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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 92 of 116  ·  2,307 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1821 ARQT ARCUTIS BIOTHERAPEUTICS INC Healthcare 318.0 $8K $23.98 +9.2%
1822 PSIX POWER SOLUTIONS INTL INC Industrials 115.0 $8K NEW $66.16 -40.1%
1823 UGL PROSHARES TR II Financial Services 120.0 $8K NEW $63.20 -21.5%
1824 GOOW ROUNDHILL ETF TRUST 125.0 $8K NEW $60.32 +16.6%
1825 WFRD WEATHERFORD INTL PLC Energy 80.0 $8K -25.0 -23.8% $94.12 +1.0%
1826 CALM CAL MAINE FOODS INC Consumer Defensive 90.0 $8K $83.36 -6.1%
1827 FALN ISHARES TR 278.0 $7K $26.72 +1.6%
1828 PAX PATRIA INVESTMENTS LIMITED Financial Services 586.0 $7K NEW $12.62 -7.8%
1829 XENE XENON PHARMACEUTICALS INC Healthcare 130.0 $7K NEW $56.40 -6.3%
1830 TE T1 ENERGY INC Industrials 1,645.0 $7K +933.0 +131.0% $4.45 +117.7%
1831 INCY INCYTE CORP Healthcare 77.0 $7K $94.29 +5.0%
1832 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 100.0 $7K $72.58 +5.2%
1833 DXYZ DESTINY TECH100 INC 250.0 $7K $29.02 +1.5%
1834 GTEK GOLDMAN SACHS ETF TR 174.0 $7K $41.69 +46.5%
1835 MSGE SPHERE ENTERTAINMENT CO Communication Services 60.0 $7K $119.63 -40.1%
1836 AMPX AMPRIUS TECHNOLOGIES INC Industrials 462.0 $7K NEW $15.52 -1.1%
1837 XOVR ENTREPRENEURSHARES SERIES TR 425.0 $7K NEW $16.87 +23.8%
1838 ACA ARCOSA INC Industrials 66.0 $7K $108.09 +23.9%
1839 HST HOST HOTELS & RESORTS INC Real Estate 373.0 $7K $19.07 +30.9%
1840 PAGP PLAINS GP HLDGS L P Energy 300.0 $7K $23.71 -0.9%
Page 92 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%