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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 38 of 103  ·  2,042 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 IRM IRON MTN INC DEL Real Estate 4,755.0 $394K 0.00% NEW $82.91 +59.7%
742 TW TRADEWEB MKTS INC Financial Services 3,654.0 $393K 0.00% NEW $107.54 -13.0%
743 SPAB SPDR SERIES TRUST 15,120.0 $389K 0.00% NEW $25.74 -0.5%
744 AG FIRST MAJESTIC SILVER CORP Basic Materials 23,313.0 $388K 0.00% NEW $16.63 +1.5%
745 EUFN ISHARES TR 10,337.0 $383K 0.00% NEW $37.08 +3.2%
746 GOOS CANADA GOOSE HLDGS INC Consumer Cyclical 29,284.0 $379K 0.00% NEW $12.94 -25.3%
747 L LOEWS CORP Financial Services 3,594.0 $378K 0.00% NEW $105.31 +7.5%
748 ARKF ARK ETF TR 7,932.0 $378K 0.00% NEW $47.63 -17.7%
749 KDEF EXCHANGE LISTED FDS TR 8,674.0 $377K 0.00% NEW $43.52 -10.5%
750 FERG FERGUSON ENTERPRISES INC Industrials 1,686.0 $375K 0.00% NEW $222.62 +7.2%
751 HAFN HAFNIA LTD Industrials 70,428.0 $375K 0.00% NEW $5.32 +31.0%
752 CBRE CBRE GROUP INC Real Estate 2,326.0 $374K 0.00% NEW $160.84 -14.6%
753 IDLV INVESCO EXCH TRADED FD TR II 11,022.0 $373K 0.00% NEW $33.88 +2.1%
754 IYC ISHARES TR 3,617.0 $373K 0.00% NEW $103.08 -2.5%
755 YYY AMPLIFY ETF TR 32,091.0 $370K 0.00% NEW $11.52 +0.1%
756 MILLROSE PPTYS INC 12,291.0 $367K 0.00% NEW $29.86
757 VNET VNET GROUP INC Technology 43,352.0 $366K 0.00% NEW $8.45 -9.5%
758 CARG CARGURUS INC Consumer Cyclical 9,467.0 $363K 0.00% NEW $38.35 -13.9%
759 DC DAKOTA GOLD CORP Basic Materials 63,900.0 $362K 0.00% NEW $5.67 -25.2%
760 CORP PIMCO ETF TR 3,702.0 $362K 0.00% NEW $97.84 -0.6%
Page 38 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%