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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 40 of 116  ·  2,307 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 HSY HERSHEY CO Consumer Defensive 3,184.0 $645K 0.00% +25.0 +0.8% $202.71 -13.9%
782 CPB THE CAMPBELLS COMPANY Consumer Defensive 28,735.0 $642K 0.00% -7K -20.6% $22.35 -3.0%
783 WFG WEST FRASER TIMBER LTD Basic Materials 9,945.0 $641K 0.00% +2K +26.7% $64.50 +2.8%
784 CF CF INDUSTRIES HOLD Basic Materials 4,999.0 $640K 0.00% +2K +77.4% $127.97 -15.9%
785 VICI VICI PPTYS INC Real Estate 23,226.0 $637K 0.00% +19K +414.6% $27.44 +2.2%
786 ILMN ILLUMINA INC Healthcare 5,010.0 $634K 0.00% +5K +2405.0% $126.54 +27.2%
787 Q QNITY ELECTRONICS INC Technology 5,349.0 $633K 0.00% +3K +134.0% $118.43 +21.8%
788 EFG ISHARES TR 5,568.0 $633K 0.00% $113.70 +6.6%
789 SPLV INVESCO EXCH TRADED FD TR II 8,610.0 $631K 0.00% -297.0 -3.3% $73.31 +0.2%
790 ACWV ISHARES INC 5,289.0 $631K 0.00% +3K +119.7% $119.33 +1.4%
791 BEONE MEDICINES LTD 2,032.0 $626K 0.00% NEW $308.30
792 FEZ SPDR INDEX SHS FDS 9,922.0 $625K 0.00% +3K +45.9% $63.03 +7.6%
793 HAFN HAFNIA LTD Industrials 81,815.0 $623K 0.00% +11K +16.2% $7.62 -4.3%
794 CNTA CENTESSA PHARMACEUTICALS PLC Healthcare 15,595.0 $622K 0.00% +15K +1454.8% $39.88 -0.2%
795 GTX GARRETT MOTION INC Consumer Cyclical 32,987.0 $614K 0.00% +31K +1834.7% $18.60 +74.5%
796 DPZ DOMINOS PIZZA INC Consumer Cyclical 1,574.0 $611K 0.00% +411.0 +35.3% $388.40 -18.6%
797 VDE VANGUARD WORLD FD 3,650.0 $609K 0.00% +4K +3867.4% $166.75 -3.3%
798 SGDM SPROTT ETF TRUST 5,731.0 $606K 0.00% NEW $105.80 -39.6%
799 SE SEA LTD Consumer Cyclical 7,374.0 $605K 0.00% +5K +258.3% $82.07 +3.0%
800 VET VERMILION ENERGY INC Energy 47,302.0 $605K 0.00% +4K +8.8% $12.79 -14.0%
Page 40 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%