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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 15 of 42  ·  827 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 EXC EXELON CORP Utilities 82,272.0 $3.8M 0.01% +24K +41.5% $46.27 -0.6%
282 VTR VENTAS INC Real Estate 41,798.0 $3.7M 0.01% +5K +13.6% $89.68 +2.8%
283 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 5,366.0 $3.7M 0.01% +81.0 +1.5% $697.14 +1.4%
284 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 29,024.0 $3.7M 0.01% +11K +58.0% $126.76 +24.2%
285 DYNF BLACKROCK ETF TRUST 54,406.0 $3.7M 0.01% +12K +27.1% $67.51 +3.1%
286 NVO NOVO-NORDISK A S Healthcare 74,856.0 $3.7M 0.01% +3K +4.8% $48.77 -5.7%
287 ZM ZOOM COMMUNICATIONS INC Technology 40,054.0 $3.6M 0.01% +40K +10000.0% $90.24 +18.0%
288 BHP BHP BILLITON LIMITED Basic Materials 42,890.0 $3.5M 0.01% +11K +33.5% $82.24 +8.0%
289 AFRM AFFIRM HLDGS INC Technology 51,844.0 $3.5M 0.01% +41K +386.5% $67.69 +10.3%
290 NUE NUCOR CORP Basic Materials 15,876.0 $3.5M 0.01% +10K +149.4% $219.04 +20.7%
291 MSGE SPHERE ENTERTAINMENT CO Communication Services 19,248.0 $3.5M 0.01% +19K +10000.0% $180.13 -53.5%
292 GNRC GENERAC HLDGS INC Industrials 12,831.0 $3.5M 0.01% +2K +16.1% $270.01 -21.2%
293 SOXQ INVESCO EXCH TRADED FD TR II 32,794.0 $3.4M 0.01% +32K +7252.9% $105.10 -10.9%
294 USMV ISHARES TR 35,218.0 $3.4M 0.01% +6K +19.1% $96.47 +4.6%
295 XME SPDR SERIES TRUST 32,400.0 $3.4M 0.01% +805.0 +2.5% $104.18 +9.1%
296 DRI DARDEN RESTAURANTS INC Consumer Cyclical 16,666.0 $3.4M 0.01% +272.0 +1.7% $202.10 +10.7%
297 IGV ISHARES TR 36,780.0 $3.4M 0.01% +14K +62.5% $91.51 +12.1%
298 ILMN ILLUMINA INC Healthcare 18,215.0 $3.3M 0.01% +13K +263.6% $183.89 +2.6%
299 EWZ ISHARES INC 96,022.0 $3.3M 0.01% +65K +204.7% $34.17 -1.1%
300 QUAL ISHARES TR 14,921.0 $3.3M 0.01% +6K +63.3% $219.44 +2.2%
Page 15 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%