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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 15 of 116  ·  2,307 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 MSI MOTOROLA SOLUTIONS INC Technology 22,064.0 $9.4M 0.03% +20K +1287.7% $427.78 -4.9%
282 CBRE CBRE GROUP INC Real Estate 69,553.0 $9.3M 0.03% +67K +2890.2% $134.10 -1.8%
283 XOP SPDR SERIES TRUST 52,991.0 $9.2M 0.03% +53K +10000.0% $174.52 -3.5%
284 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 127,940.0 $9.2M 0.03% +29K +28.9% $72.14 +11.2%
285 LYG LLOYDS BANKING GROUP PLC Financial Services 1,760,626.0 $9.2M 0.03% +1.7M +10000.0% $5.21 +1.7%
286 INTC INTEL CORP Technology 190,802.0 $9.2M 0.03% -326K -63.1% $48.00 +129.7%
287 ECL ECOLAB INC Basic Materials 33,875.0 $9.1M 0.03% +12K +52.6% $269.03 -4.3%
288 AVDV AMERICAN CENTY ETF TR 89,646.0 $9.1M 0.03% +3K +3.8% $101.30 +4.9%
289 SONY SONY GROUP CORP Technology 426,324.0 $9.0M 0.03% +420K +7090.5% $21.08 +5.1%
290 JIVE J P MORGAN EXCHANGE TRADED F 102,401.0 $8.9M 0.03% NEW $86.44 +5.3%
291 IJH ISHARES TR 128,359.0 $8.7M 0.03% +75K +138.5% $67.97 +9.0%
292 OR OR ROYALTIES INC. Basic Materials 223,364.0 $8.7M 0.03% $38.83 -13.0%
293 WMB WILLIAMS COS INC Energy 120,271.0 $8.6M 0.03% +96K +388.7% $71.75 -0.2%
294 BIL SPDR SERIES TRUST 94,340.0 $8.6M 0.03% +31K +48.1% $91.45 +0.0%
295 EME EMCOR GROUP INC Industrials 11,358.0 $8.6M 0.03% -66.0 -0.6% $759.29 +8.5%
296 CAH CARDINAL HEALTH INC Healthcare 40,458.0 $8.5M 0.03% +34K +534.7% $211.33 -3.2%
297 VGSH VANGUARD SCOTTSDALE FDS 144,610.0 $8.4M 0.03% +22K +18.1% $58.33 -0.5%
298 COHR COHERENT CORP Technology 34,022.0 $8.4M 0.03% +11K +44.9% $247.79 +62.2%
299 FDX FEDEX CORP Industrials 23,437.0 $8.4M 0.03% +7K +43.1% $359.16 -8.1%
300 LITE LUMENTUM HLDGS INC Technology 10,952.0 $8.3M 0.03% +8K +307.6% $761.37 +17.6%
Page 15 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%