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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 74 of 116  ·  2,307 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1461 AXSM AXSOME THERAPEUTICS INC. Healthcare 200.0 $34K NEW $171.78 +45.8%
1462 ULTA ULTA BEAUTY INC Consumer Cyclical 64.0 $34K -45.0 -41.3% $536.36 -15.0%
1463 SBAC SBA COMMUNICATIONS CORP Real Estate 200.0 $34K -8.0 -3.9% $171.56 +8.9%
1464 SFM SPROUTS FMRS MKT INC Consumer Defensive 450.0 $34K -6K -92.7% $75.86 +6.1%
1465 ISCF ISHARES TR 806.0 $34K $42.32 +3.5%
1466 ATHM AUTOHOME INC Communication Services 1,940.0 $34K -23.0 -1.2% $17.53 +3.2%
1467 MINE MAYFAIR GOLD CORP Basic Materials 11,250.0 $34K NEW $3.02 -14.1%
1468 USLM UNITED STS LIME & MINERALS I Basic Materials 250.0 $34K $135.32 -16.1%
1469 CC CHEMOURS CO Basic Materials 1,554.0 $33K +11.0 +0.7% $21.50 +1.3%
1470 PKW INVESCO EXCHANGE TRADED FD T 250.0 $33K $131.97 +4.6%
1471 ASGI ABRDN GLOBAL INFRA INCOME FU Financial Services 1,461.0 $33K NEW $22.58 -1.8%
1472 REGL PROSHARES TR 380.0 $33K $86.43 +4.1%
1473 SDOG ALPS ETF TR 505.0 $33K $64.84 +4.3%
1474 ORA ORMAT TECHNOLOGIES INC Utilities 288.0 $33K +267.0 +1271.4% $113.30 +12.7%
1475 INDY ISHARES TR 772.0 $32K -115.0 -13.0% $42.05 +3.4%
1476 XMMO INVESCO EXCHANGE TRADED FD T 220.0 $32K NEW $147.53 +16.5%
1477 WESTPORT FUEL SYSTEMS INC 18,114.0 $32K $1.79
1478 CINF CINCINNATI FINL CORP Financial Services 200.0 $32K NEW $157.66 +8.0%
1479 KD KYNDRYL HLDGS INC Technology 2,444.0 $31K +1K +89.3% $12.84 -14.3%
1480 LAMR LAMAR ADVERTISING CO Real Estate 250.0 $31K +219.0 +706.5% $125.46 +19.3%
Page 74 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%