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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 35 of 103  ·  2,042 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 CCL CARNIVAL CORP Consumer Cyclical 17,674.0 $540K 0.00% NEW $30.54 -4.8%
682 BAYTEX ENERGY CORP 166,123.0 $536K 0.00% NEW $3.23
683 EW EDWARDS LIFESCIENCES CORP Healthcare 6,241.0 $532K 0.00% NEW $85.24 +6.5%
684 OSCR OSCAR HEALTH INC Healthcare 36,927.0 $530K 0.00% NEW $14.36 +107.5%
685 LSPD LIGHTSPEED COMMERCE INC Technology 44,037.0 $530K 0.00% NEW $12.04 -15.3%
686 LIBERTY MEDIA CORP DEL 5,362.0 $528K 0.00% NEW $98.47
687 ENERFLEX LTD 34,182.0 $525K 0.00% NEW $15.37
688 BL BLACKLINE INC Technology 9,500.0 $525K 0.00% NEW $55.26 -48.7%
689 HII HUNTINGTON INGALLS INDS INC Industrials 1,544.0 $525K 0.00% NEW $339.96 -17.1%
690 FXI ISHARES TR 13,672.0 $523K 0.00% NEW $38.27 -17.5%
691 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 5,771.0 $519K 0.00% NEW $89.92 +3.5%
692 TSCO TRACTOR SUPPLY CO Consumer Cyclical 10,247.0 $512K 0.00% NEW $50.00 -37.6%
693 EDU NEW ORIENTAL ED & TECHNOLOGY Consumer Defensive 9,151.0 $503K 0.00% NEW $55.01 -15.8%
694 ERO ERO COPPER CORP Basic Materials 17,852.0 $503K 0.00% NEW $28.16 -5.6%
695 ESGV VANGUARD WORLD FD 4,120.0 $498K 0.00% NEW $120.96 +6.7%
696 TS TENARIS S A Energy 12,907.0 $496K 0.00% NEW $38.45 +45.7%
697 GH GUARDANT HEALTH INC Healthcare 4,856.0 $496K 0.00% NEW $102.11 +46.1%
698 SFM SPROUTS FMRS MKT INC Consumer Defensive 6,176.0 $492K 0.00% NEW $79.67 +3.1%
699 EOG EOG RES INC Energy 4,677.0 $491K 0.00% NEW $104.96 +26.3%
700 QQQE DIREXION SHS ETF TR 4,800.0 $491K 0.00% NEW $102.26 +16.1%
Page 35 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%