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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 77 of 116  ·  2,307 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1521 VIRT VIRTU FINL INC Financial Services 618.0 $27K -70.0 -10.2% $44.22 +42.6%
1522 BLD TOPBUILD COR Industrials 74.0 $27K +50.0 +208.3% $369.16 +15.5%
1523 URG UR-ENERGY INC Energy 20,000.0 $27K -5K -19.7% $1.36 +10.2%
1524 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 285.0 $27K -3K -91.5% $95.49 +184.7%
1525 PFGC PERFORMANCE FOOD GROUP CO Consumer Defensive 323.0 $27K +223.0 +223.0% $84.19 +23.1%
1526 RVMD REVOLUTION MEDICINES INC Healthcare 270.0 $27K +70.0 +35.0% $98.55 +65.4%
1527 NTSK NETSKOPE INC Technology 3,432.0 $27K +2K +171.9% $7.74 +17.0%
1528 DECK DECKERS OUTDOOR CORP Consumer Cyclical 262.0 $26K +55.0 +26.6% $100.82 +8.2%
1529 ZM ZOOM COMMUNICATIONS INC Technology 325.0 $26K +80.0 +32.6% $80.70 +8.3%
1530 SLI STANDARD LITHIUM LTD Basic Materials 7,550.0 $26K -5K -39.6% $3.44 -0.9%
1531 AIOT POWERFLEET INC Technology 8,500.0 $26K +5K +142.9% $3.04 +30.9%
1532 HIVE HIVE DIGITAL TECHNOLOGIES LT Financial Services 13,599.0 $26K +334.0 +2.5% $1.89 +125.2%
1533 CNM CORE & MAIN INC Industrials 500.0 $26K $51.05 -4.8%
1534 GTO INVESCO ACTIVELY MANAGED EXC 543.0 $25K $46.87 +0.2%
1535 TLRY TILRAY BRANDS INC Healthcare 4,136.0 $25K +936.0 +29.2% $6.11 -22.6%
1536 OMDA OMADA HEALTH INC Healthcare 2,000.0 $25K $12.60 +40.0%
1537 XPO XPO INC Industrials 126.0 $25K +16.0 +14.6% $198.13 +1.8%
1538 SKYY FIRST TR EXCHANGE-TRADED FD 227.0 $25K +152.0 +202.7% $109.85 +20.1%
1539 JGRO J P MORGAN EXCHANGE TRADED F 292.0 $25K +257.0 +734.3% $85.34 +14.3%
1540 IP INTERNATIONAL PAPER CO Consumer Cyclical 698.0 $25K +298.0 +74.5% $35.65 +3.3%
Page 77 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%