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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 30 of 116  ·  2,307 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 DEO DIAGEO PLC Consumer Defensive 23,804.0 $1.8M 0.01% +801.0 +3.5% $74.60 +7.6%
582 DLTR DOLLAR TREE INC Consumer Defensive 16,325.0 $1.8M 0.01% +2K +14.5% $108.34 -0.6%
583 WDAY WORKDAY INC Technology 13,712.0 $1.8M 0.01% +9K +164.9% $128.95 +11.5%
584 QUAL ISHARES TR 9,137.0 $1.8M 0.01% -11K -53.9% $192.74 +10.9%
585 TRIPLE FLAG PRECIOUS METAL 56,664.0 $1.8M 0.01% NEW $31.04
586 NGG NATIONAL GRID PLC Utilities 20,112.0 $1.7M 0.01% +18K +789.1% $86.82 -7.7%
587 WSM WILLIAMS SONOMA INC Consumer Cyclical 9,604.0 $1.7M 0.01% -354.0 -3.5% $180.24 +12.3%
588 USRT ISHARES TR 28,994.0 $1.7M 0.01% +185.0 +0.6% $59.53 +8.5%
589 SANG SANGOMA TECHNOLOGIES CORP Technology 457,133.0 $1.7M 0.01% +5K +1.0% $3.76 -6.1%
590 BTI BRITISH AMERN TOB PLC Consumer Defensive 29,660.0 $1.7M 0.01% +13K +75.7% $57.87 +3.1%
591 BMY BRISTOL-MYERS SQUIBB CO Healthcare 27,645.0 $1.7M 0.01% +14K +104.0% $61.73 -10.0%
592 SGRY SURGERY PARTNERS INC Healthcare 138,852.0 $1.7M 0.01% +24K +20.4% $12.26 +13.1%
593 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 23,229.0 $1.7M 0.01% +14K +149.2% $72.66 +21.8%
594 SUNC SUNOCOCORP LLC Energy 27,814.0 $1.7M 0.01% +9K +44.3% $60.19 +10.0%
595 RRX REGAL REXNORD CORPORATION Industrials 8,703.0 $1.7M 0.01% +5K +113.1% $191.23 +10.0%
596 ARKK ARK ETF TR 23,657.0 $1.6M 0.01% -1K -5.4% $68.30 +11.1%
597 SHY ISHARES TR 19,625.0 $1.6M 0.01% -2K -10.7% $82.30 -0.5%
598 KRP KIMBELL RTY PARTNERS LP Energy 113,629.0 $1.6M 0.01% +50K +78.1% $14.14 +9.8%
599 CMS CMS ENERGY CORP Utilities 20,402.0 $1.6M 0.01% +19K +1739.7% $77.90 -9.0%
600 IBDT ISHARES TR 62,770.0 $1.6M 0.01% $25.24 -0.3%
Page 30 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%