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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 9 of 42  ·  827 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 AHR AMERICAN HEALTHCARE REIT INC Real Estate 232,553.0 $12.5M 0.03% +33K +16.4% $53.67 +1.9%
162 EFV ISHARES TR 160,087.0 $12.3M 0.03% +59K +57.8% $76.56 +6.6%
163 EXPE EXPEDIA GROUP INC Consumer Cyclical 46,016.0 $12.2M 0.03% +3K +7.8% $264.55 +20.4%
164 HSBC HSBC HLDGS PLC Financial Services 125,095.0 $12.0M 0.03% +103K +476.1% $95.92 +8.2%
165 FBT FIRST TR EXCHANGE-TRADED FD 47,342.0 $11.8M 0.03% +6K +15.2% $249.17 +4.2%
166 AAXJ ISHARES TR 98,508.0 $11.4M 0.03% +97K +6467.2% $116.03 +1.0%
167 VRSK VERISK ANALYTICS INC Industrials 61,114.0 $11.2M 0.03% +6K +10.5% $183.82 -4.5%
168 PM PHILIP MORRIS INTL INC Consumer Defensive 63,181.0 $11.2M 0.03% +26K +72.2% $177.73 +3.8%
169 KR KROGER CO Consumer Defensive 197,854.0 $11.1M 0.03% +7K +3.5% $56.25 -0.3%
170 HBM HUDBAY MINERALS INC Basic Materials 489,033.0 $11.1M 0.03% +27K +5.8% $22.62 +21.3%
171 MO ALTRIA GROUP INC Consumer Defensive 151,000.0 $10.8M 0.03% +40K +36.1% $71.56 -10.6%
172 WDC WESTERN DIGITAL CORP Technology 17,668.0 $10.6M 0.03% +755.0 +4.5% $599.11 -10.5%
173 FBND FIDELITY MERRIMACK STR TR 231,630.0 $10.5M 0.03% +14K +6.2% $45.41 -1.2%
174 AIA ISHARES TR 77,077.0 $10.5M 0.03% +77K +10000.0% $136.46 +3.1%
175 ECL ECOLAB INC Basic Materials 37,748.0 $10.5M 0.03% +4K +11.4% $278.57 -1.0%
176 USB US BANCORP Financial Services 168,249.0 $10.4M 0.03% +36K +26.8% $61.99 +4.6%
177 LHX L3HARRIS TECHNOLOGIES INC Industrials 34,830.0 $10.2M 0.03% +4K +11.6% $292.37 -4.8%
178 PMMF BLACKROCK ETF TRUST 100,239.0 $10.0M 0.03% +99K +10000.0% $100.25 +0.1%
179 JEPI J P MORGAN EXCHANGE TRADED F 178,262.0 $10.0M 0.03% +2K +1.1% $56.11 +3.0%
180 VCSH VANGUARD SCOTTSDALE FDS 125,277.0 $9.9M 0.03% +37K +42.2% $78.70 -0.1%
Page 9 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%