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Portfolio (Quarterly) Guide ↗

TD Waterhouse Canada Inc.

· CIK 0001999606
13F Portfolio $16.1B AUM 2,042 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2042 New
Page 23 of 103  ·  2,042 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 MCHI ISHARES TR 35,550.0 $2.1M 0.01% NEW $60.06 -16.0%
442 ENTERGY CORP NEW 23,008.0 $2.1M 0.01% NEW $92.46
443 MTN VAIL RESORTS INC Consumer Cyclical 15,999.0 $2.1M 0.01% NEW $132.86 +3.8%
444 DUK DUKE ENERGY CORP NEW Utilities 18,107.0 $2.1M 0.01% NEW $117.21 +9.5%
445 IHF ISHARES TR 43,811.0 $2.1M 0.01% NEW $47.94 +16.0%
446 BOXX EA SERIES TRUST 18,118.0 $2.1M 0.01% NEW $115.08 +1.8%
447 CMI CUMMINS INC Industrials 4,076.0 $2.1M 0.01% NEW $510.38 +34.4%
448 SUZ SUZANO S A Basic Materials 221,814.0 $2.1M 0.01% NEW $9.34 -17.3%
449 AN AUTONATION INC Consumer Cyclical 10,003.0 $2.1M 0.01% NEW $206.43 -7.2%
450 PNC PNC FINL SVCS GROUP INC Financial Services 9,894.0 $2.1M 0.01% NEW $208.70 +17.4%
451 KIM KIMCO RLTY CORP Real Estate 101,441.0 $2.1M 0.01% NEW $20.27 +27.7%
452 BOND PIMCO ETF TR 22,080.0 $2.1M 0.01% NEW $93.08 -0.5%
453 ALAB ASTERA LABS INC Technology 12,337.0 $2.1M 0.01% NEW $166.32 +135.5%
454 LHX L3HARRIS TECHNOLOGIES INC Industrials 6,837.0 $2.0M 0.01% NEW $293.64 -0.8%
455 TOL TOLL BROTHERS INC Consumer Cyclical 14,759.0 $2.0M 0.01% NEW $135.21 +21.4%
456 DEO DIAGEO PLC Consumer Defensive 23,003.0 $2.0M 0.01% NEW $86.26 -3.2%
457 EBAY EBAY INC. Consumer Cyclical 22,739.0 $2.0M 0.01% NEW $87.09 +23.9%
458 AXON AXON ENTERPRISE INC Industrials 3,473.0 $2.0M 0.01% NEW $567.93 -18.2%
459 NUE NUCOR CORP Basic Materials 12,075.0 $2.0M 0.01% NEW $163.10 +47.0%
460 VUG VANGUARD INDEX FDS 4,006.0 $2.0M 0.01% NEW $487.86 -83.0%
Page 23 of 103  ·  2,042 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 36.5%
Technology 15.7%
Energy 9.8%
Consumer Cyclical 6.8%
Communication Services 6.8%
Industrials 6.6%
Basic Materials 5.9%
Healthcare 4.4%
Utilities 4.1%
Consumer Defensive 3.1%