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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 18 of 30  ·  583 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 QYLD GLOBAL X FDS 12,800.0 $234K 0.00% -5K -27.6% $18.30 -0.6%
342 TGT TARGET CORP Consumer Defensive 1,755.0 $229K 0.00% -519.0 -22.8% $130.37 +23.9%
343 INDA ISHARES TR 4,643.0 $228K 0.00% -205.0 -4.2% $49.21 +0.7%
344 IAG IAMGOLD CORP Basic Materials 13,913.0 $219K 0.00% -4K -23.6% $15.76 +23.7%
345 OGE OGE ENERGY CORP Utilities 4,461.0 $215K 0.00% -134.0 -2.9% $48.26 -3.0%
346 MNDY MONDAY COM LTD Technology 2,816.0 $215K 0.00% -1K -29.0% $76.20 +20.5%
347 HEDJ WISDOMTREE TR 3,600.0 $203K 0.00% -3K -47.3% $56.34 +1.6%
348 ARKF ARK ETF TR 5,119.0 $202K 0.00% -100.0 -1.9% $39.49 +11.5%
349 NVTS NAVITAS SEMICONDUCTOR CORP Technology 12,179.0 $201K 0.00% -550.0 -4.3% $16.53 -22.0%
350 OWL BLUE OWL CAPITAL INC Financial Services 21,788.0 $188K -10K -31.0% $8.63 +37.3%
351 ASX ASE TECHNOLOGY HLDG CO LTD Technology 4,355.0 $187K -4K -50.8% $43.01 -16.2%
352 ATR APTARGROUP INC Healthcare 1,470.0 $184K -44K -96.8% $125.32 +5.9%
353 SIMO SILICON MOTION TECHNOLOGY CO Technology 564.0 $179K -377.0 -40.1% $316.89 -22.7%
354 ZIM ZIM INTEGRATED SHIPPING SERV Industrials 7,000.0 $177K -100.0 -1.4% $25.22 +6.1%
355 HL HECLA MINING COMPANY Basic Materials 11,019.0 $172K -324.0 -2.9% $15.60 +29.4%
356 BOTZ GLOBAL X FDS 4,326.0 $165K -1K -22.6% $38.05 -4.5%
357 LH LABCORP HOLDINGS INC Healthcare 577.0 $164K -394.0 -40.6% $283.75 +14.8%
358 FIS FIDELITY NATL INFORMATION SV Technology 3,977.0 $162K -869.0 -17.9% $40.77 +1.5%
359 CSIQ CANADIAN SOLAR INC Energy 9,700.0 $152K -9K -47.6% $15.64 -0.8%
360 TW TRADEWEB MKTS INC Financial Services 1,481.0 $150K -12K -88.7% $101.54 +4.6%
Page 18 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%