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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 103 of 116  ·  2,307 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2041 CRBU CARIBOU BIOSCIENCES INC Healthcare 1,000.0 $2K $1.98 -14.6%
2042 GAMESTOP CORP NEW 524.0 $2K $3.67
2043 CE CELANESE CORP DEL Basic Materials 30.0 $2K -200.0 -87.0% $63.57 -18.3%
2044 CMB.TECH NV 152.0 $2K $12.52
2045 SPXL DIREXION SHARES ETF TRUST 10.0 $2K $189.10 +45.6%
2046 MKSI MKS INC. Technology 8.0 $2K NEW $235.88 +55.3%
2047 RDWR RADWARE LTD Technology 69.0 $2K $27.01 +4.6%
2048 FUBO FUBOTV INC Communication Services 197.0 $2K NEW $9.16 +1.3%
2049 IMVP INVESCO INDIA EXCHANGE-TRADE 88.0 $2K $20.39 +2.2%
2050 USHY ISHARES TR 49.0 $2K $36.57 +1.3%
2051 SITE SITEONE LANDSCAPE SUPPLY INC Industrials 14.0 $2K $127.79 -15.8%
2052 NOV NOV INC Energy 95.0 $2K NEW $18.58 +7.4%
2053 GTM ZOOMINFO TECHNOLOGIES INC Technology 300.0 $2K NEW $5.85 -52.1%
2054 IONR IONEER LTD Basic Materials 450.0 $2K NEW $3.85 +5.6%
2055 HR HEALTHCARE RLTY TR Real Estate 100.0 $2K NEW $17.09 +20.0%
2056 PBW INVESCO EXCHANGE TRADED FD T 54.0 $2K -30.0 -35.7% $31.54 +26.9%
2057 SPTM SPDR SERIES TRUST 21.0 $2K $79.67 +14.4%
2058 BLBD BLUE BIRD CORP Consumer Cyclical 28.0 $2K NEW $58.68 +24.8%
2059 AEVA AEVA TECHNOLOGIES INC Consumer Cyclical 125.0 $2K $13.14 +82.2%
2060 PRGS PROGRESS SOFTWARE CORP Technology 65.0 $2K $25.08 +25.1%
Page 103 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%