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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 21 of 116  ·  2,307 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 ITRI ITRON INC Technology 51,923.0 $4.7M 0.01% -13K -20.0% $90.28 -9.4%
402 XLC SELECT SECTOR SPDR TR 42,121.0 $4.7M 0.01% +10K +32.3% $111.18 -0.1%
403 KWEB KRANESHARES TRUST 165,485.0 $4.7M 0.01% +23K +16.1% $28.27 -7.6%
404 ALL ALLSTATE CORP Financial Services 22,969.0 $4.7M 0.01% +629.0 +2.8% $203.59 +5.6%
405 VGT VANGUARD WORLD FD 6,553.0 $4.6M 0.01% +603.0 +10.1% $705.71 -83.4%
406 VST VISTRA CORP Utilities 29,973.0 $4.6M 0.01% +19K +163.7% $153.69 -4.4%
407 VONG VANGUARD SCOTTSDALE FDS 41,468.0 $4.6M 0.01% +41K +10000.0% $110.52 +14.6%
408 CPRT COPART INC Industrials 138,801.0 $4.6M 0.01% +132K +2063.7% $32.99 -6.4%
409 IWM ISHARES TR 18,203.0 $4.5M 0.01% +1K +8.4% $249.28 +14.0%
410 VTWG VANGUARD SCOTTSDALE FDS 19,669.0 $4.5M 0.01% +807.0 +4.3% $230.51 +17.0%
411 ENVA ENOVA INTL INC Financial Services 32,848.0 $4.5M 0.01% +728.0 +2.3% $136.73 +25.5%
412 FCN FTI CONSULTING INC Industrials 25,059.0 $4.5M 0.01% +11K +83.1% $178.52 -11.1%
413 KHC KRAFT HEINZ CO Consumer Defensive 183,807.0 $4.5M 0.01% +23K +14.5% $24.22 -3.6%
414 BSV VANGUARD BD INDEX FDS 56,405.0 $4.4M 0.01% +27K +92.8% $78.15 -0.7%
415 CRWV COREWEAVE INC Technology 56,274.0 $4.4M 0.01% +55K +6504.9% $78.32 +30.7%
416 VOE VANGUARD INDEX FDS 23,637.0 $4.4M 0.01% -183.0 -0.8% $184.53 +5.7%
417 DD DUPONT DE NEMOURS INC Basic Materials 94,157.0 $4.3M 0.01% +81K +594.8% $46.07 +2.0%
418 EWA ISHARES INC 153,388.0 $4.3M 0.01% +22K +16.7% $28.00 +0.2%
419 EWS ISHARES INC 151,098.0 $4.3M 0.01% +16K +11.9% $28.38 +1.1%
420 PFM INVESCO EXCHANGE TRADED FD T 83,354.0 $4.3M 0.01% -16K -16.4% $51.19 +7.4%
Page 21 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%