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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 19 of 42  ·  827 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 MELI MERCADOLIBRE INC Consumer Cyclical 1,004.0 $1.9M 0.01% +511.0 +103.7% $1856.53 +2.8%
362 SN SHARKNINJA INC Consumer Cyclical 12,216.0 $1.9M 0.01% +412.0 +3.5% $151.96 +18.7%
363 IVZ INVESCO LTD Financial Services 68,455.0 $1.8M 0.01% +67K +5543.4% $26.87 +20.1%
364 CGXU CAPITAL GROUP INTL FOCUS EQT 53,590.0 $1.8M 0.01% +1K +2.8% $34.02 +1.8%
365 WYNN WYNN RESORTS LTD Consumer Cyclical 18,646.0 $1.8M 0.01% +18K +6780.4% $96.10 +4.5%
366 FESM FIDELITY COVINGTON TRUST 35,527.0 $1.7M 0.01% +1K +4.4% $48.12 +0.3%
367 ICICI BANK LIMITED 58,336.0 $1.7M 0.00% +8K +15.5% $28.96
368 SNA SNAP ON INC Industrials 4,140.0 $1.7M 0.00% +142.0 +3.5% $403.30 -2.0%
369 PAVE GLOBAL X FDS 28,311.0 $1.7M 0.00% +10K +57.7% $58.93 -3.7%
370 IDEV ISHARES TR 18,516.0 $1.6M 0.00% +547.0 +3.0% $88.62 +4.5%
371 SHY ISHARES TR 19,766.0 $1.6M 0.00% +141.0 +0.7% $81.84 +0.2%
372 GOVT ISHARES TR 70,234.0 $1.6M 0.00% +32K +82.4% $22.79 -1.2%
373 DFTX DEFINIUM THERAPEUTICS INC Healthcare 36,694.0 $1.6M 0.00% +35K +1936.3% $43.39 +3.5%
374 NXE NEXGEN ENERGY LTD Energy 168,426.0 $1.6M 0.00% +9K +5.9% $9.45 +9.6%
375 MOS MOSAIC CO Basic Materials 74,682.0 $1.6M 0.00% +44K +141.7% $21.29 +4.0%
376 QQQM INVESCO EXCH TRADED FD TR II 5,323.0 $1.6M 0.00% +4K +395.2% $298.58 -1.3%
377 TXNM ENERGY INC 27,908.0 $1.6M 0.00% +4K +15.9% $56.72
378 QXO QXO INC Industrials 94,005.0 $1.6M 0.00% +31K +49.7% $16.55 -14.8%
379 EL LAUDER ESTEE COS INC Consumer Defensive 18,428.0 $1.5M 0.00% +15K +381.8% $82.46 +19.6%
380 BBCA J P MORGAN EXCHANGE TRADED F 14,634.0 $1.5M 0.00% +4K +38.6% $99.40 +7.3%
Page 19 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%