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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 1 of 12  ·  229 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 THOMSON REUTERS CORP 1,297,109.0 $110.3M 0.29% NEW $85.02
2 HONEYWELL AEROSPACE INC 113,979.0 $25.8M 0.07% NEW $226.78
3 HONEYWELL INTL INC 113,951.0 $25.3M 0.07% NEW $222.25
4 BTSG BRIGHTSPRING HEALTH SVCS INC Healthcare 315,463.0 $22.1M 0.06% NEW $69.91 -13.6%
5 SCHY SCHWAB STRATEGIC TR 316,645.0 $9.4M 0.03% NEW $29.75 +10.9%
6 ISHARES TR 125,349.0 $8.1M 0.02% NEW $64.54
7 SPACE EXPLORATION TECHN CORP 45,101.0 $7.1M 0.02% NEW $157.76
8 LGND LIGAND PHARMACEUTICALS INC Healthcare 19,625.0 $6.1M 0.02% NEW $311.93 -6.5%
9 CSTM CONSTELLIUM SE Basic Materials 184,316.0 $5.6M 0.01% NEW $30.28 -1.2%
10 EMEQ NOMURA ETF TR 72,925.0 $5.1M 0.01% NEW $69.65 -4.6%
11 FLTW FRANKLIN TEMPLETON ETF TR 47,432.0 $4.8M 0.01% NEW $102.19 +1.3%
12 IBAT ISHARES TR 95,034.0 $4.2M 0.01% NEW $44.42 -5.0%
13 GFS GLOBALFOUNDRIES INC Technology 44,844.0 $3.5M 0.01% NEW $77.18 -30.8%
14 FLTR VANECK ETF TRUST 77,195.0 $2.0M 0.01% NEW $25.52 +0.1%
15 DUPONT DE NEMOURS INC 12,072.0 $1.7M 0.00% NEW $138.46
16 FEDEX FGHT HLDG CO INC 9,815.0 $1.5M 0.00% NEW $155.84
17 BSJR INVESCO EXCH TRD SLF IDX FD 68,060.0 $1.5M 0.00% NEW $22.32 +0.4%
18 TREKOR METALS LTD 190,808.0 $1.3M 0.00% NEW $7.01
19 HRB BLOCK H & R INC Consumer Cyclical 32,485.0 $1.3M 0.00% NEW $39.33 +27.5%
20 IX ORIX CORP Financial Services 28,548.0 $1.1M 0.00% NEW $38.44 +4.4%
Page 1 of 12  ·  229 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%