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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 18 of 116  ·  2,307 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 JBL JABIL INC Technology 23,345.0 $6.3M 0.02% -889.0 -3.7% $270.97 +34.3%
342 ENERFLEX LTD 319,436.0 $6.3M 0.02% +285K +834.5% $19.64
343 DELL DELL TECHNOLOGIES INC Technology 36,892.0 $6.2M 0.02% +9K +34.5% $169.40 +136.6%
344 KKR KKR & CO INC Financial Services 68,417.0 $6.2M 0.02% +32K +85.5% $91.32 +2.1%
345 VYMI VANGUARD WHITEHALL FDS 65,177.0 $6.2M 0.02% +35K +115.2% $95.01 +3.5%
346 VRTX VERTEX PHARMACEUTICALS INC Healthcare 13,774.0 $6.1M 0.02% +8K +140.3% $445.70 -0.6%
347 IWN ISHARES TR 32,249.0 $6.1M 0.02% -23K -41.2% $190.09 +11.1%
348 RACE FERRARI N V Consumer Cyclical 17,902.0 $6.1M 0.02% +9K +91.7% $342.10 +2.8%
349 UBS UBS GROUP AG Financial Services 154,291.0 $6.1M 0.02% +134K +666.7% $39.64 +19.3%
350 INGERSOLL RAND INC 75,894.0 $6.1M 0.02% +4K +5.3% $79.99
351 PHM PULTE GROUP INC Consumer Cyclical 51,732.0 $6.0M 0.02% +50K +3712.2% $116.83 +0.8%
352 USIG ISHARES TR 118,784.0 $6.0M 0.02% +24K +25.5% $50.78 +0.1%
353 AIG AMERICAN INTL GROUP INC Financial Services 78,769.0 $5.9M 0.02% -16K -17.1% $75.34 -1.7%
354 IVES WEDBUSH SER TR 206,741.0 $5.9M 0.02% -52K -20.2% $28.69 +31.5%
355 CBOE CBOE GLOBAL MKTS INC Financial Services 21,024.0 $5.9M 0.02% +21K +10000.0% $279.39 +0.3%
356 SHW SHERWIN WILLIAMS CO Basic Materials 17,961.0 $5.8M 0.02% -794.0 -4.2% $325.66 -8.0%
357 CTVA CORTEVA INC Basic Materials 69,617.0 $5.8M 0.02% +7K +10.6% $83.77 -9.4%
358 FN FABRINET Technology 10,595.0 $5.8M 0.02% NEW $547.02 +14.0%
359 CIEN CIENA CORP Technology 13,985.0 $5.8M 0.02% +13K +2392.9% $413.39 +12.9%
360 PM PHILIP MORRIS INTL INC Consumer Defensive 36,701.0 $5.8M 0.02% +13K +51.8% $157.33 +11.9%
Page 18 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%