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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 87 of 116  ·  2,307 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1721 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 300.0 $11K $38.27 +6.1%
1722 CZR CAESARS ENTERTAINMENT INC NE Consumer Cyclical 431.0 $11K $26.52 +10.1%
1723 ICLR ICON PLC Healthcare 102.0 $11K $111.29 +28.7%
1724 QTOP ISHARES TR 374.0 $11K +249.0 +199.2% $30.26 +24.8%
1725 EGBN EAGLE BANCORPORATION INC Financial Services 446.0 $11K $25.35 +7.5%
1726 XANADU QUANTUM TECHNOLO LTD 1,500.0 $11K NEW $7.45
1727 SLX VANECK ETF TRUST 120.0 $11K NEW $92.82 +16.0%
1728 INGR INGREDION INC Consumer Defensive 100.0 $11K $111.32 -11.2%
1729 OFRM ONCE UPON A FARM PBC Consumer Defensive 704.0 $11K NEW $15.77 +17.6%
1730 LIFETIME BRANDS INC 2,000.0 $11K $5.54
1731 GFF GRIFFON CORP Industrials 150.0 $11K $73.21 +21.3%
1732 TOST TOAST INC Technology 420.0 $11K +290.0 +223.1% $26.06 -6.3%
1733 EPAM EPAM SYS INC Technology 81.0 $11K +6.0 +8.0% $134.91 -35.0%
1734 HLIT HARMONIC INC Technology 1,202.0 $11K $9.07 +63.7%
1735 GLOBUS MED INC 124.0 $11K NEW $87.59
1736 BSY BENTLEY SYS INC Technology 318.0 $11K +290.0 +1035.7% $34.08 -13.9%
1737 TDS TELEPHONE & DATA SYS INC Communication Services 245.0 $11K $44.12 -10.7%
1738 SAIC SCIENCE APPLICATIONS INTL CO Technology 109.0 $11K $97.24 +9.8%
1739 EVGO EVGO INC Consumer Cyclical 6,020.0 $11K +5K +393.4% $1.76 +7.4%
1740 BMI BADGER METER INC Technology 69.0 $11K -4K -98.2% $153.46 -12.3%
Page 87 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%