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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 16 of 116  ·  2,307 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 PSLV SPROTT ASSET MANAGEMENT LP Financial Services 342,527.0 $8.3M 0.03% +31K +10.0% $24.34 -11.7%
302 FBT FIRST TR EXCHANGE-TRADED FD 41,105.0 $8.3M 0.03% +12K +42.5% $202.38 +9.3%
303 CEF SPROTT ASSET MANAGEMENT LP Financial Services 171,260.0 $8.2M 0.02% +2K +1.3% $47.85 -7.9%
304 TIGO MILLICOM INTL CELLULAR S A Communication Services 104,255.0 $8.1M 0.02% NEW $78.00 +7.3%
305 USB US BANCORP Financial Services 132,705.0 $8.1M 0.02% -25K -15.9% $61.13 -9.5%
306 TECHNIPFMC PLC 115,259.0 $8.0M 0.02% $69.80
307 SAP SAP SE Technology 46,904.0 $8.0M 0.02% +43K +1079.1% $170.97 +6.4%
308 OXY OCCIDENTAL PETE CORP Energy 128,982.0 $8.0M 0.02% +67K +108.1% $62.13 -7.5%
309 FLR FLUOR CORP Industrials 168,549.0 $8.0M 0.02% +65K +63.5% $47.39 +4.5%
310 SO SOUTHERN CO Utilities 82,588.0 $8.0M 0.02% +6K +7.3% $96.65 -5.6%
311 RMD RESMED INC Healthcare 35,498.0 $7.9M 0.02% +34K +1885.3% $222.66 -13.3%
312 EWC ISHARES INC 142,068.0 $7.8M 0.02% +88K +161.9% $55.22 +5.2%
313 URI UNITED RENTALS INC Industrials 10,690.0 $7.8M 0.02% +5K +84.7% $730.55 +48.4%
314 FORTINET INC 95,788.0 $7.8M 0.02% +85K +775.7% $81.13
315 FSV FIRSTSERVICE CORP NEW Real Estate 58,353.0 $7.8M 0.02% +25K +72.9% $132.87 +4.2%
316 WAT WATERS CORP Healthcare 25,670.0 $7.7M 0.02% +16K +163.5% $299.35 +21.4%
317 EFV ISHARES TR 101,434.0 $7.6M 0.02% +41K +68.7% $75.24 +2.6%
318 HCA HCA HEALTHCARE INC Healthcare 15,695.0 $7.5M 0.02% +3K +22.9% $474.83 -23.9%
319 ANGLOGOLD ASHANTI PLC 71,784.0 $7.4M 0.02% +30K +72.3% $103.52
320 VPL VANGUARD INTL EQUITY INDEX F 74,437.0 $7.4M 0.02% +23K +44.0% $99.67 +12.0%
Page 16 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%