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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 73 of 103  ·  2,042 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1441 MSA MSA SAFETY INC Industrials 100.0 $16K NEW $160.14 +6.4%
1442 MFG MIZUHO FINANCIAL GROUP INC Financial Services 2,187.0 $16K NEW $7.32 +32.6%
1443 ARES ARES MANAGEMENT CORPORATION Financial Services 99.0 $16K NEW $161.59 -32.5%
1444 RVMD REVOLUTION MEDICINES INC Healthcare 200.0 $16K NEW $79.65 +128.6%
1445 IP INTERNATIONAL PAPER CO Consumer Cyclical 400.0 $16K NEW $39.39 -1.6%
1446 ARW ARROW ELECTRS INC Technology 142.0 $16K NEW $110.21 +95.2%
1447 JFR NUVEEN FLOATING RATE INCOME Financial Services 2,000.0 $16K NEW $7.81 -2.0%
1448 STRL STERLING INFRASTRUCTURE INC Industrials 51.0 $16K NEW $306.08 +162.9%
1449 EIX EDISON INTL Utilities 260.0 $16K NEW $60.03 +26.1%
1450 XRAY DENTSPLY SIRONA INC Healthcare 1,363.0 $16K NEW $11.42 -3.6%
1451 BYND BEYOND MEAT INC Consumer Defensive 18,845.0 $16K NEW $0.82 -20.1%
1452 ETD ETHAN ALLEN INTERIORS INC Consumer Cyclical 680.0 $16K NEW $22.82 -1.3%
1453 TCHI ISHARES TR 664.0 $16K NEW $23.35 +9.0%
1454 HYXF ISHARES TR 326.0 $15K NEW $47.23 -1.2%
1455 MPT MEDICAL PPTYS TRUST INC Financial Services 3,079.0 $15K NEW $5.00 -9.4%
1456 AMTM AMENTUM HOLDINGS INC Industrials 530.0 $15K NEW $29.00 -30.2%
1457 EPAM EPAM SYS INC Technology 75.0 $15K NEW $204.83 -60.6%
1458 SMPL SIMPLY GOOD FOODS CO Consumer Defensive 764.0 $15K NEW $20.07 -34.9%
1459 KEYS KEYSIGHT TECHNOLOGIES INC Technology 75.0 $15K NEW $203.19 +61.8%
1460 EEFT EURONET WORLDWIDE INC Technology 200.0 $15K NEW $76.13 -7.5%
Page 73 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%