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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 21 of 42  ·  827 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 VTV VANGUARD INDEX FDS 5,237.0 $1.1M 0.00% +2K +74.7% $217.43 +3.6%
402 HMY HARMONY GOLD MNG LTD Basic Materials 72,537.0 $1.1M 0.00% +4K +5.7% $15.16 +45.3%
403 F FORD MTR CO Consumer Cyclical 79,930.0 $1.1M 0.00% +10K +14.6% $13.65 +2.6%
404 SKM SK TELECOM CO LTD Communication Services 33,821.0 $1.1M 0.00% +33K +5390.4% $31.88 +20.3%
405 HYS PIMCO ETF TR 11,566.0 $1.1M 0.00% +93.0 +0.8% $92.96 -0.3%
406 COM DIREXION SHARES ETF TRUST 32,768.0 $1.1M 0.00% +4K +12.4% $32.64 +6.5%
407 SPYM SPDR SERIES TRUST 12,075.0 $1.1M 0.00% +672.0 +5.9% $87.76 +2.3%
408 CART MAPLEBEAR INC Consumer Cyclical 23,592.0 $1.1M 0.00% +8K +51.1% $44.81 +14.0%
409 HDV ISHARES TR 38,460.0 $1.1M 0.00% +30K +352.9% $27.41 +8.4%
410 NVMI NOVA LTD Technology 2,093.0 $1.1M 0.00% +16.0 +0.8% $502.38 -23.6%
411 KINIKSA PHARMACEUTICALS INTL 16,691.0 $1.0M 0.00% +724.0 +4.5% $62.85
412 TFC TRUIST FINL CORP Financial Services 19,739.0 $1.0M 0.00% +2K +9.6% $50.91 -1.3%
413 CGIE CAPITAL GROUP INTERNATIONAL 27,473.0 $998K 0.00% +2K +6.3% $36.32 +4.0%
414 CVNA CARVANA CO Consumer Cyclical 14,697.0 $998K 0.00% +12K +467.0% $67.87 +5.5%
415 MLI MUELLER INDS INC Industrials 17,324.0 $995K 0.00% +367.0 +2.2% $57.44 +7.8%
416 GH GUARDANT HEALTH INC Healthcare 5,797.0 $990K 0.00% +900.0 +18.4% $170.82 -1.7%
417 SAN BANCO SANTANDER SA Financial Services 71,212.0 $985K 0.00% +27K +61.9% $13.83 +2.9%
418 MT ARCELORMITTAL SA LUXEMBOURG Basic Materials 16,491.0 $978K 0.00% +15K +822.3% $59.33 +19.8%
419 RGTI RIGETTI COMPUTING INC Technology 50,850.0 $951K 0.00% +2K +3.6% $18.69 -14.1%
420 MSCI MSCI INC Financial Services 1,624.0 $945K 0.00% +872.0 +116.0% $582.17 -2.3%
Page 21 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%