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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 26 of 42  ·  827 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 SGDM SPROTT ETF TRUST 7,819.0 $493K 0.00% +2K +36.4% $63.05 +28.8%
502 XAR SPDR SERIES TRUST 1,725.0 $492K 0.00% +80.0 +4.9% $284.99 -0.3%
503 TFLR T ROWE PRICE EXCHANGE-TRADED 9,670.0 $486K 0.00% +7K +344.6% $50.27 +1.1%
504 IDMO INVESCO EXCH TRADED FD TR II 8,073.0 $483K 0.00% +4K +113.9% $59.81 +4.3%
505 LAMR LAMAR ADVERTISING CO Real Estate 3,051.0 $478K 0.00% +3K +1120.4% $156.67 -1.7%
506 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 50,519.0 $476K 0.00% +7K +16.0% $9.42 +18.6%
507 IEO ISHARES TR 4,309.0 $473K 0.00% +66.0 +1.6% $109.83 +22.7%
508 HUBB HUBBELL INC Industrials 955.0 $468K 0.00% +308.0 +47.6% $489.96 -2.9%
509 DASH DOORDASH INC Communication Services 2,475.0 $468K 0.00% +402.0 +19.4% $188.90 +16.6%
510 DXCM DEXCOM INC Healthcare 6,704.0 $462K 0.00% +2K +40.4% $68.86 +30.5%
511 IHI ISHARES TR 9,208.0 $460K 0.00% +2K +33.0% $49.98 +13.3%
512 UNM UNUM GROUP Financial Services 4,904.0 $448K 0.00% +3K +138.1% $91.40 -4.1%
513 KDEF EXCHANGE LISTED FDS TR 10,875.0 $446K 0.00% +213.0 +2.0% $41.01 +8.0%
514 TTMI TTM TECHNOLOGIES INC Technology 2,455.0 $441K 0.00% +2K +4363.6% $179.70 -35.2%
515 STIP ISHARES TR 4,214.0 $426K 0.00% +4K +532.7% $101.14 -0.2%
516 JKHY HENRY JACK & ASSOC INC Technology 2,975.0 $424K 0.00% +100.0 +3.5% $142.46 +14.5%
517 RQI COHEN & STEERS QUALITY INCOM Financial Services 33,000.0 $407K 0.00% +1K +3.1% $12.32 +0.7%
518 CMPS COMPASS PATHWAYS PLC Healthcare 30,306.0 $402K 0.00% +30K +4292.2% $13.28 +5.5%
519 WTRG ESSENTIAL UTILS INC Utilities 10,473.0 $398K 0.00% +421.0 +4.2% $38.03 +7.9%
520 NXST NEXSTAR MEDIA GROUP INC Communication Services 2,174.0 $394K 0.00% +2K +2188.4% $181.28 +3.4%
Page 26 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%