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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 76 of 116  ·  2,307 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1501 ARKW ARK ETF TR 241.0 $29K +22.0 +10.1% $120.87 +21.3%
1502 SFL SFL CORPORATION LTD Industrials 2,730.0 $29K NEW $10.63 +1.7%
1503 MAA MID-AMER APT CMNTYS INC Real Estate 237.0 $29K NEW $122.31 +8.3%
1504 ALLW SSGA ACTIVE TR 1,000.0 $29K NEW $28.95 +2.3%
1505 FTAI AVIATION LTD 116.0 $29K -15.0 -11.4% $248.67
1506 GSWO GOLDMAN SACHS ETF TR 506.0 $29K +433.0 +593.1% $56.59 +12.8%
1507 SCZ ISHARES TR 359.0 $29K NEW $79.63 +5.0%
1508 AVY AVERY DENNISON CORP Industrials 165.0 $29K -119.0 -41.9% $172.81 -8.2%
1509 DUOL DUOLINGO INC Technology 296.0 $28K +11.0 +3.9% $96.19 +30.5%
1510 TIPX SPDR SERIES TRUST 1,489.0 $28K +8.0 +0.5% $19.10 -1.0%
1511 AKAM AKAMAI TECHNOLOGIES INC Technology 245.0 $28K $115.25 +8.4%
1512 AGCO AGCO CORP Industrials 240.0 $28K +131.0 +120.2% $117.45 -3.2%
1513 THRM GENTHERM INC Consumer Cyclical 1,000.0 $28K NEW $28.14 +27.7%
1514 VANECK ETF TRUST 517.0 $28K NEW $54.35
1515 FMS FRESENIUS MEDICAL CARE AG Healthcare 1,256.0 $28K $22.24 +6.1%
1516 DTEC ALPS ETF TR 645.0 $28K $43.14 +9.1%
1517 WYNN WYNN RESORTS LTD Consumer Cyclical 271.0 $28K -3K -90.5% $102.45 -0.1%
1518 VCYT VERACYTE INC Healthcare 850.0 $28K $32.40 +65.5%
1519 SOXQ INVESCO EXCH TRADED FD TR II 446.0 $27K $61.34 +83.9%
1520 PICK ISHARES INC 473.0 $27K +12.0 +2.6% $57.83 +8.8%
Page 76 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%