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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 34 of 116  ·  2,307 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 HMY HARMONY GOLD MNG LTD Basic Materials 68,597.0 $1.1M 0.00% +22K +45.7% $16.16 -7.2%
662 NUE NUCOR CORP Basic Materials 6,365.0 $1.1M 0.00% -6K -47.3% $173.58 +44.9%
663 KMI KINDER MORGAN INC DEL Energy 33,388.0 $1.1M 0.00% +13K +64.7% $32.83 -5.3%
664 CPA COPA HOLDINGS SA Industrials 9,268.0 $1.1M 0.00% -53.0 -0.6% $117.92 +14.5%
665 PPL PPL CORP Utilities 28,246.0 $1.1M 0.00% +17K +149.4% $38.32 -7.2%
666 NVR NVR INC Consumer Cyclical 162.0 $1.1M 0.00% +135.0 +500.0% $6679.41 -4.0%
667 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 11,875.0 $1.1M 0.00% +6K +105.8% $91.01 -2.4%
668 IRM IRON MTN INC DEL Real Estate 10,610.0 $1.1M 0.00% +6K +123.1% $100.84 +23.6%
669 HYS PIMCO ETF TR 11,473.0 $1.1M 0.00% +917.0 +8.7% $92.84 +0.3%
670 FERROVIAL SE 15,881.0 $1.1M 0.00% NEW $67.01
671 MOO VANECK ETF TRUST 12,506.0 $1.1M 0.00% -4K -26.4% $84.67 -8.0%
672 CDX SIMPLIFY EXCHANGE TRADED FUN 48,600.0 $1.0M 0.00% +18K +59.9% $21.37 -1.4%
673 BAYTEX ENERGY CORP 245,491.0 $1.0M 0.00% +79K +47.8% $4.20
674 WRN WESTERN COPPER & GOLD CORP Basic Materials 398,301.0 $1.0M 0.00% +395K +10000.0% $2.58 -7.0%
675 SCHD SCHWAB STRATEGIC TR 33,654.0 $1.0M 0.00% +25K +269.8% $30.49 +6.0%
676 TTD THE TRADE DESK INC Technology 45,881.0 $1.0M 0.00% +41K +880.8% $21.97 -9.7%
677 POST POST HLDGS INC Consumer Defensive 10,336.0 $1.0M 0.00% +5K +112.2% $97.15 -5.7%
678 BBCA J P MORGAN EXCHANGE TRADED F 10,557.0 $999K 0.00% +236.0 +2.3% $94.62 +6.0%
679 VUSB VANGUARD BD INDEX FDS 20,000.0 $992K 0.00% -645.0 -3.1% $49.61 +0.1%
680 FIRST HAWAIIAN INC 39,746.0 $992K 0.00% +12K +41.4% $24.96
Page 34 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%