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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 44 of 116  ·  2,307 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 AG FIRST MAJESTIC SILVER CORP Basic Materials 20,787.0 $460K 0.00% -3K -10.8% $22.15 -20.3%
862 NVGS NAVIGATOR HLDGS LTD Energy 23,594.0 $455K 0.00% +22K +1306.9% $19.27 +19.4%
863 ERIC TELEFONAKTIEBOLAGET LM ERICS Technology 39,697.0 $453K 0.00% +39K +7578.3% $11.40 +7.7%
864 NI NISOURCE INC Utilities 9,643.0 $452K 0.00% +8K +559.1% $46.90 +0.7%
865 JKHY HENRY JACK & ASSOC INC Technology 2,875.0 $447K 0.00% +3K +2078.0% $155.40 -17.5%
866 BBY BEST BUY INC Consumer Cyclical 6,936.0 $446K 0.00% +6K +441.9% $64.31 +22.1%
867 BL BLACKLINE INC Technology 12,200.0 $445K 0.00% +3K +28.4% $36.46 -21.2%
868 WSO WATSCO INC Industrials 1,182.0 $444K 0.00% +922.0 +354.6% $375.82 +2.3%
869 ISRA VANECK ETF TRUST 7,254.0 $443K 0.00% +4K +116.5% $61.13 +9.5%
870 ONON ON HLDG AG Consumer Cyclical 12,753.0 $443K 0.00% +10K +398.9% $34.75 +11.0%
871 FXE INVESCO CURRENCYSHARES EURO Financial Services 4,098.0 $438K 0.00% +2K +138.3% $106.79 +0.0%
872 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 10,032.0 $434K 0.00% -5K -34.4% $43.24 +23.0%
873 EA ELECTRONIC ARTS INC Communication Services 2,132.0 $433K 0.00% +1K +215.4% $203.15 +0.1%
874 RKLB ROCKET LAB CORP Industrials 6,537.0 $428K 0.00% +725.0 +12.5% $65.48 +56.4%
875 XAR SPDR SERIES TRUST 1,645.0 $428K 0.00% -18.0 -1.1% $259.93 +7.7%
876 ICLN ISHARES TR 23,183.0 $423K 0.00% +2K +7.1% $18.24 +14.7%
877 CGBL CAPITAL GROUP CORE BALANCED 12,215.0 $423K 0.00% +3K +36.9% $34.61 +8.4%
878 LDUR PIMCO ETF TR 4,415.0 $421K 0.00% +55.0 +1.3% $95.44 -0.0%
879 CLX CLOROX CO DEL Consumer Defensive 4,008.0 $416K 0.00% -6K -58.0% $103.89 -6.8%
880 NET CLOUDFLARE INC Technology 2,025.0 $416K 0.00% +426.0 +26.6% $205.38 +11.2%
Page 44 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%