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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 50 of 116  ·  2,307 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 IBIT ISHARES BITCOIN TRUST ETF Financial Services 6,772.0 $261K 0.00% +1K +28.1% $38.60 -3.7%
982 IYJ ISHARES TR 1,757.0 $261K 0.00% $148.64 +9.3%
983 LNT ALLIANT ENERGY CORP Utilities 3,628.0 $261K 0.00% +3K +235.9% $71.94 +2.6%
984 CSL CARLISLE COS INC Industrials 776.0 $260K 0.00% +28.0 +3.7% $334.98 +6.5%
985 BGRN ISHARES TR 5,500.0 $260K 0.00% NEW $47.26 +0.4%
986 MDB MONGODB INC Technology 1,042.0 $259K 0.00% -44.0 -4.0% $249.01 +40.1%
987 JEPQ J P MORGAN EXCHANGE TRADED F 4,658.0 $258K 0.00% -9K -66.9% $55.49 +9.5%
988 DRS LEONARDO DRS INC Industrials 5,639.0 $258K 0.00% +180.0 +3.3% $45.83 -0.5%
989 QQQM INVESCO EXCH TRADED FD TR II 1,075.0 $258K 0.00% +313.0 +41.1% $240.28 +25.1%
990 TFLO ISHARES TR 5,069.0 $256K 0.00% -43.0 -0.8% $50.48 +0.2%
991 ALLY ALLY FINL INC Financial Services 6,409.0 $255K 0.00% +6K +1104.7% $39.75 +14.9%
992 LYV LIVE NATION ENTERTAINMENT IN Communication Services 1,671.0 $255K 0.00% $152.37 +14.3%
993 VMD VIEMED HEALTHCARE INC Healthcare 26,383.0 $253K 0.00% +2K +7.8% $9.58 +9.0%
994 CSIQ CANADIAN SOLAR INC Energy 18,500.0 $252K 0.00% NEW $13.60 +22.7%
995 LMND LEMONADE INC Financial Services 4,022.0 $245K 0.00% +351.0 +9.6% $61.01 -0.4%
996 AMERICAS GOLD AND SILVER COR 39,305.0 $245K 0.00% +9K +31.1% $6.24
997 IQDG WISDOMTREE TR 5,970.0 $245K 0.00% +785.0 +15.1% $40.96 +7.0%
998 BXSL BLACKSTONE SECD LENDING FD Financial Services 10,409.0 $243K 0.00% $23.33 +2.0%
999 NLR VANECK ETF TRUST 1,807.0 $242K 0.00% +62.0 +3.5% $133.98 -7.0%
1000 FPH FIVE POINT HOLDINGS LLC Real Estate 49,784.0 $241K 0.00% +26K +113.3% $4.85 +4.4%
Page 50 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%