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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 91 of 116  ·  2,307 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1801 NWL NEWELL BRANDS INC Consumer Defensive 2,352.0 $8K +30.0 +1.3% $3.53 +40.8%
1802 GRFS GRIFOLS S A Healthcare 1,000.0 $8K $8.26 -9.7%
1803 IZRL ARK ETF TR 300.0 $8K $27.37 +7.7%
1804 PLAB PHOTRONICS INC Technology 200.0 $8K $40.86 -24.1%
1805 BFLY BUTTERFLY NETWORK INC Healthcare 2,000.0 $8K $4.07 +40.2%
1806 EQH EQUITABLE HLDGS INC Financial Services 216.0 $8K NEW $37.62 +20.9%
1807 WES WESTERN MIDSTREAM PARTNERS L Energy 200.0 $8K NEW $40.55 +7.9%
1808 BZH BEAZER HOMES USA INC Consumer Cyclical 400.0 $8K $19.78 +35.8%
1809 QLC FLEXSHARES TR 100.0 $8K NEW $78.84 +13.0%
1810 GXC SPDR INDEX SHS FDS 85.0 $8K $92.74 -3.1%
1811 CRL CHARLES RIV LABS INTL INC Healthcare 45.0 $8K -1K -96.9% $174.91 +4.2%
1812 REZI RESIDEO TECHNOLOGIES INC Industrials 227.0 $8K -19.0 -7.7% $34.42 -11.6%
1813 VSTS VESTIS CORPORATION Industrials 1,000.0 $8K NEW $7.81 +68.6%
1814 SYF SYNCHRONY FINANCIAL Financial Services 114.0 $8K $68.33 +8.5%
1815 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 48.0 $8K +24.0 +100.0% $162.02 +7.1%
1816 BBEU J P MORGAN EXCHANGE TRADED F 105.0 $8K $73.52 +6.6%
1817 AURORA CANNABIS INC 2,322.0 $8K +923.0 +66.0% $3.32
1818 QRVO QORVO INC Technology 100.0 $8K $76.67 +23.5%
1819 REGCO REGENCY CTRS CORP Real Estate 101.0 $8K +100.0 +10000.0% $75.78 -70.2%
1820 TTEK TETRA TECH INC NEW Industrials 250.0 $8K NEW $30.60 -8.1%
Page 91 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%