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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 8 of 103  ·  2,042 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 TMO THERMO FISHER SCIENTIFIC INC Healthcare 32,215.0 $18.7M 0.12% NEW $579.46 -11.5%
142 T AT&T INC Communication Services 750,386.0 $18.6M 0.12% NEW $24.85 -8.6%
143 GDX VANECK ETF TRUST 215,772.0 $18.5M 0.12% NEW $85.78 -10.2%
144 CRM SALESFORCE INC Technology 69,402.0 $18.4M 0.11% NEW $264.90 -40.2%
145 APH AMPHENOL CORP NEW Technology 135,958.0 $18.4M 0.11% NEW $135.15 +21.1%
146 ITA ISHARES TR 82,763.0 $17.7M 0.11% NEW $214.44 +10.4%
147 EWJ ISHARES INC 217,879.0 $17.6M 0.11% NEW $80.72 +15.0%
148 CSX CSX CORP Industrials 476,617.0 $17.3M 0.11% NEW $36.26 +31.4%
149 FCX FREEPORT-MCMORAN INC Basic Materials 339,070.0 $17.2M 0.11% NEW $50.78 +23.0%
150 URA GLOBAL X FDS 402,499.0 $17.2M 0.11% NEW $42.72 +2.0%
151 ASML ASML HOLDING N V Technology 15,570.0 $16.6M 0.10% NEW $1068.87 +67.9%
152 GRANITE REAL ESTATE INVT TR 280,012.0 $16.6M 0.10% NEW $59.28
153 VIG VANGUARD SPECIALIZED FUNDS 71,273.0 $15.7M 0.10% NEW $219.78 +6.7%
154 VTI VANGUARD INDEX FDS 46,643.0 $15.6M 0.10% NEW $335.23 +8.1%
155 DIA SPDR DOW JONES INDL AVERAGE Financial Services 32,429.0 $15.6M 0.10% NEW $480.57 +7.8%
156 CMDY ISHARES U S ETF TR 315,113.0 $15.3M 0.10% NEW $48.67 +13.1%
157 MDT MEDTRONIC PLC Healthcare 159,134.0 $15.3M 0.10% NEW $96.07 -15.7%
158 MCK MCKESSON CORP Healthcare 18,580.0 $15.2M 0.10% NEW $820.07 -6.9%
159 DHR DANAHER CORPORATION Healthcare 66,007.0 $15.1M 0.09% NEW $228.97 -14.5%
160 CB CHUBB LIMITED Financial Services 48,039.0 $15.0M 0.09% NEW $312.13 +9.4%
Page 8 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%