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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 37 of 116  ·  2,307 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 OZK BANK OZK LITTLE ROCK ARK Financial Services 18,523.0 $853K 0.00% +18K +10000.0% $46.05 +10.2%
722 ROBO EXCHANGE TRADED CONCEPTS TRU 12,132.0 $849K 0.00% +8K +229.1% $69.96 +17.3%
723 MELI MERCADOLIBRE INC Consumer Cyclical 493.0 $847K 0.00% +268.0 +119.1% $1717.79 -5.6%
724 ACGL ARCH CAP GROUP LTD Financial Services 8,827.0 $842K 0.00% +9K +2632.8% $95.43 -5.6%
725 TFC TRUIST FINL CORP Financial Services 18,015.0 $841K 0.00% +12K +207.7% $46.69 +5.7%
726 VCLT VANGUARD SCOTTSDALE FDS 11,314.0 $839K 0.00% +2K +20.0% $74.16 +0.5%
727 TWLO TWILIO INC Communication Services 6,451.0 $839K 0.00% +56.0 +0.9% $130.00 +54.5%
728 TPL TEXAS PACIFIC LAND CORPORATI Energy 2,384.0 $837K 0.00% +2K +1344.8% $351.05 +10.4%
729 ACHR ARCHER AVIATION INC Industrials 159,512.0 $829K 0.00% +38K +30.8% $5.19 +3.1%
730 ITOT ISHARES TR 5,773.0 $828K 0.00% +145.0 +2.6% $143.45 +11.6%
731 DGRW WISDOMTREE TR 9,390.0 $827K 0.00% -3K -22.5% $88.07 +8.2%
732 SATS ECHOSTAR CORP Technology 6,814.0 $822K 0.00% NEW $120.57 -4.6%
733 MOS MOSAIC CO Basic Materials 30,905.0 $820K 0.00% +16K +106.8% $26.53 -21.1%
734 F FORD MTR CO Consumer Cyclical 69,740.0 $814K 0.00% -277K -79.9% $11.67 +26.4%
735 TSAT TELESAT CORP Technology 23,632.0 $813K 0.00% +3K +13.2% $34.42 +26.2%
736 IEMG ISHARES INC 11,558.0 $812K 0.00% +3K +38.7% $70.23 +13.0%
737 CVNA CARVANA CO Consumer Cyclical 2,592.0 $808K 0.00% +893.0 +52.6% $311.83 -77.8%
738 IHG INTERCONTINENTAL HOTELS GROU Consumer Cyclical 5,830.0 $801K 0.00% +5K +1454.7% $137.40 +18.3%
739 MCHP MICROCHIP TECHNOLOGY INC. Technology 12,249.0 $801K 0.00% +10K +369.5% $65.36 +35.2%
740 FQAL FIDELITY COVINGTON TRUST 10,974.0 $800K 0.00% +240.0 +2.2% $72.90 +9.0%
Page 37 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%