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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 33 of 42  ·  827 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 AMER SPORTS INC 3,329.0 $114K +432.0 +14.9% $34.14
642 LIT GLOBAL X FDS 1,453.0 $113K +231.0 +18.9% $77.99 -4.3%
643 PDO PIMCO DYNAMIC INCOME OPRNTS Financial Services 8,500.0 $113K +700.0 +9.0% $13.24 -2.6%
644 ELECTROVAYA INC 10,723.0 $112K +75.0 +0.7% $10.47
645 VTWO VANGUARD SCOTTSDALE FDS 920.0 $111K +200.0 +27.8% $120.95 +1.2%
646 GLOB GLOBANT S A Technology 3,485.0 $109K +1K +45.0% $31.39 +24.1%
647 ICVT ISHARES TR 874.0 $107K +400.0 +84.4% $121.91 -5.0%
648 PODD INSULET CORP Healthcare 664.0 $106K +179.0 +36.9% $159.82 -5.0%
649 ARMK ARAMARK Industrials 1,880.0 $106K +880.0 +88.0% $56.12 +7.7%
650 PEGA PEGASYSTEMS INC Technology 3,380.0 $105K +1K +45.2% $31.10 +6.9%
651 AMKR AMKOR TECHNOLOGY INC Technology 1,279.0 $102K +1K +1539.7% $80.04 -33.7%
652 GRMN GARMIN LTD Technology 417.0 $99K +85.0 +25.6% $237.78 +27.3%
653 HDB HDFC BANK LTD Financial Services 3,868.0 $99K +3K +215.5% $25.58 -9.7%
654 INFY INFOSYS LTD Technology 9,090.0 $97K +1K +14.2% $10.66 +11.3%
655 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 1,825.0 $97K +993.0 +119.3% $53.01 +13.6%
656 FOXA FOX CORP Communication Services 1,536.0 $97K +1K +2503.4% $62.93 +9.7%
657 BXP BXP INC Real Estate 1,420.0 $96K +1K +10000.0% $67.75 -0.2%
658 LITHIUM ARGENTINA AG 11,512.0 $94K +1K +9.5% $8.16
659 ARIS ARIS MINING CORPORATION Basic Materials 6,380.0 $93K +2K +41.6% $14.64 +32.3%
660 XPEV XPENG INC Consumer Cyclical 6,680.0 $91K +3K +91.4% $13.61 -12.7%
Page 33 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%