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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 20 of 42  ·  827 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 RDDT REDDIT INC Communication Services 7,339.0 $1.4M 0.00% +998.0 +15.7% $197.43 -22.2%
382 DNN DENISON MINES CORP Energy 445,379.0 $1.4M 0.00% +27K +6.4% $3.07 +3.1%
383 DLR DIGITAL RLTY TR INC Real Estate 7,645.0 $1.3M 0.00% +334.0 +4.6% $176.46 +8.2%
384 BB BLACKBERRY LTD Technology 105,040.0 $1.3M 0.00% +59K +127.2% $12.84 -34.8%
385 PYLD PIMCO ETF TR 49,029.0 $1.3M 0.00% +1K +2.5% $26.33 -0.4%
386 ITW ILLINOIS TOOL WKS INC Industrials 4,755.0 $1.3M 0.00% +367.0 +8.4% $269.04 +6.3%
387 IEI ISHARES TR 10,689.0 $1.3M 0.00% +379.0 +3.7% $116.95 -0.2%
388 ACWX ISHARES TR 16,435.0 $1.2M 0.00% +633.0 +4.0% $75.02 +2.8%
389 STM STMICROELECTRONICS N V Technology 17,301.0 $1.2M 0.00% +15K +681.1% $70.79 -28.9%
390 TM TOYOTA MOTOR CORP Consumer Cyclical 7,134.0 $1.2M 0.00% +1K +16.7% $170.48 +10.9%
391 GTX GARRETT MOTION INC Consumer Cyclical 36,044.0 $1.2M 0.00% +3K +9.3% $33.58 -19.2%
392 ARES ARES MANAGEMENT CORPORATION Financial Services 10,621.0 $1.2M 0.00% +9K +745.0% $113.59 +26.4%
393 NVT NVENT ELEC PLC Industrials 9,105.0 $1.2M 0.00% +979.0 +12.1% $132.31 +18.5%
394 SATS ECHOSTAR CORP Technology 11,933.0 $1.2M 0.00% +5K +75.1% $100.89 -13.8%
395 OTIS OTIS WORLDWIDE CORP Industrials 17,033.0 $1.2M 0.00% +11K +175.1% $70.66 +2.6%
396 DGRW WISDOMTREE TR 12,363.0 $1.2M 0.00% +3K +31.7% $95.54 +4.3%
397 IEMG ISHARES INC 14,612.0 $1.2M 0.00% +3K +26.4% $80.63 -0.3%
398 PKG PACKAGING CORP AMER Consumer Cyclical 4,869.0 $1.2M 0.00% +208.0 +4.5% $237.93 +6.8%
399 CDX SIMPLIFY EXCHANGE TRADED FUN 54,500.0 $1.1M 0.00% +6K +12.1% $20.95 -0.7%
400 TDG TRANSDIGM GROUP INC Industrials 872.0 $1.1M 0.00% +73.0 +9.1% $1308.64 -6.2%
Page 20 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%