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Portfolio (Quarterly) Guide ↗

TD Waterhouse Canada Inc.

· CIK 0001999606
13F Portfolio $16.1B AUM 2,042 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2042 New
Page 82 of 103  ·  2,042 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1621 UFPT UFP TECHNOLOGIES INC Healthcare 33.0 $7K NEW $221.64 +16.7%
1622 CALM CAL MAINE FOODS INC Consumer Defensive 90.0 $7K NEW $79.57 -1.7%
1623 DCI DONALDSON INC Industrials 80.0 $7K NEW $88.60 -1.1%
1624 HCC WARRIOR MET COAL INC Energy 80.0 $7K NEW $88.12 -9.6%
1625 MBC MASTERBRAND INC Consumer Cyclical 638.0 $7K NEW $11.04 -13.3%
1626 ACA ARCOSA INC Industrials 66.0 $7K NEW $106.18 +36.1%
1627 GLNG GOLAR LNG LTD Energy 188.0 $7K NEW $37.19 +33.1%
1628 GTEK GOLDMAN SACHS ETF TR 174.0 $7K NEW $39.86 +51.0%
1629 RMBS RAMBUS INC DEL Technology 75.0 $7K NEW $91.85 +26.7%
1630 CRDL CARDIOL THERAPEUTICS INC Healthcare 7,200.0 $7K NEW $0.95 +7.9%
1631 VENTURE GLOBAL INC 1,000.0 $7K NEW $6.82
1632 IMMR IMMERSION CORP Technology 1,000.0 $7K NEW $6.80 +3.6%
1633 QLYS QUALYS INC Technology 51.0 $7K NEW $132.78 -2.6%
1634 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 100.0 $7K NEW $67.40 +11.9%
1635 WIT WIPRO LTD Technology 2,356.0 $7K NEW $2.84 -21.1%
1636 WTS WATTS WATER TECHNOLOGIES INC Industrials 24.0 $7K NEW $275.75 +29.6%
1637 HST HOST HOTELS & RESORTS INC Real Estate 373.0 $7K NEW $17.72 +40.8%
1638 ADT ADT INC DEL Industrials 818.0 $7K NEW $8.06 -19.4%
1639 INFY INFOSYS LTD Technology 369.0 $7K NEW $17.82 -39.9%
1640 SXT SENSIENT TECHNOLOGIES CORP Basic Materials 70.0 $7K NEW $93.89 +25.5%
Page 82 of 103  ·  2,042 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 36.5%
Technology 15.7%
Energy 9.8%
Consumer Cyclical 6.8%
Communication Services 6.8%
Industrials 6.6%
Basic Materials 5.9%
Healthcare 4.4%
Utilities 4.1%
Consumer Defensive 3.1%