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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 12 of 42  ·  827 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 MLM MARTIN MARIETTA MATLS INC Basic Materials 10,981.0 $6.4M 0.02% +244.0 +2.3% $579.54 -7.1%
222 ARM ARM HOLDINGS PLC Technology 18,674.0 $6.3M 0.02% +102.0 +0.6% $337.85 -19.7%
223 CRWV COREWEAVE INC Technology 73,470.0 $6.3M 0.02% +17K +30.6% $85.77 +23.6%
224 HPE HEWLETT PACKARD ENTERPRISE C Technology 141,101.0 $6.3M 0.02% +104K +280.4% $44.30 +30.1%
225 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 186,889.0 $6.2M 0.02% +9K +5.3% $33.44 +9.0%
226 VIS VANGUARD WORLD FD 17,378.0 $6.2M 0.02% +650.0 +3.9% $355.88 +0.8%
227 VGT VANGUARD WORLD FD 51,495.0 $6.0M 0.02% +45K +685.8% $117.22 +4.5%
228 BAP CREDICORP LTD Financial Services 15,000.0 $5.8M 0.01% +6K +62.4% $387.01 -2.3%
229 HOOD ROBINHOOD MKTS INC Financial Services 53,324.0 $5.8M 0.01% +18K +51.1% $108.71 -11.5%
230 BTI BRITISH AMERN TOB PLC Consumer Defensive 94,068.0 $5.7M 0.01% +64K +217.2% $60.59 -8.0%
231 ALL ALLSTATE CORP Financial Services 23,373.0 $5.7M 0.01% +404.0 +1.8% $243.31 +6.1%
232 DON WISDOMTREE TR 99,740.0 $5.6M 0.01% +781.0 +0.8% $56.51 +3.6%
233 SCHC SCHWAB STRATEGIC TR 116,104.0 $5.6M 0.01% +44K +60.2% $48.22 +6.2%
234 VST VISTRA CORP Utilities 35,938.0 $5.5M 0.01% +6K +19.9% $153.20 -4.6%
235 IUSV ISHARES TR 49,111.0 $5.4M 0.01% +1K +2.3% $110.59 +3.7%
236 XYL XYLEM INC Industrials 46,034.0 $5.4M 0.01% +44K +1922.6% $117.30 +0.1%
237 IDV ISHARES TR 130,180.0 $5.4M 0.01% +8K +6.7% $41.44 +7.7%
238 MEOH METHANEX CORP Basic Materials 120,773.0 $5.4M 0.01% +36K +43.1% $44.51 +28.7%
239 AJG GALLAGHER ARTHUR J & CO Financial Services 22,035.0 $5.3M 0.01% +216.0 +1.0% $239.89 +3.4%
240 EWY ISHARES INC 28,271.0 $5.3M 0.01% +28K +5693.2% $185.79 -0.4%
Page 12 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%