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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 17 of 42  ·  827 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 ESGU ISHARES TR 16,792.0 $2.7M 0.01% +252.0 +1.5% $163.54 +3.0%
322 PPA INVESCO EXCHANGE TRADED FD T 15,458.0 $2.7M 0.01% +302.0 +2.0% $177.47 +1.1%
323 CARR CARRIER GLOBAL CORPORATION Industrials 37,907.0 $2.7M 0.01% +4K +11.8% $72.09 -15.1%
324 CG CARLYLE GROUP INC Financial Services 64,289.0 $2.7M 0.01% +5K +9.2% $42.34 +16.7%
325 IOO ISHARES TR 19,875.0 $2.7M 0.01% +120.0 +0.6% $136.07 +6.1%
326 WSM WILLIAMS SONOMA INC Consumer Cyclical 11,574.0 $2.6M 0.01% +2K +20.5% $228.41 +6.1%
327 KIM KIMCO REALTY CORP Real Estate 102,734.0 $2.6M 0.01% +2K +2.0% $25.09 -3.1%
328 PYPL PAYPAL HLDGS INC Financial Services 58,482.0 $2.6M 0.01% +1K +2.5% $44.06 +39.0%
329 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 32,069.0 $2.6M 0.01% +17K +115.1% $80.29 -6.2%
330 SOFI SOFI TECHNOLOGIES INC Financial Services 139,046.0 $2.6M 0.01% +115K +470.0% $18.42 -0.0%
331 AME AMETEK INC Industrials 10,773.0 $2.6M 0.01% +3K +42.9% $237.25 +2.5%
332 AMCOR PLC 57,703.0 $2.5M 0.01% +2K +4.0% $43.72
333 TSAT TELESAT CORP Technology 53,708.0 $2.5M 0.01% +30K +127.3% $46.85 -1.6%
334 LDUR PIMCO ETF TR 25,629.0 $2.4M 0.01% +21K +480.5% $95.21 +0.3%
335 TRN TRINITY INDS INC Industrials 71,625.0 $2.4M 0.01% +2K +2.2% $33.94 -12.7%
336 VIKING HOLDINGS LTD 23,809.0 $2.4M 0.01% +23K +2876.1% $102.04
337 CFG CITIZENS FINL GROUP INC Financial Services 33,573.0 $2.4M 0.01% +687.0 +2.1% $71.82 -1.5%
338 SHLD GLOBAL X FDS 39,056.0 $2.4M 0.01% +6K +16.4% $61.21 +13.1%
339 VYM VANGUARD WHITEHALL FDS 15,076.0 $2.4M 0.01% +88.0 +0.6% $158.28 +4.5%
340 SPHQ INVESCO EXCHANGE TRADED FD T 26,744.0 $2.4M 0.01% +473.0 +1.8% $89.04 -3.3%
Page 17 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%