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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 86 of 116  ·  2,307 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1701 WU WESTERN UN CO Financial Services 1,503.0 $13K $8.46 -14.2%
1702 IESC IES HOLDINGS INC Industrials 26.0 $13K -5.0 -16.1% $483.23 +41.8%
1703 REZ ISHARES TR 150.0 $13K NEW $83.72 +6.4%
1704 VRSN VERISIGN INC Technology 50.0 $13K $250.78 +9.2%
1705 ALSN ALLISON TRANSMISSION HLDGS I Consumer Cyclical 105.0 $12K $118.81 +0.0%
1706 CBSH COMMERCE BANCSHARES INC Financial Services 252.0 $12K NEW $49.28 +11.0%
1707 OKTA OKTA INC Technology 156.0 $12K +106.0 +212.0% $79.14 +42.8%
1708 PIO INVESCO EXCH TRADED FD TR II 282.0 $12K $43.74 +2.0%
1709 KNF KNIFE RIVER CORP Basic Materials 150.0 $12K $82.15 +1.6%
1710 KRBN KRANESHARES TRUST 400.0 $12K $30.17 +10.3%
1711 HITI HIGH TIDE INC Healthcare 5,362.0 $12K +54.0 +1.0% $2.25 +5.3%
1712 CVI CVR ENERGY INC Energy 380.0 $12K $31.46 -12.0%
1713 PULS PGIM ETF TR 242.0 $12K -15.0 -5.8% $49.30 +0.6%
1714 MERC MERCER INTL INC Basic Materials 8,600.0 $12K +7K +405.9% $1.38 -35.7%
1715 NGVT INGEVITY CORP Basic Materials 163.0 $12K -24.0 -12.8% $72.31 -0.8%
1716 BYND BEYOND MEAT INC Consumer Defensive 18,875.0 $12K $0.62 +12.3%
1717 BLTE BELITE BIO INC Healthcare 70.0 $12K $167.26 -11.3%
1718 TREX TREX INC Industrials 318.0 $12K NEW $36.43 +24.7%
1719 OMAH TIDAL TRUST III 645.0 $12K +15.0 +2.4% $17.96 +4.0%
1720 AMR ALPHA METALLURGICAL RESOUR I Energy 58.0 $11K NEW $198.21 -2.4%
Page 86 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%