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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 69 of 116  ·  2,307 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1361 FUL FULLER H B CO Basic Materials 800.0 $50K -2K -66.6% $62.47 +4.0%
1362 GAB GABELLI EQUITY TR INC Financial Services 9,150.0 $50K $5.42 +0.6%
1363 INSM INSMED INC Healthcare 300.0 $49K NEW $164.86 -42.2%
1364 AEHR AEHR TEST SYS Technology 1,250.0 $49K $39.56 +185.1%
1365 JXI ISHARES TR 567.0 $49K $87.07 -4.3%
1366 SDG ISHARES TR 584.0 $49K NEW $84.28 +6.7%
1367 LONZ PIMCO ETF TR 1,000.0 $49K $49.02 +0.8%
1368 ONDS ONDAS INC Technology 5,330.0 $49K +4K +433.0% $9.19 -1.5%
1369 EMN EASTMAN CHEM CO Basic Materials 646.0 $49K +46.0 +7.7% $75.81 -4.7%
1370 NICE NICE LTD Technology 445.0 $49K -2K -81.9% $109.88 -22.6%
1371 FFIV F5 INC Technology 166.0 $49K +116.0 +232.0% $294.41 +28.9%
1372 DVA DAVITA INC Healthcare 325.0 $49K -10.0 -3.0% $150.37 +39.4%
1373 IWO ISHARES TR 155.0 $49K $314.66 +22.9%
1374 TX TERNIUM SA Basic Materials 1,195.0 $49K NEW $40.74 +14.6%
1375 ICVT ISHARES TR 474.0 $49K NEW $102.38 +21.1%
1376 METL SPROTT FDS TR 1,768.0 $48K +1K +294.6% $27.37 +2.0%
1377 VOT VANGUARD INDEX FDS 185.0 $48K $260.27 +17.5%
1378 WAY WAYSTAR HLDG CORP Technology 2,000.0 $47K NEW $23.67 -21.7%
1379 AVEM AMERICAN CENTY ETF TR 600.0 $47K -600.0 -50.0% $78.57 +27.1%
1380 SPXU PROSHARES TR 850.0 $47K +225.0 +36.0% $55.44 -32.5%
Page 69 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%