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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 31 of 42  ·  827 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 ARTY ISHARES TR 2,418.0 $177K +57.0 +2.4% $73.18 +0.9%
602 CHWY CHEWY INC Consumer Cyclical 8,416.0 $173K +2K +42.1% $20.60 +16.8%
603 FICO FAIR ISAAC CORP Technology 143.0 $173K +27.0 +23.3% $1208.50 -3.6%
604 SVM SILVERCORP METALS INC Basic Materials 17,094.0 $172K +4K +26.6% $10.06 +24.8%
605 GIS GENERAL MILLS INC Consumer Defensive 4,528.0 $171K +2K +60.9% $37.81 +3.7%
606 BUG GLOBAL X FDS 4,220.0 $165K +917.0 +27.8% $39.17 +5.4%
607 BE BLOOM ENERGY CORP Industrials 565.0 $163K +227.0 +67.2% $289.34 -29.7%
608 VOOG VANGUARD ADMIRAL FDS INC 1,939.0 $159K +2K +500.3% $82.24 +2.1%
609 COIN COINBASE GLOBAL INC Financial Services 967.0 $154K +390.0 +67.6% $159.35 +2.6%
610 CHD CHURCH & DWIGHT CO INC Consumer Defensive 1,573.0 $153K +302.0 +23.8% $97.24 +2.6%
611 POET POET TECHNOLOGIES INC Technology 15,679.0 $152K +6K +58.8% $9.71 -14.4%
612 PPLT ABRDN PLATINUM ETF TRUST Financial Services 10,550.0 $151K +9K +900.0% $14.31 +13.5%
613 COPP SPROTT FDS TR 3,750.0 $141K +3K +206.1% $37.54 +13.7%
614 ELF E L F BEAUTY INC Consumer Defensive 1,779.0 $140K +429.0 +31.8% $78.74 +24.3%
615 NIO NIO INC Consumer Cyclical 28,172.0 $140K +5K +20.9% $4.96 -7.8%
616 L LOEWS CORP Financial Services 1,221.0 $140K +17.0 +1.4% $114.25 -2.4%
617 AEGON LTD 16,274.0 $139K +14K +702.9% $8.56
618 EWG ISHARES INC 3,369.0 $139K +104.0 +3.2% $41.19 +6.9%
619 KSTR KRANESHARES TRUST 4,403.0 $136K +724.0 +19.7% $30.79 -21.5%
620 HUT 8 CORP 1,274.0 $135K +374.0 +41.6% $105.93
Page 31 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%