9.19 +12.1%
2026 QRHC QUEST RESOURCE HLDG CORP Industrials 2,000.0 $2K $1.16 +25.0%
2027 AMRIZE LTD 42.0 $2K NEW $55.19
2028 OMAB GRUPO AEROPORTUARIO DEL CENT Industrials 20.0 $2K $114.95 -2.8%
2029 TIDAL TRUST II 106.0 $2K NEW $21.00
2030 POOL POOL CORP Industrials 11.0 $2K -48.0 -81.4% $199.36 -0.6%
2031 SABR SABRE CORP Consumer Cyclical 1,500.0 $2K $1.45 +36.6%
2032 DGRE WISDOMTREE TR 65.0 $2K $33.22 +23.2%
2033 DRVN DRIVEN BRANDS HLDGS INC Consumer Cyclical 175.0 $2K $12.32 +8.4%
2034 AMDW ROUNDHILL ETF TRUST 50.0 $2K NEW $42.40 +141.0%
2035 GCI LIBERTY INC 58.0 $2K NEW $36.53
2036 LYFT LYFT INC Technology 160.0 $2K -723.0 -81.9% $13.23 +7.9%
2037 UPST UPSTART HLDGS INC Financial Services 83.0 $2K +27.0 +48.2% $25.24 +27.7%
2038 GEO GEO GROUP INC Industrials 120.0 $2K $17.33 +65.2%
2039 VNDA VANDA PHARMACEUTICALS INC Healthcare 294.0 $2K NEW $7.03 -18.5%
2040 AVTR AVANTOR INC Healthcare 261.0 $2K -24K -98.9% $7.76 +23.3%
Page 102 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%