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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 13 of 116  ·  2,307 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 RELX RELX PLC Communication Services 373,308.0 $12.4M 0.04% +373K +10000.0% $33.16 +4.1%
242 GRNY TIDAL TRUST I 500,293.0 $12.2M 0.04% +478K +2113.1% $24.42 +10.7%
243 UNILEVER PLC 215,938.0 $12.1M 0.04% +163K +310.3% $55.99
244 CASY CASEYS GEN STORES INC Consumer Cyclical 16,388.0 $12.1M 0.04% +14K +755.8% $736.47 +2.1%
245 EFA ISHARES TR 121,668.0 $12.0M 0.04% +75K +162.7% $98.53 +4.4%
246 TMUS T-MOBILE US INC Communication Services 57,827.0 $11.8M 0.04% +19K +50.7% $203.87 -12.5%
247 TKR TIMKEN CO Industrials 114,953.0 $11.7M 0.04% NEW $101.70 +32.4%
248 WELL WELLTOWER INC Real Estate 58,329.0 $11.6M 0.03% +51K +689.1% $198.65 +0.7%
249 NVS NOVARTIS AG Healthcare 74,666.0 $11.6M 0.03% +46K +157.3% $154.90 -5.5%
250 SPYG SPDR SERIES TRUST 116,832.0 $11.6M 0.03% +107K +1143.4% $98.98 +18.5%
251 ING ING GROEP N.V. Financial Services 429,806.0 $11.5M 0.03% +378K +730.5% $26.75 +8.8%
252 SNY SANOFI SA Healthcare 240,771.0 $11.5M 0.03% +235K +3933.0% $47.65 -7.9%
253 GM GENERAL MTRS CO Consumer Cyclical 152,022.0 $11.4M 0.03% -29K -16.1% $74.86 +11.9%
254 INTU INTUIT Technology 26,735.0 $11.4M 0.03% +20K +314.6% $425.44 -28.2%
255 VLO VALERO ENERGY CORP Energy 47,087.0 $11.3M 0.03% +42K +834.6% $240.92 +7.3%
256 EMR EMERSON ELEC CO Industrials 85,738.0 $11.3M 0.03% +8K +10.9% $132.30 +5.1%
257 TLT ISHARES TR 129,053.0 $11.1M 0.03% +23K +21.5% $86.27 -1.9%
258 LHX L3HARRIS TECHNOLOGIES INC Industrials 31,200.0 $11.0M 0.03% +24K +356.3% $352.67 -14.3%
259 MTZ MASTEC INC Industrials 32,674.0 $11.0M 0.03% +32K +4676.9% $336.62 +7.5%
260 FAST FASTENAL CO Industrials 233,729.0 $10.9M 0.03% +218K +1357.0% $46.59 -1.3%
Page 13 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%