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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 23 of 42  ·  827 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 TRMD TORM PLC Energy 28,852.0 $757K 0.00% +8K +37.3% $26.25 +18.0%
442 ESGV VANGUARD WORLD FD 5,710.0 $756K 0.00% +422.0 +8.0% $132.41 +2.8%
443 SMG SCOTTS MIRACLE-GRO CO Basic Materials 10,994.0 $754K 0.00% +4K +61.3% $68.57 -10.8%
444 RKLB ROCKET LAB CORP Industrials 7,511.0 $751K 0.00% +974.0 +14.9% $100.01 -24.2%
445 WEN WENDYS CO Consumer Cyclical 82,939.0 $741K 0.00% +38K +82.8% $8.94 -0.1%
446 NYT NEW YORK TIMES CO MTN BE Communication Services 10,267.0 $737K 0.00% +2K +25.6% $71.82 -8.2%
447 BLOCK INC 9,478.0 $732K 0.00% +471.0 +5.2% $77.19
448 CF CF INDUSTRIES HOLD Basic Materials 6,756.0 $731K 0.00% +2K +35.1% $108.17 +10.0%
449 TEAM ATLASSIAN CORPORATION Technology 8,728.0 $726K 0.00% +9K +10000.0% $83.16 +109.5%
450 SPOT SPOTIFY TECHNOLOGY S A Communication Services 1,529.0 $722K 0.00% +934.0 +157.0% $472.43 +12.9%
451 PFF ISHARES TR 23,528.0 $717K 0.00% +5K +26.0% $30.47 +0.4%
452 TIMB TIM S A Communication Services 33,394.0 $713K 0.00% +1K +4.6% $21.35 -16.7%
453 ICLN ISHARES TR 35,191.0 $711K 0.00% +12K +51.8% $20.19 -11.7%
454 MINE MAYFAIR GOLD CORP Basic Materials 323,150.0 $709K 0.00% +312K +2772.4% $2.19 +37.2%
455 IYT ISHARES TR 8,153.0 $707K 0.00% +7K +466.2% $86.76 -0.2%
456 CPB THE CAMPBELLS COMPANY Consumer Defensive 30,005.0 $704K 0.00% +1K +4.4% $23.47 +1.5%
457 SNPS SYNOPSYS INC Technology 1,505.0 $684K 0.00% +47.0 +3.2% $454.56 -11.7%
458 TSCO TRACTOR SUPPLY CO Consumer Cyclical 21,050.0 $679K 0.00% +148.0 +0.7% $32.27 +9.8%
459 WFG WEST FRASER TIMBER CO LTD Basic Materials 10,086.0 $668K 0.00% +141.0 +1.4% $66.21 +7.4%
460 NTES NETEASE COM INC Technology 5,130.0 $665K 0.00% +536.0 +11.7% $129.61 -1.8%
Page 23 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%