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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 29 of 103  ·  2,042 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 GSK GSK PLC Healthcare 20,728.0 $1.0M 0.01% NEW $49.04 +7.1%
562 CPB THE CAMPBELLS COMPANY Consumer Defensive 36,191.0 $1.0M 0.01% NEW $27.87 -18.4%
563 NOC NORTHROP GRUMMAN CORP Industrials 1,766.0 $1.0M 0.01% NEW $570.20 -12.3%
564 PAVE GLOBAL X FDS 21,002.0 $1.0M 0.01% NEW $47.79 +23.1%
565 SPYG SPDR SERIES TRUST 9,396.0 $1.0M 0.01% NEW $106.67 +7.5%
566 HYS PIMCO ETF TR 10,556.0 $1000K 0.01% NEW $94.70 -1.3%
567 BKLN INVESCO EXCH TRADED FD TR II 47,391.0 $995K 0.01% NEW $21.00 -3.3%
568 LITE LUMENTUM HLDGS INC Technology 2,687.0 $990K 0.01% NEW $368.35 +121.8%
569 SPYM SPDR SERIES TRUST 12,302.0 $987K 0.01% NEW $80.22 +6.9%
570 CLBT CELLEBRITE DI LTD Technology 54,399.0 $981K 0.01% NEW $18.03 -23.7%
571 HDV ISHARES TR 7,984.0 $971K 0.01% NEW $121.56 -77.1%
572 IXJ ISHARES TR 9,941.0 $967K 0.01% NEW $97.31 +1.6%
573 SAP SAP SE Technology 3,978.0 $966K 0.01% NEW $242.84 -36.1%
574 CLX CLOROX CO DEL Consumer Defensive 9,538.0 $962K 0.01% NEW $100.84 -3.3%
575 BBCA J P MORGAN EXCHANGE TRADED F 10,321.0 $960K 0.01% NEW $93.00 +7.3%
576 BTI BRITISH AMERN TOB PLC Consumer Defensive 16,878.0 $956K 0.01% NEW $56.63 +10.8%
577 TM TOYOTA MOTOR CORP Consumer Cyclical 4,444.0 $952K 0.01% NEW $214.14 -19.9%
578 PDS PRECISION DRILLING CORP Energy 13,696.0 $952K 0.01% NEW $69.48 +11.8%
579 SUNC SUNOCOCORP LLC Energy 19,273.0 $949K 0.01% NEW $49.26 +36.1%
580 OFG OFG BANCORP Financial Services 23,022.0 $943K 0.01% NEW $40.94 +19.5%
Page 29 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%