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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 45 of 116  ·  2,307 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 SMG SCOTTS MIRACLE-GRO CO Basic Materials 6,816.0 $416K 0.00% +7K +10000.0% $61.00 +1.1%
882 NATWEST GROUP PLC 26,698.0 $415K 0.00% -501K -94.9% $15.55
883 MBLY MOBILEYE GLOBAL INC Consumer Cyclical 56,261.0 $414K 0.00% +30K +110.3% $7.37 +26.8%
884 APTIV PLC 6,658.0 $413K 0.00% +3K +68.5% $62.07
885 LSPD LIGHTSPEED COMMERCE INC Technology 46,293.0 $413K 0.00% +2K +5.1% $8.91 +8.0%
886 ADPV SERIES PORTFOLIOS TR 9,597.0 $411K 0.00% $42.85 +13.9%
887 BP BP PLC Energy 8,906.0 $410K 0.00% +7K +462.2% $46.09 -7.2%
888 DAL DELTA AIR LINES INC Industrials 6,049.0 $409K 0.00% +5K +463.2% $67.55 +23.0%
889 WTRG ESSENTIAL UTILS INC Utilities 10,052.0 $408K 0.00% +8K +509.6% $40.62 -8.6%
890 MSCI MSCI INC Financial Services 752.0 $403K 0.00% +269.0 +55.7% $536.12 +11.8%
891 JOBY JOBY AVIATION INC Industrials 48,500.0 $401K 0.00% +2K +4.9% $8.27 +10.7%
892 MPWR MONOLITHIC PWR SYS INC Technology 357.0 $399K 0.00% +192.0 +116.4% $1118.41 +41.0%
893 CWB SPDR SERIES TRUST 4,299.0 $397K 0.00% -9K -67.8% $92.43 +15.6%
894 IJK ISHARES TR 3,900.0 $397K 0.00% NEW $101.74 +13.0%
895 WBD WARNER BROS DISCOVERY INC Communication Services 14,346.0 $394K 0.00% -2K -12.6% $27.49 -2.3%
896 RQI COHEN & STEERS QUALITY INCOM Financial Services 32,000.0 $389K 0.00% -6K -16.9% $12.17 +6.7%
897 SPAB SPDR SERIES TRUST 15,200.0 $388K 0.00% +80.0 +0.5% $25.54 -0.3%
898 IDLV INVESCO EXCH TRADED FD TR II 11,022.0 $382K 0.00% $34.67 +1.5%
899 SOFI SOFI TECHNOLOGIES INC Financial Services 24,394.0 $381K 0.00% -18K -42.4% $15.62 +6.1%
900 OSCR OSCAR HEALTH INC Healthcare 31,990.0 $375K 0.00% -5K -13.4% $11.72 +141.1%
Page 45 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%