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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 105 of 116  ·  2,307 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2081 AI C3 AI INC Technology 160.0 $1K -160.0 -50.0% $8.46 +26.6%
2082 TDOC TELADOC HEALTH INC Healthcare 256.0 $1K +23.0 +9.9% $5.28 +30.9%
2083 BRC BRADY CORP Industrials 16.0 $1K NEW $82.25 -7.0%
2084 MVIS MICROVISION INC DEL Technology 2,033.0 $1K $0.65 -45.1%
2085 GPN GLOBAL PMTS INC Industrials 20.0 $1K $65.35 -2.1%
2086 VLU SPDR SERIES TRUST 6.0 $1K $216.00 +9.3%
2087 CBT CABOT CORP Basic Materials 17.0 $1K $75.29 +11.7%
2088 CIFR CIPHER DIGITAL INC Financial Services 100.0 $1K NEW $12.63 +83.3%
2089 FINX GLOBAL X FDS 55.0 $1K $22.85 +4.0%
2090 TME TENCENT MUSIC ENTMT GROUP Communication Services 130.0 $1K $9.17 -1.0%
2091 JOB GEE GROUP INC Industrials 5,000.0 $1K $0.23 +0.6%
2092 EGHT 8X8 INC NEW Technology 653.0 $1K $1.73 +2.3%
2093 GRAL GRAIL INC Healthcare 21.0 $1K NEW $53.48 +13.5%
2094 ASIX ADVANSIX INC Basic Materials 44.0 $1K -9.0 -17.0% $25.09 -14.8%
2095 NNOX NANO X IMAGING LTD Healthcare 435.0 $1K NEW $2.38 -29.2%
2096 SIDUS SPACE INC 495.0 $1K NEW $2.08
2097 RWR SPDR SERIES TRUST 10.0 $1K NEW $101.60 +10.5%
2098 MAGN MAGNERA CORP Industrials 107.0 $1K $9.46 +24.1%
2099 ENVX ENOVIX CORPORATION Industrials 200.0 $986.0 $4.93 +37.0%
2100 BLUE OWL CAPITAL CORPORATION 92.0 $985.0 NEW $10.71
Page 105 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%