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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 3 of 103  ·  2,042 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 TECK TECK RESOURCES LTD Basic Materials 1,858,869.0 $88.9M 0.55% NEW $47.80 +21.8%
42 WPM WHEATON PRECIOUS METALS CORP Basic Materials 744,179.0 $86.8M 0.54% NEW $116.60 -2.8%
43 SHOP SHOPIFY INC Technology 514,293.0 $82.7M 0.51% NEW $160.74 -27.3%
44 QCOM QUALCOMM INC Technology 466,650.0 $79.8M 0.50% NEW $171.04 +10.7%
45 GIL GILDAN ACTIVEWEAR INC Consumer Cyclical 1,267,015.0 $78.9M 0.49% NEW $62.30 -15.2%
46 C CITIGROUP INC Financial Services 672,307.0 $78.4M 0.49% NEW $116.68 +21.5%
47 BROOKFIELD ASSET MANAGMT LTD 1,469,635.0 $76.9M 0.48% NEW $52.35
48 CVE CENOVUS ENERGY INC Energy 4,383,603.0 $74.1M 0.46% NEW $16.90 +46.8%
49 MA MASTERCARD INCORPORATED Financial Services 128,605.0 $73.4M 0.46% NEW $570.89 -12.6%
50 GE GE AEROSPACE Industrials 234,907.0 $72.4M 0.45% NEW $308.04 +19.8%
51 XLK SELECT SECTOR SPDR TR 475,711.0 $68.4M 0.42% NEW $143.72 +25.9%
52 ORCL ORACLE CORP Technology 345,180.0 $67.3M 0.42% NEW $194.94 -23.7%
53 QSR RESTAURANT BRANDS INTL INC Consumer Cyclical 974,201.0 $66.2M 0.41% NEW $67.98 +9.4%
54 PBA PEMBINA PIPELINE CORP Energy 1,703,413.0 $64.8M 0.40% NEW $38.04 +24.1%
55 WCN WASTE CONNECTIONS INC Industrials 364,682.0 $63.2M 0.39% NEW $173.42 -3.2%
56 IVV ISHARES TR 92,200.0 $63.1M 0.39% NEW $684.87 +7.0%
57 GIB CGI INC Technology 683,532.0 $63.1M 0.39% NEW $92.29 -30.2%
58 GS GOLDMAN SACHS GROUP INC Financial Services 69,333.0 $60.9M 0.38% NEW $878.74 +16.0%
59 SYK STRYKER CORPORATION Healthcare 171,354.0 $60.2M 0.38% NEW $351.42 -5.3%
60 VOO VANGUARD INDEX FDS 94,347.0 $59.2M 0.37% NEW $627.05 +6.9%
Page 3 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%