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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 39 of 103  ·  2,042 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 VET VERMILION ENERGY INC Energy 43,476.0 $361K 0.00% NEW $8.31 +12.0%
762 MOS MOSAIC CO NEW Basic Materials 14,946.0 $360K 0.00% NEW $24.08 -7.1%
763 IEO ISHARES TR 3,988.0 $356K 0.00% NEW $89.26 +23.3%
764 ICLN ISHARES TR 21,649.0 $355K 0.00% NEW $16.42 +18.8%
765 QQQJ INVESCO EXCH TRADED FD TR II 9,583.0 $353K 0.00% NEW $36.82 +20.7%
766 SIZE ISHARES TR 2,150.0 $347K 0.00% NEW $161.57 +9.7%
767 VO VANGUARD INDEX FDS 1,193.0 $346K 0.00% NEW $290.13 -72.4%
768 TDG TRANSDIGM GROUP INC Industrials 259.0 $344K 0.00% NEW $1330.02 -0.4%
769 PFF ISHARES TR 11,103.0 $344K 0.00% NEW $30.96 -1.9%
770 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 7,350.0 $343K 0.00% NEW $46.69 -11.2%
771 WYNN WYNN RESORTS LTD Consumer Cyclical 2,852.0 $343K 0.00% NEW $120.32 -16.5%
772 STLD STEEL DYNAMICS INC Basic Materials 2,014.0 $341K 0.00% NEW $169.40 +44.9%
773 CELH CELSIUS HLDGS INC Consumer Defensive 7,421.0 $339K 0.00% NEW $45.74 -34.7%
774 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 4,962.0 $339K 0.00% NEW $68.35 -32.3%
775 AUR AURORA INNOVATION INC Technology 88,236.0 $339K 0.00% NEW $3.84 +65.6%
776 PAYX PAYCHEX INC Industrials 2,948.0 $331K 0.00% NEW $112.17 -10.9%
777 WEN WENDYS CO Consumer Cyclical 39,394.0 $328K 0.00% NEW $8.33 -6.4%
778 BSAC BANCO SANTANDER CHILE NEW Financial Services 10,540.0 $328K 0.00% NEW $31.11 +3.2%
779 RSPT INVESCO EXCHANGE TRADED FD T 7,200.0 $327K 0.00% NEW $45.48 +36.0%
780 GSHD GOOSEHEAD INS INC Financial Services 4,444.0 $327K 0.00% NEW $73.62 -36.3%
Page 39 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%