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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 33 of 116  ·  2,307 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 PYLD PIMCO ETF TR 47,850.0 $1.3M 0.00% +17K +53.5% $26.14 +0.5%
642 EWZ ISHARES INC 31,516.0 $1.2M 0.00% +31K +3217.5% $39.58 -13.9%
643 AFG AMERICAN FINANCIAL GROUP INC Financial Services 9,774.0 $1.2M 0.00% +9K +1087.6% $127.50 +3.7%
644 XLB SELECT SECTOR SPDR TR 24,554.0 $1.2M 0.00% +24K +4148.1% $50.47 -0.1%
645 BTG B2GOLD CORP Basic Materials 256,562.0 $1.2M 0.00% -165K -39.2% $4.79 -14.8%
646 TGB TASEKO MINES LTD Basic Materials 180,908.0 $1.2M 0.00% -8K -4.3% $6.74 -0.4%
647 IEI ISHARES TR 10,310.0 $1.2M 0.00% +274.0 +2.7% $118.15 -1.1%
648 QXO QXO INC Industrials 62,790.0 $1.2M 0.00% +54K +637.2% $19.27 -15.9%
649 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 14,910.0 $1.2M 0.00% +12K +453.0% $81.08 -4.3%
650 GWRE GUIDEWIRE SOFTWARE INC Technology 8,027.0 $1.2M 0.00% +8K +10000.0% $148.26 -16.3%
651 VMC VULCAN MATLS CO Basic Materials 4,226.0 $1.2M 0.00% +4K +4002.9% $279.86 -1.6%
652 LIBERTY MEDIA CORP DEL 13,787.0 $1.2M 0.00% +8K +157.1% $85.32
653 ATI ATI INC Industrials 7,642.0 $1.2M 0.00% +8K +8297.8% $151.03 +23.5%
654 YUMC YUM CHINA HLDGS INC Consumer Cyclical 23,431.0 $1.1M 0.00% +23K +10000.0% $49.05 -13.2%
655 ITW ILLINOIS TOOL WKS INC Industrials 4,388.0 $1.1M 0.00% +3K +360.4% $260.20 -1.6%
656 ACWX ISHARES TR 15,802.0 $1.1M 0.00% +5K +41.7% $72.01 +4.2%
657 HDV ISHARES TR 8,492.0 $1.1M 0.00% +508.0 +6.4% $133.84 -79.5%
658 HAS HASBRO INC Consumer Cyclical 12,714.0 $1.1M 0.00% +8K +154.8% $89.27 -6.0%
659 BSJQ INVESCO EXCH TRD SLF IDX FD 48,700.0 $1.1M 0.00% -14K -21.9% $23.16 -0.6%
660 NRG NRG ENERGY INC Utilities 7,399.0 $1.1M 0.00% -2K -17.2% $149.83 -13.5%
Page 33 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%