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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 52 of 116  ·  2,307 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 HL HECLA MINING COMPANY Basic Materials 11,343.0 $217K 0.00% +3K +35.1% $19.11 -12.5%
1022 KOID KRANESHARES TRUST 6,852.0 $216K 0.00% NEW $31.59 +30.1%
1023 AAOI APPLIED OPTOELECTRONICS INC Technology 2,500.0 $216K 0.00% NEW $86.35 +97.8%
1024 TCOM TRIP COM GROUP LTD Consumer Cyclical 4,305.0 $214K 0.00% +3K +318.4% $49.76 -7.1%
1025 IDMO INVESCO EXCH TRADED FD TR II 3,774.0 $213K 0.00% NEW $56.35 +8.6%
1026 SB SAFE BULKERS INC Industrials 33,000.0 $213K 0.00% $6.44 +2.2%
1027 BRBR BELLRING BRANDS INC Consumer Defensive 13,565.0 $212K 0.00% +6K +79.1% $15.62 -43.5%
1028 REET ISHARES TR 8,242.0 $209K 0.00% -40K -82.9% $25.38 +8.8%
1029 VLTO VERALTO CORP Industrials 2,370.0 $208K 0.00% -2K -46.0% $87.91 -5.9%
1030 AFL AFLAC INC Financial Services 1,895.0 $208K 0.00% +245.0 +14.8% $109.52 +7.2%
1031 ITT ITT INC Industrials 1,075.0 $207K 0.00% -8K -88.6% $192.77 +0.7%
1032 TTC TORO CO Industrials 2,194.0 $205K 0.00% +1K +149.9% $93.45 -2.9%
1033 SKEENA RES LTD NEW 6,768.0 $201K 0.00% +7K +2564.6% $29.74
1034 PFL PIMCO INCOME STRATEGY FD Financial Services 24,785.0 $200K 0.00% $8.05 -4.6%
1035 DDOG DATADOG INC Technology 1,682.0 $199K 0.00% +900.0 +115.1% $118.42 +95.2%
1036 ASX ASE TECHNOLOGY HLDG CO LTD Technology 8,847.0 $199K 0.00% NEW $22.47 +64.0%
1037 ARKF ARK ETF TR 5,219.0 $198K 0.00% -3K -34.2% $37.86 +6.3%
1038 DG DOLLAR GEN CORP Consumer Defensive 1,684.0 $197K 0.00% +481.0 +40.0% $117.17 -2.9%
1039 SUZ SUZANO S A Basic Materials 19,546.0 $197K 0.00% -202K -91.2% $10.08 -16.5%
1040 AN AUTONATION INC Consumer Cyclical 993.0 $196K 0.00% -9K -90.1% $197.86 -1.0%
Page 52 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%