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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 61 of 116  ·  2,307 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1201 BIOHARVEST SCIENCES INC 23,827.0 $102K +12K +97.9% $4.27
1202 EPR EPR PPTYS Real Estate 2,003.0 $101K NEW $50.31 +14.6%
1203 BOAT TIDAL TRUST I 2,506.0 $101K NEW $40.15 +2.7%
1204 BKF ISHARES INC 2,470.0 $100K +2K +3759.4% $40.51 -2.4%
1205 GLP GLOBAL PARTNERS LP Energy 2,314.0 $100K +2K +3515.6% $43.22 +0.4%
1206 COIN COINBASE GLOBAL INC Financial Services 577.0 $100K +286.0 +98.3% $172.65 -4.5%
1207 BXMT BLACKSTONE MORTGAGE TRUST IN Real Estate 5,321.0 $99K $18.69 -4.6%
1208 VEEV VEEVA SYS INC Healthcare 572.0 $99K +403.0 +238.5% $172.32 -5.2%
1209 PEGA PEGASYSTEMS INC Technology 2,328.0 $98K +787.0 +51.1% $42.25 -28.4%
1210 FIG FIGMA INC Technology 4,808.0 $98K -14K -74.8% $20.43 -8.7%
1211 AMER SPORTS INC 2,897.0 $98K +581.0 +25.1% $33.78
1212 ODDITY TECH LTD 7,318.0 $98K -70K -90.6% $13.37
1213 PMMF BLACKROCK ETF TRUST 978.0 $98K +528.0 +117.3% $100.02 +0.4%
1214 STZ CONSTELLATION BRANDS INC Consumer Defensive 647.0 $98K -1K -65.3% $151.05 -8.0%
1215 SJM SMUCKER J M CO Consumer Defensive 1,020.0 $97K +998.0 +4536.4% $95.49 +18.3%
1216 MT ARCELORMITTAL SA LUXEMBOURG Basic Materials 1,788.0 $97K -353.0 -16.5% $54.01 +20.4%
1217 MTRN MATERION CORP Basic Materials 650.0 $96K $147.91 +78.4%
1218 MGC VANGUARD WORLD FD 400.0 $95K NEW $238.18 +14.1%
1219 CWCO CONSOLIDATED WATER CO INC Utilities 2,867.0 $95K +600.0 +26.5% $33.06 -10.2%
1220 QTUM ETF SER SOLUTIONS 869.0 $95K -2K -70.3% $108.99 +49.0%
Page 61 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%