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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 17 of 116  ·  2,307 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 XLF SELECT SECTOR SPDR TR 149,315.0 $7.4M 0.02% -3K -1.8% $49.38 +5.3%
322 DGX QUEST DIAGNOSTICS INC Healthcare 37,352.0 $7.4M 0.02% -4K -9.3% $197.32 -0.1%
323 MO ALTRIA GROUP INC Consumer Defensive 110,914.0 $7.3M 0.02% -41K -27.2% $65.39 +9.0%
324 GEN GEN DIGITAL INC Technology 382,109.0 $7.1M 0.02% +312K +446.0% $18.57 +39.2%
325 GLDM WORLD GOLD TR Financial Services 74,587.0 $7.0M 0.02% +5K +7.4% $94.04 -8.9%
326 VCSH VANGUARD SCOTTSDALE FDS 88,070.0 $7.0M 0.02% +60K +213.2% $79.00 -0.5%
327 DY DYCOM INDS INC Industrials 19,669.0 $6.9M 0.02% +3K +15.7% $352.20 +30.3%
328 VCIT VANGUARD SCOTTSDALE FDS 83,268.0 $6.9M 0.02% +19K +28.7% $82.50 -0.7%
329 FERG FERGUSON ENTERPRISES INC Industrials 28,618.0 $6.8M 0.02% +27K +1597.4% $238.91 -6.1%
330 VEU VANGUARD INTL EQUITY INDEX F 89,206.0 $6.8M 0.02% +41K +85.1% $76.08 +7.6%
331 DGRO ISHARES TR 95,961.0 $6.7M 0.02% -33K -25.8% $70.02 +7.0%
332 COP CONOCOPHILLIPS Energy 63,711.0 $6.7M 0.02% +47K +284.8% $104.93 +13.3%
333 RIO RIO TINTO PLC Basic Materials 70,257.0 $6.6M 0.02% +33K +89.5% $94.51 +6.8%
334 EW EDWARDS LIFESCIENCES CORP Healthcare 80,688.0 $6.6M 0.02% +74K +1192.9% $81.21 +5.7%
335 SLB SLB LIMITED Energy 130,149.0 $6.5M 0.02% +95K +267.2% $50.00 +13.1%
336 COPX GLOBAL X FDS 83,306.0 $6.5M 0.02% +22K +36.6% $77.88 +4.4%
337 DSGX DESCARTES SYS GROUP INC Technology 93,179.0 $6.5M 0.02% +83K +793.0% $69.60 +8.1%
338 MAS MASCO CORP Industrials 106,122.0 $6.4M 0.02% +91K +623.6% $60.63 +13.7%
339 MLM MARTIN MARIETTA MATLS INC Basic Materials 10,737.0 $6.4M 0.02% +5K +94.5% $598.20 -7.4%
340 XLE SELECT SECTOR SPDR TR 108,332.0 $6.4M 0.02% +70K +182.6% $58.98 -1.1%
Page 17 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%