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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 111 of 116  ·  2,307 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2201 CLRB CELLECTAR BIOSCIENCES INC Healthcare 63.0 $154.0 $2.44 +2.7%
2202 BOIL PROSHARES TR II Financial Services 10.0 $151.0 NEW $15.10 +80.3%
2203 RXO RXO INC Industrials 10.0 $151.0 $15.10 +85.9%
2204 SPCE VIRGIN GALACTIC HOLDINGS INC Industrials 61.0 $145.0 +44.0 +258.8% $2.38 +73.3%
2205 ENLV ENLIVEX LTD Healthcare 150.0 $144.0 NEW $0.96 -25.6%
2206 HUN HUNTSMAN CORP Basic Materials 11.0 $143.0 $13.00 +9.5%
2207 SPEM SPDR INDEX SHS FDS 3.0 $141.0 $47.00 +8.3%
2208 WWR WESTWATER RES INC Basic Materials 213.0 $138.0 -135.0 -38.8% $0.65 -24.6%
2209 ADAMM ADAMAS TRUST INC. Financial Services 18.0 $132.0 NEW $7.33 +244.5%
2210 DCO DUCOMMUN INC DEL Industrials 1.0 $126.0 NEW $126.00 +19.1%
2211 FULT FULTON FINL CORP PA Financial Services 6.0 $124.0 $20.67 +6.7%
2212 SMFG SUMITOMO MITSUI FIN GRP INC Financial Services 6.0 $124.0 $20.67 +12.5%
2213 GVA GRANITE CONSTR INC Industrials 1.0 $122.0 NEW $122.00 +14.6%
2214 CHCO CITY HLDG CO Financial Services 1.0 $120.0 $120.00 +5.0%
2215 TDUP THREDUP INC Consumer Cyclical 35.0 $118.0 $3.37 +46.2%
2216 IPGP IPG PHOTONICS CORP Technology 1.0 $115.0 $115.00 -3.2%
2217 AIR AAR CORP Industrials 1.0 $111.0 NEW $111.00 +3.4%
2218 HTZ HERTZ GLOBAL HLDGS INC Industrials 20.0 $104.0 $5.20 -2.3%
2219 JKS JINKOSOLAR HLDG CO LTD Energy 4.0 $102.0 $25.50 -23.1%
2220 ESAB ESAB CORPORATION Industrials 1.0 $101.0 $101.00 -13.0%
Page 111 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%