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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 9 of 116  ·  2,307 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 VRT VERTIV HOLDINGS CO Industrials 93,724.0 $24.3M 0.07% +49K +110.5% $258.81 +8.2%
162 XLI SELECT SECTOR SPDR TR 147,196.0 $24.2M 0.07% +52K +53.8% $164.40 +4.9%
163 AEP AMERICAN ELEC PWR CO INC Utilities 183,107.0 $24.1M 0.07% +178K +3445.8% $131.42 -2.4%
164 SLV ISHARES SILVER TR Financial Services 351,479.0 $23.9M 0.07% +208K +145.0% $67.88 -13.5%
165 GRANITE REAL ESTATE INVT TR 392,125.0 $23.2M 0.07% +112K +40.0% $59.12
166 SMH VANECK ETF TRUST 59,146.0 $23.2M 0.07% -4K -6.2% $391.77 +43.8%
167 ABT ABBOTT LABORATORIES Healthcare 224,970.0 $23.0M 0.07% -4K -1.7% $102.23 -10.5%
168 AMD ADVANCED MICRO DEVICES INC Technology 109,075.0 $22.9M 0.07% +2K +1.9% $210.04 +112.6%
169 CVS CVS HEALTH CORP Healthcare 316,455.0 $22.9M 0.07% +11K +3.5% $72.37 +33.7%
170 NKE NIKE INC Consumer Cyclical 512,380.0 $22.9M 0.07% +145K +39.5% $44.65 -0.8%
171 PDI PIMCO DYNAMIC INCOME FD Financial Services 1,302,825.0 $22.7M 0.07% +87K +7.1% $17.39 -4.2%
172 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 80,297.0 $22.6M 0.07% +74K +1150.9% $281.67 -3.6%
173 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 240,728.0 $22.2M 0.07% +93K +62.9% $92.01 -2.3%
174 RB GLOBAL INC 246,485.0 $22.1M 0.07% +126K +104.6% $89.66
175 SOXX ISHARES TR 64,611.0 $21.9M 0.07% -4K -6.1% $338.30 +57.2%
176 MU MICRON TECHNOLOGY INC Technology 59,103.0 $21.9M 0.07% +10K +21.1% $369.70 +136.0%
177 TOTALENERGIES SE 241,632.0 $21.7M 0.06% +227K +1602.8% $89.68
178 CMI CUMMINS INC Industrials 38,800.0 $21.3M 0.06% +35K +851.9% $549.21 +17.6%
179 VWOB VANGUARD WHITEHALL FDS 324,243.0 $21.2M 0.06% +241K +291.4% $65.49 +1.5%
180 GDX VANECK ETF TRUST 219,368.0 $21.0M 0.06% +4K +1.7% $95.87 -20.9%
Page 9 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%