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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 36 of 116  ·  2,307 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 SEDG SOLAREDGE TECHNOLOGIES INC Energy 17,971.0 $931K 0.00% +17K +1219.5% $51.82 +7.2%
702 TSCO TRACTOR SUPPLY CO Consumer Cyclical 20,902.0 $930K 0.00% +11K +104.0% $44.48 -31.8%
703 PAVE GLOBAL X FDS 17,955.0 $928K 0.00% -3K -14.5% $51.66 +8.6%
704 ELAN ELANCO ANIMAL HEALTH INC Healthcare 39,956.0 $923K 0.00% +21K +112.2% $23.11 +4.2%
705 NVMI NOVA LTD Technology 2,077.0 $923K 0.00% +70.0 +3.5% $444.52 +9.7%
706 DB DEUTSCHE BK AG Financial Services 30,229.0 $921K 0.00% -60K -66.4% $30.46 +3.6%
707 ESLT ELBIT SYS LTD Industrials 1,025.0 $916K 0.00% +657.0 +178.5% $893.84 -8.6%
708 SPG SIMON PPTY GROUP INC NEW Real Estate 4,816.0 $904K 0.00% +2K +63.3% $187.78 +12.5%
709 PROF PROFOUND MED CORP Healthcare 143,041.0 $902K 0.00% +66K +84.6% $6.31 +6.4%
710 CRCL CIRCLE INTERNET GROUP INC Financial Services 9,870.0 $891K 0.00% +858.0 +9.5% $90.23 -12.4%
711 HPE HEWLETT PACKARD ENTERPRISE C Technology 37,098.0 $889K 0.00% +31K +530.1% $23.96 +93.4%
712 CGIE CAPITAL GROUP INTERNATIONAL 25,855.0 $889K 0.00% +3K +12.8% $34.38 +3.8%
713 SPYM SPDR SERIES TRUST 11,403.0 $879K 0.00% -899.0 -7.3% $77.08 +11.0%
714 GOVT ISHARES TR 38,506.0 $879K 0.00% +3K +9.5% $22.82 -0.8%
715 NOK NOKIA CORP Technology 105,375.0 $869K 0.00% +86K +444.0% $8.25 +62.2%
716 ACM AECOM Industrials 10,146.0 $869K 0.00% +740.0 +7.9% $85.62 -17.9%
717 HEI HEICO CORP NEW Industrials 3,154.0 $866K 0.00% -2K -40.0% $274.52 +15.7%
718 IYY ISHARES TR 5,421.0 $865K 0.00% +715.0 +15.2% $159.57 +10.9%
719 RDDT REDDIT INC Communication Services 6,341.0 $864K 0.00% -732.0 -10.3% $136.21 +24.2%
720 TIMB TIM S A Communication Services 31,934.0 $853K 0.00% +1K +3.6% $26.72 -19.4%
Page 36 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%