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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 36 of 42  ·  827 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 SNN SMITH & NEPHEW PLC Healthcare 1,561.0 $45K +230.0 +17.3% $28.73 +3.3%
702 GNTX GENTEX CORP Consumer Cyclical 1,817.0 $45K +28.0 +1.6% $24.68 -3.5%
703 TKC TURKCELL ILETISIM Communication Services 7,500.0 $44K +4K +87.5% $5.90 -8.2%
704 GRC GORMAN RUPP CO Industrials 493.0 $44K +389.0 +374.0% $88.84 -9.2%
705 MFA MFA FINL INC Real Estate 4,325.0 $41K +2K +109.4% $9.58 -4.9%
706 QS QUANTUMSCAPE CORP Consumer Cyclical 5,361.0 $41K +3K +101.5% $7.59 -19.4%
707 VANECK ETF TRUST 592.0 $40K +75.0 +14.5% $67.58
708 LII LENNOX INTL INC Industrials 70.0 $40K +4.0 +6.1% $571.43 -27.2%
709 NXPI NXP SEMICONDUCTORS N V Technology 140.0 $39K +17.0 +13.8% $279.41 -16.7%
710 TBN TAMBORAN RES CORP Basic Materials 1,245.0 $39K +35.0 +2.9% $31.14 +19.9%
711 DOCU DOCUSIGN INC Technology 807.0 $37K +70.0 +9.5% $46.03 +30.0%
712 ORA ORMAT TECHNOLOGIES INC Utilities 328.0 $36K +40.0 +13.9% $111.07 +2.6%
713 CHY CALAMOS CONV & HIGH INCOME F Financial Services 2,704.0 $36K +60.0 +2.3% $13.46 -0.1%
714 OBE OBSIDIAN ENERGY LTD Energy 4,498.0 $36K +117.0 +2.7% $7.97 +45.1%
715 ARKW ARK ETF TR 246.0 $36K +5.0 +2.1% $145.02 +4.9%
716 ARRY ARRAY TECHNOLOGIES INC Energy 4,900.0 $35K +2K +55.3% $7.16 -30.5%
717 U UNITY SOFTWARE INC Technology 1,161.0 $35K +31.0 +2.7% $30.19 +50.6%
718 CC CHEMOURS CO Basic Materials 1,739.0 $35K +185.0 +11.9% $20.13 -21.9%
719 INSM INSMED INC Healthcare 316.0 $34K +16.0 +5.3% $107.00 +19.9%
720 GAU GALIANO GOLD INC Basic Materials 17,143.0 $33K +1K +7.0% $1.91 +10.3%
Page 36 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%