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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 57 of 103  ·  2,042 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1121 VTWO VANGUARD SCOTTSDALE FDS 720.0 $72K NEW $99.52 +20.9%
1122 GFI GOLD FIELDS LTD Basic Materials 1,640.0 $72K NEW $43.64 -23.2%
1123 SPYX SPDR SERIES TRUST 1,274.0 $72K NEW $56.17 +6.6%
1124 SPYV SPDR SERIES TRUST 1,260.0 $72K NEW $56.77 +6.8%
1125 ELECTROVAYA INC 9,085.0 $72K NEW $7.87
1126 DKNG DRAFTKINGS INC NEW Consumer Cyclical 2,071.0 $71K NEW $34.46 -25.4%
1127 RH RH Consumer Cyclical 397.0 $71K NEW $179.08 -11.2%
1128 ORLA ORLA MNG LTD NEW Basic Materials 5,313.0 $71K NEW $13.30 -27.5%
1129 LNT ALLIANT ENERGY CORP Utilities 1,080.0 $70K NEW $65.01 +18.8%
1130 GSL GLOBAL SHIP LEASE INC NEW Industrials 2,000.0 $70K NEW $35.04 +7.8%
1131 EMXC ISHARES INC 959.0 $70K NEW $72.68 +37.7%
1132 TTC TORO CO Industrials 878.0 $69K NEW $78.72 +23.0%
1133 CGGO CAPITAL GROUP GBL GROWTH EQT 1,989.0 $69K NEW $34.63 +18.9%
1134 CAC CAMDEN NATL CORP Financial Services 1,572.0 $68K NEW $43.32 +25.4%
1135 EWQ ISHARES INC 1,506.0 $68K NEW $44.93 -0.2%
1136 DFE WISDOMTREE TR 925.0 $66K NEW $71.62 -0.6%
1137 ULTA ULTA BEAUTY INC Consumer Cyclical 109.0 $66K NEW $605.01 -19.3%
1138 FICO FAIR ISAAC CORP Technology 39.0 $66K NEW $1689.28 -30.0%
1139 COIN COINBASE GLOBAL INC Financial Services 291.0 $66K NEW $226.13 -34.1%
1140 KDP KEURIG DR PEPPER INC Consumer Defensive 2,324.0 $65K NEW $28.01 +19.2%
Page 57 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%