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Portfolio (Quarterly) Guide ↗

TD Waterhouse Canada Inc.

· CIK 0001999606
13F Portfolio $38.0B AUM 2,405 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 229 New 827 Added 583 Reduced 131 Exited
Page 14 of 30  ·  583 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 Q QNITY ELECTRONICS INC Technology 4,726.0 $725K 0.00% -623.0 -11.7% $153.44 -17.9%
262 TPL TEXAS PACIFIC LAND CORPORATI Energy 1,727.0 $716K 0.00% -657.0 -27.6% $414.78 -10.0%
263 YUMC YUM CHINA HLDGS INC Consumer Cyclical 17,411.0 $713K 0.00% -6K -25.7% $40.96 +16.2%
264 RF REGIONS FINANCIAL CORP NEW Financial Services 22,588.0 $696K 0.00% -335.0 -1.5% $30.79 -0.7%
265 MOO VANECK ETF TRUST 8,791.0 $695K 0.00% -4K -29.7% $79.01 +3.9%
266 SCCO SOUTHERN COPPER CORP Basic Materials 4,054.0 $684K 0.00% -11K -72.3% $168.79 +15.3%
267 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 1,228.0 $673K 0.00% -68.0 -5.2% $547.82 -3.4%
268 FEZ SPDR INDEX SHS FDS 9,830.0 $667K 0.00% -92.0 -0.9% $67.88 +5.5%
269 ET ENERGY TRANSFER L P Energy 35,016.0 $667K 0.00% -15K -30.1% $19.04 +11.2%
270 ACM AECOM Industrials 9,733.0 $652K 0.00% -413.0 -4.1% $66.95 -2.9%
271 IBDS ISHARES TR 26,595.0 $641K 0.00% -210.0 -0.8% $24.12 +0.2%
272 ATO ATMOS ENERGY CORP Utilities 3,700.0 $640K 0.00% -122.0 -3.2% $173.04 -1.0%
273 SPLV INVESCO EXCH TRADED FD TR II 8,277.0 $623K 0.00% -333.0 -3.9% $75.22 +1.0%
274 DOO BRP INC Consumer Cyclical 10,420.0 $612K 0.00% -349.0 -3.2% $58.75 +16.0%
275 VICI VICI PPTYS INC Real Estate 22,888.0 $601K 0.00% -338.0 -1.5% $26.27 +0.4%
276 KMX CARMAX INC Consumer Cyclical 11,532.0 $597K 0.00% -12K -50.5% $51.81 +13.8%
277 SE SEA LTD Consumer Cyclical 5,747.0 $588K 0.00% -2K -22.1% $102.36 +16.4%
278 SDVY FIRST TR EXCHANGE TRADED FD 13,532.0 $584K 0.00% -178.0 -1.3% $43.17 +2.0%
279 DKS DICKS SPORTING GOODS INC Consumer Cyclical 2,531.0 $582K 0.00% -6K -68.9% $229.81 -16.8%
280 BEONE MEDICINES LTD 1,975.0 $573K 0.00% -57.0 -2.8% $290.29
Page 14 of 30  ·  583 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 37.7%
Technology 17.7%
Energy 10.8%
Industrials 6.7%
Basic Materials 5.8%
Communication Services 5.6%
Consumer Cyclical 5.5%
Healthcare 4.2%
Utilities 3.4%
Consumer Defensive 2.3%