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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 16 of 30  ·  583 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 WCC WESCO INTL INC Industrials 1,310.0 $420K 0.00% -394.0 -23.1% $320.86 +7.2%
302 CCI CROWN CASTLE INC Real Estate 5,407.0 $414K 0.00% -45K -89.2% $76.54 -2.5%
303 ICOP ISHARES TR 8,476.0 $411K 0.00% -11K -55.8% $48.48 +14.7%
304 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 7,710.0 $409K 0.00% -2K -23.1% $53.02 -4.7%
305 MILLROSE PPTYS INC 13,563.0 $402K 0.00% -13K -48.5% $29.66
306 J JACOBS SOLUTIONS INC Industrials 3,214.0 $401K 0.00% -669.0 -17.2% $124.77 +18.1%
307 BAYTEX ENERGY CORP 101,108.0 $395K 0.00% -144K -58.8% $3.90
308 QQQJ INVESCO EXCH TRADED FD TR II 8,556.0 $389K 0.00% -194.0 -2.2% $45.47 +1.4%
309 INSTALLED BLDG PRODS INC 1,689.0 $379K 0.00% -53K -96.9% $224.24
310 FLAGSTAR BANK NATIONAL ASSOC 25,275.0 $379K 0.00% -1K -4.6% $14.98
311 HEI HEICO CORP NEW Industrials 1,049.0 $377K 0.00% -2K -66.7% $359.78 +1.0%
312 IYF ISHARES TR 2,875.0 $374K 0.00% -254.0 -8.1% $130.19 +4.6%
313 FIRST HAWAIIAN INC 12,321.0 $372K 0.00% -27K -69.0% $30.21
314 LIONSGATE STUDIOS CORP 24,411.0 $367K 0.00% -13K -34.9% $15.03
315 OSCR OSCAR HEALTH INC Healthcare 11,443.0 $365K 0.00% -21K -64.2% $31.89 +1.3%
316 KMI KINDER MORGAN INC DEL Energy 11,409.0 $362K 0.00% -22K -65.8% $31.74 +1.1%
317 MDB MONGODB INC Technology 1,004.0 $360K 0.00% -38.0 -3.6% $359.01 +22.7%
318 FTV FORTIVE CORP Technology 5,824.0 $360K 0.00% -11K -66.2% $61.81 -4.7%
319 OIH VANECK ETF TRUST 996.0 $358K 0.00% -520.0 -34.3% $359.47 +16.5%
320 ZTS ZOETIS INC Healthcare 4,885.0 $354K 0.00% -231.0 -4.5% $72.48 +5.8%
Page 16 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%