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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 24 of 42  ·  827 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 ISRA VANECK ETF TRUST 10,113.0 $660K 0.00% +3K +39.4% $65.29 +2.4%
462 SIL GLOBAL X FDS 8,544.0 $660K 0.00% +4K +94.6% $77.25 +24.1%
463 JPIE J P MORGAN EXCHANGE TRADED F 14,360.0 $658K 0.00% +12K +459.2% $45.84 +0.1%
464 DVN DEVON ENERGY CORP NEW Energy 16,267.0 $655K 0.00% +504.0 +3.2% $40.28 +19.6%
465 BXSL BLACKSTONE SECD LENDING FD Financial Services 27,409.0 $654K 0.00% +17K +163.3% $23.87 +2.9%
466 ONON ON HLDG AG Consumer Cyclical 18,378.0 $654K 0.00% +6K +44.1% $35.57 -12.1%
467 ATAT ATOUR LIFESTYLE HLDGS LTD Consumer Cyclical 19,882.0 $653K 0.00% +1K +5.4% $32.85 +12.6%
468 GSAT GLOBALSTAR INC Communication Services 8,047.0 $652K 0.00% +234.0 +3.0% $81.07 +1.7%
469 PBR PETROLEO BRASILEIRO S A Energy 40,483.0 $647K 0.00% +32K +358.5% $15.99 +15.9%
470 ACWV ISHARES INC 5,365.0 $645K 0.00% +76.0 +1.4% $120.29 +5.6%
471 HLAL LISTED FDS TR 9,054.0 $643K 0.00% +405.0 +4.7% $71.04 +2.0%
472 LSPD LIGHTSPEED COMMERCE INC Technology 59,396.0 $642K 0.00% +13K +28.3% $10.82 -3.7%
473 HSY HERSHEY CO Consumer Defensive 3,519.0 $628K 0.00% +335.0 +10.5% $178.56 +5.7%
474 EUAD SPINNAKER ETF SERIES 14,683.0 $628K 0.00% +6K +70.2% $42.79 +9.4%
475 VLTO VERALTO CORP Industrials 6,944.0 $628K 0.00% +5K +193.0% $90.40 +10.7%
476 HRL HORMEL FOODS CORP Consumer Defensive 24,703.0 $615K 0.00% +3K +12.2% $24.88 -1.9%
477 NET CLOUDFLARE INC Technology 2,494.0 $614K 0.00% +469.0 +23.2% $246.33 +18.5%
478 IYC ISHARES TR 6,009.0 $610K 0.00% +2K +66.1% $101.50 +2.0%
479 GDXJ VANECK ETF TRUST 6,189.0 $607K 0.00% +2K +44.8% $98.05 +29.1%
480 PNW PINNACLE WEST CAP CORP Utilities 5,706.0 $607K 0.00% +1K +23.1% $106.30 -6.5%
Page 24 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%