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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 82 of 116  ·  2,307 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1621 APLD APPLIED DIGITAL CORP Technology 723.0 $18K NEW $24.36 +89.2%
1622 INMD INMODE LTD Healthcare 1,274.0 $17K +1K +524.5% $13.69 -2.7%
1623 FET FORUM ENERGY TECHNOLOGIES IN Energy 300.0 $17K NEW $58.08 -13.1%
1624 SPRY ARS PHARMACEUTICALS INC Healthcare 2,160.0 $17K $8.07 +20.6%
1625 SGU STAR GROUP LP Energy 1,400.0 $17K $12.41 +0.2%
1626 PFIG INVESCO EXCH TRADED FD TR II 725.0 $17K $23.95 +0.0%
1627 NMG NOUVEAU MONDE GRAPHITE INC Basic Materials 7,536.0 $17K +6K +570.5% $2.30 -32.9%
1628 ELS EQUITY LIFESTYLE PROPERTIES Real Estate 274.0 $17K +239.0 +682.9% $63.27 -1.6%
1629 CAR AVIS BUDGET GROUP INC Industrials 102.0 $17K $168.97 +10.8%
1630 NXST NEXSTAR MEDIA GROUP INC Communication Services 95.0 $17K $178.99 -7.7%
1631 GKOS GLAUKOS CORP Healthcare 151.0 $17K +150.0 +10000.0% $112.24 +15.6%
1632 HERO GLOBAL X FDS 650.0 $17K $26.07 -5.3%
1633 ARMOUR RESIDENTIAL REIT INC 1,000.0 $17K $16.88
1634 RUM RUMBLE INC Technology 3,350.0 $17K $5.01 +43.5%
1635 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 208.0 $17K NEW $80.23 -16.2%
1636 VGLT VANGUARD SCOTTSDALE FDS 304.0 $17K +4.0 +1.3% $54.85 +0.9%
1637 MSA MSA SAFETY INC Industrials 100.0 $17K $166.22 -1.5%
1638 XSD SPDR SERIES TRUST 50.0 $17K $331.74 +90.7%
1639 QS QUANTUMSCAPE CORP Consumer Cyclical 2,661.0 $16K +460.0 +20.9% $6.20 +24.1%
1640 AUR AURORA INNOVATION INC Technology 3,956.0 $16K -84K -95.5% $4.16 +50.3%
Page 82 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%