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Portfolio (Quarterly) Guide ↗

TD Waterhouse Canada Inc.

· CIK 0001999606
13F Portfolio $38.0B AUM 2,405 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 229 New 827 Added 583 Reduced 131 Exited
Page 11 of 42  ·  827 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 VEU VANGUARD INTL EQUITY INDEX F 98,291.0 $8.1M 0.02% +9K +10.2% $82.72 +3.8%
202 SO SOUTHERN CO Utilities 84,741.0 $8.1M 0.02% +2K +2.6% $95.23 -3.1%
203 AIG AMERICAN INTL GROUP INC Financial Services 100,050.0 $7.7M 0.02% +21K +27.0% $76.67 -1.1%
204 SHW SHERWIN WILLIAMS CO Basic Materials 21,661.0 $7.5M 0.02% +4K +20.6% $346.09 +1.1%
205 AZO AUTOZONE INC Consumer Cyclical 2,319.0 $7.5M 0.02% +1K +123.4% $3220.87 -6.3%
206 CRS CARPENTER TECHNOLOGY CORP Industrials 12,237.0 $7.5M 0.02% +11K +1235.9% $609.91 -11.1%
207 NOC NORTHROP GRUMMAN CORP Industrials 14,306.0 $7.4M 0.02% +6K +82.4% $520.08 +9.6%
208 CEF SPROTT ASSET MANAGEMENT LP Financial Services 183,699.0 $7.4M 0.02% +12K +7.3% $40.17 +12.2%
209 PERIMETER SOLUTIONS INC 212,345.0 $7.4M 0.02% +152K +250.5% $34.64
210 DSGX DESCARTES SYS GROUP INC Technology 102,510.0 $7.3M 0.02% +9K +10.0% $71.01 +5.5%
211 AIQ GLOBAL X FDS 114,299.0 $7.3M 0.02% +14K +14.5% $63.61 +0.6%
212 SPXC SPX TECHNOLOGIES INC Industrials 30,323.0 $7.0M 0.02% +4K +13.7% $231.85 -6.1%
213 VCIT VANGUARD SCOTTSDALE FDS 85,077.0 $7.0M 0.02% +2K +2.2% $82.18 -1.4%
214 PSLV SPROTT ASSET MANAGEMENT LP Financial Services 362,737.0 $6.9M 0.02% +20K +5.9% $18.92 +13.6%
215 SPMO INVESCO EXCH TRADED FD TR II 42,322.0 $6.6M 0.02% +6K +17.6% $155.29 -0.1%
216 SPG SIMON PPTY GROUP INC NEW Real Estate 29,031.0 $6.5M 0.02% +24K +502.8% $223.03 -0.6%
217 COPX GLOBAL X FDS 85,710.0 $6.5M 0.02% +2K +2.9% $75.39 +15.9%
218 ACN ACCENTURE PLC IRELAND Technology 49,120.0 $6.4M 0.02% +397.0 +0.8% $131.13 +29.6%
219 USIG ISHARES TR 126,130.0 $6.4M 0.02% +7K +6.2% $51.00 -1.7%
220 BKNG BOOKING HOLDINGS INC Consumer Cyclical 35,002.0 $6.4M 0.02% +30K +666.6% $182.69 +12.1%
Page 11 of 42  ·  827 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 37.7%
Technology 17.7%
Energy 10.8%
Industrials 6.7%
Basic Materials 5.8%
Communication Services 5.6%
Consumer Cyclical 5.5%
Healthcare 4.2%
Utilities 3.4%
Consumer Defensive 2.3%