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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 34 of 42  ·  827 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 TLN TALEN ENERGY CORP Utilities 246.0 $89K +202.0 +459.1% $360.78 -12.0%
662 RH RH Consumer Cyclical 536.0 $88K +134.0 +33.3% $163.82 +4.4%
663 AMLP ALPS ETF TR 1,676.0 $84K +50.0 +3.1% $50.24 +10.1%
664 TSEM TOWER SEMICONDUCTOR LTD Technology 334.0 $82K +233.0 +230.7% $245.54 -2.0%
665 WY WEYERHAEUSER CO Real Estate 3,468.0 $82K +2K +98.2% $23.55 +0.2%
666 MP MP MATERIALS CORP Basic Materials 1,474.0 $80K +102.0 +7.4% $54.35 +4.3%
667 EEMV ISHARES INC 1,032.0 $78K +995.0 +2689.2% $75.29 -1.3%
668 MAGS LISTED FDS TR 1,196.0 $77K +32.0 +2.8% $64.35 +3.7%
669 PTON PELOTON INTERACTIVE INC Consumer Cyclical 13,025.0 $77K +176.0 +1.4% $5.90 -10.0%
670 MSTR STRATEGY INC Technology 815.0 $76K +167.0 +25.8% $93.43 -1.0%
671 ONDS ONDAS INC Technology 9,553.0 $76K +4K +79.2% $7.94 +14.2%
672 HPQ HP INC Technology 3,277.0 $72K +867.0 +36.0% $22.01 +36.1%
673 REMX VANECK ETF TRUST 793.0 $70K +377.0 +90.6% $87.67 -12.7%
674 NEXM NEXMETALS MINING CORP. Basic Materials 27,842.0 $68K +28K +10000.0% $2.45 -12.3%
675 FLUTTER ENTMT PLC 630.0 $67K +250.0 +65.8% $105.85
676 MEDP MEDPACE HLDGS INC Healthcare 122.0 $66K +112.0 +1120.0% $543.56 +8.6%
677 CAG CONAGRA BRANDS INC Consumer Defensive 4,507.0 $64K +3K +264.4% $14.29 +8.7%
678 HIVE HIVE DIGITAL TECHNOLOGIES LT Financial Services 18,476.0 $64K +5K +35.9% $3.47 -20.0%
679 KVUE KENVUE INC Consumer Defensive 3,313.0 $64K +386.0 +13.2% $19.36 -2.9%
680 NG NOVAGOLD RESOURCES INC Basic Materials 10,300.0 $63K +3K +41.1% $6.09 +21.7%
Page 34 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%