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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 53 of 116  ·  2,307 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1041 ORLA ORLA MNG LTD NEW Basic Materials 11,778.0 $196K 0.00% +6K +121.7% $16.60 -30.3%
1042 GTLS CHART INDS INC Industrials 938.0 $194K 0.00% +371.0 +65.4% $206.79 +0.2%
1043 RL RALPH LAUREN CORP Consumer Cyclical 545.0 $193K 0.00% +12.0 +2.2% $354.77 +14.7%
1044 CGNX COGNEX CORP Technology 3,920.0 $193K 0.00% +2K +64.0% $49.30 +32.7%
1045 SMTC SEMTECH CORP Technology 2,416.0 $193K 0.00% +953.0 +65.1% $79.96 +102.1%
1046 IXUS ISHARES TR 2,201.0 $193K 0.00% $87.50 +9.9%
1047 CARL CARLSMED INC Healthcare 20,000.0 $192K 0.00% -155K -88.6% $9.60 +10.1%
1048 EWBC EAST WEST BANCORP INC Financial Services 1,749.0 $191K 0.00% +660.0 +60.6% $109.22 +19.6%
1049 BWXT BWX TECHNOLOGIES INC Industrials 896.0 $190K 0.00% +5.0 +0.6% $212.53 -7.3%
1050 BOTZ GLOBAL X FDS 5,588.0 $189K 0.00% +61.0 +1.1% $33.86 +11.9%
1051 XLG INVESCO EXCHANGE TRADED FD T 3,446.0 $189K 0.00% +2K +118.1% $54.88 +13.3%
1052 DFAU DIMENSIONAL ETF TRUST 4,145.0 $188K 0.00% $45.43 +14.1%
1053 PPLT ABRDN PLATINUM ETF TRUST Financial Services 1,055.0 $188K 0.00% +50.0 +5.0% $177.77 -90.8%
1054 GSHD GOOSEHEAD INS INC Financial Services 4,444.0 $185K 0.00% $41.72 -10.2%
1055 SLVR SPROTT FDS TR 3,050.0 $185K 0.00% +2K +205.0% $60.51 -2.5%
1056 EAGG ISHARES TR 3,898.0 $184K 0.00% +672.0 +20.8% $47.25 +0.3%
1057 ZIM ZIM INTEGRATED SHIPPING SERV Industrials 7,100.0 $184K 0.00% +300.0 +4.4% $25.94 -3.9%
1058 SOMNIGROUP INTERNATIONAL INC 2,494.0 $183K 0.00% +701.0 +39.1% $73.53
1059 CTRA COTERRA ENERGY INC Energy 5,391.0 $183K 0.00% +5K +2737.4% $33.93 -4.0%
1060 GII SPDR INDEX SHS FDS 2,392.0 $182K 0.00% +2K +304.1% $76.01 +0.1%
Page 53 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%