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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 99 of 116  ·  2,307 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1961 GOLF ACUSHNET HLDGS CORP Consumer Cyclical 40.0 $4K +1.0 +2.6% $93.55 +4.3%
1962 VEON LTD 80.0 $4K $46.74
1963 EAT BRINKER INTL INC Consumer Cyclical 26.0 $4K $143.19 +7.2%
1964 NTLA INTELLIA THERAPEUTICS INC Healthcare 281.0 $4K +81.0 +40.5% $13.25 +9.8%
1965 MARA MARA HOLDINGS INC Financial Services 460.0 $4K NEW $8.03 +79.6%
1966 GLDG GOLDMINING INC Basic Materials 3,030.0 $4K +30.0 +1.0% $1.22 -17.1%
1967 POLESTAR AUTOMOTIVE HLDG UK 200.0 $4K NEW $18.33
1968 BRX BRIXMOR PPTY GROUP INC Real Estate 127.0 $4K $28.84 +10.1%
1969 LEA LEAR CORP Consumer Cyclical 30.0 $4K $122.00 +16.1%
1970 TK TEEKAY CORPORATION LTD Energy 300.0 $4K $12.08 +0.3%
1971 CRBG COREBRIDGE FINL INC Financial Services 150.0 $4K $24.14 +21.0%
1972 UAA UNDER ARMOUR INC Consumer Cyclical 631.0 $4K $5.74 +1.8%
1973 AMKR AMKOR TECHNOLOGY INC Technology 78.0 $4K $46.26 +87.1%
1974 IONS IONIS PHARMACEUTICALS INC Healthcare 48.0 $4K NEW $75.10 -2.7%
1975 LLYVA LIBERTY LIVE HOLDINGS INC Communication Services 39.0 $4K NEW $91.92 +6.6%
1976 DDD 3D SYS CORP DEL Technology 1,905.0 $4K +430.0 +29.1% $1.87 +70.8%
1977 NIU NIU TECHNOLOGIES Consumer Cyclical 1,200.0 $3K +100.0 +9.1% $2.90 -24.5%
1978 MADISON SQUARE GARDEN ENTMT 60.0 $3K $57.87
1979 FOXA FOX CORP Communication Services 59.0 $3K $58.46 -10.5%
1980 RTO RENTOKIL INITIAL PLC Industrials 107.0 $3K NEW $31.86 -4.8%
Page 99 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%