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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 11 of 12  ·  229 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 PL PLANET LABS PBC Industrials 4.0 $126.0 NEW $31.50 -22.6%
202 FFOG FRANKLIN TEMPLETON ETF TR 2.0 $103.0 NEW $51.50 -1.2%
203 NUDV NUSHARES ETF TR 3.0 $98.0 NEW $32.67 +4.3%
204 VSAT VIASAT INC Technology 1.0 $83.0 NEW $83.00 -1.9%
205 POWI POWER INTEGRATIONS INC Technology 1.0 $80.0 NEW $80.00 -22.4%
206 DIV GLOBAL X FDS 4.0 $77.0 NEW $19.25 +2.0%
207 SBR SABINE RTY TR Energy 1.0 $73.0 NEW $73.00 -0.4%
208 KNDI KANDI TECHNOLOGIES GROUP INC Consumer Cyclical 100.0 $73.0 NEW $0.73 -13.7%
209 KODK EASTMAN KODAK CO Industrials 7.0 $65.0 NEW $9.29 +7.4%
210 FRAF FRANKLIN FINL SVCS CORP Financial Services 1.0 $63.0 NEW $63.00 +1.3%
211 YOLO ADVISORSHARES TR 20.0 $55.0 NEW $2.75 +4.4%
212 ARCADIA BIOSCIENCES INC 70.0 $50.0 NEW $0.71
213 ROBIN ENERGY LTD 70.0 $49.0 NEW $0.70
214 WOLF WOLFSPEED INC Technology 1.0 $45.0 NEW $45.00 -22.3%
215 BLUE MOON METALS INC 7.0 $44.0 NEW $6.29
216 TPYP TORTOISE CAPITAL SERIES TRUS 1.0 $42.0 NEW $42.00 +2.5%
217 SPIRE GLOBAL INC 2.0 $37.0 NEW $18.50
218 COMMERCE.COM INC 10.0 $31.0 NEW $3.10
219 BNZI BANZAI INTERNATIONAL INC Technology 10.0 $30.0 NEW $3.00 -42.0%
220 ADICET BIO INC 3.0 $26.0 NEW $8.67
Page 11 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%